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Livermore
Livermore
ZHEN

Riversedge Advisors, LLC

SEC CIK
0001787663
Latest filing
Jul 16, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 16, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
216
+2 vs. Q4 2025
Portfolio value
$617.7M
+$2.70M (+0.4%) vs. Q4 2025
Filed
Apr 16, 2026
SEC
Holdings of Riversedge Advisors, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
ABEVAmbev S.A.SPONSORED ADR21,937$64.1K<0.1%+4,684+27.1%AddedHistory
ADTADT Inc.COM14,159$93.0K<0.1%−8,390−37.2%ReducedHistory
BBDBank BradescoSP ADR PFD NEW32,307$117.9K<0.1%+778+2.5%AddedHistory
LYGLloyds Banking Group plcSPONSORED ADR29,445$148.1K<0.1%+406+1.4%AddedHistory
MFGMizuho Financial Group IncSPONSORED ADR21,284$169.0K<0.1%+133+0.6%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF699$200.7K<0.1%00.0%Unchanged–
GILDGilead Sciences, Inc.Stock1,449$201.9K<0.1%+1,449NewHistory
GSKGSK plcADR3,669$202.5K<0.1%+3,669NewHistory
STLDSteel Dynamics IncCOM1,127$202.9K<0.1%+1,127NewHistory
SAPSAP SEADR1,190$203.7K<0.1%−29−2.4%ReducedHistory
NBIXNeurocrine Biosciences IncStock1,551$204.3K<0.1%+1,551NewHistory
STTState Street CorpCOM1,618$204.8K<0.1%+1,618NewHistory
UBERUber Technologies, IncStock2,849$204.9K<0.1%+2,849NewHistory
MEDPMedpace Holdings, Inc.COM427$205.0K<0.1%−131−23.5%ReducedHistory
TERTeradyne, IncStock696$206.3K<0.1%+696NewHistory
ROSTRoss Stores, Inc.COM953$206.4K<0.1%+953NewHistory
HONHoneywell International IncCOM914$206.7K<0.1%+914NewHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR10,489$207.2K<0.1%+230+2.2%AddedHistory
NOWServiceNow, Inc.Stock1,982$207.2K<0.1%−664−25.1%ReducedHistory
RTXRTX CorpStock1,082$208.6K<0.1%+1,082NewHistory
KMIKinder Morgan, Inc.Stock6,239$209.2K<0.1%+6,239NewHistory
AMDAdvanced Micro Devices IncStock1,035$210.6K<0.1%+1,035NewHistory
SLBSLB LimitedStock4,141$212.8K<0.1%+4,141NewHistory
SONYSony Group CorpSPONSORED ADR10,325$213.7K<0.1%−1,771−14.6%ReducedHistory
VALEVale S.A.SPONSORED ADS13,497$214.7K<0.1%+559+4.3%AddedHistory
ZMZoom Communications, Inc.Stock2,685$215.8K<0.1%−1,396−34.2%ReducedHistory
BXBlackstone Inc.COM1,903$218.8K<0.1%−384−16.8%ReducedHistory
SHOPShopify Inc.Stock1,857$220.3K<0.1%+484+35.3%AddedHistory
RIORio Tinto PLCADR2,369$221.0K<0.1%+2,369NewHistory
BPBP PLCADR4,722$221.9K<0.1%+4,722NewHistory
MPCMarathon Petroleum CorpStock913$222.9K<0.1%+913NewHistory
JBHTHunt J B Transport Services IncCOM1,057$224.1K<0.1%00.0%UnchangedHistory
EQIXEquinix IncCOM230$225.5K<0.1%+230NewHistory
ENBEnbridge IncStock4,202$227.5K<0.1%+4,202NewHistory
DISWalt Disney CoStock2,384$229.8K<0.1%+267+12.6%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM2,680$230.9K<0.1%+2,680NewHistory
FCXFreeport-McMoran IncStock3,947$232.0K<0.1%+3,947NewHistory
IBMInternational Business Machines CorpStock960$232.8K<0.1%+170+21.5%AddedHistory
KLACKLA CorpCOM NEW159$234.1K<0.1%+159NewHistory
ANETArista Networks, Inc.Stock1,914$235.0K<0.1%−621−24.5%ReducedHistory
BWABorgwarner IncCOM4,443$241.1K<0.1%00.0%UnchangedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,149$242.6K<0.1%+196+5.0%AddedHistory
CEGConstellation Energy CorpStock871$243.1K<0.1%−88−9.2%ReducedHistory
OMCOmnicom Group Inc.COM3,242$244.2K<0.1%+3,242NewHistory
CMICummins IncStock456$245.3K<0.1%+2+0.4%AddedHistory
GMGeneral Motors CoCOM3,310$246.6K<0.1%+278+9.2%AddedHistory
CRMSalesforce, Inc.Stock1,325$247.3K<0.1%+1,325NewHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR11,478$248.6K<0.1%−256−2.2%ReducedHistory
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET1,139$249.1K<0.1%00.0%UnchangedHistory
NTRANatera, Inc.COM1,250$250.0K<0.1%−77−5.8%ReducedHistory
INTUIntuit Inc.Stock590$255.2K<0.1%+186+46.0%AddedHistory
EMEEMCOR Group, Inc.Stock346$255.6K<0.1%+346NewHistory
MAMastercard IncStock514$257.0K<0.1%−229−30.8%ReducedHistory
PLDPrologis, Inc.REIT1,983$262.1K<0.1%−5−0.3%ReducedHistory
CICigna GroupStock987$263.3K<0.1%+987NewHistory
ADBEAdobe Inc.Stock1,089$264.7K<0.1%+294+37.0%AddedHistory
FOXAFox CorpCL A COM4,563$266.5K<0.1%−47−1.0%ReducedHistory
PEPPepsiCo IncStock1,727$268.2K<0.1%−2,069−54.5%ReducedHistory
CATCaterpillar IncStock380$269.2K<0.1%+11+3.0%AddedHistory
CNCCentene CorpStock8,314$272.2K<0.1%−1,958−19.1%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM359$277.4K<0.1%−12−3.2%ReducedHistory
BIIBBiogen Inc.COM1,529$280.3K<0.1%+241+18.7%AddedHistory
ORLYO Reilly Automotive IncStock3,047$281.3K<0.1%+57+1.9%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF8,608$283.6K<0.1%−483−5.3%Reduced–
FTNTFortinet, Inc.Stock3,478$284.2K<0.1%+791+29.4%AddedHistory
HURNHuron Consulting Group Inc.Stock2,234$284.8K<0.1%−10.0%ReducedHistory
LINLinde PLCStock578$286.5K<0.1%+578NewHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,698$294.5K<0.1%+1,698NewHistory
MARMarriott International IncStock919$300.6K<0.1%−230−20.0%ReducedHistory
iShares MSCI Eafe ETF464287465ETF3,225$313.3K0.1%00.0%Unchanged–
BNYBank of New York Mellon CorpStock2,646$313.9K0.1%+13+0.5%AddedHistory
COFCapital One Financial CorpStock1,729$315.4K0.1%−1,376−44.3%ReducedHistory
UALUnited Airlines Holdings, Inc.COM3,430$315.8K0.1%+58+1.7%AddedHistory
BHPBHP Group LtdADR4,347$316.2K0.1%+576+15.3%AddedHistory
BLKBlackRock, Inc.Stock329$316.4K0.1%+109+49.5%AddedHistory
TMToyota Motor CorpADS1,544$318.2K0.1%+50+3.3%AddedHistory
CIENCiena CorpCOM NEW824$319.9K0.1%+824NewHistory
COPConocoPhillipsStock2,434$321.3K0.1%+55+2.3%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,498$322.1K0.1%00.0%Unchanged–
SYFSynchrony FinancialCOM4,790$325.8K0.1%−834−14.8%ReducedHistory
UNHUnitedHealth Group IncStock1,211$327.6K0.1%−31−2.5%ReducedHistory
UIUbiquiti Inc.COM415$328.0K0.1%+10+2.5%AddedHistory
SPYSPDR S&P 500 ETF TrustETF506$328.9K0.1%+71+16.3%AddedHistory
SANBanco Santander, S.A.ADR29,287$330.4K0.1%−139−0.5%ReducedHistory
WDCWestern Digital CorpCOM1,234$333.8K0.1%−4−0.3%ReducedHistory
USBUS Bancorp DECOM NEW6,423$334.1K0.1%+88+1.4%AddedHistory
TDToronto Dominion BankStock3,601$336.0K0.1%+78+2.2%AddedHistory
DHRDanaher CorpStock1,776$336.8K0.1%+687+63.1%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF4,842$337.7K0.1%−267−5.2%Reduced–
HALHalliburton CoStock8,806$343.3K0.1%+813+10.2%AddedHistory
SNDKSandisk CorpCOM543$345.0K0.1%−475−46.7%ReducedHistory
NTRSNorthern Trust CorpCOM2,484$346.7K0.1%+24+1.0%AddedHistory
VLOValero Energy CorpStock1,404$346.9K0.1%+22+1.6%AddedHistory
ORCLOracle CorpStock2,363$347.6K0.1%+785+49.7%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS20,522$348.3K0.1%+646+3.3%AddedHistory
PHMPultegroup IncCOM2,979$350.4K0.1%+780+35.5%AddedHistory
ETNEaton Corp plcStock990$354.1K0.1%+73+8.0%AddedHistory
KOCoca Cola CoStock4,688$356.5K0.1%+201+4.5%AddedHistory
HIGHartford Insurance Group, Inc.Stock2,653$358.8K0.1%+208+8.5%AddedHistory
PMPhilip Morris International Inc.Stock2,249$371.8K0.1%+72+3.3%AddedHistory

Sold out since Q4 2025 (36)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Riversedge Advisors, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
GDLCGrayscale CoinDesk Crypto 5 ETFUSD SHS112,313$4.64M0.8%History
VanEck ETF Trust92189H409HIGH YLD MUNIETF24,657$1.26M0.2%–
Victory Portfolios II92647N840VCSHS INTL VOLTY11,034$595.6K0.1%–
TEAMAtlassian CorpCL A2,115$342.9K0.1%History
DHIHorton D R IncCOM2,342$337.3K0.1%History
iShares Russell 1000 Growth ETF464287614ETF701$331.9K0.1%–
ACNAccenture plcStock1,225$328.7K0.1%History
SNOWSnowflake Inc.Stock1,405$308.2K0.1%History
PANWPalo Alto Networks IncStock1,667$307.1K<0.1%History
CRWDCrowdStrike Holdings, Inc.Stock629$294.9K<0.1%History
VanEck ETF Trust92189F791JUNIOR GOLD MINE2,500$284.4K<0.1%–
iShares Inc46434G855MSCI GBL GOLD MN3,810$280.6K<0.1%–
OTISOtis Worldwide CorpStock3,120$272.5K<0.1%History
QCOMQualcomm IncStock1,519$259.8K<0.1%History
ADPAutomatic Data Processing IncStock1,006$258.8K<0.1%History
HDBHDFC Bank LtdSPONSORED ADS7,072$258.4K<0.1%History
ULUnilever PLCSPON ADR NEW3,925$256.7K<0.1%History
CMGChipotle Mexican Grill IncCOM6,929$256.4K<0.1%History
LYFTLyft, Inc.CL A COM13,145$254.6K<0.1%History
WFCWells Fargo & CompanyStock2,685$250.2K<0.1%History
SCHWSchwab Charles CorpStock2,436$243.4K<0.1%History
BITBBitwise Bitcoin ETFSHS BEN INT4,860$231.1K<0.1%History
UBSUBS Group AGStock4,955$229.5K<0.1%History
PNFPPinnacle Financial Partners, Inc.COM2,364$225.5K<0.1%History
ITGartner IncCOM883$222.8K<0.1%History
AXPAmerican Express CoStock596$220.4K<0.1%History
BBYBest Buy Co IncStock3,273$219.1K<0.1%History
ROPRoper Technologies IncStock492$219.0K<0.1%History
HUBSHubSpot IncCOM532$213.5K<0.1%History
iShares Tr464287150CORE S&P TTL STK1,431$212.7K<0.1%–
LDOSLeidos Holdings, Inc.COM1,174$211.8K<0.1%History
IBNIcici Bank LtdADR6,993$208.4K<0.1%History
GPCGenuine Parts CoStock1,688$207.6K<0.1%History
ILMNIllumina, Inc.COM1,562$204.9K<0.1%History
Schwab U.S. Large-Cap Growth ETF808524300ETF6,236$203.4K<0.1%–
UTHRUnited Therapeutics CorpCOM414$201.7K<0.1%History