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CIK: 0002055570
Total reported value
$199.1M
$199.1M
114 檔
14.0%
During the Q4 2024 filing period, Riverbend Wealth Management, LLC (CIK: 0002055570) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $199.1M across 114 reported positions.
During Q4 2024, Riverbend Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.60% | +0.34% | — | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.51% | +0.03% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.98% | -6.56% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.73% | +0.59% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | +0.05% | — | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.93% | +0.02% | — | |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.43% | -0.67% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.42% | -0.07% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | +0.17% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.21% | +0.28% | — | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.11% | +0.02% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.11% | +0.21% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | +0.17% | — | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.03% | -0.01% | — | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.71% | -1.33% | — | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.56% | -0.04% | — | |
| 17 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.51% | +0.01% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | +0.03% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.04% | — | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.32% | -0.01% | — | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.27% | +0.03% | — | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.13% | -0.18% | — | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.07% | — | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | +0.05% | — | |
| 25 | AXP | American Express Co | Stock-Financials | 1.03% | +0.03% | — | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.00% | +0.27% | — | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.17% | — | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.95% | — | — | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.95% | +0.03% | — | |
| 30 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.92% | +0.07% | — | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.05% | — | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.89% | +0.02% | — | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.06% | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.86% | — | — | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.47% | EXIT | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.83% | — | — | |
| 37 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.81% | +0.02% | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.14% | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.27% | — | |
| 40 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.69% | — | — | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.69% | +0.08% | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.18% | — | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | +0.02% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.08% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.03% | — | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.57% | -0.02% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.11% | — | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.04% | — | |
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.54% | +0.01% | — | |
| 50 | CRH | CRH plc | Stock-Materials | 0.54% | -0.01% | — |
According to official SEC Form 13F filings, Riverbend Wealth Management, LLC reported a total U.S. public equity portfolio value of $199.1M across 114 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DGRW, AAPL) accounted for 14.0% of total reported equity market value during Q4 2024.
During Q4 2024, Riverbend Wealth Management, LLC's top holdings by market value included IVV (7.6%)、DGRW (5.5%)、AAPL (5.0%). The largest single position, IVV, represented 7.6% of total portfolio value.
In Q4 2024, Riverbend Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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