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CIK: 0002055570
Total reported value
$220.0M
$220.0M
119 檔
11.3%
At the close of Q1 2025, Riverbend Wealth Management, LLC disclosed equity holdings valued at approximately $220.0M, spread across 119 reported holdings.
In Q1 2025, Riverbend Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 72 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.26% | +0.36% | -13.77% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.36% | -0.01% | -1.71% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.32% | +0.19% | -2.63% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.43% | +0.16% | +0.27% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.86% | -0.24% | -0.02% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.83% | +0.27% | -4.43% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | +0.47% | +2.50% | |
| 8 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.64% | -0.33% | +6.67% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | -0.11% | +3.54% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.02% | +0.32% | -1.60% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.00% | -0.12% | -4.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.87% | -0.39% | +3.49% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.09% | +4.75% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.70% | +0.04% | -0.09% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.68% | +0.53% | +5.52% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | -0.31% | +10.07% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.11% | +1.32% | |
| 18 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.47% | -0.16% | -0.71% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.38% | +0.17% | +1.95% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.09% | +0.31% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.23% | +0.05% | -0.65% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.22% | -0.11% | — | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.21% | — | +9.54% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.08% | -0.11% | +84.46% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.07% | +3.20% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.02% | -0.08% | -14.16% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.98% | +0.09% | +1.43% | |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.98% | +0.08% | +22.89% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.97% | -0.13% | +4.10% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.95% | +0.19% | +6.14% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.95% | +0.20% | +8.87% | |
| 32 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.93% | -0.01% | +6.32% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.15% | -1.44% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | -0.10% | +4.44% | |
| 35 | C | Citigroup Inc | Stock-Financials | 0.87% | -0.13% | +24.56% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.86% | -0.07% | +1.12% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | -0.17% | +3.16% | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.80% | -0.09% | +4.30% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | — | -1.20% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.77% | — | +11.48% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.10% | -19.84% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.74% | -0.05% | +103.31% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.05% | +4.66% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.06% | +2.91% | |
| 45 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.66% | -0.03% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.54% | EXIT | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.63% | — | +38.15% | |
| 48 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.62% | -0.06% | +18.54% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.06% | +2.20% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.09% | +12.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | +1.2% | NEW | New buy |
| 2 | SLB | Slb LTD | +0.5% | NEW | New buy |
| 3 | UBER | Uber Technologies Inc | +0.4% | +103.31% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -0.02% | Trim |
| 5 | MRK | Merck & Co. Inc. | +0.4% | +84.46% | Add |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | NEW | New buy |
| 7 | TTEK | Tetra Tech Inc | +0.3% | NEW | New buy |
| 8 | FCX | Freeport-mcmoran Inc | +0.3% | NEW | New buy |
| 9 | EQT | Eqt CORP | +0.2% | NEW | New buy |
| 10 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | New buy |
| 11 | SMTH | Alps Smth Cor Bd Plus ETF | +0.2% | +6.67% | Add |
| 12 | LHX | L3harris Technologies Inc | +0.2% | NEW | New buy |
| 13 | SOXX | Ishares Semiconductor ETF | +0.2% | NEW | New buy |
| 14 | C | Citigroup Inc | +0.2% | +24.56% | Add |
| 15 | CVX | Chevron CORP | +0.2% | +6.14% | Add |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +22.89% | Add |
| 17 | AMGN | Amgen Inc | +0.1% | +12.43% | Add |
| 18 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +71.43% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +9.54% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | +4.66% | Add |
| 21 | FBND | Fidelity Total Bond ETF | +0.1% | +5.52% | Add |
| 22 | ADBE | Adobe Inc | +0.1% | +38.15% | Add |
| 23 | ABBV | Abbvie Inc | +0.1% | +2.20% | Add |
| 24 | DFAW | Dimensional World Eqty ETF | +0.1% | +18.54% | Add |
| 25 | COM | Direxion Auspice Brd Cmdty | +0.1% | +14.67% | Add |
| 26 | ✓ | Realogy Hldgs CORP Com | +0.1% | +81.12% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | +0.1% | +40.33% | Add |
| 28 | LLY | Eli Lilly & Co | +0.1% | +3.16% | Add |
| 29 | XOM | Exxon Mobil CORP | +0.1% | +2.72% | Add |
| 30 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +31.06% | Add |
| 31 | PEP | Pepsico Inc | +0.1% | +14.25% | Add |
| 32 | IAU | Ishares Gold Trust | +0.1% | +0.04% | Add |
| 33 | KO | Coca-cola Co/the | +0.1% | +4.11% | Add |
| 34 | RTX | Rtx CORP | +0.1% | +0.96% | Add |
| 35 | VCIT | Vanguard Int-term Corporate | +0.1% | +1.95% | Add |
| 36 | MDT | Medtronic plc | +0.1% | +11.34% | Add |
| 37 | MO | Altria Group Inc | +0.1% | +2.77% | Add |
| 38 | JPM | Jpmorgan Chase & Co | +0.1% | +1.32% | Add |
| 39 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +9.34% | Add |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +12.47% | Add |
| 41 | COP | Conocophillips | 0% | +9.28% | Add |
| 42 | DFCF | Dimensional Core Fixed Inc | 0% | +10.42% | Add |
| 43 | PSX | Phillips 66 | 0% | +3.44% | Add |
| 44 | DUK | Duke Energy CORP | 0% | +0.87% | Add |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +8.62% | Add |
| 46 | NEE | Nextera Energy Inc | 0% | +8.06% | Add |
| 47 | HIG | Hartford Insurance Group Inc | 0% | +2.27% | Add |
| 48 | DLR | Digital Realty Trust Inc | 0% | +40.64% | Add |
| 49 | PG | Procter & Gamble Co/the | 0% | +2.91% | Add |
| 50 | BSV | Vanguard Short-term Bond ETF | 0% | +1.43% | Add |
According to official SEC Form 13F filings, Riverbend Wealth Management, LLC reported a total U.S. public equity portfolio value of $220.0M across 119 disclosed positions in Q1 2025.
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 11.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
PYLD
市值: $1.4M
Top Position Liquidated / Trimmed
SNX
前期市值: $435.0K
During Q1 2025, Riverbend Wealth Management, LLC's top holdings by market value included IVV (6.3%)、DGRW (5.4%)、AAPL (4.3%). The largest single position, IVV, represented 6.3% of total portfolio value.
In Q1 2025, Riverbend Wealth Management, LLC made 117 total portfolio adjustments, initiating 10 new buys, adding to 72 positions, trimming 30 holdings, and fully liquidating 5 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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