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CIK: 0001787663
Total reported value
$759.1M
$759.1M
100 檔
20.8%
During the Q3 2024 filing period, Riversedge Advisors, LLC (CIK: 0001787663) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $759.1M across 100 reported positions.
In Q3 2024, Riversedge Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.43% | — | -3.11% | |
| 2 | UITB | Victoryshares Core Intermedi | ETF-Other | 7.23% | — | +22.48% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.92% | -0.17% | -0.44% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.48% | -0.55% | +1.11% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.68% | -0.37% | -13.55% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.20% | -0.39% | -1.19% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.10% | -0.13% | +6.71% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.88% | +2.88% | +0.43% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 4.45% | — | +19.17% | |
| 10 | OSEA | Harbor Intl Compounders ETF | ETF-Other | 4.14% | — | +20.70% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.80% | — | +1.66% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.62% | — | +1.48% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.38% | -0.31% | -0.14% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.09% | -0.26% | +1.61% | |
| 15 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 2.41% | — | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.92% | -0.05% | +0.06% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.72% | -0.34% | -2.76% | |
| 18 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.52% | -0.12% | -3.32% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.51% | -0.05% | +6.78% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.48% | — | +66.44% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.22% | -0.53% | +1.00% | |
| 22 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.19% | +0.01% | -0.78% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.07% | -0.09% | -1.12% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.89% | -0.01% | +0.60% | |
| 25 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.77% | -0.03% | +0.01% | |
| 26 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.75% | — | +3.60% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | +0.03% | -1.69% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.08% | -0.53% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.58% | -0.06% | +3.50% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.04% | +1.58% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.44% | -0.02% | +1.14% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.06% | +0.17% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.03% | -0.24% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | +0.02% | -3.23% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | +0.08% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.05% | -2.53% | |
| 37 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.25% | -0.02% | -0.47% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.22% | — | +0.18% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | +0.02% | +0.84% | |
| 40 | MCO | Moody's CORP | Stock-Financials | 0.21% | -0.01% | +0.42% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.08% | +0.17% | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.18% | -0.02% | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.01% | +5.83% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | -0.04% | +1.40% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.03% | +2.44% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | -0.01% | +0.20% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.16% | -0.19% | +83.60% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | -0.01% | +2.45% | |
| 49 | CILUSD | Victoryshares International | ETF-Other | 0.14% | — | -3.25% | |
| 50 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.13% | -0.02% | +8.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SFLO | Vs Sm Cap Free Cash Flow ETF | +2.4% | NEW | New buy |
| 2 | UITB | Victoryshares Core Intermedi | +1.1% | +22.48% | Add |
| 3 | DFIV | Dimensional International Va | +0.7% | +19.17% | Add |
| 4 | OSEA | Harbor Intl Compounders ETF | +0.6% | +20.70% | Add |
| 5 | JMUB | Jpmorgan Municipal ETF | +0.5% | +66.44% | Add |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +6.71% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +0.43% | Add |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +1.11% | Add |
| 9 | SCHA | Schwab US Small-cap ETF | +0.1% | +1.66% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.61% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | +83.60% | Add |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 14 | SAP | Sap Se-sponsored Adr | +0.1% | NEW | New buy |
| 15 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 16 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 17 | BLDR | Builders Firstsource Inc | +0.1% | NEW | New buy |
| 18 | XOM | Exxon Mobil CORP | +0.1% | NEW | New buy |
| 19 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 20 | BABA | Alibaba Group Holding-sp Adr | +0.1% | NEW | New buy |
| 21 | USHY | Ishares Broad Usd High Yield | 0% | +6.78% | Add |
| 22 | VTV | Vanguard Value ETF | 0% | +1.00% | Add |
| 23 | VBR | Vanguard Small-cap Value ETF | 0% | +3.50% | Add |
| 24 | META | Meta Platforms Inc-class A | 0% | +5.83% | Add |
| 25 | MCD | Mcdonald's CORP | 0% | +2.00% | Add |
| 26 | VTWG | Vanguard Russell 2000 Growth | 0% | -0.78% | Trim |
| 27 | SPEM | State Street Sp Ptf Em ETF | 0% | -1.12% | Trim |
| 28 | SCHV | Schwab US Large-cap Value | 0% | +1.14% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.84% | Add |
| 30 | MCO | Moody's CORP | 0% | +0.42% | Add |
| 31 | ABBV | Abbvie Inc | 0% | +2.45% | Add |
| 32 | VBK | Vanguard Small-cap Grwth ETF | — | +0.60% | Add |
| 33 | LGLV | Spdr US Lc Low Vol Idx | — | -0.47% | Trim |
| 34 | IVV | Ishares Core S&p 500 ETF | — | +0.17% | Add |
| 35 | VIOV | Vanguard S&p Small-cap 600 V | 0% | -3.32% | Trim |
| 36 | HYD | Vaneck High Yield Muni ETF | 0% | +3.60% | Add |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | -0.14% | Trim |
| 38 | ASML | ASML Holding N.V. | 0% | -18.38% | Trim |
| 39 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +0.01% | Add |
| 40 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.24% | Trim |
| 41 | QCOM | Qualcomm Inc | -0.1% | EXIT | Sold out |
| 42 | SCHF | Schwab Intl Equity ETF | -0.1% | -1.19% | Trim |
| 43 | VUG | Vanguard Growth ETF | -0.1% | +0.06% | Add |
| 44 | MSFT | Microsoft CORP | -0.1% | -1.69% | Trim |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | +1.48% | Add |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.3% | -0.44% | Trim |
| 47 | SCHX | Schwab US Large-cap ETF | -0.5% | -3.11% | Trim |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -0.9% | -13.55% | Trim |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | -1.9% | EXIT | Sold out |
| 50 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -2.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Riversedge Advisors, LLC reported a total U.S. public equity portfolio value of $759.1M across 100 disclosed positions in Q3 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 SCHX, UITB, SPYG) accounted for 20.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
SFLO
市值: $10.6M
Top Position Liquidated / Trimmed
CALF
前期市值: $10.0M
During Q3 2024, Riversedge Advisors, LLC's top holdings by market value included SCHX (9.4%)、UITB (7.2%)、SPYG (6.9%). The largest single position, SCHX, represented 9.4% of total portfolio value.
In Q3 2024, Riversedge Advisors, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 25 positions, trimming 12 holdings, and fully liquidating 3 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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