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CIK: 0001787663
Total reported value
$759.1M
$759.1M
99 檔
20.7%
The Q4 2024 SEC filing reveals that Riversedge Advisors, LLC held a total portfolio value of $759.1M, covering 99 public equity positions.
In Q4 2024, Riversedge Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 29 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 | 9.58% | — | +198.10% | |
| 2 | UITB | Victoryshares Core Intermedi | ETF-Other | 7.23% | — | +4.60% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.21% | -0.17% | -1.29% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.29% | -0.55% | +0.68% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.27% | +2.88% | +11.56% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.06% | -0.37% | -0.75% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.01% | -0.13% | +0.87% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.73% | -0.39% | +102.75% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 4.17% | — | +0.80% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.77% | — | +98.42% | |
| 11 | OSEA | Harbor Intl Compounders ETF | ETF-Other | 3.67% | — | -0.38% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.27% | — | -0.17% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.10% | -0.31% | +1.39% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.86% | -0.26% | +0.89% | |
| 15 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 2.43% | — | +1.58% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 2.04% | -0.05% | -0.46% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.66% | -0.34% | -1.06% | |
| 18 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.61% | -0.05% | +9.13% | |
| 19 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.53% | -0.12% | -0.17% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.47% | — | +1.82% | |
| 21 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.20% | +0.01% | -0.33% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.18% | -0.53% | +0.41% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.00% | -0.09% | +1.08% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.99% | -0.01% | +7.09% | |
| 25 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.77% | — | +4.79% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.77% | -0.02% | +441.31% | |
| 27 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.75% | -0.03% | -0.07% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.08% | +1.73% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | +0.03% | +8.06% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.64% | -0.06% | +11.25% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.04% | +3.77% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.06% | -0.27% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.38% | +0.03% | NEW | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.03% | +2.53% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.05% | +17.97% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.33% | -0.19% | +0.26% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | +0.02% | +0.57% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | -0.01% | +0.12% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.08% | +6.95% | |
| 40 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.24% | -0.02% | -2.61% | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.23% | -0.74% | — | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.22% | — | +0.35% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | +0.02% | +2.64% | |
| 44 | MCO | Moody's CORP | Stock-Financials | 0.21% | -0.01% | +0.88% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.01% | +7.20% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.19% | -0.02% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.04% | +5.40% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.19% | -1.12% | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | -0.01% | +0.24% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.16% | +0.02% | +22.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | +11.56% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +0.4% | NEW | New buy |
| 3 | SCHV | Schwab US Large-cap Value | +0.3% | +441.31% | Add |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | -1.29% | Trim |
| 5 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | NEW | New buy |
| 6 | BND | Vanguard Total Bond Market | +0.2% | NEW | New buy |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | +0.26% | Add |
| 8 | SCHX | Schwab US Large-cap ETF | +0.2% | +198.10% | Add |
| 9 | VUG | Vanguard Growth ETF | +0.1% | -0.46% | Trim |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | New buy |
| 11 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +7.09% | Add |
| 12 | USHY | Ishares Broad Usd High Yield | +0.1% | +9.13% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +17.97% | Add |
| 14 | IEMG | Ishares Core Msci Emerging | +0.1% | +200.73% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | +1.73% | Add |
| 16 | VBR | Vanguard Small-cap Value ETF | +0.1% | +11.25% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.53% | Add |
| 18 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | NEW | New buy |
| 19 | RY | Royal Bank Of Canada | +0.1% | NEW | New buy |
| 20 | TSLA | Tesla Inc | +0.1% | +32.70% | Add |
| 21 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 22 | AVGO | Broadcom Inc | +0.1% | +9.09% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +22.81% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +6.95% | Add |
| 25 | MSFT | Microsoft CORP | 0% | +8.06% | Add |
| 26 | CRM | Salesforce Inc | 0% | +5.42% | Add |
| 27 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | NEW | New buy |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +7.62% | Add |
| 29 | V | Visa Inc-class A Shares | 0% | +14.45% | Add |
| 30 | SFLO | Vs Sm Cap Free Cash Flow ETF | 0% | +1.58% | Add |
| 31 | UITB | Victoryshares Core Intermedi | — | +4.60% | Add |
| 32 | VTV | Vanguard Value ETF | 0% | +0.41% | Add |
| 33 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 34 | GPC | Genuine Parts Co | -0.1% | EXIT | Sold out |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 36 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 37 | ADBE | Adobe Inc | -0.1% | EXIT | Sold out |
| 38 | BLDR | Builders Firstsource Inc | -0.1% | EXIT | Sold out |
| 39 | HYLB | Xtrackers Usd High Yield Cor | -0.1% | EXIT | Sold out |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -1.06% | Trim |
| 41 | SPEM | State Street Sp Ptf Em ETF | -0.1% | +1.08% | Add |
| 42 | RSP | Invesco S&p 500 Equal Weight | -0.1% | +0.87% | Add |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | +0.68% | Add |
| 44 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +0.89% | Add |
| 45 | VEA | Vanguard Ftse Developed ETF | -0.3% | +1.39% | Add |
| 46 | DFIV | Dimensional International Va | -0.3% | +0.80% | Add |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.4% | -0.17% | Trim |
| 48 | SCHF | Schwab Intl Equity ETF | -0.5% | +102.75% | Add |
| 49 | OSEA | Harbor Intl Compounders ETF | -0.5% | -0.38% | Trim |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -0.6% | -0.75% | Trim |
According to official SEC Form 13F filings, Riversedge Advisors, LLC reported a total U.S. public equity portfolio value of $759.1M across 99 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 SCHX, UITB, SPYG) accounted for 20.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
SCHG
市值: $1.7M
Top Position Liquidated / Trimmed
HYLB
前期市值: $258.8K
During Q4 2024, Riversedge Advisors, LLC's top holdings by market value included SCHX (9.6%)、UITB (7.2%)、SPYG (7.2%). The largest single position, SCHX, represented 9.6% of total portfolio value.
In Q4 2024, Riversedge Advisors, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 29 positions, trimming 6 holdings, and fully liquidating 7 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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