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CIK: 0001787663
Total reported value
$759.1M
$759.1M
118 檔
21.2%
In Q1 2025, Riversedge Advisors, LLC's U.S. equity holdings reached a combined market value of $759.1M, distributed across 118 disclosed stock positions.
In Q1 2025, Riversedge Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 9.03% | -1.12% | +4688.00% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 7.87% | -0.74% | +3160.34% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.45% | -0.17% | -0.90% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 6.40% | -0.48% | +8537.35% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.18% | -0.55% | -0.34% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.64% | — | -37.33% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.25% | -0.13% | +7.41% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.96% | -0.39% | -0.56% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.69% | -0.26% | +61.43% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.46% | -0.37% | -16.96% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 4.39% | +2.88% | -13.94% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.20% | -0.31% | -1.43% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.87% | -0.34% | +76.99% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.97% | -0.05% | +8.46% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.97% | -0.16% | — | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.53% | — | -54.61% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.51% | — | — | |
| 18 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.35% | -0.12% | -0.64% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.31% | -0.53% | +10.26% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.07% | — | -66.71% | |
| 21 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.01% | +0.01% | -3.96% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.00% | -0.09% | -1.45% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.81% | -0.01% | -7.63% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.65% | +0.70% | — | |
| 25 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 0.60% | — | -72.57% | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.56% | -0.03% | -23.54% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | +0.03% | -11.17% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.08% | -6.71% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.53% | -0.06% | -10.73% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.47% | -0.02% | -39.86% | |
| 31 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.46% | -1.32% | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | -0.04% | -20.35% | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.41% | -0.05% | -73.89% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.06% | +8.16% | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.40% | — | -46.80% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.19% | +7.70% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.03% | +3.02% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.05% | -4.38% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | +0.02% | +12.29% | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.27% | — | -80.99% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.26% | -0.01% | +0.11% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.26% | +0.02% | +0.14% | |
| 43 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.23% | -0.02% | -5.99% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.01% | +13.70% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.04% | +9.71% | |
| 46 | MCO | Moody's CORP | Stock-Financials | 0.21% | -0.01% | +1.44% | |
| 47 | DFIV | Dimensional International Va | ETF-Other | 0.21% | — | -95.50% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.08% | +3.05% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.20% | — | +3.21% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.19% | -0.02% | — |
According to official SEC Form 13F filings, Riversedge Advisors, LLC reported a total U.S. public equity portfolio value of $759.1M across 118 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 BND, IDEV, SPYG) accounted for 21.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
BND
市值: $40.5M
During Q1 2025, Riversedge Advisors, LLC's top holdings by market value included BND (9.0%)、IDEV (7.9%)、SPYG (6.5%). The largest single position, BND, represented 9.0% of total portfolio value.
In Q1 2025, Riversedge Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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