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RA

Riversedge Advisors Portfolio holdings

AUM $759M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
-0.96%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$448M
AUM Growth
+$6.04M
Cap. Flow
+$13.4M
Cap. Flow %
2.98%
Top 10 Hldgs %
60.91%
Holding
122
New
22
Increased
52
Reduced
39
Closed
4

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$39.2M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$33.8M
3
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$29.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$8.83M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.95M

Top Sells

Rank Stock Value
1
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$32M
2
DFIV icon
Dimensional International Value ETF
DFIV
+$18.9M
3
OSEA icon
Harbor International Compounders ETF
OSEA
+$16.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$15.9M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$9.76M

Sector Composition

Rank Sector Weight
1 Miscellaneous 88.24%
2 Technology 6.53%
3 Financials 1.35%
4 Healthcare 0.93%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYMB icon
26
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.42B
$2.5M 0.56%
99,030
-30,497
-24% -$782K
MSFT icon
27
Microsoft
MSFT
$3.75T
$2.47M 0.55%
6,575
-827
-11% -$337K
NVDA icon
28
NVIDIA
NVDA
$5.52T
$2.43M 0.54%
22,376
-1,610
-7% -$204K
VBR icon
29
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.8B
$2.37M 0.53%
12,704
-1,527
-11% -$302K
SCHV
30
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$2.09M 0.47%
78,537
-52,059
-40% -$1.4M
BTC
31
Grayscale Bitcoin Mini Trust ETF
BTC
$4.23B
$2.07M 0.46%
+56,632
New +$2.34M
MUB icon
32
iShares National Muni Bond ETF
MUB
$45.5B
$1.9M 0.42%
18,015
-4,603
-20% -$490K
USHY icon
33
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$1.86M 0.41%
50,512
-142,912
-74% -$5.3M
IVV icon
34
iShares Core S&P 500 ETF
IVV
$900B
$1.79M 0.4%
3,194
+241
+8% +$142K
HYD icon
35
VanEck High Yield Muni ETF
HYD
$4.34B
$1.79M 0.4%
34,938
-30,730
-47% -$1.59M
PLTR icon
36
Palantir
PLTR
$447B
$1.73M 0.39%
20,555
+1,469
+8% +$129K
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.17T
$1.38M 0.31%
8,892
+261
+3% +$47.3K
AMZN icon
38
Amazon
AMZN
$2.76T
$1.29M 0.29%
6,784
-311
-4% -$67.5K
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.26M 0.28%
2,357
+258
+12% +$125K
JMUB icon
40
JPMorgan Municipal ETF
JMUB
$8.75B
$1.23M 0.27%
24,582
-104,719
-81% -$5.26M
IVW icon
41
iShares S&P 500 Growth ETF
IVW
$77.2B
$1.18M 0.26%
12,754
+14
+0.1% +$1.41K
VGT icon
42
Vanguard Information Technology ETF
VGT
$150B
$1.15M 0.26%
16,904
+24
+0.1% +$1.81K
LGLV icon
43
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.22B
$1.05M 0.23%
6,009
-383
-6% -$65.3K
META icon
44
Meta Platforms (Facebook)
META
$1.45T
$957K 0.21%
1,660
+200
+14% +$129K
COST icon
45
Costco
COST
$415B
$951K 0.21%
1,006
+89
+10% +$86.8K
MCO icon
46
Moody's
MCO
$88.2B
$922K 0.21%
1,979
+28
+1% +$13.5K
DFIV icon
47
Dimensional International Value ETF
DFIV
$21.9B
$921K 0.21%
23,393
-496,036
-95% -$18.9M
GOOG icon
48
Alphabet (Google) Class C
GOOG
$4.13T
$917K 0.2%
5,871
+174
+3% +$31.9K
IWO icon
49
iShares Russell 2000 Growth ETF
IWO
$15.1B
$897K 0.2%
3,509
+109
+3% +$30.8K
XLF icon
50
State Street Financial Select Sector SPDR ETF
XLF
$56.4B
$867K 0.19%
17,398
– –
1
2
3 4 5

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Riversedge Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Riversedge Advisors held 122 positions worth $448M, up 1.4% from $442M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Riversedge Advisors's Q1 2025 filing shows 22 new, 52 increased, 39 reduced and 4 closed positions. Its largest new stake was Vanguard Total International Bond ETF: 180,650 shares worth $8.82M. The largest sale was Victory Portfolios II VictoryShares Core Intermediate Bond ETF, an estimated $32M.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, up from 88% a quarter earlier, followed by Technology and Financials.

  • Riversedge Advisors's largest Q1 2025 buy was Vanguard Total International Bond ETF: 180,650 shares worth $8.82M.
  • Riversedge Advisors added most to Vanguard Total Bond Market in Q1 2025, an estimated $39.2M increase.
  • Riversedge Advisors's biggest Q1 2025 reduction was Dimensional International Value ETF, cutting an estimated $18.9M.
  • Riversedge Advisors fully exited Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2025, selling an estimated $32M.
  • Riversedge Advisors's ten largest holdings make up 61% of its $448M portfolio in Q1 2025.
  • Riversedge Advisors opened 22 new positions and closed 4 in Q1 2025.
  • Riversedge Advisors's portfolio value rose 1.4% quarter-over-quarter to $448M.

Based on Riversedge Advisors's 13F filing for Q1 2025, filed 1 May 2025.