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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
OSEA icon
51
Harbor International Compounders ETF
OSEA
$445M
$783K 0.17%
29,510
-598,775
-95% -$16.1M
ABBV icon
52
AbbVie
ABBV
$456B
$770K 0.17%
3,677
+38
+1% +$7.39K
JPM icon
53
JPMorgan Chase
JPM
$942B
$714K 0.16%
2,911
+326
+13% +$83.1K
JNJ icon
54
Johnson & Johnson
JNJ
$640B
$704K 0.16%
4,244
-189
-4% -$29.6K
VTI icon
55
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$693K 0.15%
2,522
-8
-0.3% -$2.32K
CVX icon
56
Chevron
CVX
$392B
$692K 0.15%
4,135
+285
+7% +$44.6K
MCD icon
57
McDonald's
MCD
$184B
$637K 0.14%
2,038
+265
+15% +$79.3K
V icon
58
Visa
V
$709B
$606K 0.14%
1,728
+366
+27% +$124K
CIL
59
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
$578K 0.13%
12,755
-348
-3% -$15.4K
SHM icon
60
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.49B
$564K 0.13%
11,845
-50
-0.4% -$2.38K
AVGO icon
61
Broadcom
AVGO
$1.77T
$529K 0.12%
3,162
+378
+14% +$80K
TSM icon
62
TSMC
TSM
$2.22T
$516K 0.12%
3,108
-392
-11% -$76.2K
TPL icon
63
Texas Pacific Land
TPL
$25.5B
$490K 0.11%
1,110
+24
+2% +$10.7K
ABT icon
64
Abbott
ABT
$193B
$485K 0.11%
3,657
+204
+6% +$26K
BABA icon
65
Alibaba
BABA
$279B
$479K 0.11%
3,626
+962
+36% +$111K
SPYM
66
State Street SPDR Portfolio S&P 500 ETF
SPYM
$171B
$455K 0.1%
6,915
– –
VOO icon
67
Vanguard S&P 500 ETF
VOO
$1.03T
$453K 0.1%
882
+3
+0.3% +$1.62K
HD icon
68
Home Depot
HD
$328B
$442K 0.1%
1,207
+88
+8% +$34.3K
SUB icon
69
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$431K 0.1%
4,083
-754
-16% -$79.7K
ISRG icon
70
Intuitive Surgical
ISRG
$130B
$429K 0.1%
867
+18
+2% +$9.95K
XOM icon
71
ExxonMobil
XOM
$643B
$429K 0.1%
3,606
+1,690
+88% +$187K
BAC icon
72
Bank of America
BAC
$428B
$407K 0.09%
9,759
-107
-1% -$4.77K
DVN icon
73
Devon Energy
DVN
$51.8B
$397K 0.09%
10,628
+2,298
+28% +$81.6K
SAP icon
74
SAP
SAP
$255B
$384K 0.09%
1,432
+287
+25% +$78.2K
MA icon
75
Mastercard
MA
$518B
$372K 0.08%
+678
New +$369K
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.