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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
NFLX icon
76
Netflix
NFLX
$332B
$356K 0.08%
3,820
+930
+32% +$88.4K
ASML icon
77
ASML
ASML
$666B
$354K 0.08%
534
+165
+45% +$120K
HSBC icon
78
HSBC
HSBC
$352B
$352K 0.08%
6,124
+1,382
+29% +$75.6K
LECO icon
79
Lincoln Electric
LECO
$15.8B
$350K 0.08%
1,850
– –
SHEL icon
80
Shell
SHEL
$250B
$345K 0.08%
4,711
+1,109
+31% +$74.7K
T icon
81
AT&T
T
$174B
$337K 0.08%
+11,924
New +$300K
BMY icon
82
Bristol-Myers Squibb
BMY
$137B
$331K 0.07%
5,435
-197
-3% -$11.5K
AZN icon
83
AstraZeneca
AZN
$255B
$331K 0.07%
+2,251
New +$326K
HURN icon
84
Huron Consulting
HURN
$2.54B
$320K 0.07%
2,234
– –
SCHE icon
85
Schwab Emerging Markets Equity ETF
SCHE
$13B
$310K 0.07%
11,247
+26
+0.2% +$712
LLY icon
86
Eli Lilly
LLY
$1.05T
$310K 0.07%
+375
New +$312K
KO icon
87
Coca-Cola
KO
$383B
$308K 0.07%
4,304
+57
+1% +$3.81K
ADP icon
88
Automatic Data Processing
ADP
$113B
$307K 0.07%
1,004
+88
+10% +$26.5K
IWF icon
89
iShares Russell 1000 Growth ETF
IWF
$127B
$303K 0.07%
3,356
-12
-0.4% -$1.18K
TSLA icon
90
Tesla
TSLA
$1.4T
$299K 0.07%
1,152
+101
+10% +$33.7K
SPY icon
91
State Street SPDR S&P 500 ETF Trust
SPY
$827B
$293K 0.07%
524
+91
+21% +$53.5K
UNH icon
92
UnitedHealth
UNH
$355B
$292K 0.07%
+558
New +$285K
COP icon
93
ConocoPhillips
COP
$156B
$279K 0.06%
+2,657
New +$265K
EFA icon
94
iShares MSCI EAFE ETF
EFA
$79.8B
$278K 0.06%
3,405
+180
+6% +$14.5K
ORLY icon
95
O'Reilly Automotive
ORLY
$71.1B
$266K 0.06%
2,790
+180
+7% +$15.7K
NVS icon
96
Novartis
NVS
$294B
$264K 0.06%
+2,367
New +$252K
MAR icon
97
Marriott International
MAR
$92.3B
$257K 0.06%
1,080
– –
NVO
98
Novo Nordisk
NVO
$205B
$257K 0.06%
3,703
-65
-2% -$5.37K
C icon
99
Citigroup
C
$223B
$239K 0.05%
+3,362
New +$256K
SONY icon
100
Sony
SONY
$141B
$237K 0.05%
+9,321
New +$215K
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.