We are live on
!
Find out more
RA
Riversedge Advisors Portfolio holdings
AUM
$813M
Turnover
29%
1-Year Est. Return
18.09%
This Fund
S&P 500
This Quarter
Est. Return
-0.96%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$448M
AUM Growth
+$6.04M
(+1.4%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
60.91%
Holding
122
New
22
Increased
52
Reduced
39
Closed
4
Avg Time Held Equity + Options
2.1
years
Top 10 Avg Time Held Equity + Options
2.5
years
Top 20 Avg Time Held Equity + Options
3.1
years
Avg Time Held Equity only
2.1
years
Top 10 Avg Time Held Equity only
2.5
years
Top 20 Avg Time Held Equity only
3.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$39.2M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$33.8M |
| 3 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$29.9M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$8.83M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$7.95M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
|
+$32M |
| 2 |
Dimensional International Value ETF
DFIV
|
+$18.9M |
| 3 |
Harbor International Compounders ETF
OSEA
|
+$16.1M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$15.9M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
76
Netflix
NFLX
$302B
| $356K | 0.08% |
3,820
+930
| +32% | +$88.4K |
2024 Q3
2 quarters
|
|
77
ASML
ASML
$637B
| $354K | 0.08% |
534
+165
| +45% | +$120K |
2024 Q1
4 quarters
|
|
78
HSBC
HSBC
$323B
| $352K | 0.08% |
6,124
+1,382
| +29% | +$75.6K |
2024 Q4
1 quarter
|
|
79
Lincoln Electric
LECO
$14.2B
| $350K | 0.08% |
1,850
| – | – |
2020 Q4
17 quarters
|
|
80
Shell
SHEL
$295B
| $345K | 0.08% |
4,711
+1,109
| +31% | +$74.7K |
2024 Q2
3 quarters
|
|
81
AT&T
T
$161B
| $337K | 0.08% |
+11,924
| New | +$300K |
2025 Q1
0 quarters
|
|
82
Bristol-Myers Squibb
BMY
$124B
| $331K | 0.07% |
5,435
-197
| -3% | -$11.5K |
2024 Q3
2 quarters
|
|
83
AstraZeneca
AZN
$259B
| $331K | 0.07% |
+2,251
| New | +$326K |
2025 Q1
0 quarters
|
|
84
Huron Consulting
HURN
$2.79B
| $320K | 0.07% |
2,234
| – | – |
2023 Q4
5 quarters
|
|
85
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
| $310K | 0.07% |
11,247
+26
| +0.2% | +$712 |
2021 Q3
14 quarters
|
|
86
Eli Lilly
LLY
$1.12T
| $310K | 0.07% |
+375
| New | +$312K |
2025 Q1
0 quarters
|
|
87
Coca-Cola
KO
$396B
| $308K | 0.07% |
4,304
+57
| +1% | +$3.81K |
2023 Q4
5 quarters
|
|
88
Automatic Data Processing
ADP
$113B
| $307K | 0.07% |
1,004
+88
| +10% | +$26.5K |
2024 Q1
4 quarters
|
|
89
iShares Russell 1000 Growth ETF
IWF
$127B
| $303K | 0.07% |
3,356
-12
| -0.4% | -$1.18K |
2024 Q1
4 quarters
|
|
90
Tesla
TSLA
$1.43T
| $299K | 0.07% |
1,152
+101
| +10% | +$33.7K |
2024 Q3
2 quarters
|
|
91
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $293K | 0.07% |
524
+91
| +21% | +$53.5K |
2023 Q4
5 quarters
|
|
92
UnitedHealth
UNH
$365B
| $292K | 0.07% |
+558
| New | +$285K |
2025 Q1
0 quarters
|
|
93
ConocoPhillips
COP
$170B
| $279K | 0.06% |
+2,657
| New | +$265K |
2025 Q1
0 quarters
|
|
94
iShares MSCI EAFE ETF
EFA
$76.9B
| $278K | 0.06% |
3,405
+180
| +6% | +$14.5K |
2021 Q4
13 quarters
|
|
95
O'Reilly Automotive
ORLY
$71.6B
| $266K | 0.06% |
2,790
+180
| +7% | +$15.7K |
2024 Q4
1 quarter
|
|
96
Novartis
NVS
$286B
| $264K | 0.06% |
+2,367
| New | +$252K |
2025 Q1
0 quarters
|
|
97
Marriott International
MAR
$101B
| $257K | 0.06% |
1,080
| – | – |
2023 Q3
6 quarters
|
|
98
Novo Nordisk
NVO
$173B
| $257K | 0.06% |
3,703
-65
| -2% | -$5.37K |
2023 Q4
5 quarters
|
|
99
Citigroup
C
$207B
| $239K | 0.05% |
+3,362
| New | +$256K |
2025 Q1
0 quarters
|
|
100
Sony
SONY
$144B
| $237K | 0.05% |
+9,321
| New | +$215K |
2025 Q1
0 quarters
|
|
Similar funds
CFO
REA
TLP
BPIM
DMC
WAM
SC
TVPW
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.