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RA
Riversedge Advisors Portfolio holdings
AUM
$813M
1-Year Est. Return
18.09%
This Fund
S&P 500
This Quarter
Est. Return
+9.18%
1 Year Est. Return
+18.09%
3 Year Est. Return
+71.28%
5 Year Est. Return
+57.74%
10 Year Est. Return
–
AUM
$511M
AUM Growth
+$62.9M
(+14%)
Cap. Flow
+$24.7M
Cap. Flow
% of AUM
4.83%
Top 10 Holdings %
Top 10 Hldgs %
62.93%
Holding
136
New
18
Increased
57
Reduced
46
Closed
10
Avg Time Held
8.4
quarters
Top 10 Avg Time Held
8.6
quarters
Top 20 Avg Time Held
13
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$27.9M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$6.27M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.09M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.96M |
| 5 |
Vanguard Morningstar Value ETF
VTV
|
+$2.71M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$12.9M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$4.78M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.24M |
| 4 |
VictoryShares Small Cap Free Cash Flow ETF
SFLO
|
+$2.71M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$2.24M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 87.9% |
| 2 | Technology | 6.62% |
| 3 | Financials | 1.64% |
| 4 | Consumer Discretionary | 1.06% |
| 5 | Communication Services | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
iShares Russell 1000 Growth ETF
IWF
$130B
| $356K | 0.07% |
3,352
-4
| -0.1% | -$382 |
2024 Q1
5 quarters
|
|
77
Citigroup
C
$221B
| $337K | 0.07% |
3,958
+596
| +18% | +$43.1K |
2025 Q1
1 quarter
|
|
78
ASML
ASML
$672B
| $337K | 0.07% |
420
-114
| -21% | -$81.8K |
2024 Q1
5 quarters
|
|
79
Novartis
NVS
$273B
| $336K | 0.07% |
2,773
+406
| +17% | +$45.8K |
2025 Q1
1 quarter
|
|
80
Automatic Data Processing
ADP
$108B
| $319K | 0.06% |
1,033
+29
| +3% | +$8.91K |
2024 Q1
5 quarters
|
|
81
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
| $308K | 0.06% |
5,128
+1,096
| +27% | +$61.2K |
2024 Q1
5 quarters
|
|
82
Huron Consulting
HURN
$2.76B
| $307K | 0.06% |
2,234
| – | – |
2023 Q4
6 quarters
|
|
83
Marriott International
MAR
$96.3B
| $303K | 0.06% |
1,109
+29
| +3% | +$7.27K |
2023 Q3
7 quarters
|
|
84
Constellation Energy
CEG
$104B
| $302K | 0.06% |
+935
| New | +$247K |
2025 Q2
0 quarters
|
|
85
Coca-Cola
KO
$386B
| $302K | 0.06% |
4,262
-42
| -1% | -$2.99K |
2023 Q4
6 quarters
|
|
86
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
| $295K | 0.06% |
9,775
-1,472
| -13% | -$41.7K |
2021 Q3
15 quarters
|
|
87
iShares MSCI EAFE ETF
EFA
$76.5B
| $288K | 0.06% |
3,225
-180
| -5% | -$15.4K |
2021 Q4
14 quarters
|
|
88
Intuit
INTU
$81.8B
| $285K | 0.06% |
+362
| New | +$245K |
2025 Q2
0 quarters
|
|
89
AstraZeneca
AZN
$246B
| $284K | 0.06% |
2,029
-222
| -10% | -$31.1K |
2025 Q1
1 quarter
|
|
90
Royal Bank of Canada
RY
$267B
| $283K | 0.06% |
2,153
+299
| +16% | +$36.6K |
2024 Q4
2 quarters
|
|
91
Eaton
ETN
$166B
| $283K | 0.06% |
792
-54
| -6% | -$16.6K |
2024 Q1
5 quarters
|
|
92
Sony
SONY
$142B
| $282K | 0.06% |
10,835
+1,514
| +16% | +$37.9K |
2025 Q1
1 quarter
|
|
93
Shell
SHEL
$289B
| $280K | 0.05% |
3,976
-735
| -16% | -$49.3K |
2024 Q2
4 quarters
|
|
94
Synchrony
SYF
$24B
| $278K | 0.05% |
+4,163
| New | +$233K |
2025 Q2
0 quarters
|
|
95
Oracle
ORCL
$416B
| $271K | 0.05% |
1,241
-205
| -14% | -$33.1K |
2025 Q1
1 quarter
|
|
96
Unilever
UL
$136B
| $271K | 0.05% |
+3,934
| New | +$276K |
2025 Q2
0 quarters
|
|
97
ExxonMobil
XOM
$708B
| $270K | 0.05% |
2,508
-1,098
| -30% | -$117K |
2024 Q3
3 quarters
|
|
98
State Street SPDR S&P 500 ETF Trust
SPY
$822B
| $267K | 0.05% |
433
-91
| -17% | -$52K |
2023 Q4
6 quarters
|
|
99
Hartford Financial Services
HIG
$35.3B
| $261K | 0.05% |
2,058
+378
| +23% | +$47K |
2025 Q1
1 quarter
|
|
100
Blackstone
BX
$86.2B
| $260K | 0.05% |
1,741
+302
| +21% | +$41.5K |
2024 Q3
3 quarters
|
|
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Riversedge Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Riversedge Advisors held 136 positions worth $511M, up 14% from $448M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
Riversedge Advisors deployed $24.7M of net new capital in Q2 2025, opening 18 new positions and adding to 57 existing holdings. Its largest new stake was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.
By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 88% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Schwab US Large- Cap ETF, an estimated $12.9M trimmed.
- Riversedge Advisors's largest Q2 2025 buy was Vanguard S&P Small-Cap 600 Growth ETF: 4,877 shares worth $558K.
- Riversedge Advisors added most to Vanguard Morningstar Large-Cap ETF in Q2 2025, an estimated $27.9M increase.
- Riversedge Advisors's biggest Q2 2025 reduction was Schwab US Large- Cap ETF, cutting an estimated $12.9M.
- Riversedge Advisors fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $4.78M.
- Riversedge Advisors's ten largest holdings make up 63% of its $511M portfolio in Q2 2025.
- Riversedge Advisors opened 18 new positions and closed 10 in Q2 2025.
- Riversedge Advisors's portfolio value rose 14% quarter-over-quarter to $511M.
Based on Riversedge Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.