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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 | |
|---|---|---|---|---|---|---|---|
101
Eaton
ETN
$156B
| $230K | 0.05% |
846
+62
| +8% | +$19.3K |
2024 Q1
4 quarters
|
|
102
Linde
LIN
$227B
| $225K | 0.05% |
+483
| New | +$217K |
2025 Q1
0 quarters
|
|
103
Toyota
TM
$226B
| $223K | 0.05% |
+1,265
| New | +$235K |
2025 Q1
0 quarters
|
|
104
Salesforce
CRM
$203B
| $218K | 0.05% |
814
-1,210
| -60% | -$376K |
2023 Q2
7 quarters
|
|
105
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
| $218K | 0.05% |
4,032
-7,976
| -66% | -$429K |
2024 Q1
4 quarters
|
|
106
Royal Bank of Canada
RY
$272B
| $209K | 0.05% |
1,854
+6
| +0.3% | +$707 |
2024 Q4
1 quarter
|
|
107
Hartford Financial Services
HIG
$36B
| $208K | 0.05% |
+1,680
| New | +$193K |
2025 Q1
0 quarters
|
|
108
Adobe
ADBE
$97.9B
| $207K | 0.05% |
+539
| New | +$231K |
2025 Q1
0 quarters
|
|
109
Oracle
ORCL
$408B
| $202K | 0.05% |
+1,446
| New | +$235K |
2025 Q1
0 quarters
|
|
110
Genuine Parts
GPC
$18.4B
| $201K | 0.04% |
+1,688
| New | +$203K |
2025 Q1
0 quarters
|
|
111
Blackstone
BX
$87.1B
| $201K | 0.04% |
1,439
+10
| +0.7% | +$1.62K |
2024 Q3
2 quarters
|
|
112
Mitsubishi UFJ Financial
MUFG
$246B
| $194K | 0.04% |
14,241
+2,176
| +18% | +$28K |
2024 Q4
1 quarter
|
|
113
Banco Santander
SAN
$195B
| $147K | 0.03% |
21,943
+4,723
| +27% | +$27.6K |
2023 Q4
5 quarters
|
|
114
Vale
VALE
$55.4B
| $105K | 0.02% |
+10,557
| New | +$99.8K |
2025 Q1
0 quarters
|
|
115
Mizuho Financial
MFG
$123B
| $101K | 0.02% |
18,247
+3,169
| +21% | +$17.4K |
2024 Q2
3 quarters
|
|
116
Lloyds Banking Group
LYG
$78.4B
| $88.8K | 0.02% |
23,247
+3,169
| +16% | +$10.5K |
2023 Q4
5 quarters
|
|
117
Banco Bradesco
BBD
$45B
| $54.8K | 0.01% |
+24,584
| New | +$50.9K |
2025 Q1
0 quarters
|
|
118
Ambev
ABEV
$50.3B
| $45.2K | 0.01% |
+19,394
| New | +$38.8K |
2025 Q1
0 quarters
|
|
119
PUT
Apple
AAPL
$4.99T
| – | – |
-10,100
| Closed | -$45.8K | – |
|
120
Manhattan Bridge Capital
LOAN
$39.8M
| – | – |
-13,231
| Closed | -$13.2K | – |
|
121
Schwab US Large-Cap Growth ETF
SCHG
$64.1B
| – | – |
-59,544
| Closed | -$1.66M | – |
|
|
122
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.6B
| – | – |
-695,989
| Closed | -$32M | – |
|
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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.