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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
ETN icon
101
Eaton
ETN
$162B
$230K 0.05%
846
+62
+8% +$19.3K
LIN icon
102
Linde
LIN
$224B
$225K 0.05%
+483
New +$217K
TM icon
103
Toyota
TM
$227B
$223K 0.05%
+1,265
New +$235K
CRM icon
104
Salesforce
CRM
$206B
$218K 0.05%
814
-1,210
-60% -$376K
IEMG icon
105
iShares Core MSCI Emerging Markets ETF
IEMG
$162B
$218K 0.05%
4,032
-7,976
-66% -$429K
RY icon
106
Royal Bank of Canada
RY
$284B
$209K 0.05%
1,854
+6
+0.3% +$707
HIG icon
107
Hartford Financial Services
HIG
$37.3B
$208K 0.05%
+1,680
New +$193K
ADBE icon
108
Adobe
ADBE
$115B
$207K 0.05%
+539
New +$231K
ORCL icon
109
Oracle
ORCL
$438B
$202K 0.05%
+1,446
New +$235K
GPC icon
110
Genuine Parts
GPC
$18.8B
$201K 0.04%
+1,688
New +$203K
BX icon
111
Blackstone
BX
$108B
$201K 0.04%
1,439
+10
+0.7% +$1.62K
MUFG icon
112
Mitsubishi UFJ Financial
MUFG
$253B
$194K 0.04%
14,241
+2,176
+18% +$28K
SAN icon
113
Banco Santander
SAN
$212B
$147K 0.03%
21,943
+4,723
+27% +$27.6K
VALE icon
114
Vale
VALE
$65.2B
$105K 0.02%
+10,557
New +$99.8K
MFG icon
115
Mizuho Financial
MFG
$127B
$101K 0.02%
18,247
+3,169
+21% +$17.4K
LYG icon
116
Lloyds Banking Group
LYG
$85.7B
$88.8K 0.02%
23,247
+3,169
+16% +$10.5K
BBD icon
117
Banco Bradesco
BBD
$34.2B
$54.8K 0.01%
+24,584
New +$50.9K
ABEV icon
118
Ambev
ABEV
$44.4B
$45.2K 0.01%
+19,394
New +$38.8K
AAPL icon
119
PUT
Apple
AAPL
$4.59T
– –
-10,100
Closed -$45.8K
LOAN
120
Manhattan Bridge Capital
LOAN
$46.5M
– –
-13,231
Closed -$13.2K
SCHG icon
121
Schwab US Large-Cap Growth ETF
SCHG
$63.2B
– –
-59,544
Closed -$1.66M
UITB icon
122
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.67B
– –
-695,989
Closed -$32M
1 2 3 4
5

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AMPWP
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KFAS
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FCM
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NWM
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HGWM
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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.