Latest RIVERSEDGE ADVISORS, LLC Stock Portfolio

RIVERSEDGE ADVISORS, LLC Performance:

2025 Q2: 0.28%YTD: -0.88%2024: 3.26%

Performance for 2025 Q2 is 0.28%, and YTD is -0.88%, and 2024 is 3.26%.

About RIVERSEDGE ADVISORS, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, RIVERSEDGE ADVISORS, LLC reported an equity portfolio of $511.3 Millions as of 30 Jun, 2025.

The top stock holdings of RIVERSEDGE ADVISORS, LLC are VB, AGT, BIV. The fund has invested 12.2% of it's portfolio in VANGUARD INDEX FDS and 8.9% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES INC (EMGF), VICTORY PORTFOLIOS II (MDCP) and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SCHWAB STRATEGIC TR (FNDA) and EXXON MOBIL CORP (XOM). RIVERSEDGE ADVISORS, LLC opened new stock positions in VANGUARD ADMIRAL FDS INC (IVOG), CAPITAL ONE FINL CORP (COF) and CONSTELLATION ENERGY CORP (CEG). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), TESLA INC (TSLA) and VANGUARD INDEX FDS (VB).

RIVERSEDGE ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RIVERSEDGE ADVISORS, LLC made a return of 0.28% in the last quarter. In trailing 12 months, it's portfolio return was 0.71%.

New Buys

Ticker	$ Bought
vanguard admiral fds inc	558,075
capital one finl corp	366,373
constellation energy corp	301,635
intuit	285,328
synchrony financial	277,839
unilever plc	270,753
goldman sachs group inc	258,053
vanguard index fds	247,370

New stocks bought by RIVERSEDGE ADVISORS, LLC

Additions

Ticker	% Inc.
oreilly automotive inc	1,403
tesla inc	125
vanguard index fds	94.92
ishares tr	61.3
grayscale bitcoin mini tr et	57.04
ishares tr	47.2
vanguard index fds	47.01
vanguard admiral fds inc	43.49

Additions to existing portfolio by RIVERSEDGE ADVISORS, LLC

Reductions

Ticker	% Reduced
spdr series trust	-57.22
schwab strategic tr	-49.9
schwab strategic tr	-32.36
exxon mobil corp	-30.45
ishares bitcoin trust etf	-26.79
devon energy corp new	-25.08
vaneck etf trust	-23.7
eli lilly & co	-21.87

RIVERSEDGE ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
victory portfolios ii	-2,711,550
ishares inc	-4,783,960
harbor etf trust	-783,048
j p morgan exchange traded f	-1,229,100
dimensional etf trust	-920,748
vale s a	-105,359
novo-nordisk a s	-257,136
conocophillips	-279,024

RIVERSEDGE ADVISORS, LLC got rid off the above stocks

Sector Distribution

RIVERSEDGE ADVISORS, LLC has about 89.3% of it's holdings in Others sector.

Sector	%
Others	89.3
Technology	6.2
Financial Services	1.1
Communication Services	1.1

Market Cap. Distribution

RIVERSEDGE ADVISORS, LLC has about 10.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	89.3
MEGA-CAP	8.4
LARGE-CAP	2.2

Stocks belong to which Index?

About 10% of the stocks held by RIVERSEDGE ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	90
S&P 500	10

Top 5 Winners (%)		%
PLTR	palantir technologies inc	57.0 %
AVGO	broadcom inc	52.6 %
ORCL	oracle corp	50.0 %
NVDA	nvidia corporation	42.4 %
NFLX	netflix inc	39.0 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	1.2 M
PLTR	palantir technologies inc	1.1 M
MSFT	microsoft corp	0.9 M
IJR	ishares tr	0.5 M
AVGO	broadcom inc	0.4 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
BMY	bristol-myers squibb co	-23.9 %
DVN	devon energy corp new	-15.2 %
CVX	chevron corp new	-14.6 %
ABBV	abbvie inc	-11.2 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-3.6 M
AAPL	apple inc	-1.5 M
CVX	chevron corp new	-0.1 M
ABBV	abbvie inc	-0.1 M
BMY	bristol-myers squibb co	-0.1 M

RIVERSEDGE ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RIVERSEDGE ADVISORS, LLC

RIVERSEDGE ADVISORS, LLC has 125 stocks in it's portfolio. About 62.9% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for RIVERSEDGE ADVISORS, LLC last quarter.

Last Reported on: 09 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	12.15	217,692	62,107,600	added	94.92
Historical Trend of VANGUARD INDEX FDS Position Held By RIVERSEDGE ADVISORS, LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	AGT	ishares tr	8.90	598,627	45,519,600	added	16.94

	BIV	vanguard bd index fds	8.45	586,553	43,187,900	added	6.45

	BIL	spdr series trust	6.56	351,671	33,521,300	reduced	-2.22

	BIL	spdr series trust	5.16	503,703	26,363,800	reduced	-7.11

	VEU	vanguard intl equity index f	5.11	528,209	26,125,200	added	13.75

	FNDA	schwab strategic tr	4.81	1,113,650	24,611,800	reduced	-0.89

	CSD	invesco exchange traded fd t	4.64	130,495	23,716,100	reduced	-3.96

	IBCE	ishares tr	3.65	223,604	18,666,400	reduced	-15.44

	AAPL	apple inc	3.51	87,449	17,941,900	reduced	-1.27

	VEA	vanguard tax-managed fds	3.18	285,258	16,262,600	added	1.05

	VTEB	vanguard mun bd fds	2.91	303,926	14,901,500	added	17.14

	FNDA	schwab strategic tr	2.74	573,799	14,023,600	reduced	-49.9

	VB	vanguard index fds	2.42	28,248	12,383,700	added	18.37

	IJR	ishares tr	2.22	104,113	11,378,500	added	61.3

	VB	vanguard index fds	1.73	50,160	8,865,300	added	47.01

	IVOG	vanguard admiral fds inc	1.73	103,387	8,846,810	added	43.49

	BNDX	vanguard charlotte fds	1.67	172,375	8,534,290	reduced	-4.58

	FNDA	schwab strategic tr	0.98	198,224	5,015,060	reduced	-32.36

	BNDW	vanguard scottsdale fds	0.96	23,506	4,900,310	reduced	-3.41