Latest RIVERSEDGE ADVISORS, LLC Stock Portfolio
$405Million
Equity Portfolio Value
Last Reported on: 30 Apr, 2024
About RIVERSEDGE ADVISORS, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, RIVERSEDGE ADVISORS, LLC reported an equity portfolio of $405.7 Millions as of 31 Mar, 2024.
The top stock holdings of RIVERSEDGE ADVISORS, LLC are IBCE, FNDA, CDC. The fund has invested 13.5% of it's portfolio in ISHARES TR and 10.6% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), VISA INC (V) and ABBOTT LABS (ABT). RIVERSEDGE ADVISORS, LLC opened new stock positions in ASML HOLDING N V (ASML), ISHARES TR (AGG) and EATON CORP PLC (ETN). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), APPLE INC (AAPL) and LLOYDS BANKING GROUP PLC (LYG).
The top stock holdings of RIVERSEDGE ADVISORS, LLC are IBCE, FNDA, CDC. The fund has invested 13.5% of it's portfolio in ISHARES TR and 10.6% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), VISA INC (V) and ABBOTT LABS (ABT). RIVERSEDGE ADVISORS, LLC opened new stock positions in ASML HOLDING N V (ASML), ISHARES TR (AGG) and EATON CORP PLC (ETN). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), APPLE INC (AAPL) and LLOYDS BANKING GROUP PLC (LYG).
New Buys
| Ticker | $ Bought |
|---|---|
| ASML HOLDING N V | 309,580 |
| ISHARES TR | 289,964 |
| EATON CORP PLC | 264,527 |
| QUALCOMM INC | 225,524 |
| AUTOMATIC DATA PROCESSING IN | 218,824 |
| BUILDERS FIRSTSOURCE INC | 217,726 |
| GRAYSCALE BITCOIN TR BTC | 208,461 |
| TEXAS PACIFIC LAND CORPORATI | 205,793 |
New stocks bought by RIVERSEDGE ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| J P MORGAN EXCHANGE TRADED F | 164 |
| APPLE INC | 123 |
| LLOYDS BANKING GROUP PLC | 31.85 |
| VICTORY PORTFOLIOS II | 30.59 |
| TAIWAN SEMICONDUCTOR MFG LTD | 26.45 |
| BANCO SANTANDER S.A. | 19.47 |
| BERKSHIRE HATHAWAY INC DEL | 18.84 |
| BROADCOM INC | 17.03 |
Additions to existing portfolio by RIVERSEDGE ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -36.96 |
| VISA INC | -34.78 |
| ABBOTT LABS | -24.42 |
| ISHARES TR | -16.59 |
| BANK AMERICA CORP | -15.61 |
| VANGUARD MUN BD FDS | -6.5 |
| SPDR SER TR | -6.49 |
| ISHARES TR | -5.00 |
RIVERSEDGE ADVISORS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| VANGUARD BD INDEX FDS | -373,891 |
RIVERSEDGE ADVISORS, LLC got rid off the above stocks
Current Stock Holdings of RIVERSEDGE ADVISORS, LLC
Last Reported on: 30 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.86 | 91,352 | 15,665,000 | ADDED | 123 | |
| AAXJ | ISHARES TR | 1.03 | 81,762 | 4,192,760 | REDUCED | -36.96 | |
| AAXJ | ISHARES TR | 0.61 | 22,880 | 2,461,860 | REDUCED | -5.00 | |
| AAXJ | ISHARES TR | 0.10 | 3,835 | 401,627 | REDUCED | -16.59 | |
| ABBV | ABBVIE INC | 0.16 | 3,479 | 633,486 | ADDED | 3.14 | |
| ABT | ABBOTT LABS | 0.10 | 3,448 | 391,859 | REDUCED | -24.42 | |
| ACSG | DBX ETF TR | 0.06 | 6,793 | 242,587 | REDUCED | -0.41 | |
| ADBE | ADOBE INC | 0.07 | 571 | 288,127 | ADDED | 4.2 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 0.05 | 876 | 218,824 | NEW | ||
| AFTY | PACER FDS TR | 2.61 | 215,543 | 10,596,100 | REDUCED | -1.91 | |
| AGG | ISHARES TR | 0.39 | 2,993 | 1,573,600 | REDUCED | -0.7 | |
| AGG | ISHARES TR | 0.31 | 15,087 | 1,273,980 | ADDED | 0.27 | |
| AGG | ISHARES TR | 0.23 | 3,437 | 930,856 | ADDED | 0.12 | |
| AGG | ISHARES TR | 0.07 | 860 | 289,964 | NEW | ||
| AGG | ISHARES TR | 0.06 | 3,225 | 257,564 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 0.26 | 5,908 | 1,065,680 | ADDED | 12.26 | |
| ASML | ASML HOLDING N V | 0.08 | 319 | 309,580 | NEW | ||
| AVGO | BROADCOM INC | 0.07 | 213 | 282,724 | ADDED | 17.03 | |
| BAC | BANK AMERICA CORP | 0.09 | 9,741 | 369,390 | REDUCED | -15.61 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.88 | 69,959 | 3,549,720 | ADDED | 164 | |
| BBD | BANCO BRADESCO S A | 0.01 | 10,599 | 30,313 | NEW | ||
| BGRN | ISHARES TR | 1.42 | 157,547 | 5,764,650 | ADDED | 8.95 | |
| BIL | SPDR SER TR | 6.77 | 375,261 | 27,450,300 | ADDED | 0.06 | |
| BIL | SPDR SER TR | 6.64 | 537,649 | 26,936,200 | ADDED | 0.19 | |
| BIL | SPDR SER TR | 0.86 | 135,596 | 3,483,460 | REDUCED | -1.55 | |
| BIL | SPDR SER TR | 0.27 | 7,101 | 1,105,940 | REDUCED | -6.49 | |
| BIL | SPDR SER TR | 0.15 | 13,029 | 618,114 | REDUCED | -0.84 | |
| BIV | VANGUARD BD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BLDR | BUILDERS FIRSTSOURCE INC | 0.05 | 1,044 | 217,726 | NEW | ||
| BMY | BRISTOL-MYERS SQUIBB CO | 0.07 | 5,388 | 292,206 | ADDED | 4.02 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 1.31 | 26,933 | 5,308,550 | ADDED | 0.59 | |
| BUZZ | VANECK ETF TRUST | 0.78 | 60,893 | 3,182,270 | ADDED | 4.62 | |
| CDC | VICTORY PORTFOLIOS II | 7.15 | 625,349 | 29,003,700 | ADDED | 30.59 | |
| CDC | VICTORY PORTFOLIOS II | 0.16 | 15,266 | 658,810 | REDUCED | -0.47 | |
| COST | COSTCO WHSL CORP NEW | 0.15 | 845 | 618,803 | ADDED | 5.49 | |
| CRM | SALESFORCE INC | 0.14 | 1,854 | 558,388 | REDUCED | -4.24 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 4.38 | 104,896 | 17,766,200 | REDUCED | -1.4 | |
| CVX | CHEVRON CORP NEW | 0.14 | 3,678 | 580,189 | ADDED | 3.63 | |
| CWI | SPDR INDEX SHS FDS | 1.08 | 120,693 | 4,367,870 | REDUCED | -2.11 | |
| DVN | DEVON ENERGY CORP NEW | 0.08 | 6,829 | 342,675 | ADDED | 3.05 | |
| EMGF | ISHARES INC | 3.54 | 249,525 | 14,365,200 | ADDED | 14.39 | |
| EMGF | ISHARES INC | 0.05 | 3,938 | 203,205 | NEW | ||
| ETN | EATON CORP PLC | 0.06 | 846 | 264,527 | NEW | ||
| FNDA | SCHWAB STRATEGIC TR | 10.62 | 694,098 | 43,075,700 | REDUCED | -1.6 | |
| FNDA | SCHWAB STRATEGIC TR | 5.49 | 570,692 | 22,268,400 | REDUCED | -0.26 | |
| FNDA | SCHWAB STRATEGIC TR | 3.97 | 326,886 | 16,095,900 | REDUCED | -3.00 | |
| FNDA | SCHWAB STRATEGIC TR | 0.45 | 23,880 | 1,814,410 | ADDED | 0.52 | |
| FNDA | SCHWAB STRATEGIC TR | 0.07 | 11,487 | 290,042 | ADDED | 1.73 | |
| GOOG | ALPHABET INC | 0.30 | 7,943 | 1,198,840 | ADDED | 3.06 | |
| GOOG | ALPHABET INC | 0.18 | 4,848 | 738,156 | ADDED | 4.46 | |
| GPC | GENUINE PARTS CO | 0.06 | 1,688 | 261,522 | UNCHANGED | 0.00 | |
| HD | HOME DEPOT INC | 0.09 | 961 | 368,739 | ADDED | 11.1 | |
| HURN | HURON CONSULTING GROUP INC | 0.05 | 2,234 | 215,849 | UNCHANGED | 0.00 | |
| IBCE | ISHARES TR | 13.52 | 739,111 | 54,856,800 | ADDED | 4.14 | |
| ISRG | INTUITIVE SURGICAL INC | 0.08 | 786 | 313,685 | ADDED | 5.5 | |
| IVOG | VANGUARD ADMIRAL FDS INC | 1.68 | 77,155 | 6,822,080 | REDUCED | -2.67 | |
| JNJ | JOHNSON & JOHNSON | 0.17 | 4,471 | 707,245 | ADDED | 13.39 | |
| JPM | JPMORGAN CHASE & CO | 0.10 | 2,052 | 411,047 | ADDED | 3.53 | |
| KO | COCA COLA CO | 0.07 | 4,485 | 274,420 | ADDED | 7.58 | |
| LECO | LINCOLN ELEC HLDGS INC | 0.12 | 1,850 | 472,564 | UNCHANGED | 0.00 | |
| LYG | LLOYDS BANKING GROUP PLC | 0.01 | 14,655 | 37,956 | ADDED | 31.85 | |
| MAR | MARRIOTT INTL INC NEW | 0.07 | 1,057 | 266,761 | ADDED | 2.82 | |
| MCD | MCDONALDS CORP | 0.14 | 2,000 | 563,874 | ADDED | 3.25 | |
| MCO | MOODYS CORP | 0.19 | 1,934 | 760,120 | ADDED | 1.15 | |
| META | META PLATFORMS INC | 0.15 | 1,243 | 603,576 | ADDED | 13.21 | |
| MRK | MERCK & CO INC | 0.09 | 2,617 | 345,321 | ADDED | 5.35 | |
| MSFT | MICROSOFT CORP | 0.69 | 6,649 | 2,797,440 | ADDED | 8.59 | |
| NVDA | NVIDIA CORPORATION | 0.52 | 2,356 | 2,129,130 | ADDED | 4.8 | |
| NVO | NOVO-NORDISK A S | 0.10 | 3,173 | 407,413 | ADDED | 11.37 | |
| QCOM | QUALCOMM INC | 0.06 | 1,332 | 225,524 | NEW | ||
| SAN | BANCO SANTANDER S.A. | 0.01 | 12,096 | 58,545 | ADDED | 19.47 | |
| SPY | SPDR S&P 500 ETF TR | 0.06 | 429 | 224,527 | ADDED | 0.23 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 0.05 | 356 | 205,793 | NEW | ||
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.08 | 2,467 | 335,635 | ADDED | 26.45 | |
| V | VISA INC | 0.08 | 1,185 | 330,605 | REDUCED | -34.78 | |
| VAW | VANGUARD WORLD FD | 0.28 | 2,164 | 1,134,730 | REDUCED | -2.48 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.92 | 317,374 | 15,922,600 | REDUCED | -2.74 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.63 | 255,437 | 10,669,600 | ADDED | 2.81 | |
| VOO | VANGUARD INDEX FDS | 1.88 | 22,131 | 7,617,380 | REDUCED | -0.72 | |
| VOO | VANGUARD INDEX FDS | 1.32 | 33,012 | 5,376,310 | ADDED | 0.53 | |
| VOO | VANGUARD INDEX FDS | 0.92 | 14,238 | 3,712,170 | ADDED | 11.82 | |
| VOO | VANGUARD INDEX FDS | 0.57 | 12,007 | 2,303,970 | ADDED | 9.41 | |
| VOO | VANGUARD INDEX FDS | 0.12 | 1,925 | 500,327 | ADDED | 1.85 | |
| VOO | VANGUARD INDEX FDS | 0.11 | 901 | 432,916 | ADDED | 0.33 | |
| VOO | VANGUARD INDEX FDS | 0.08 | 1,285 | 308,051 | ADDED | 1.26 | |
| VTEB | VANGUARD MUN BD FDS | 2.07 | 165,973 | 8,398,220 | REDUCED | -6.5 | |
| XLB | SELECT SECTOR SPDR TR | 0.18 | 17,398 | 732,814 | UNCHANGED | 0.00 | |
| BERKSHIRE HATHAWAY INC DEL | 0.20 | 1,880 | 790,578 | ADDED | 18.84 | ||
| GRAYSCALE BITCOIN TR BTC | 0.05 | 3,300 | 208,461 | NEW |