Riversedge-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "GOOGL",
  "ASML",
  "T",
  "AVGO",
  "SAN",
  "HD",
  "AZN",
  "MCD",
  "ISRG",
  null,
  null,
  "HURN",
  "HSBC",
  "EMXC",
  "MUB",
  "META",
  "IVW",
  "LIN",
  "MA",
  "MSFT",
  "MFG",
  "MUFG",
  "GPC",
  "HIG",
  "NVS",
  "ORLY",
  "BX",
  "IJR",
  "ORCL",
  null,
  "IWF",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PLTR",
  null,
  "IEFA",
  "RY",
  "SCHX",
  null,
  "SHEL",
  "SAP",
  null,
  "SPYG",
  "SPLG",
  "TM",
  "VV",
  null,
  "VWO",
  "LYG",
  null,
  null,
  null,
  "IWO",
  "TSM",
  "LECO",
  null,
  "SONY",
  null,
  "NVO",
  "AMZN",
  null,
  null,
  "TPL",
  "ABEV",
  "VGT",
  "VUG",
  "VEA",
  "VALE",
  null,
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  "SCHF",
  "SCHA",
  "CRM",
  "SPYV",
  "ADP",
  "BAC",
  "BBD",
  "BRK-B",
  "BMY",
  "CVX",
  "C",
  "KO",
  "COP",
  "COST",
  "DVN",
  "RSP",
  "EFA",
  "MCO",
  "MAR",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 118
Total Value: 448368076
Accession Number: 0001667731-25-000562
Form Type: 13F-HR
CIK: riversedge-advisors
Manager Name: Riversedge-Advisors

Data Enrichment

83% identified

98 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

118 positions • $448.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C623

Shares:24.3K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$448.4M)

78463X509

Shares:113.8K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$448.4M)

922908595

VBK|922908595

Shares:14.5K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$448.4M)

46438F101

Shares:62.5K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$448.4M)

92647X822

Shares:110.5K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$448.4M)

78464A284

Shares:99.0K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$448.4M)

MICROSOFT CORP

MSFT|594918104

Shares:6.6K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$448.4M)

NVIDIA CORP

NVDA|67066G104

Shares:22.4K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$448.4M)

922908611

VBR|922908611

Shares:12.7K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$448.4M)

808524409

Shares:78.5K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$448.4M)

389930207

Shares:56.6K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$448.4M)

464288414

MUB|464288414

Shares:18.0K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$448.4M)

46435U853

Shares:50.5K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$448.4M)

464287200

IVV|464287200

Shares:3.2K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$448.4M)

92189H409

Shares:34.9K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$448.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:20.6K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$448.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:8.9K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$448.4M)

AMAZON COM INC

AMZN|023135106

Shares:6.8K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$448.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.4K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$448.4M)

46641Q647

Shares:24.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$448.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C623)✕	24.3K	QoQ -3.95% (-1.0K) YoY -9.64% (-2.6K)	All Managers (Combined)	$4.5M	1.0% ($4.5M/$448.4M)	QoQ -14.82% (-$789.3K) YoY -14.56% (-$773.5K)
(cusip78463X509)✕	113.8K	QoQ -1.44% (-1.7K) YoY -5.70% (-6.9K)	All Managers (Combined)	$4.5M	1.0% ($4.5M/$448.4M)	QoQ +1.12% (-$49.7K) YoY +2.58% (-$112.8K)
(VBKcusip922908595)	14.5K	QoQ -7.62% (-1.2K) YoY +1.84% (-262)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$448.4M)	QoQ -16.95% (-$745.2K) YoY -1.65% (-$61.4K)
(cusip46438F101)✕	62.5K	QoQ NEW(+62.5K) YoY NEW(+62.5K)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$448.4M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
(cusip92647X822)✕	110.5K	QoQ -72.56% (-292.4K) YoY NEW(+110.5K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$448.4M)	QoQ -74.76% (-$8.0M) YoY NEW(+$2.7M)
(cusip78464A284)✕	99.0K	QoQ -23.54% (-30.5K) YoY -26.96% (-36.6K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$448.4M)	QoQ -24.62% (-$815.8K) YoY -28.30% (-$985.9K)
MICROSOFT CORP(MSFTcusip594918104)	6.6K	QoQ -11.17% (-827) YoY -1.11% (-74)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$448.4M)	QoQ -20.88% (-$651.7K) YoY -11.76% (-$329.1K)
NVIDIA CORP(NVDAcusip67066G104)	22.4K	QoQ -6.71% (-1.6K) YoY +849.74% (+20.0K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$448.4M)	QoQ -24.71% (-$796.0K) YoY +13.90% (+$296.0K)
(VBRcusip922908611)	12.7K	QoQ -10.73% (-1.5K) YoY +5.80% (+697)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$448.4M)	QoQ -16.08% (-$453.7K) YoY +2.71% (+$62.6K)
(cusip808524409)✕	78.5K	QoQ -39.86% (-52.1K) YoY +228.88% (+54.7K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$448.4M)	QoQ -38.68% (-$1.3M) YoY +15.05% (+$273.1K)
(cusip389930207)✕	56.6K	QoQ NEW(+56.6K) YoY NEW(+56.6K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$448.4M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
(MUBcusip464288414)	18.0K	QoQ -20.35% (-4.6K) YoY -21.26% (-4.9K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$448.4M)	QoQ -21.18% (-$510.5K) YoY -22.84% (-$562.4K)
(cusip46435U853)✕	50.5K	QoQ -73.88% (-142.9K) YoY -67.93% (-107.0K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$448.4M)	QoQ -73.87% (-$5.3M) YoY -67.74% (-$3.9M)
(IVVcusip464287200)	3.2K	QoQ +8.16% (+241) YoY +6.71% (+201)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$448.4M)	QoQ +3.22% (+$56.1K) YoY +14.04% (+$220.9K)
(cusip92189H409)✕	34.9K	QoQ -46.79% (-30.7K) YoY -42.62% (-26.0K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$448.4M)	QoQ -47.54% (-$1.6M) YoY -43.80% (-$1.4M)
Palantir Technologies Inc.(PLTRcusip69608A108)	20.6K	QoQ +7.69% (+1.5K) YoY NEW(+20.6K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$448.4M)	QoQ +20.18% (+$291.4K) YoY NEW(+$1.7M)
Alphabet Inc.(GOOGLcusip02079K305)	8.9K	QoQ +3.02% (-261) YoY +11.94% (+949)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$448.4M)	QoQ -15.83% (-$258.8K) YoY +14.69% (+$176.2K)
AMAZON COM INC(AMZNcusip023135106)	6.8K	QoQ -4.38% (-311) YoY +14.82% (+876)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$448.4M)	QoQ -17.07% (-$265.9K) YoY +21.12% (+$225.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.4K	QoQ +12.29% (+258) YoY +25.37% (+477)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$448.4M)	QoQ +31.93% (+$303.9K) YoY +58.78% (+$464.7K)
(cusip46641Q647)✕	24.6K	QoQ -80.98% (-104.7K) YoY -64.86% (-45.4K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$448.4M)	QoQ -81.04% (-$5.3M) YoY -65.37% (-$2.3M)