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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464287309

IVW|464287309

Shares:12.8K

Value:$1.2M

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

92204A702

VGT|92204A702

Shares:2.1K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$448.4M)

78468R804

Shares:6.0K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$448.4M)

Meta Platforms, Inc.

META|30303M102

Shares:1.7K

Value:$956.8K

% of Portfolio:0.2% ($956.8K/$448.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.0K

Value:$951.0K

% of Portfolio:0.2% ($951.0K/$448.4M)

MOODYS CORP /DE/

MCO|615369105

Shares:2.0K

Value:$921.6K

% of Portfolio:0.2% ($921.6K/$448.4M)

25434V807

Shares:23.4K

Value:$920.7K

% of Portfolio:0.2% ($920.7K/$448.4M)

Alphabet Inc.

GOOG|02079K107

Shares:5.9K

Value:$917.2K

% of Portfolio:0.2% ($917.2K/$448.4M)

464287648

IWO|464287648

Shares:3.5K

Value:$896.8K

% of Portfolio:0.2% ($896.8K/$448.4M)

81369Y605

Shares:17.4K

Value:$866.6K

% of Portfolio:0.2% ($866.6K/$448.4M)

41151J885

Shares:29.5K

Value:$783.0K

% of Portfolio:0.2% ($783.0K/$448.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.7K

Value:$770.4K

% of Portfolio:0.2% ($770.4K/$448.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.9K

Value:$714.0K

% of Portfolio:0.2% ($714.0K/$448.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.2K

Value:$703.9K

% of Portfolio:0.2% ($703.9K/$448.4M)

922908769

VTI|922908769

Shares:2.5K

Value:$693.2K

% of Portfolio:0.2% ($693.2K/$448.4M)

CHEVRON CORP

CVX|166764100

Shares:4.1K

Value:$691.7K

% of Portfolio:0.2% ($691.7K/$448.4M)

MCDONALDS CORP

MCD|580135101

Shares:2.0K

Value:$636.7K

% of Portfolio:0.1% ($636.7K/$448.4M)

VISA INC.

V|92826C839

Shares:1.7K

Value:$605.6K

% of Portfolio:0.1% ($605.6K/$448.4M)

92647N840

Shares:12.8K

Value:$578.2K

% of Portfolio:0.1% ($578.2K/$448.4M)

78468R739

Shares:11.8K

Value:$563.8K

% of Portfolio:0.1% ($563.8K/$448.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVWcusip464287309)	12.8K	QoQ +0.10% (-14) YoY -15.46% (-2.3K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$448.4M)	QoQ -8.47% (-$109.6K) YoY -7.06% (-$90.0K)
(VGTcusip92204A702)	2.1K	QoQ +0.14% (-3) YoY -2.35% (-51)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$448.4M)	QoQ -12.63% (-$165.8K) YoY +1.01% (-$11.5K)
(cusip78468R804)✕	6.0K	QoQ -5.99% (-383) YoY -15.37% (-1.1K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$448.4M)	QoQ -0.96% (-$10.2K) YoY -5.43% (-$60.1K)
Meta Platforms, Inc.(METAcusip30303M102)	1.7K	QoQ +13.69% (+200) YoY +33.54% (+417)	All Managers (Combined)	$956.8K	0.2% ($956.8K/$448.4M)	QoQ +11.92% (+$101.9K) YoY +58.51% (+$353.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.0K	QoQ +9.70% (+89) YoY +19.05% (+161)	All Managers (Combined)	$951.0K	0.2% ($951.0K/$448.4M)	QoQ +13.17% (+$110.7K) YoY +53.68% (+$332.2K)
MOODYS CORP /DE/(MCOcusip615369105)	2.0K	QoQ +1.43% (-28) YoY +2.32% (+45)	All Managers (Combined)	$921.6K	0.2% ($921.6K/$448.4M)	QoQ -0.21% (-$1.9K) YoY +21.24% (+$161.5K)
(cusip25434V807)✕	23.4K	QoQ -95.49% (-496.0K) YoY NEW(+23.4K)	All Managers (Combined)	$920.7K	0.2% ($920.7K/$448.4M)	QoQ -95.00% (-$17.5M) YoY NEW(+$920.7K)
Alphabet Inc.(GOOGcusip02079K107)	5.9K	QoQ +3.05% (-174) YoY +21.10% (+1.0K)	All Managers (Combined)	$917.2K	0.2% ($917.2K/$448.4M)	QoQ -15.45% (-$167.6K) YoY +24.25% (+$179.1K)
(IWOcusip464287648)	3.5K	QoQ +3.20% (-109) YoY +2.09% (-72)	All Managers (Combined)	$896.8K	0.2% ($896.8K/$448.4M)	QoQ -8.37% (-$82.0K) YoY -3.66% (-$34.1K)
(cusip81369Y605)✕	17.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$866.6K	0.2% ($866.6K/$448.4M)	QoQ +3.06% (+$25.7K) YoY +18.25% (+$133.8K)
(cusip41151J885)✕	29.5K	QoQ -95.30% (-598.8K) YoY NEW(+29.5K)	All Managers (Combined)	$783.0K	0.2% ($783.0K/$448.4M)	QoQ -95.17% (-$15.5M) YoY NEW(+$783.0K)
AbbVie Inc.(ABBVcusip00287Y109)	3.7K	QoQ +1.04% (+38) YoY +5.69% (+198)	All Managers (Combined)	$770.4K	0.2% ($770.4K/$448.4M)	QoQ +19.14% (+$123.8K) YoY +21.61% (+$136.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.9K	QoQ +12.61% (+326) YoY +41.86% (+859)	All Managers (Combined)	$714.0K	0.2% ($714.0K/$448.4M)	QoQ +15.20% (+$94.2K) YoY +73.70% (+$302.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.2K	QoQ -4.26% (-189) YoY -5.07% (-227)	All Managers (Combined)	$703.9K	0.2% ($703.9K/$448.4M)	QoQ +9.78% (-$62.7K) YoY -0.47% (-$3.4K)
(VTIcusip922908769)	2.5K	QoQ -0.31% (-8) YoY +31.01% (+597)	All Managers (Combined)	$693.2K	0.2% ($693.2K/$448.4M)	QoQ -5.44% (-$39.9K) YoY +38.54% (+$192.9K)
CHEVRON CORP(CVXcusip166764100)	4.1K	QoQ +7.40% (+285) YoY +12.42% (+457)	All Managers (Combined)	$691.7K	0.2% ($691.7K/$448.4M)	QoQ +24.05% (+$134.1K) YoY +19.21% (+$111.5K)
MCDONALDS CORP(MCDcusip580135101)	2.0K	QoQ +14.94% (+265) YoY +1.90% (+38)	All Managers (Combined)	$636.7K	0.1% ($636.7K/$448.4M)	QoQ +23.91% (+$122.9K) YoY +12.92% (+$72.9K)
VISA INC.(Vcusip92826C839)	1.7K	QoQ +26.87% (+366) YoY +45.82% (+543)	All Managers (Combined)	$605.6K	0.1% ($605.6K/$448.4M)	QoQ +40.69% (+$175.2K) YoY +83.17% (+$275.0K)
(cusip92647N840)✕	12.8K	QoQ -2.65% (-348) YoY -16.44% (-2.5K)	All Managers (Combined)	$578.2K	0.1% ($578.2K/$448.4M)	QoQ +5.53% (-$30.3K) YoY -12.23% (-$80.6K)
(cusip78468R739)✕	11.8K	QoQ -0.42% (-50) YoY -9.08% (-1.2K)	All Managers (Combined)	$563.8K	0.1% ($563.8K/$448.4M)	QoQ +0.02% (-$141) YoY -8.78% (-$54.3K)