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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Riversedge-Advisors
Data Enrichment
83% identified98 identified20 unidentified
Holdings
118 positions • $448.4M total value
Manager:
Search and click to pin securities to the top
Page 4 of 6
Shares:3.1K
Value:$515.9K
% of Portfolio:0.1% ($515.9K/$448.4M)
Shares:3.6K
Value:$479.5K
% of Portfolio:0.1% ($479.5K/$448.4M)
464288158
Shares:4.1K
Value:$431.2K
% of Portfolio:0.1% ($431.2K/$448.4M)
Shares:1.9K
Value:$349.9K
% of Portfolio:0.1% ($349.9K/$448.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Broadcom Inc.(AVGOcusip11135F101) | 3.2K | All Managers (Combined) | $529.4K | 0.1% ($529.4K/$448.4M) | ||
| 3.1K | All Managers (Combined) | $515.9K | 0.1% ($515.9K/$448.4M) | |||
| 370 | QoQ +2.20% (+8)YoY +3.93% (+14) | All Managers (Combined) | $489.9K | 0.1% ($489.9K/$448.4M) | ||
| 3.7K | QoQ +5.90% (+204)YoY +6.06% (+209) | All Managers (Combined) | $485.1K | 0.1% ($485.1K/$448.4M) | ||
| 3.6K | YoY NEW(+3.6K) | All Managers (Combined) | $479.5K | 0.1% ($479.5K/$448.4M) | YoY NEW(+$479.5K) | |
| 6.9K | QoQ 0.00% (-0)YoY NEW(+6.9K) | All Managers (Combined) | $454.7K | 0.1% ($454.7K/$448.4M) | YoY NEW(+$454.7K) | |
| 882 | QoQ +0.34% (-3)YoY -2.10% (-19) | All Managers (Combined) | $453.2K | 0.1% ($453.2K/$448.4M) | ||
HOME DEPOT, INC.(HDcusip437076102) | 1.2K | QoQ +7.86% (+88) | All Managers (Combined) | $442.4K | 0.1% ($442.4K/$448.4M) | |
(cusip464288158)✕ | 4.1K | All Managers (Combined) | $431.2K | 0.1% ($431.2K/$448.4M) | ||
| 867 | QoQ +2.12% (-18)YoY +10.30% (+81) | All Managers (Combined) | $429.4K | 0.1% ($429.4K/$448.4M) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 3.6K | YoY NEW(+3.6K) | All Managers (Combined) | $428.9K | 0.1% ($428.9K/$448.4M) | YoY NEW(+$428.9K) |
| 9.8K | QoQ -1.08% (-107)YoY +0.18% (+18) | All Managers (Combined) | $407.3K | 0.1% ($407.3K/$448.4M) | ||
| 10.6K | All Managers (Combined) | $397.5K | 0.1% ($397.5K/$448.4M) | |||
| 1.4K | YoY NEW(+1.4K) | All Managers (Combined) | $384.4K | 0.1% ($384.4K/$448.4M) | YoY NEW(+$384.4K) | |
Mastercard Inc(MAcusip57636Q104) | 678 | QoQ NEW(+678) YoY NEW(+678) | All Managers (Combined) | $371.8K | 0.1% ($371.8K/$448.4M) | QoQ NEW(+$371.8K) YoY NEW(+$371.8K) |
NETFLIX INC(NFLXcusip64110L106) | 382 | QoQ +32.17% (+93)YoY NEW(+382) | All Managers (Combined) | $356.2K | 0.1% ($356.2K/$448.4M) | YoY NEW(+$356.2K) |
ASML HOLDING NV(ASMLcusipN07059210) | 534 | All Managers (Combined) | $353.8K | 0.1% ($353.8K/$448.4M) | ||
| 6.1K | YoY NEW(+6.1K) | All Managers (Combined) | $351.7K | 0.1% ($351.7K/$448.4M) | YoY NEW(+$351.7K) | |
| 1.9K | All Managers (Combined) | $349.9K | 0.1% ($349.9K/$448.4M) | |||
| 4.7K | YoY NEW(+4.7K) | All Managers (Combined) | $345.2K | 0.1% ($345.2K/$448.4M) | YoY NEW(+$345.2K) |