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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AT&T INC.

T|00206R102

Shares:11.9K

Value:$337.2K

% of Portfolio:0.1% ($337.2K/$448.4M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:5.4K

Value:$331.5K

% of Portfolio:0.1% ($331.5K/$448.4M)

ASTRAZENECA PLC

AZN|046353108

Shares:4.5K

Value:$330.9K

% of Portfolio:0.1% ($330.9K/$448.4M)

Huron Consulting Group Inc.

HURN|447462102

Shares:2.2K

Value:$320.5K

% of Portfolio:0.1% ($320.5K/$448.4M)

808524706

Shares:11.2K

Value:$310.1K

% of Portfolio:0.1% ($310.1K/$448.4M)

ELI LILLY & Co

LLY|532457108

Shares:375

Value:$309.7K

% of Portfolio:0.1% ($309.7K/$448.4M)

COCA COLA CO

KO|191216100

Shares:4.3K

Value:$308.3K

% of Portfolio:0.1% ($308.3K/$448.4M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.0K

Value:$306.8K

% of Portfolio:0.1% ($306.8K/$448.4M)

464287614

IWF|464287614

Shares:839

Value:$303.1K

% of Portfolio:0.1% ($303.1K/$448.4M)

Tesla, Inc.

TSLA|88160R101

Shares:1.2K

Value:$298.6K

% of Portfolio:0.1% ($298.6K/$448.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:524

Value:$293.3K

% of Portfolio:0.1% ($293.3K/$448.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:558

Value:$292.4K

% of Portfolio:0.1% ($292.4K/$448.4M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.7K

Value:$279.0K

% of Portfolio:0.1% ($279.0K/$448.4M)

464287465

EFA|464287465

Shares:3.4K

Value:$278.3K

% of Portfolio:0.1% ($278.3K/$448.4M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:186

Value:$266.5K

% of Portfolio:0.1% ($266.5K/$448.4M)

NOVARTIS AG

NVS|66987V109

Shares:2.4K

Value:$263.9K

% of Portfolio:0.1% ($263.9K/$448.4M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:1.1K

Value:$257.3K

% of Portfolio:0.1% ($257.3K/$448.4M)

NOVO NORDISK A S

NVO|670100205

Shares:3.7K

Value:$257.1K

% of Portfolio:0.1% ($257.1K/$448.4M)

CITIGROUP INC

C|172967424

Shares:3.4K

Value:$238.7K

% of Portfolio:0.1% ($238.7K/$448.4M)

Sony Group Corp

SONY|835699307

Shares:9.3K

Value:$236.7K

% of Portfolio:0.1% ($236.7K/$448.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$337.2K	0.1% ($337.2K/$448.4M)	QoQ NEW(+$337.2K) YoY NEW(+$337.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	5.4K	QoQ -3.49% (-197) YoY +0.87% (+47)	All Managers (Combined)	$331.5K	0.1% ($331.5K/$448.4M)	QoQ +4.06% (-$12.9K) YoY +13.44% (+$39.3K)
ASTRAZENECA PLC(AZNcusip046353108)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$330.9K	0.1% ($330.9K/$448.4M)	QoQ NEW(+$330.9K) YoY NEW(+$330.9K)
Huron Consulting Group Inc.(HURNcusip447462102)	2.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$320.5K	0.1% ($320.5K/$448.4M)	QoQ +15.44% (+$42.9K) YoY +48.46% (+$104.6K)
(cusip808524706)✕	11.2K	QoQ +0.23% (+26) YoY -2.08% (-240)	All Managers (Combined)	$310.1K	0.1% ($310.1K/$448.4M)	QoQ +3.76% (+$11.3K) YoY +6.90% (-$20.0K)
ELI LILLY & Co(LLYcusip532457108)	375	QoQ NEW(+375) YoY NEW(+375)	All Managers (Combined)	$309.7K	0.1% ($309.7K/$448.4M)	QoQ NEW(+$309.7K) YoY NEW(+$309.7K)
COCA COLA CO(KOcusip191216100)	4.3K	QoQ +1.34% (+57) YoY -4.03% (-181)	All Managers (Combined)	$308.3K	0.1% ($308.3K/$448.4M)	QoQ +16.57% (+$43.8K) YoY +12.34% (-$33.9K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.0K	QoQ +9.60% (+88) YoY +14.61% (+128)	All Managers (Combined)	$306.8K	0.1% ($306.8K/$448.4M)	QoQ +14.39% (+$38.6K) YoY +40.21% (+$88.0K)
(IWFcusip464287614)	839	QoQ -0.35% (-3) YoY -2.44% (-21)	All Managers (Combined)	$303.1K	0.1% ($303.1K/$448.4M)	QoQ -10.40% (-$35.2K) YoY +4.51% (-$13.1K)
Tesla, Inc.(TSLAcusip88160R101)	1.2K	QoQ +9.60% (-101) YoY NEW(+1.2K)	All Managers (Combined)	$298.6K	0.1% ($298.6K/$448.4M)	QoQ -29.65% (-$125.9K) YoY NEW(+$298.6K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	524	QoQ +21.01% (+91) YoY +22.14% (+95)	All Managers (Combined)	$293.3K	0.1% ($293.3K/$448.4M)	QoQ +15.57% (+$39.5K) YoY +30.64% (+$68.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	558	QoQ NEW(+558) YoY NEW(+558)	All Managers (Combined)	$292.4K	0.1% ($292.4K/$448.4M)	QoQ NEW(+$292.4K) YoY NEW(+$292.4K)
CONOCOPHILLIPS(COPcusip20825C104)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$279.0K	0.1% ($279.0K/$448.4M)	QoQ NEW(+$279.0K) YoY NEW(+$279.0K)
(EFAcusip464287465)	3.4K	QoQ +5.58% (+180) YoY +5.58% (+180)	All Managers (Combined)	$278.3K	0.1% ($278.3K/$448.4M)	QoQ +14.12% (+$34.4K) YoY +8.05% (+$20.7K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	186	QoQ +6.89% (+12) YoY NEW(+186)	All Managers (Combined)	$266.5K	0.1% ($266.5K/$448.4M)	QoQ +29.14% (+$60.1K) YoY NEW(+$266.5K)
NOVARTIS AG(NVScusip66987V109)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$263.9K	0.1% ($263.9K/$448.4M)	QoQ NEW(+$263.9K) YoY NEW(+$263.9K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	1.1K	QoQ 0.00% (-0) YoY +2.17% (-23)	All Managers (Combined)	$257.3K	0.1% ($257.3K/$448.4M)	QoQ -14.60% (-$44.0K) YoY -3.54% (-$9.5K)
NOVO NORDISK A S(NVOcusip670100205)	3.7K	QoQ -1.72% (-65) YoY +16.70% (-530)	All Managers (Combined)	$257.1K	0.1% ($257.1K/$448.4M)	QoQ -20.66% (-$67.0K) YoY -36.88% (-$150.3K)
CITIGROUP INC(Ccusip172967424)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$238.7K	0.1% ($238.7K/$448.4M)	QoQ NEW(+$238.7K) YoY NEW(+$238.7K)
Sony Group Corp(SONYcusip835699307)	9.3K	QoQ NEW(+9.3K) YoY NEW(+9.3K)	All Managers (Combined)	$236.7K	0.1% ($236.7K/$448.4M)	QoQ NEW(+$236.7K) YoY NEW(+$236.7K)