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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Eaton Corp plc

ETN|G29183103

Shares:846

Value:$230.0K

% of Portfolio:0.1% ($230.0K/$448.4M)

LINDE PLC

LIN|G54950103

Shares:483

Value:$224.9K

% of Portfolio:0.1% ($224.9K/$448.4M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:1.3K

Value:$223.3K

% of Portfolio:0.0% ($223.3K/$448.4M)

Salesforce, Inc.

CRM|79466L302

Shares:814

Value:$218.4K

% of Portfolio:0.0% ($218.4K/$448.4M)

46434G103

IEMG|46434G103

Shares:4.0K

Value:$217.6K

% of Portfolio:0.0% ($217.6K/$448.4M)

ROYAL BANK OF CANADA

RY|780087102

Shares:1.9K

Value:$209.0K

% of Portfolio:0.0% ($209.0K/$448.4M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:1.7K

Value:$207.9K

% of Portfolio:0.0% ($207.9K/$448.4M)

ADOBE INC.

ADBE|00724F101

Shares:539

Value:$206.7K

% of Portfolio:0.0% ($206.7K/$448.4M)

ORACLE CORP

ORCL|68389X105

Shares:1.4K

Value:$202.1K

% of Portfolio:0.0% ($202.1K/$448.4M)

GENUINE PARTS CO

GPC|372460105

Shares:1.7K

Value:$201.1K

% of Portfolio:0.0% ($201.1K/$448.4M)

Blackstone Inc.

BX|09260D107

Shares:1.4K

Value:$201.1K

% of Portfolio:0.0% ($201.1K/$448.4M)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:14.2K

Value:$194.1K

% of Portfolio:0.0% ($194.1K/$448.4M)

Banco Santander, S.A.

SAN|05964H105

Shares:21.9K

Value:$147.0K

% of Portfolio:0.0% ($147.0K/$448.4M)

Vale S.A.

VALE|91912E105

Shares:10.6K

Value:$105.4K

% of Portfolio:0.0% ($105.4K/$448.4M)

MIZUHO FINANCIAL GROUP INC

MFG|60687Y109

Shares:18.2K

Value:$100.5K

% of Portfolio:0.0% ($100.5K/$448.4M)

Lloyds Banking Group plc

LYG|539439109

Shares:23.2K

Value:$88.8K

% of Portfolio:0.0% ($88.8K/$448.4M)

BANK BRADESCO

BBD|059460303

Shares:24.6K

Value:$54.8K

% of Portfolio:0.0% ($54.8K/$448.4M)

AMBEV S.A.

ABEV|02319V103

Shares:19.4K

Value:$45.2K

% of Portfolio:0.0% ($45.2K/$448.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Eaton Corp plc(ETNcusipG29183103)	846	QoQ +7.90% (-62) YoY 0.00% (-0)	All Managers (Combined)	$230.0K	0.1% ($230.0K/$448.4M)	QoQ -11.61% (-$30.2K) YoY -13.06% (-$34.6K)
LINDE PLC(LINcusipG54950103)	483	QoQ NEW(+483) YoY NEW(+483)	All Managers (Combined)	$224.9K	0.1% ($224.9K/$448.4M)	QoQ NEW(+$224.9K) YoY NEW(+$224.9K)
TOYOTA MOTOR CORP/(TMcusip892331307)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$223.3K	0.0% ($223.3K/$448.4M)	QoQ NEW(+$223.3K) YoY NEW(+$223.3K)
Salesforce, Inc.(CRMcusip79466L302)	814	QoQ -59.78% (-1.2K) YoY -56.09% (-1.0K)	All Managers (Combined)	$218.4K	0.0% ($218.4K/$448.4M)	QoQ -67.71% (-$458.2K) YoY -60.87% (-$339.9K)
(IEMGcusip46434G103)	4.0K	QoQ -66.42% (-8.0K) YoY +2.38% (+94)	All Managers (Combined)	$217.6K	0.0% ($217.6K/$448.4M)	QoQ -65.29% (-$409.4K) YoY +7.09% (+$14.4K)
ROYAL BANK OF CANADA(RYcusip780087102)	1.9K	QoQ +0.32% (-6) YoY NEW(+1.9K)	All Managers (Combined)	$209.0K	0.0% ($209.0K/$448.4M)	QoQ -6.16% (-$13.7K) YoY NEW(+$209.0K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$207.9K	0.0% ($207.9K/$448.4M)	QoQ NEW(+$207.9K) YoY NEW(+$207.9K)
ADOBE INC.(ADBEcusip00724F101)	539	QoQ NEW(+539) YoY -5.60% (-32)	All Managers (Combined)	$206.7K	0.0% ($206.7K/$448.4M)	QoQ NEW(+$206.7K) YoY -28.25% (-$81.4K)
ORACLE CORP(ORCLcusip68389X105)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$202.1K	0.0% ($202.1K/$448.4M)	QoQ NEW(+$202.1K) YoY NEW(+$202.1K)
GENUINE PARTS CO(GPCcusip372460105)	1.7K	QoQ NEW(+1.7K) YoY 0.00% (-0)	All Managers (Combined)	$201.1K	0.0% ($201.1K/$448.4M)	QoQ NEW(+$201.1K) YoY -23.10% (-$60.4K)
Blackstone Inc.(BXcusip09260D107)	1.4K	QoQ +0.69% (-10) YoY NEW(+1.4K)	All Managers (Combined)	$201.1K	0.0% ($201.1K/$448.4M)	QoQ -18.36% (-$45.2K) YoY NEW(+$201.1K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	14.2K	QoQ +18.03% (+2.2K) YoY NEW(+14.2K)	All Managers (Combined)	$194.1K	0.0% ($194.1K/$448.4M)	QoQ +37.27% (+$52.7K) YoY NEW(+$194.1K)
Banco Santander, S.A.(SANcusip05964H105)	21.9K	QoQ +27.42% (+4.7K) YoY +81.40% (+9.8K)	All Managers (Combined)	$147.0K	0.0% ($147.0K/$448.4M)	QoQ +87.22% (+$68.5K) YoY +151.11% (+$88.5K)
Vale S.A.(VALEcusip91912E105)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$105.4K	0.0% ($105.4K/$448.4M)	QoQ NEW(+$105.4K) YoY NEW(+$105.4K)
MIZUHO FINANCIAL GROUP INC(MFGcusip60687Y109)	18.2K	QoQ +21.01% (+3.2K) YoY NEW(+18.2K)	All Managers (Combined)	$100.5K	0.0% ($100.5K/$448.4M)	QoQ +36.36% (+$26.8K) YoY NEW(+$100.5K)
Lloyds Banking Group plc(LYGcusip539439109)	23.2K	QoQ +15.78% (+3.2K) YoY +58.62% (+8.6K)	All Managers (Combined)	$88.8K	0.0% ($88.8K/$448.4M)	QoQ +62.60% (+$34.2K) YoY +133.96% (+$50.8K)
BANK BRADESCO(BBDcusip059460303)	24.6K	QoQ NEW(+24.6K) YoY +131.94% (+14.0K)	All Managers (Combined)	$54.8K	0.0% ($54.8K/$448.4M)	QoQ NEW(+$54.8K) YoY +80.85% (+$24.5K)
AMBEV S.A.(ABEVcusip02319V103)	19.4K	QoQ NEW(+19.4K) YoY NEW(+19.4K)	All Managers (Combined)	$45.2K	0.0% ($45.2K/$448.4M)	QoQ NEW(+$45.2K) YoY NEW(+$45.2K)