Latest RIVERSEDGE ADVISORS, LLC Stock Portfolio
RIVERSEDGE ADVISORS, LLC Performance:
2024 Q3: 0.75%YTD: 2.39%2023: 1.86%
Performance for 2024 Q3 is 0.75%, and YTD is 2.39%, and 2023 is 1.86%.
About RIVERSEDGE ADVISORS, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, RIVERSEDGE ADVISORS, LLC reported an equity portfolio of $440.9 Millions as of 30 Sep, 2024.
The top stock holdings of RIVERSEDGE ADVISORS, LLC are FNDA, CDC, BIL. The fund has invested 9.4% of it's portfolio in SCHWAB STRATEGIC TR and 7.2% of portfolio in VICTORY PORTFOLIOS II.
The fund managers got completely rid off PACER FDS TR (AFTY), ISHARES TR (AAXJ) and QUALCOMM INC (QCOM) stocks. They significantly reduced their stock positions in ASML HOLDING N V, MERCK & CO INC (MRK) and ISHARES TR (IBCE). RIVERSEDGE ADVISORS, LLC opened new stock positions in VICTORY PORTFOLIOS II (MDCP), BRISTOL-MYERS SQUIBB CO (BMY) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR), J P MORGAN EXCHANGE TRADED F (BBAX) and VICTORY PORTFOLIOS II (CDC).
The top stock holdings of RIVERSEDGE ADVISORS, LLC are FNDA, CDC, BIL. The fund has invested 9.4% of it's portfolio in SCHWAB STRATEGIC TR and 7.2% of portfolio in VICTORY PORTFOLIOS II.
The fund managers got completely rid off PACER FDS TR (AFTY), ISHARES TR (AAXJ) and QUALCOMM INC (QCOM) stocks. They significantly reduced their stock positions in ASML HOLDING N V, MERCK & CO INC (MRK) and ISHARES TR (IBCE). RIVERSEDGE ADVISORS, LLC opened new stock positions in VICTORY PORTFOLIOS II (MDCP), BRISTOL-MYERS SQUIBB CO (BMY) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR), J P MORGAN EXCHANGE TRADED F (BBAX) and VICTORY PORTFOLIOS II (CDC).
RIVERSEDGE ADVISORS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that RIVERSEDGE ADVISORS, LLC made a return of 0.75% in the last quarter. In trailing 12 months, it's portfolio return was 3.22%.
New Buys
| Ticker | $ Bought |
|---|---|
| victory portfolios ii | 10,620,200 |
| bristol-myers squibb co | 261,235 |
| unitedhealth group inc | 226,370 |
| sap se | 216,270 |
| blackstone inc | 211,583 |
| tesla inc | 207,211 |
| builders firstsource inc | 202,390 |
| exxon mobil corp | 202,302 |
New stocks bought by RIVERSEDGE ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| palantir technologies inc | 83.6 |
| j p morgan exchange traded f | 66.44 |
| banco bradesco s a | 29.15 |
| victory portfolios ii | 22.48 |
| harbor etf trust | 20.7 |
| dimensional etf trust | 19.17 |
| banco santander s.a. | 11.7 |
| jpmorgan chase & co. | 9.38 |
Additions to existing portfolio by RIVERSEDGE ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| asml holding n v | -18.38 |
| merck & co inc | -18.2 |
| ishares tr | -13.55 |
| eli lilly & co | -5.24 |
| mizuho financial group inc | -4.69 |
| visa inc | -4.57 |
| eaton corp plc | -3.37 |
| vanguard admiral fds inc | -3.32 |
RIVERSEDGE ADVISORS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pacer fds tr | -9,968,580 |
| ishares tr | -7,650,090 |
| qualcomm inc | -283,670 |
RIVERSEDGE ADVISORS, LLC got rid off the above stocks
Sector Distribution
RIVERSEDGE ADVISORS, LLC has about 90% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 90 |
| Technology | 6.6 |
Market Cap. Distribution
RIVERSEDGE ADVISORS, LLC has about 10% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 90 |
| MEGA-CAP | 8.8 |
| LARGE-CAP | 1.2 |
Stocks belong to which Index?
About 9.7% of the stocks held by RIVERSEDGE ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 90.3 |
| S&P 500 | 9.7 |
RIVERSEDGE ADVISORS, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of RIVERSEDGE ADVISORS, LLC
RIVERSEDGE ADVISORS, LLC has 99 stocks in it's portfolio. About 59.5% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for RIVERSEDGE ADVISORS, LLC last quarter.
Last Reported on: 16 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.88 | 92,255 | 21,495,300 | added | 0.43 | ||
| AAXJ | ishares tr | 0.54 | 21,797 | 2,367,780 | added | 1.58 | ||
| AAXJ | ishares tr | 0.10 | 3,989 | 423,586 | reduced | -1.75 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.16 | 3,555 | 702,106 | added | 2.45 | ||
| ABT | abbott labs | 0.09 | 3,326 | 379,231 | added | 0.67 | ||
| ACSG | dbx etf tr | 0.06 | 7,009 | 258,782 | added | 1.58 | ||
| ADBE | adobe inc | 0.05 | 393 | 203,488 | added | 6.22 | ||
| ADP | automatic data processing in | 0.06 | 879 | 243,303 | added | 1.85 | ||
| AFTY | pacer fds tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 0.25 | 6,014 | 1,120,650 | reduced | -2.53 | ||
| AVGO | broadcom inc | 0.10 | 2,552 | 440,150 | added | 7.68 | ||
| BABA | alibaba group hldg ltd | 0.04 | 1,890 | 200,567 | new | |||
| BAC | bank america corp | 0.09 | 9,428 | 374,111 | reduced | -0.43 | ||
| BBAX | j p morgan exchange traded f | 1.48 | 126,988 | 6,510,680 | added | 66.44 | ||
| BBD | banco bradesco s a | 0.01 | 13,810 | 36,735 | added | 29.15 | ||
| BGRN | ishares tr | 1.51 | 177,248 | 6,673,400 | added | 6.78 | ||
| BIL | spdr ser tr | 6.92 | 367,674 | 30,494,900 | reduced | -0.44 | ||
| BIL | spdr ser tr | 6.48 | 540,478 | 28,569,600 | added | 1.11 | ||
| BIL | spdr ser tr | 0.77 | 129,612 | 3,404,900 | added | 0.01 | ||