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Asset Manager ← All Institutions

RIVERSEDGE ADVISORS, LLC

600 N KING STREET, STE. 200, WILMINGTON, DE 19801 • 302-560-3350

Q2 2025 · Filed 2025-07-09
Market Value
$511M
+14.1%
Holdings
135
+15
New Purchases
18
Added To
57
Closed
10
Reduced
45
Top 10 Concentration
63.0%
Turnover
20.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VV 12.15% 6.41% +5.75% $62M
IDEV 8.91% 7.87% +1.04% $46M
IJR 2.23% 1.51% +0.72% $11M
VUG 2.42% 1.98% +0.45% $12M
VWO 5.11% 4.69% +0.42% $26M
VTV 1.73% 1.32% +0.42% $9M
VIOV 1.73% 1.35% +0.38% $9M
BTC 0.83% 0.46% +0.37% $4M
MSFT 0.89% 0.55% +0.33% $5M
NVDA 0.78% 0.54% +0.24% $4M
PLTR 0.58% 0.39% +0.20% $3M
USHY 0.55% 0.42% +0.13% $3M
AMZN 0.41% 0.29% +0.12% $2M
VIOG 0.11% 0.00% +0.11% $558K
SPYG 6.56% 6.45% +0.11% $34M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHX 2.74% 5.64% -2.90% $14M
EMXC 0.00% 1.07% -1.07% $0
SPYV 5.16% 6.18% -1.02% $26M
AAPL 3.51% 4.39% -0.88% $18M
IEFA 3.65% 4.46% -0.81% $19M
RSP 4.64% 5.25% -0.61% $24M
SFLO 0.00% 0.61% -0.61% $0
BND 8.45% 9.03% -0.58% $43M
SCHA 0.98% 1.53% -0.55% $5M
HYMB 0.21% 0.56% -0.35% $1M
BNDX 1.67% 1.97% -0.30% $9M
JMUB 0.00% 0.27% -0.27% $0
DFIV 0.00% 0.21% -0.21% $0
OSEA 0.00% 0.17% -0.17% $0
VBK 0.67% 0.81% -0.15% $3M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 83.8%
Technology 7.8%
Consumer Cyclical 1.7%
Healthcare 1.7%
Communication Services 1.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 50 $137M 26.8%
Large Cap 71 $351M 68.7%
Mid Cap 6 $7M 1.4%
Small Cap 7 $15M 3.0%
Micro Cap 1 $574K 0.1%

Portfolio Analytics

Avg Market Cap
$417.9B
Median Market Cap
$124.7B
Avg P/E
36.3
Median P/E
24.8
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
78
# ETFs / Funds
57

Top Holdings (135 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VV 12.15% 217,692 $62M $285.30 $33M +106,011 +94.9%
2 IDEV 8.91% 598,627 $46M $76.04 $10M +86,721 +16.9%
3 BND 8.45% 586,553 $43M $73.63 $3M +35,550 +6.5%
4 SPYG 6.56% 351,671 $34M $95.32 $5M -7,998 -2.2%
5 SPYV 5.16% 503,703 $26M $52.34 -$1M -38,572 -7.1%
6 VWO 5.11% 528,209 $26M $49.46 $5M +63,831 +13.8%
7 SCHF 4.82% 1,113,654 $25M $22.10 $2M -10,004 -0.9%
8 RSP 4.64% 130,495 $24M $181.74 $177K -5,387 -4.0%
9 IEFA 3.65% 223,604 $19M $83.48 -$1M -40,827 -15.4%
10 AAPL 3.51% 87,449 $18M $205.17 -$2M -1,125 -1.3%
11 VEA 3.18% 285,258 $16M $57.01 $2M +2,965 +1.1%
12 VTEB 2.92% 303,926 $15M $49.03 $2M +44,461 +17.1%
13 SCHX 2.74% 573,799 $14M $24.44 -$11M -571,421 -49.9%
14 VUG 2.42% 28,248 $12M $438.39 $4M +4,383 +18.4%
15 IJR 2.23% 104,113 $11M $109.29 $5M +39,566 +61.3%
16 VTV 1.73% 50,160 $9M $176.74 $3M +16,040 +47.0%
17 VIOV 1.73% 103,387 $9M $85.57 $3M +31,335 +43.5%
18 BNDX 1.67% 172,375 $9M $49.51 -$285K -8,275 -4.6%
19 SCHA 0.98% 198,224 $5M $25.30 -$2M -94,821 -32.4%
20 VTWG 0.96% 23,506 $5M $208.47 $365K -829 -3.4%
21 SPEM 0.92% 109,794 $5M $42.74 $212K -4,016 -3.5%
22 MSFT 0.89% 9,093 $5M $497.43 $2M +2,518 +38.3%
23 BTC 0.83% 88,934 $4M $47.75 $2M +32,302 +57.0%
24 NVDA 0.78% 25,188 $4M $157.99 $2M +2,812 +12.6%
25 VBK 0.67% 12,319 $3M $276.95 -$239K -2,181 -15.0%
26 PLTR 0.58% 21,870 $3M $136.32 $1M +1,315 +6.4%
27 IBIT 0.55% 45,769 $3M $61.21 -$125K -16,752 -26.8%
28 USHY 0.55% 74,352 $3M $37.51 $930K +23,840 +47.2%
29 SCHV 0.44% 81,306 $2M $27.67 $162K +2,769 +3.5%
30 IVV 0.42% 3,485 $2M $620.95 $369K +291 +9.1%
31 AMZN 0.41% 9,529 $2M $219.40 $800K +2,745 +40.5%
32 VBR 0.39% 10,196 $2M $195.02 -$378K -2,508 -19.7%
33 GOOGL 0.35% 10,012 $2M $176.22 $389K +1,120 +12.6%
34 MUB 0.34% 16,488 $2M $104.48 -$177K -1,527 -8.5%
35 META 0.29% 1,997 $1M $738.09 $517K +337 +20.3%
36 IVW 0.28% 13,174 $1M $110.10 $266K +420 +3.3%
37 VGT 0.27% 2,068 $1M $663.21 $225K -45 -2.1%
38 HYD 0.26% 26,657 $1M $50.21 -$450K -8,281 -23.7%
39 GOOG 0.24% 6,924 $1M $177.40 $311K +1,053 +17.9%
40 BRK-B 0.22% 2,310 $1M $485.77 -$133K -47 -2.0%
41 AVGO 0.22% 4,029 $1M $275.65 $581K +867 +27.4%
42 HYMB 0.21% 42,366 $1M $24.78 -$1M -56,664 -57.2%
43 IWO 0.20% 3,617 $1M $285.89 $137K +108 +3.1%
44 MCO 0.20% 2,016 $1M $501.59 $90K +37 +1.9%
45 COST 0.20% 1,015 $1M $989.95 $54K +9 +0.9%
46 TSM 0.19% 4,257 $964K $226.49 $448K +1,149 +37.0%
47 JPM 0.18% 3,150 $913K $289.91 $199K +239 +8.2%
48 XLF 0.18% 17,398 $911K $52.37 $45K
49 LGLV 0.17% 4,936 $862K $174.60 -$184K -1,073 -17.9%
50 TSLA 0.16% 2,602 $827K $317.66 $528K +1,450 +125.9%
51 VTI 0.15% 2,444 $743K $303.95 $50K -78 -3.1%
52 ABBV 0.14% 3,773 $700K $185.60 -$70K +96 +2.6%
53 JNJ 0.13% 4,278 $654K $152.77 -$50K +34 +0.8%
54 MCD 0.12% 2,139 $625K $292.20 -$12K +101 +5.0%
55 V 0.12% 1,731 $615K $355.06 $9K +3 +0.2%
56 NFLX 0.11% 435 $583K $1,339.13 $226K +53 +13.9%
57 CIL 0.11% 11,365 $574K $50.51 -$4K -1,390 -10.9%
58 VIOG 0.11% 4,877 $558K $114.43 +4,877 NEW
59 CVX 0.11% 3,869 $554K $143.19 -$138K -266 -6.4%
60 HD 0.10% 1,425 $522K $366.65 $80K +218 +18.1%
61 ISRG 0.10% 932 $506K $543.41 $77K +65 +7.5%
62 SPLG 0.10% 6,915 $503K $72.69 $48K
63 BAC 0.10% 10,600 $502K $47.32 $94K +841 +8.6%
64 VOO 0.10% 879 $499K $567.89 $46K -3 -0.3%
65 ABT 0.10% 3,654 $497K $136.01 $12K -3 -0.1%
66 SHM 0.09% 9,718 $465K $47.83 -$99K -2,127 -18.0%
67 SUB 0.08% 4,074 $433K $106.34 $2K -9 -0.2%
68 SAP 0.08% 1,410 $429K $304.10 $44K -22 -1.5%
69 BABA 0.08% 3,636 $412K $113.41 -$67K +10 +0.3%
70 HSBC 0.08% 6,383 $388K $60.79 $36K +259 +4.2%
71 LECO 0.08% 1,850 $384K $207.32 $34K
72 TPL 0.07% 357 $377K $1,055.59 -$113K -13 -3.5%
73 MA 0.07% 656 $369K $562.27 -$3K -22 -3.2%
74 T 0.07% 12,681 $367K $28.94 $30K +757 +6.3%
75 COF 0.07% 1,722 $366K $212.76 +1,722 NEW
76 IWF 0.07% 838 $356K $424.73 $53K -1 -0.1%
77 C 0.07% 3,958 $337K $85.11 $98K +596 +17.7%
78 ASML 0.07% 420 $337K $801.39 -$17K -114 -21.4%
79 NVS 0.07% 2,773 $336K $121.01 $72K +406 +17.1%
80 ADP 0.06% 1,033 $319K $308.46 $12K +29 +2.9%
81 IEMG 0.06% 5,128 $308K $60.03 $90K +1,096 +27.2%
82 HURN 0.06% 2,234 $307K $137.54 -$13K
83 MAR 0.06% 1,109 $303K $273.26 $46K +29 +2.7%
84 CEG 0.06% 935 $302K $322.60 +935 NEW
85 KO 0.06% 4,262 $302K $70.74 -$7K -42 -1.0%
86 SCHE 0.06% 9,775 $295K $30.14 -$15K -1,472 -13.1%
87 EFA 0.06% 3,225 $288K $89.40 $10K -180 -5.3%
88 INTU 0.06% 362 $285K $788.20 +362 NEW
89 RY 0.06% 2,153 $283K $131.55 $74K +299 +16.1%
90 ETN 0.06% 792 $283K $356.99 $53K -54 -6.4%
91 SONY 0.06% 10,835 $282K $26.03 $45K +1,514 +16.2%
92 SHEL 0.05% 3,976 $280K $70.41 -$65K -735 -15.6%
93 SYF 0.05% 4,163 $278K $66.74 +4,163 NEW
94 ORCL 0.05% 1,241 $271K $218.62 $69K -205 -14.2%
95 UL 0.05% 4,426 $271K $61.17 +4,426 NEW
96 XOM 0.05% 2,508 $270K $107.81 -$159K -1,098 -30.4%
97 SPY 0.05% 433 $267K $617.38 -$26K -91 -17.4%
98 HIG 0.05% 2,058 $261K $126.87 $53K +378 +22.5%
99 BX 0.05% 1,741 $260K $149.56 $59K +302 +21.0%
100 GS 0.05% 365 $258K $706.99 +365 NEW

New Positions

SymbolValue% Port
VIOG $558K 0.11%
COF $366K 0.07%
CEG $302K 0.06%
INTU $285K 0.06%
SYF $278K 0.05%
UL $271K 0.05%
GS $258K 0.05%
VO $247K 0.05%
IBN $246K 0.05%
PM $242K 0.05%
TRV $236K 0.05%
BITB $230K 0.05%
SCHG $222K 0.04%
NOW $220K 0.04%
TD $220K 0.04%

Sold Out Positions

SymbolValue% Port
CRM —%
VALE —%
COP —%
NVO —%
UNH —%
EMXC —%
SFLO —%
JMUB —%
DFIV —%
OSEA —%
View SEC EDGAR Filings for RIVERSEDGE ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms