The Analysis of Riverbend Wealth Management, LLC's Holdings


Currently, Riverbend Wealth Management, LLC holds 138 types of securities in its portfolio with a total value $143.2M. In the most recent quarter, they have increased their positions in FBND (+7.4K shares, valued at $344.2K), VCIT (+3.9K shares, valued at $325.6K), ANET (+1.6K shares, valued at $231.7K); decreased their positions in IVV (-353 shares, valued at $236.3K), JPM (-553 shares, valued at $174.4K), HOUS (-15.9K shares, valued at $168.8K); initiated new positions in ANET (+1.6K shares, valued at $231.7K), DIVO (+5.1K shares, valued at $228.0K), AMD (+1.4K shares, valued at $225.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR12.2K shares-2.80%2025-09-302025-10-21history
DGRW WISDOMTREE TR77.0K shares-0.23%2025-09-302025-10-21history
AAPL APPLE INC23.2K shares1.39%2025-09-302025-10-21history
QQQ INVESCO QQQ TR8.5K shares-1.84%2025-09-302025-10-21history
NVDA NVIDIA CORPORATION23.2K shares3.21%2025-09-302025-10-21history
MSFT MICROSOFT CORP8.3K shares2.60%2025-09-302025-10-21history
SMTH ALPS ETF TR158.4K shares2.68%2025-09-302025-10-21history
AVGO BROADCOM INC11.3K shares-1.52%2025-09-302025-10-21history
Sponsored
DGRO ISHARES TR50.8K shares-1.43%2025-09-302025-10-21history
BRK.B BERKSHIRE HATHAWAY INC DEL6.1K shares1.12%2025-09-302025-10-21history
GOOGL ALPHABET INC12.5K shares1.23%2025-09-302025-10-21history
AMZN AMAZON COM INC12.4K shares1.02%2025-09-302025-10-21history
VYM VANGUARD WHITEHALL FDS18.3K shares-1.44%2025-09-302025-10-21history
JEPI J P MORGAN EXCHANGE TRADED F42.3K shares3.61%2025-09-302025-10-21history
RSP INVESCO EXCHANGE TRADED FD T12.2K shares-0.27%2025-09-302025-10-21history
FBND FIDELITY MERRIMACK STR TR44.9K shares19.89%2025-09-302025-10-21history
Sponsored
JPM JPMORGAN CHASE & CO.6.5K shares-7.82%2025-09-302025-10-21history
META META PLATFORMS INC2.7K shares0.49%2025-09-302025-10-21history
PYLD PIMCO ETF TR69.2K shares1.78%2025-09-302025-10-21history
VCIT VANGUARD SCOTTSDALE FDS21.7K shares21.65%2025-09-302025-10-21history
FLQM FRANKLIN TEMPLETON ETF TR31.7K shares-0.14%2025-09-302025-10-21history
ITOT ISHARES TR11.4K shares9.64%2025-09-302025-10-21history
VO VANGUARD INDEX FDS5.4K shares-3.84%2025-09-302025-10-21history
VGT VANGUARD WORLD FD2.1K shares-0.43%2025-09-302025-10-21history
Sponsored
C CITIGROUP INC15.1K shares-0.11%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TR2.2K shares-3.58%2025-09-302025-10-21history
NFLX NETFLIX INC1.2K shares-1.15%2025-09-302025-10-21history
AXP AMERICAN EXPRESS CO4.2K shares-0.33%2025-09-302025-10-21history
BUFR FIRST TR EXCHNG TRADED FD VI39.5K shares-3.57%2025-09-302025-10-21history
LLY ELI LILLY & CO1.7K shares3.01%2025-09-302025-10-21history
MRK MERCK & CO INC15.2K shares5.12%2025-09-302025-10-21history
WMT WALMART INC12.3K shares-1.34%2025-09-302025-10-21history
Sponsored
BAC BANK AMERICA CORP24.2K shares-0.54%2025-09-302025-10-21history
BSV VANGUARD BD INDEX FDS15.5K shares14.51%2025-09-302025-10-21history
FSMD FIDELITY COVINGTON TRUST27.2K shares0.48%2025-09-302025-10-21history
DFAC DIMENSIONAL ETF TRUST30.7K shares11.84%2025-09-302025-10-21history
EFV ISHARES TR17.3K shares2.59%2025-09-302025-10-21history
UBER UBER TECHNOLOGIES INC11.6K shares-0.49%2025-09-302025-10-21history
BKNG BOOKING HOLDINGS INC196 shares-2.97%2025-09-302025-10-21history
GOOG ALPHABET INC4.2K shares0.99%2025-09-302025-10-21history
Sponsored
JNJ JOHNSON & JOHNSON4.8K shares0.50%2025-09-302025-10-21history
DFAW DIMENSIONAL ETF TRUST12.4K shares2.61%2025-09-302025-10-21history
MA MASTERCARD INCORPORATED1.6K shares1.69%2025-09-302025-10-21history
IYY ISHARES TR5.4K shares0.00%2025-09-302025-10-21history
DELL DELL TECHNOLOGIES INC6.1K shares10.35%2025-09-302025-10-21history
HD HOME DEPOT INC2.1K shares1.37%2025-09-302025-10-21history
CEG CONSTELLATION ENERGY CORP2.6K shares5.14%2025-09-302025-10-21history
CRH CRH PLC6.8K shares0.86%2025-09-302025-10-21history
Sponsored
EQT EQT CORP14.6K shares2.09%2025-09-302025-10-21history
ABBV ABBVIE INC3.4K shares1.24%2025-09-302025-10-21history
XOM EXXON MOBIL CORP6.6K shares1.16%2025-09-302025-10-21history
STIP ISHARES TR7.1K shares18.13%2025-09-302025-10-21history
PG PROCTER AND GAMBLE CO4.7K shares1.36%2025-09-302025-10-21history
BLK BLACKROCK INC614 shares-0.81%2025-09-302025-10-21history
VIG VANGUARD SPECIALIZED FUNDS3.2K shares-2.07%2025-09-302025-10-21history
TFC TRUIST FINL CORP15.1K shares1.26%2025-09-302025-10-21history
Sponsored
IVE ISHARES TR3.3K shares2.96%2025-09-302025-10-21history
SUSA ISHARES TR5.0K shares0.00%2025-09-302025-10-21history
PEP PEPSICO INC4.8K shares3.72%2025-09-302025-10-21history
CRM SALESFORCE INC2.8K shares2.74%2025-09-302025-10-21history
GD GENERAL DYNAMICS CORP2.0K shares2.14%2025-09-302025-10-21history
RECS COLUMBIA ETF TR I16.2K shares9.59%2025-09-302025-10-21history
DFCF DIMENSIONAL ETF TRUST15.0K shares7.43%2025-09-302025-10-21history
COM DIREXION SHS ETF TR22.3K shares4.42%2025-09-302025-10-21history
Sponsored
RTX RTX CORPORATION3.7K shares-0.43%2025-09-302025-10-21history
FITB FIFTH THIRD BANCORP13.9K shares-1.55%2025-09-302025-10-21history
AMGN AMGEN INC2.2K shares2.94%2025-09-302025-10-21history
CVX CHEVRON CORP NEW3.9K shares1.30%2025-09-302025-10-21history
ADBE ADOBE INC1.7K shares1.77%2025-09-302025-10-21history
IFRA ISHARES TR11.1K shares-0.64%2025-09-302025-10-21history
DYNF BLACKROCK ETF TRUST9.6K shares12.73%2025-09-302025-10-21history
DIA SPDR DOW JONES INDL AVERAGE1.2K shares-7.49%2025-09-302025-10-21history
Sponsored
IAU ISHARES GOLD TR7.4K shares0.82%2025-09-302025-10-21history
IWN ISHARES TR3.0K shares0.00%2025-09-302025-10-21history
KO COCA COLA CO8.0K shares2.07%2025-09-302025-10-21history
SPAB SPDR SERIES TRUST20.1K shares6.81%2025-09-302025-10-21history
IJJ ISHARES TR4.0K shares0.00%2025-09-302025-10-21history
NOBL PROSHARES TR5.0K shares0.00%2025-09-302025-10-21history
LNG CHENIERE ENERGY INC2.2K shares-1.09%2025-09-302025-10-21history
NVO NOVO-NORDISK A S8.9K shares5.12%2025-09-302025-10-21history
Sponsored
VUG VANGUARD INDEX FDS1.0K shares0.00%2025-09-302025-10-21history
PSX PHILLIPS 663.5K shares1.77%2025-09-302025-10-21history
QUAL ISHARES TR2.4K shares-4.33%2025-09-302025-10-21history
IWF ISHARES TR959 shares0.00%2025-09-302025-10-21history
VTI VANGUARD INDEX FDS1.4K shares-0.22%2025-09-302025-10-21history
CSCO CISCO SYS INC6.3K shares-0.95%2025-09-302025-10-21history
MO ALTRIA GROUP INC6.4K shares1.87%2025-09-302025-10-21history
VOO VANGUARD INDEX FDS632 shares11.66%2025-09-302025-10-21history
Sponsored
VEU VANGUARD INTL EQUITY INDEX F5.3K shares4.43%2025-09-302025-10-21history
LOW LOWES COS INC1.5K shares-5.18%2025-09-302025-10-21history
TMO THERMO FISHER SCIENTIFIC INC756 shares4.85%2025-09-302025-10-21history
BMY BRISTOL-MYERS SQUIBB CO8.0K shares0.15%2025-09-302025-10-21history
LMT LOCKHEED MARTIN CORP726 shares-0.14%2025-09-302025-10-21history
DLR DIGITAL RLTY TR INC2.1K shares2.35%2025-09-302025-10-21history
MFDX PIMCO EQUITY SER9.5K shares10.65%2025-09-302025-10-21history
CAT CATERPILLAR INC739 shares-7.28%2025-09-302025-10-21history
Sponsored
SUB ISHARES TR3.3K shares0.00%2025-09-302025-10-21history
IWD ISHARES TR1.7K shares0.06%2025-09-302025-10-21history
IAGG ISHARES TR6.8K shares16.49%2025-09-302025-10-21history
FCX FREEPORT-MCMORAN INC8.7K shares1.14%2025-09-302025-10-21history
TXN TEXAS INSTRS INC1.8K shares-1.56%2025-09-302025-10-21history
MDT MEDTRONIC PLC3.5K shares3.17%2025-09-302025-10-21history
IGEB ISHARES TR7.2K shares9.23%2025-09-302025-10-21history
AGG ISHARES TR3.2K shares0.00%2025-09-302025-10-21history
Sponsored
LHX L3HARRIS TECHNOLOGIES INC1.0K shares0.88%2025-09-302025-10-21history
IJR ISHARES TR2.6K shares-3.56%2025-09-302025-10-21history
WFC WELLS FARGO CO NEW3.7K shares2.85%2025-09-302025-10-21history
LQD ISHARES TR2.8K shares6.33%2025-09-302025-10-21history
MUB ISHARES TR2.9K shares0.38%2025-09-302025-10-21history
UBSI UNITED BANKSHARES INC WEST V8.2K shares0.15%2025-09-302025-10-21history
SOXX ISHARES TR1.1K shares0.00%2025-09-302025-10-21history
ADI ANALOG DEVICES INC1.2K shares0.08%2025-09-302025-10-21history
Sponsored
IUSB ISHARES TR6.4K shares25.98%2025-09-302025-10-21history
HIG HARTFORD INSURANCE GROUP INC2.2K shares-0.46%2025-09-302025-10-21history
IDEV ISHARES TR3.5K shares0.93%2025-09-302025-10-21history
COST COSTCO WHSL CORP NEW298 shares0.00%2025-09-302025-10-21history
MS MORGAN STANLEY1.7K shares-1.94%2025-09-302025-10-21history
LULU LULULEMON ATHLETICA INC1.5K shares3.05%2025-09-302025-10-21history
DUK DUKE ENERGY CORP NEW2.0K shares4.70%2025-09-302025-10-21history
ELV ELEVANCE HEALTH INC FORMERLY754 shares9.12%2025-09-302025-10-21history
Sponsored
HON HONEYWELL INTL INC1.1K shares1.15%2025-09-302025-10-21history
IVW ISHARES TR2.0K shares7.15%2025-09-302025-10-21history
CNP CENTERPOINT ENERGY INC6.1K shares5.92%2025-09-302025-10-21history
MELI MERCADOLIBRE INC100 shares0.00%2025-09-302025-10-21history
ANET ARISTA NETWORKS INC1.6K sharesnew addition2025-09-302025-10-21history
DIVO AMPLIFY ETF TR5.1K sharesnew addition2025-09-302025-10-21history
AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2025-09-302025-10-21history
EXC EXELON CORP5.0K shares7.64%2025-09-302025-10-21history
Sponsored
TMUS T-MOBILE US INC937 shares5.88%2025-09-302025-10-21history
VTIP VANGUARD MALVERN FDS4.4K shares7.41%2025-09-302025-10-21history
ED CONSOLIDATED EDISON INC2.2K shares8.42%2025-09-302025-10-21history
VWO VANGUARD INTL EQUITY INDEX F3.9K shares-4.21%2025-09-302025-10-21history
STLD STEEL DYNAMICS INC1.5K sharesnew addition2025-09-302025-10-21history
SMCI SUPER MICRO COMPUTER INC4.3K sharesnew addition2025-09-302025-10-21history
NU NU HLDGS LTD11.0K sharesnew addition2025-09-302025-10-21history
CLF CLEVELAND-CLIFFS INC NEW11.0K sharesnew addition2025-09-302025-10-21history
Sponsored
HOUS ANYWHERE REAL ESTATE INC11.4K shares-58.40%2025-09-302025-10-21history
AXL AMERICAN AXLE & MFG HLDGS IN10.3K shares0.00%2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available