The Analysis of RIVERSEDGE ADVISORS, LLC's Holdings
Currently, RIVERSEDGE ADVISORS, LLC holds 214 types of securities in its portfolio with a total value $615.0M. In the most recent quarter, they have increased their positions in VV (+32.5K shares, valued at $10.2M), BND (+67.0K shares, valued at $5.0M), GDLC (+112.3K shares, valued at $4.6M); decreased their positions in IEFA (-42.1K shares, valued at $3.8M), VWO (-41.1K shares, valued at $2.2M), N/A (-29.7K shares, valued at $1.2M); initiated new positions in GDLC (+112.3K shares, valued at $4.6M), CNC (+10.3K shares, valued at $422.7K), EIX (+6.6K shares, valued at $393.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VV VANGUARD INDEX FDS264.0K shares14.04%2025-12-312026-01-07
IDEV ISHARES TR679.7K shares6.67%2025-12-312026-01-07 BND VANGUARD BD INDEX FDS669.9K shares11.12%2025-12-312026-01-07 SPYG SPDR SERIES TRUST341.2K shares-1.53%2025-12-312026-01-07 SCHF SCHWAB STRATEGIC TR1.1M shares0.06%2025-12-312026-01-07 VWO VANGUARD INTL EQUITY INDEX F493.8K shares-7.68%2025-12-312026-01-07 SPYV SPDR SERIES TRUST465.7K shares-3.35%2025-12-312026-01-07 AAPL APPLE INC94.3K shares2.23%2025-12-312026-01-07 VEA VANGUARD TAX-MANAGED FDS273.1K shares-3.74%2025-12-312026-01-07 IJR ISHARES TR141.4K shares22.27%2025-12-312026-01-07 VTEB VANGUARD MUN BD FDS324.0K shares0.70%2025-12-312026-01-07 IEFA ISHARES TR174.7K shares-19.42%2025-12-312026-01-07 VUG VANGUARD INDEX FDS29.9K shares-0.12%2025-12-312026-01-07 VTV VANGUARD INDEX FDS55.9K shares1.59%2025-12-312026-01-07 VIOV VANGUARD ADMIRAL FDS INC101.5K shares-2.29%2025-12-312026-01-07 BNDX VANGUARD CHARLOTTE FDS191.3K shares7.51%2025-12-312026-01-07 NVDA NVIDIA CORPORATION34.7K shares6.72%2025-12-312026-01-07 VTWG VANGUARD SCOTTSDALE FDS22.7K shares-3.29%2025-12-312026-01-07 MSFT MICROSOFT CORP10.9K shares-4.80%2025-12-312026-01-07 SPEM SPDR INDEX SHS FDS107.6K shares-1.54%2025-12-312026-01-07 GDLC GRAYSCALE COINDESK CRYPTO112.3K sharesnew addition2025-12-312026-01-07 ALPHABET INC ALPHABET INC13.0K shares9.39%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC22.4K shares-1.51%2025-12-312026-01-07 VBK VANGUARD INDEX FDS11.2K shares-5.12%2025-12-312026-01-07 AMZN AMAZON COM INC13.0K shares6.64%2025-12-312026-01-07 ALPHABET INC ALPHABET INC9.3K shares6.77%2025-12-312026-01-07 USHY ISHARES TR74.0K shares-5.64%2025-12-312026-01-07 IVV ISHARES TR3.4K shares-0.12%2025-12-312026-01-07 SCHV SCHWAB STRATEGIC TR79.2K shares0.49%2025-12-312026-01-07 IBIT ISHARES BITCOIN TRUST ETF43.0K shares-18.88%2025-12-312026-01-07 BROADCOM INC BROADCOM INC5.7K shares5.15%2025-12-312026-01-07 VBR VANGUARD INDEX FDS9.0K shares-7.49%2025-12-312026-01-07 TSLA TESLA INC3.6K shares3.63%2025-12-312026-01-07 IVW ISHARES TR13.1K shares-0.59%2025-12-312026-01-07 MUB ISHARES TR14.9K shares-6.46%2025-12-312026-01-07 VGT VANGUARD WORLD FD2.0K shares-1.38%2025-12-312026-01-07 META META PLATFORMS INC2.2K shares-15.20%2025-12-312026-01-07 TSM TAIWAN SEMICONDUCTOR MFG LTD4.6K shares2.13%2025-12-312026-01-07 HYD VANECK ETF TRUST24.7K shares-6.29%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON5.9K shares13.56%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.3.8K shares-8.18%2025-12-312026-01-07 IWO ISHARES TR3.6K shares0.06%2025-12-312026-01-07 VTI VANGUARD INDEX FDS3.3K shares0.15%2025-12-312026-01-07 ABBV ABBVIE INC4.7K shares4.42%2025-12-312026-01-07 MCO MOODYS CORP2.0K shares0.49%2025-12-312026-01-07 XLF SELECT SECTOR SPDR TR17.4K shares0.00%2025-12-312026-01-07 HYMB SPDR SERIES TRUST38.1K shares-2.44%2025-12-312026-01-07 BMY BRISTOL-MYERS SQUIBB CO15.6K shares90.99%2025-12-312026-01-07 LLY ELI LILLY & CO748 shares58.47%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW907 shares-14.60%2025-12-312026-01-07 VIOG VANGUARD ADMIRAL FDS INC6.4K shares-3.20%2025-12-312026-01-07 COF CAPITAL ONE FINL CORP3.1K shares19.61%2025-12-312026-01-07 VXUS VANGUARD STAR FDS9.8K shares0.00%2025-12-312026-01-07 BAC BANK AMERICA CORP12.9K shares3.29%2025-12-312026-01-07 WMT WALMART INC6.3K shares22.43%2025-12-312026-01-07 LGLV SPDR SERIES TRUST3.9K shares-3.87%2025-12-312026-01-07 EXPE EXPEDIA GROUP INC2.4K shares8.88%2025-12-312026-01-07 MCD MCDONALDS CORP2.2K shares-6.85%2025-12-312026-01-07 MU MICRON TECHNOLOGY INC2.3K shares13.64%2025-12-312026-01-07 CVX CHEVRON CORP NEW4.2K shares-8.18%2025-12-312026-01-07 BABA ALIBABA GROUP HLDG LTD4.2K shares5.22%2025-12-312026-01-07 XOM EXXON MOBIL CORP5.0K shares17.01%2025-12-312026-01-07 CIL VICTORY PORTFOLIOS II11.0K shares-3.24%2025-12-312026-01-07 V VISA INC1.7K shares-19.12%2025-12-312026-01-07 ASML ASML HOLDING N V524 shares23.88%2025-12-312026-01-07 HSBC HSBC HLDGS PLC7.1K shares-2.12%2025-12-312026-01-07 PEP PEPSICO INC3.8K shares52.02%2025-12-312026-01-07 CB CHUBB LIMITED1.7K shares65.61%2025-12-312026-01-07 GE AEROSPACE GE AEROSPACE1.7K shares24.78%2025-12-312026-01-07 LECO LINCOLN ELEC HLDGS INC2.1K shares7.99%2025-12-312026-01-07 ISRG INTUITIVE SURGICAL INC901 shares1.92%2025-12-312026-01-07 AZN ASTRAZENECA PLC5.4K shares11.60%2025-12-312026-01-07 HD HOME DEPOT INC1.4K shares-7.56%2025-12-312026-01-07 TJX TJX COS INC NEW3.1K shares104.20%2025-12-312026-01-07 SYF SYNCHRONY FINANCIAL5.6K shares1.99%2025-12-312026-01-07 SHM SPDR SERIES TRUST9.7K shares-0.52%2025-12-312026-01-07 ABT ABBOTT LABS3.7K shares-1.01%2025-12-312026-01-07 NVS NOVARTIS AG3.4K shares6.34%2025-12-312026-01-07 TRV TRAVELERS COMPANIES INC1.6K shares10.78%2025-12-312026-01-07 RY ROYAL BK CDA2.6K shares6.29%2025-12-312026-01-07 HCA HCA HEALTHCARE INC949 shares38.54%2025-12-312026-01-07 MLI MUELLER INDS INC3.8K shares17.40%2025-12-312026-01-07 INTC INTEL CORP11.8K shares4.75%2025-12-312026-01-07 DVN DEVON ENERGY CORP NEW11.7K shares-0.38%2025-12-312026-01-07 MA MASTERCARD INCORPORATED743 shares-28.07%2025-12-312026-01-07 CNC CENTENE CORP DEL10.3K sharesnew addition2025-12-312026-01-07 NFLX NETFLIX INC4.5K shares866.38%2025-12-312026-01-07 UNH UNITEDHEALTH GROUP INC1.2K shares9.43%2025-12-312026-01-07 FDX FEDEX CORP1.4K shares30.12%2025-12-312026-01-07 NOW SERVICENOW INC2.6K shares858.70%2025-12-312026-01-07 BKNG BOOKING HOLDINGS INC75 shares70.45%2025-12-312026-01-07 GS GOLDMAN SACHS GROUP INC453 shares-4.03%2025-12-312026-01-07 SUB ISHARES TR3.7K shares-17.56%2025-12-312026-01-07 EIX EDISON INTL6.6K sharesnew addition2025-12-312026-01-07 HURN HURON CONSULTING GROUP INC2.2K shares0.04%2025-12-312026-01-07 APH AMPHENOL CORP NEW2.9K shares4.05%2025-12-312026-01-07 NEM NEWMONT CORP3.8K shares33.33%2025-12-312026-01-07 UAL UNITED AIRLS HLDGS INC3.4K shares22.09%2025-12-312026-01-07 LMT LOCKHEED MARTIN CORP772 sharesnew addition2025-12-312026-01-07 MAR MARRIOTT INTL INC NEW1.1K shares2.96%2025-12-312026-01-07 PCG PG&E CORP22.1K shares31.12%2025-12-312026-01-07 ZM ZOOM COMMUNICATIONS INC4.1K sharesnew addition2025-12-312026-01-07 PM PHILIP MORRIS INTL INC2.2K shares-1.98%2025-12-312026-01-07 SHEL SHELL PLC4.7K shares4.08%2025-12-312026-01-07 SAN BANCO SANTANDER SA29.4K shares3.47%2025-12-312026-01-07 FIX COMFORT SYS USA INC368 shares40.46%2025-12-312026-01-07 IEMG ISHARES INC5.1K shares0.04%2025-12-312026-01-07 T AT&T INC13.7K shares-6.18%2025-12-312026-01-07 CEG CONSTELLATION ENERGY CORP959 shares1.05%2025-12-312026-01-07 USB US BANCORP DEL6.3K sharesnew addition2025-12-312026-01-07 DHI D R HORTON INC2.3K shares75.17%2025-12-312026-01-07 HIG HARTFORD INSURANCE GROUP INC2.4K shares5.98%2025-12-312026-01-07 FOXA FOX CORP4.6K shares16.62%2025-12-312026-01-07 NTRS NORTHERN TR CORP2.5K shares41.30%2025-12-312026-01-07 IWF ISHARES TR701 shares-12.81%2025-12-312026-01-07 TD TORONTO DOMINION BK ONT3.5K shares5.16%2025-12-312026-01-07 ABNB AIRBNB INC2.4K shares22.56%2025-12-312026-01-07 VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.27%2025-12-312026-01-07 TM TOYOTA MOTOR CORP1.5K shares3.03%2025-12-312026-01-07 AME AMETEK INC1.6K shares0.71%2025-12-312026-01-07 MUFG MITSUBISHI UFJ FINL GROUP IN19.9K shares5.73%2025-12-312026-01-07 KO COCA COLA CO4.5K shares6.73%2025-12-312026-01-07 MEDP MEDPACE HLDGS INC558 shares30.99%2025-12-312026-01-07 EFA ISHARES TR3.2K shares0.00%2025-12-312026-01-07 SONY SONY GROUP CORP12.1K shares1.76%2025-12-312026-01-07 SNOW SNOWFLAKE INC1.4K shares6.04%2025-12-312026-01-07 ORCL ORACLE CORP1.6K shares-7.45%2025-12-312026-01-07 PANW PALO ALTO NETWORKS INC1.7K shares30.03%2025-12-312026-01-07 TPL TEXAS PACIFIC LAND CORPORATI1.1K shares176.42%2025-12-312026-01-07 BK BANK NEW YORK MELLON CORP2.6K shares9.25%2025-12-312026-01-07 NTRA NATERA INC1.3K sharesnew addition2025-12-312026-01-07 FTI TECHNIPFMC PLC6.8K shares21.04%2025-12-312026-01-07 SCHE SCHWAB STRATEGIC TR9.1K shares-3.52%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR435 shares0.23%2025-12-312026-01-07 SAP SAP SE1.2K shares-14.81%2025-12-312026-01-07 CRWD CROWDSTRIKE HLDGS INC629 shares12.93%2025-12-312026-01-07 PSX PHILLIPS 662.3K shares46.49%2025-12-312026-01-07 REGN REGENERON PHARMACEUTICALS371 sharesnew addition2025-12-312026-01-07 GDXJ VANECK ETF TRUST2.5K shares0.00%2025-12-312026-01-07 DAL DELTA AIR LINES INC DEL4.1K sharesnew addition2025-12-312026-01-07 RING ISHARES INC3.8K shares0.00%2025-12-312026-01-07 ADBE ADOBE INC795 shares-46.72%2025-12-312026-01-07 BBVA BANCO BILBAO VIZCAYA ARGENTA11.7K shares6.90%2025-12-312026-01-07 ORLY OREILLY AUTOMOTIVE INC3.0K shares-18.66%2025-12-312026-01-07 OTIS OTIS WORLDWIDE CORP3.1K shares1.89%2025-12-312026-01-07 INTU INTUIT404 shares2.54%2025-12-312026-01-07 QCOM QUALCOMM INC1.5K shares17.48%2025-12-312026-01-07 ADP AUTOMATIC DATA PROCESSING IN1.0K shares-4.19%2025-12-312026-01-07 HDB HDFC BANK LTD7.1K shares13.73%2025-12-312026-01-07 PHM PULTE GROUP INC2.2K shares16.78%2025-12-312026-01-07 UNILEVER PLC UNILEVER PLC3.9K sharesnew addition2025-12-312026-01-07 CMG CHIPOTLE MEXICAN GRILL INC6.9K sharesnew addition2025-12-312026-01-07 LYFT LYFT INC13.1K shares8.39%2025-12-312026-01-07 PLD PROLOGIS INC.2.0K sharesnew addition2025-12-312026-01-07 WFC WELLS FARGO CO NEW2.7K shares5.50%2025-12-312026-01-07 DHR DANAHER CORPORATION1.1K sharesnew addition2025-12-312026-01-07 GM GENERAL MTRS CO3.0K shares-9.38%2025-12-312026-01-07 GEV GE VERNOVA INC376 shares-23.73%2025-12-312026-01-07 SCHW SCHWAB CHARLES CORP2.4K shares-11.68%2025-12-312026-01-07 SNDK SANDISK CORP1.0K sharesnew addition2025-12-312026-01-07 DIS DISNEY WALT CO2.1K sharesnew addition2025-12-312026-01-07 GLTR ABRDN PRECIOUS METALS BASKET1.1K sharesnew addition2025-12-312026-01-07 IBM INTERNATIONAL BUSINESS MACHS790 sharesnew addition2025-12-312026-01-07 CMI CUMMINS INC454 sharesnew addition2025-12-312026-01-07 BITB BITWISE BITCOIN ETF TR4.9K shares-7.99%2025-12-312026-01-07 UBS UBS GROUP AG5.0K shares-5.65%2025-12-312026-01-07 BHP BHP GROUP LTD3.8K sharesnew addition2025-12-312026-01-07 BIIB BIOGEN INC1.3K sharesnew addition2025-12-312026-01-07 HAL HALLIBURTON CO8.0K sharesnew addition2025-12-312026-01-07 PNFP PINNACLE FINL PARTNERS INC2.4K shares0.30%2025-12-312026-01-07 VLO VALERO ENERGY CORP1.4K shares3.44%2025-12-312026-01-07 UI UBIQUITI INC405 shares0.25%2025-12-312026-01-07 BTI BRITISH AMERN TOB PLC4.0K sharesnew addition2025-12-312026-01-07 IT GARTNER INC883 sharesnew addition2025-12-312026-01-07 COP CONOCOPHILLIPS2.4K sharesnew addition2025-12-312026-01-07 SHOP SHOPIFY INC1.4K sharesnew addition2025-12-312026-01-07 AXP AMERICAN EXPRESS CO596 sharesnew addition2025-12-312026-01-07 BBY BEST BUY INC3.3K shares22.31%2025-12-312026-01-07 ROP ROPER TECHNOLOGIES INC492 sharesnew addition2025-12-312026-01-07 HUBS HUBSPOT INC532 sharesnew addition2025-12-312026-01-07 FTNT FORTINET INC2.7K sharesnew addition2025-12-312026-01-07 WDC WESTERN DIGITAL CORP1.2K sharesnew addition2025-12-312026-01-07 ITOT ISHARES TR1.4K shares0.00%2025-12-312026-01-07 LDOS LEIDOS HOLDINGS INC1.2K sharesnew addition2025-12-312026-01-07 CAT CATERPILLAR INC369 sharesnew addition2025-12-312026-01-07 IBN ICICI BANK LIMITED7.0K shares-4.38%2025-12-312026-01-07 GPC GENUINE PARTS CO1.7K shares0.00%2025-12-312026-01-07 JBHT HUNT J B TRANS SVCS INC1.1K sharesnew addition2025-12-312026-01-07 ILMN ILLUMINA INC1.6K sharesnew addition2025-12-312026-01-07 SCHG SCHWAB STRATEGIC TR6.2K sharesnew addition2025-12-312026-01-07 VO VANGUARD INDEX FDS699 shares-38.79%2025-12-312026-01-07 UTHR UNITED THERAPEUTICS CORP DEL414 sharesnew addition2025-12-312026-01-07 BWA BORGWARNER INC4.4K sharesnew addition2025-12-312026-01-07 SMFG SUMITOMO MITSUI FINL GROUP I10.3K sharesnew addition2025-12-312026-01-07 ADT ADT INC DEL22.5K shares10.32%2025-12-312026-01-07 VALE VALE S A12.9K sharesnew addition2025-12-312026-01-07 MFG MIZUHO FINANCIAL GROUP INC21.2K shares6.44%2025-12-312026-01-07 LYG LLOYDS BANKING GROUP PLC29.0K shares4.41%2025-12-312026-01-07 BBD BANCO BRADESCO S A31.5K shares7.34%2025-12-312026-01-07 ABEV AMBEV SA17.3K shares-3.04%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available