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Jarrett F. Morris

@Riversedge Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$442.328MTotal holdings99
Assets growth rate0.33%Assets growth rate (2-Q avg)3.92%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Riversedge Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Riversedge Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 442.328M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 3.92%. The portfolio is managed by Jarrett F. Morris, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHGSchwab Strategic Tr
Recent Activity
New Position
0.38%
$1.659M
59,544 shares@ $27.87 avg price
IDEVIshares Tr
Recent Activity
New Position
0.23%
$1.012M
15,701 shares@ $64.47 avg price
BNDVanguard Bd Index Fds
Recent Activity
New Position
0.19%
$827,564
11,508 shares@ $71.92 avg price
SPLGSpdr Ser Tr
Recent Activity
New Position
0.11%
$476,719
6,915 shares@ $68.94 avg price
HSBCHsbc Hldgs Plc
Recent Activity
New Position
0.06%
$234,539
4,742 shares@ $49.46 avg price
RYRoyal Bk Cda
Recent Activity
New Position
0.06%
$222,702
1,848 shares@ $120.51 avg price
ORLYOreilly Automotive Inc
Recent Activity
New Position
0.05%
$206,329
174 shares@ $1185.8 avg price
MUFGMitsubishi Ufj Finl Group In
Recent Activity
New Position
0.04%
$141,402
12,065 shares@ $11.73 avg price