Jarrett F. Morris

@Riversedge Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$442.328M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
HYLBDbx Etf Tr Recent Activity Exited	0%	$258,782 7,009 shares@ $36.93 avg price	Exited
MRKMerck & Co Inc Recent Activity Exited	0%	$235,871 2,077 shares@ $113.57 avg price	Exited
GPCGenuine Parts Co Recent Activity Exited	0%	$235,780 1,688 shares@ $139.69 avg price	Exited
UNHUnitedhealth Group Inc Recent Activity Exited	0%	$226,370 387 shares@ $584.94 avg price	Exited
LLYEli Lilly & Co Recent Activity Exited	0%	$208,196 235 shares@ $885.95 avg price	Exited
ADBEAdobe Inc Recent Activity Exited	0%	$203,488 393 shares@ $517.79 avg price	Exited
BLDRBuilders Firstsource Inc Recent Activity Exited	0%	$202,390 1,044 shares@ $193.87 avg price	Exited
BBDBanco Bradesco S A Recent Activity Exited	0%	$36,735 13,810 shares@ $2.67 avg price	Exited
ABEVAmbev Sa Recent Activity Exited	0%	$30,927 12,675 shares@ $2.44 avg price	Exited