test

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
LGLVSpdr Ser Tr
Recent Activity
Decreased -2.6%
0.24%
$1.056M
6,392 shares@ $165.22 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.42%
0.15%
$641,153
4,433 shares@ $144.64 avg price
SHMSpdr Ser Tr
Recent Activity
Decreased -3.49%
0.13%
$563,693
11,895 shares@ $47.39 avg price
CILVictory Portfolios Ii
Recent Activity
Decreased -0.1%
0.13%
$547,890
13,103 shares@ $41.82 avg price
IWFIshares Tr
Recent Activity
Decreased -0.7%
0.08%
$338,251
842 shares@ $401.73 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -4%
0.07%
$298,819
11,221 shares@ $26.64 avg price
KOCoca Cola Co
Recent Activity
Decreased -6.7%
0.06%
$264,449
4,247 shares@ $62.27 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -5.76%
0.06%
$260,186
784 shares@ $331.87 avg price