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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
SFLOVictory Portfolios Ii
Recent Activity
Increased 1.58%
2.43%
$10.743M
402,971 shares@ $26.67 avg price
USHYIshares Tr
Recent Activity
Increased 9.13%
1.61%
$7.116M
193,424 shares@ $36.79 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Increased 1.83%
1.47%
$6.484M
129,301 shares@ $50.15 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.41%
1.19%
$5.239M
30,945 shares@ $169.3 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 1.09%
1.01%
$4.431M
115,481 shares@ $38.38 avg price
VBKVanguard Index Fds
Recent Activity
Increased 7.09%
1%
$4.396M
15,697 shares@ $280.06 avg price
HYDVaneck Etf Trust
Recent Activity
Increased 4.79%
0.78%
$3.409M
65,668 shares@ $51.91 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 441.31%
0.77%
$3.405M
130,596 shares@ $26.07 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.73%
0.73%
$3.221M
23,986 shares@ $134.3 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 8.06%
0.71%
$3.12M
7,402 shares@ $421.51 avg price