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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
MUBIshares Tr
Recent Activity
Increased 3.77%
0.55%
$2.41M
22,618 shares@ $106.55 avg price
IVVIshares Tr
Recent Activity
Decreased -0.27%
0.4%
$1.738M
2,953 shares@ $588.71 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
0.38%
$1.659M
59,544 shares@ $27.87 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.54%
0.37%
$1.634M
8,631 shares@ $189.3 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 17.98%
0.36%
$1.557M
7,095 shares@ $219.41 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 0.27%
0.33%
$1.443M
19,086 shares@ $75.63 avg price
VGTVanguard World Fd
Recent Activity
Increased 0.58%
0.3%
$1.312M
2,110 shares@ $621.82 avg price
IVWIshares Tr
Recent Activity
Increased 0.12%
0.3%
$1.294M
12,740 shares@ $101.54 avg price
GOOGAlphabet Inc
Recent Activity
Increased 6.95%
0.25%
$1.085M
5,697 shares@ $190.43 avg price
LGLVSpdr Ser Tr
Recent Activity
Decreased -2.6%
0.24%
$1.056M
6,392 shares@ $165.22 avg price