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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
IDEVIshares Tr
Recent Activity
New Position
0.23%
$1.012M
15,701 shares@ $64.47 avg price
IWOIshares Tr
Recent Activity
Increased 0.36%
0.23%
$978,720
3,400 shares@ $287.86 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.65%
0.22%
$951,435
2,099 shares@ $453.29 avg price
MCOMoodys Corp
Recent Activity
Increased 0.88%
0.21%
$923,545
1,951 shares@ $473.38 avg price
METAMeta Platforms Inc
Recent Activity
Increased 7.2%
0.2%
$854,845
1,460 shares@ $585.52 avg price
XLFSelect Sector Spdr Tr
Recent Activity
0.2%
$840,857
17,398 shares@ $48.34 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 5.41%
0.19%
$840,345
917 shares@ $916.41 avg price
BNDVanguard Bd Index Fds
Recent Activity
New Position
0.19%
$827,564
11,508 shares@ $71.92 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.24%
0.17%
$733,111
2,530 shares@ $289.77 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 22.81%
0.16%
$691,215
3,500 shares@ $197.49 avg price