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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
CVXChevron Corp New
Recent Activity
Increased 3.56%
0.13%
$557,587
3,850 shares@ $144.83 avg price
MCDMcdonalds Corp
Recent Activity
Increased 5.17%
0.12%
$513,839
1,773 shares@ $289.82 avg price
SUBIshares Tr
Recent Activity
Increased 21.26%
0.12%
$510,246
4,837 shares@ $105.49 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.46%
0.11%
$473,870
879 shares@ $539.11 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 5.08%
0.11%
$443,144
849 shares@ $521.96 avg price
HDHome Depot Inc
Recent Activity
Increased 11.9%
0.1%
$435,292
1,119 shares@ $389.01 avg price
BACBank America Corp
Recent Activity
Increased 4.65%
0.1%
$433,604
9,866 shares@ $43.95 avg price
VVisa Inc
Recent Activity
Increased 14.46%
0.1%
$430,413
1,362 shares@ $316.02 avg price
TSLATesla Inc
Recent Activity
Increased 32.71%
0.1%
$424,436
1,051 shares@ $403.85 avg price
TPLTexas Pacific Land Corporati
Recent Activity
Increased 1.69%
0.1%
$400,058
362 shares@ $1105.14 avg price