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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.24%
0.06%
$253,813
433 shares@ $586.18 avg price
BXBlackstone Inc
Recent Activity
Increased 3.41%
0.06%
$246,340
1,429 shares@ $172.39 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Increased 40.96%
0.06%
$225,881
2,664 shares@ $84.8 avg price
SHELShell Plc
Recent Activity
Increased 18.38%
0.06%
$225,665
3,602 shares@ $62.65 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 11.01%
0.05%
$206,109
1,916 shares@ $107.58 avg price
SANBanco Santander S.a.
Recent Activity
Increased 14.26%
0.02%
$78,523
17,220 shares@ $4.56 avg price
MFGMizuho Financial Group Inc
Recent Activity
Increased 45.95%
0.02%
$73,731
15,078 shares@ $4.89 avg price
LYGLloyds Banking Group Plc
Recent Activity
Increased 16.44%
0.02%
$54,612
20,078 shares@ $2.72 avg price