test

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
VVVanguard Index Fds
Recent Activity
Increased 0.39%
0.08%
$348,809
1,293 shares@ $269.77 avg price
LECOLincoln Elec Hldgs Inc
Recent Activity
0.08%
$346,820
1,850 shares@ $187.48 avg price
IWFIshares Tr
Recent Activity
Decreased -0.7%
0.08%
$338,251
842 shares@ $401.73 avg price
NVONovo-nordisk A S
Recent Activity
Increased 6.96%
0.08%
$324,123
3,768 shares@ $86.02 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 11.55%
0.08%
$318,546
5,632 shares@ $56.57 avg price
MARMarriott Intl Inc New
Recent Activity
Increased 3.16%
0.07%
$301,312
1,080 shares@ $279.0 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -4%
0.07%
$298,819
11,221 shares@ $26.64 avg price
SAPSap Se
Recent Activity
Increased 21.3%
0.07%
$281,910
1,145 shares@ $246.21 avg price
HURNHuron Consulting Group Inc
Recent Activity
0.07%
$277,597
2,234 shares@ $124.27 avg price
DVNDevon Energy Corp New
Recent Activity
Increased 13.55%
0.07%
$272,628
8,330 shares@ $32.73 avg price