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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
ADPAutomatic Data Processing In
Recent Activity
Increased 4.21%
0.07%
$268,201
916 shares@ $292.8 avg price
KOCoca Cola Co
Recent Activity
Decreased -6.7%
0.06%
$264,449
4,247 shares@ $62.27 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -5.76%
0.06%
$260,186
784 shares@ $331.87 avg price
NFLXNetflix Inc
Recent Activity
Increased 1.41%
0.06%
$257,591
289 shares@ $891.32 avg price
ASMLAsml Holding N V
Recent Activity
Increased 25.94%
0.06%
$255,747
369 shares@ $693.09 avg price
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
EFAIshares Tr
Recent Activity
0.06%
$243,857
3,225 shares@ $75.62 avg price
HSBCHsbc Hldgs Plc
Recent Activity
New Position
0.06%
$234,539
4,742 shares@ $49.46 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Increased 40.96%
0.06%
$225,881
2,664 shares@ $84.8 avg price