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Riverbend Wealth Management, LLC13F | |
| Riverbend Wealth Management, LLC | |
| Last update 2025-04-23 | 119 Stocks (10 new) |
| Value $112.00 Mil | Turnover 7 % |
Riverbend Wealth Management, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 12,449 | 6,994.9 | -13.77% | 6.260 | -1.05% | 0.000 | +16.09% | +8.31% | 642,461.0 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 74,995 | 5,989.1 | -1.71% | 5.360 | -0.09% | 0.040 | +11.29% | +6.05% | 16,161.8 | ||
AAPL | Apple Inc | 21,732 | 4,827.4 | -2.63% | 4.320 | -0.13% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
QQQ | INVESCO QQQ Trust | 8,172 | 3,832.0 | +0.27% | 3.430 | +0.01% | 0.000 | +20.90% | +10.52% | 360,250.4 | ||
BRK.B | Berkshire Hathaway Inc | 6,001 | 3,196.2 | -0.02% | 2.860 | 0% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
DGRO | iShares Core Dividend Growth ETF | 51,183 | 3,162.1 | -4.43% | 2.830 | -0.13% | 0.010 | +10.30% | +6.86% | 32,734.9 | ||
MSFT | Microsoft Corp | 8,046 | 3,020.3 | +2.50% | 2.700 | +0.07% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
SMTH | ALPS Smith Core Plus Bond ETF | 113,955 | 2,949.7 | +6.67% | 2.640 | +0.17% | 0.170 | +0.27% | +0.59% | 1,936.8 | ||
AMZN | Amazon.com Inc | 11,985 | 2,280.3 | +3.54% | 2.040 | +0.07% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 17,530 | 2,260.7 | -1.60% | 2.020 | -0.03% | 0.000 | +10.26% | +6.65% | 59,515.8 |
Riverbend Wealth Management, LLC's Historical Top Holdings Breakdowns
Riverbend Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | New Buy New Buy | +1.22% | 25.77 ($26.17) 26.48 | $26.40 | 0.88% | New holding | 51,580 | 51,580 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.05% | 554.06 ($590.51) 615.85 | $637.58 | 7.97% | Reduce -13.77% | 12,449 | -1,988 | |
SLB | Schlumberger Ltd | 2025-03-31 | New Buy New Buy | +0.51% | 38.4 ($40.98) 43.74 | $35.24 | -14.01% | New holding | 13,682 | 13,682 | |
MRK | Merck & Co Inc | 2025-03-31 | Add Add | +0.49% | 83.01 ($93.37) 101.02 | $84.11 | -9.92% | Add 84.46% | 13,493 | 6,178 | |
SNX | TD Synnex Corp | 2025-03-31 | Sold Out Sold Out | -0.39% | 103.96 ($133.63) 144.69 | $145.89 | 9.17% | Sold Out | 0 | -3,696 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +0.38% | 63.17 ($72.04) 81.49 | $90.87 | 26.14% | Add 103.31% | 11,314 | 5,749 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Reduce Reduce | -0.37% | 32.42 ($34.71) 36.1 | $36.89 | 6.28% | Reduce -38.57% | 18,844 | -11,834 | |
PLW | Invesco 1-30 Laddered Treasury ETF | 2025-03-31 | Sold Out Sold Out | -0.34% | 26.57 ($27.37) 28.12 | $27.88 | 1.86% | Sold Out | 0 | -14,203 | |
DECK | Deckers Outdoor Corp | 2025-03-31 | Sold Out Sold Out | -0.32% | 111.56 ($161.52) 223.11 | $104.94 | -35.03% | Sold Out | 0 | -1,752 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | New Buy New Buy | +0.27% | 48.08 ($51.4) 53.73 | $55.91 | 8.77% | New holding | 6,278 | 6,278 |
Riverbend Wealth Management, LLC Total Holding History ($B)
Riverbend Wealth Management, LLC's Asset Allocation
Riverbend Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Riverbend Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Riverbend Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Riverbend Wealth Management, LLC's Holdings Heat Map
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Riverbend Wealth Management, LLC's Holdings Bubble Chart
Riverbend Wealth Management, LLC News
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