Riverbend Wealth Management, LLC Portfolio Holdings
Q3 2025•138 long positions•$143.2M portfolio value
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Holding142 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $8.2M 5.72% | -$236.3K Sold | — 12.2K shares | 12.6K → 12.2K −$236.3K | -2.8% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.9M 4.78% | -$15.6K Sold | — 77.0K shares | 77.2K → 77.0K −$15.6K | -0.23% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $5.9M 4.13% | +$81.0K Bought | 0.0% 23.2K shares | 22.9K → 23.2K +$81.0K | +1.39% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.1M 3.56% | -$95.5K Sold | — 8.5K shares | 8.7K → 8.5K −$95.5K | -1.84% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $4.3M 3.02% | +$134.7K Bought | 0.0% 23.2K shares | 22.5K → 23.2K +$134.7K | +3.21% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $4.3M 3.01% | +$109.3K Bought | 0.0% 8.3K shares | 8.1K → 8.3K +$109.3K | +2.6% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 2.89% | +$108.1K Bought | — 158.4K shares | 154.3K → 158.4K +$108.1K | +2.68% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $3.7M 2.6% | -$57.4K Sold | 0.0% 11.3K shares | 11.4K → 11.3K −$57.4K | -1.52% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 2.42% | -$50.3K Sold | — 50.8K shares | 51.6K → 50.8K −$50.3K | -1.43% | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $3.1M 2.15% | +$34.2K Bought | 0.0% 6.1K shares | 6.1K → 6.1K +$34.2K | +1.12% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $3.0M 2.11% | +$37.0K Bought | 0.0% 12.5K shares | 12.3K → 12.5K +$37.0K | +1.23% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $2.7M 1.91% | +$27.7K Bought | 0.0% 12.5K shares | 12.3K → 12.5K +$27.7K | +1.02% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 1.8% | -$37.8K Sold | — 18.3K shares | 18.6K → 18.3K −$37.8K | -1.44% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.69% | +$84.2K Bought | — 42.3K shares | 40.8K → 42.3K +$84.2K | +3.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.62% | -$6.3K Sold | — 12.2K shares | 12.3K → 12.2K −$6.3K | -0.27% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.45% | +$344.2K Bought | — 44.9K shares | 37.4K → 44.9K +$344.2K | +19.89% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $2.1M 1.44% | -$174.4K Sold | 0.0% 6.5K shares | 7.1K → 6.5K −$174.4K | -7.82% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.0M 1.37% | +$9.5K Bought | 0.0% 2.7K shares | 2.7K → 2.7K +$9.5K | +0.49% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.3% | +$32.4K Bought | — 69.2K shares | 68.0K → 69.2K +$32.4K | +1.78% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 1.28% | +$325.6K Bought | — 21.7K shares | 17.9K → 21.7K +$325.6K | +21.65% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.25% | -$2.5K Sold | — 31.7K shares | 31.7K → 31.7K −$2.5K | -0.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.16% | +$146.2K Bought | — 11.4K shares | 10.4K → 11.4K +$146.2K | +9.64% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 1.1% | -$62.9K Sold | — 5.4K shares | 5.6K → 5.4K −$62.9K | -3.84% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 1.07% | -$6.7K Sold | — 2.1K shares | 2.1K → 2.1K −$6.7K | -0.43% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.5M 1.07% | -$1.7K Sold | 0.001% 15.1K shares | 15.1K → 15.1K −$1.7K | -0.11% | $186.85B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 1.03% | -$54.6K Sold | — 2.2K shares | 2.3K → 2.2K −$54.6K | -3.58% | — — | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $1.4M 1.01% | -$16.8K Sold | 0.0% 1.2K shares | 1.2K → 1.2K −$16.8K | -1.15% | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $1.4M 0.967% | -$4.7K Sold | 0.001% 4.2K shares | 4.2K → 4.2K −$4.7K | -0.33% | $231.14B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.923% | -$48.9K Sold | — 39.5K shares | 41.0K → 39.5K −$48.9K | -3.57% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.3M 0.911% | +$38.2K Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$38.2K | +3.01% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.3M 0.89% | +$62.1K Bought | 0.001% 15.2K shares | 14.5K → 15.2K +$62.1K | +5.12% | $209.64B Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $1.3M 0.882% | -$17.2K Sold | 0.0% 12.3K shares | 12.4K → 12.3K −$17.2K | -1.34% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.2M 0.872% | -$6.8K Sold | 0.0% 24.2K shares | 24.4K → 24.2K −$6.8K | -0.54% | $382.12B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.854% | +$155.0K Bought | — 15.5K shares | 13.5K → 15.5K +$155.0K | +14.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.835% | +$5.7K Bought | — 27.2K shares | 27.1K → 27.2K +$5.7K | +0.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.828% | +$125.5K Bought | — 30.7K shares | 27.5K → 30.7K +$125.5K | +11.84% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.819% | +$29.6K Bought | — 17.3K shares | 16.9K → 17.3K +$29.6K | +2.59% | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $1.1M 0.793% | -$5.6K Sold | 0.001% 11.6K shares | 11.7K → 11.6K −$5.6K | -0.49% | $204.31B Mega Cap | Q4 2024 Held for 11 months | |
Travel Services Consumer Cyclical | $1.1M 0.739% | -$32.4K Sold | 0.001% 196.0 shares | 202.0 → 196.0 −$32.4K | -2.97% | $174.99B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.0M 0.714% | +$10.0K Bought | 0.0% 4.2K shares | 4.2K → 4.2K +$10.0K | +0.99% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $895.5K 0.625% | +$4.4K Bought | 0.0% 4.8K shares | 4.8K → 4.8K +$4.4K | +0.5% | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $892.0K 0.623% | +$22.7K Bought | — 12.4K shares | 12.1K → 12.4K +$22.7K | +2.61% | — — | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $887.2K 0.619% | +$14.8K Bought | 0.0% 1.6K shares | 1.5K → 1.6K +$14.8K | +1.69% | $514.21B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $877.4K 0.613% | — | — 5.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
Computer Hardware Technology | $868.0K 0.606% | +$81.4K Bought | 0.001% 6.1K shares | 5.5K → 6.1K +$81.4K | +10.35% | $95.0B Large Cap | Q2 2025 Held for 5 months | |
Home Improvement Consumer Cyclical | $842.4K 0.588% | +$11.3K Bought | 0.0% 2.1K shares | 2.1K → 2.1K +$11.3K | +1.37% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
Renewable Utilities Utilities | $842.2K 0.588% | +$41.1K Bought | 0.001% 2.6K shares | 2.4K → 2.6K +$41.1K | +5.14% | $102.80B Large Cap | Q2 2025 Held for 5 months | |
Construction Materials Basic Materials | $820.2K 0.573% | +$7.0K Bought | 0.001% 6.8K shares | 6.8K → 6.8K +$7.0K | +0.86% | $80.4B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Exploration & Production Energy | $796.5K 0.556% | +$16.3K Bought | 0.002% 14.6K shares | 14.3K → 14.6K +$16.3K | +2.09% | $34.0B Large Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $775.7K 0.542% | +$9.5K Bought | 0.0% 3.4K shares | 3.3K → 3.4K +$9.5K | +1.24% | $409.03B Mega Cap | Q4 2024 Held for 11 months |
