Riverbend Wealth Management, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$111.8B
Holdings
119
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (119 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MCDMCDONALDS CORP | 843 | $263.3M | 0.24% | |
| 102 | COSTCOSTCO WHSL CORP NEW | 278 | $262.5M | 0.23% | |
| 103 | VEUVANGUARD INTL EQUITY INDEX F | 4,319 | $262.0M | 0.23% | |
| 104 | HIGHARTFORD INSURANCE GROUP INC | 2,071 | $256.3M | 0.23% | |
| 105 | IUSBISHARES TR | 5,473 | $252.2M | 0.23% | |
| 106 | IJRISHARES TR | 2,392 | $250.2M | 0.22% | |
| 107 | EQTEQT CORP | 4,673 | $249.7M | 0.22% | |
| 108 | CATCATERPILLAR INC | 748 | $246.6M | 0.22% | |
| 109 | IXUSISHARES TR | 3,527 | $246.2M | 0.22% | |
| 110 | IWFISHARES TR | 646 | $233.3M | 0.21% | |
| 111 | TROWPRICE T ROWE GROUP INC | 2,488 | $228.6M | 0.20% | |
| 112 | HONHONEYWELL INTL INC | 1,061 | $224.7M | 0.20% | |
| 113 | FICOFAIR ISAAC CORP | 113 | $208.4M | 0.19% | |
| 114 | MFDXPIMCO EQUITY SER | 6,449 | $206.2M | 0.18% | |
| 115 | LHXL3HARRIS TECHNOLOGIES INC | 985 | $206.1M | 0.18% | |
| 116 | SOXXISHARES TR | 1,084 | $204.1M | 0.18% | |
| 117 | ELVELEVANCE HEALTH INC | 462 | $200.8M | 0.18% | |
| 118 | HOUSANYWHERE REAL ESTATE INC | 59,952 | $199.6M | 0.18% | |
| 119 | CVGICOMMERCIAL VEH GROUP INC | 10,661 | $12.3M | 0.01% |
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