Riverbend Wealth Management, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$132.1B
Holdings
135
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (135 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AGGISHARES TR | 3,197 | $317.1M | 0.24% | |
| 102 | CATCATERPILLAR INC | 797 | $309.6M | 0.23% | |
| 103 | MFDXPIMCO EQUITY SER | 8,600 | $309.0M | 0.23% | |
| 104 | MUBISHARES TR | 2,865 | $299.4M | 0.23% | |
| 105 | IGEBISHARES TR | 6,587 | $299.3M | 0.23% | |
| 106 | UBSIUNITED BANKSHARES INC WEST V | 8,178 | $297.9M | 0.23% | |
| 107 | IAGGISHARES TR | 5,797 | $296.2M | 0.22% | |
| 108 | IJRISHARES TR | 2,700 | $295.0M | 0.22% | |
| 109 | COSTCOSTCO WHSL CORP NEW | 298 | $294.7M | 0.22% | |
| 110 | MDTMEDTRONIC PLC | 3,380 | $294.6M | 0.22% | |
| 111 | TMOTHERMO FISHER SCIENTIFIC INC | 721 | $292.4M | 0.22% | |
| 112 | ADIANALOG DEVICES INC | 1,216 | $289.4M | 0.22% | |
| 113 | WFCWELLS FARGO CO NEW | 3,584 | $287.2M | 0.22% | |
| 114 | LQDISHARES TR | 2,605 | $285.5M | 0.22% | |
| 115 | HIGHARTFORD INSURANCE GROUP INC | 2,178 | $276.3M | 0.21% | |
| 116 | ELVELEVANCE HEALTH INC | 691 | $268.8M | 0.20% | |
| 117 | HONHONEYWELL INTL INC | 1,135 | $264.2M | 0.20% | |
| 118 | SOXXISHARES TR | 1,105 | $263.7M | 0.20% | |
| 119 | MLB1MERCADOLIBRE INC | 100 | $261.4M | 0.20% | |
| 120 | IDEVISHARES TR | 3,437 | $261.3M | 0.20% | |
| 121 | LHXL3HARRIS TECHNOLOGIES INC | 1,027 | $257.7M | 0.20% | |
| 122 | DWDMORGAN STANLEY | 1,704 | $240.0M | 0.18% | |
| 123 | IUSBISHARES TR | 5,046 | $233.3M | 0.18% | |
| 124 | DUKDUKE ENERGY CORP NEW | 1,935 | $228.4M | 0.17% | |
| 125 | CNPCENTERPOINT ENERGY INC | 5,757 | $211.5M | 0.16% | |
| 126 | TMUST-MOBILE US INC | 885 | $210.8M | 0.16% | |
| 127 | FICOFAIR ISAAC CORP | 113 | $206.6M | 0.16% | |
| 128 | VTIPVANGUARD MALVERN FDS | 4,076 | $204.9M | 0.16% | |
| 129 | IVWISHARES TR | 1,860 | $204.8M | 0.16% | |
| 130 | VWOVANGUARD INTL EQUITY INDEX F | 4,088 | $202.2M | 0.15% | |
| 131 | EDCONSOLIDATED EDISON INC | 2,007 | $201.4M | 0.15% | |
| 132 | PEOEXELON CORP | 4,632 | $201.1M | 0.15% | |
| 133 | CMCSACOMCAST CORP NEW | 5,621 | $200.6M | 0.15% | |
| 134 | HOUSANYWHERE REAL ESTATE INC | 27,290 | $98.8M | 0.07% | |
| 135 | DCHAMERICAN AXLE & MFG HLDGS IN | 10,309 | $42.1M | 0.03% |
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