Riverbend Wealth Management, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$112.3B
Holdings
114
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | FQIDIGITAL RLTY TR INC | 1,410 | $252.4M | 0.22% | |
| 102 | VEUVANGUARD INTL EQUITY INDEX F | 4,347 | $250.2M | 0.22% | |
| 103 | COSTCOSTCO WHSL CORP NEW | 260 | $247.7M | 0.22% | |
| 104 | IUSBISHARES TR | 5,360 | $242.3M | 0.22% | |
| 105 | FICOFAIR ISAAC CORP | 121 | $240.9M | 0.21% | |
| 106 | MDTMEDTRONIC PLC | 2,955 | $237.3M | 0.21% | |
| 107 | HONHONEYWELL INTL INC | 1,029 | $233.8M | 0.21% | |
| 108 | IXUSISHARES TR | 3,525 | $233.3M | 0.21% | |
| 109 | MFDXPIMCO EQUITY SER | 7,632 | $225.6M | 0.20% | |
| 110 | ELVELEVANCE HEALTH INC | 601 | $223.0M | 0.20% | |
| 111 | HIGHARTFORD FINL SVCS GROUP INC | 2,025 | $221.8M | 0.20% | |
| 112 | DWDMORGAN STANLEY | 1,647 | $209.4M | 0.19% | |
| 113 | VIGVANGUARD SPECIALIZED FUNDS | 1,020 | $200.4M | 0.18% | |
| 114 | HOUSANYWHERE REAL ESTATE INC | 33,100 | $109.2M | 0.10% |
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