Filer Name: RIVERBEND WEALTH MANAGEMENT, LLC
CIK: 2055570
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 114
Portfolio Value: $0.11B

Riverbend Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 14,437 $9M 7.60% - -
DGRW US WISDOMTREE U.S. QUALITY DIVI 76,297 $6M 5.51% - -
AAPL US APPLE INC 22,318 $6M 4.98% - -
QQQ US INVESCO QQQ TRUST SERIES 1 8,150 $4M 3.73% - -
MSFT US MICROSOFT CORP 7,850 $3M 2.96% - -
DGRO US ISHARES CORE DIVIDEND GROWTH 53,558 $3M 2.93% - -
SMTH US ALPS SMTH COR BD PLUS ETF 106,830 $3M 2.43% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 6,002 $3M 2.42% - -
AMZN US AMAZON.COM INC 11,575 $3M 2.26% - -
GOOGL US ALPHABET INC-CL A 13,089 $2M 2.21% - -
RSP US INVESCO S&P 500 EQUAL WEIGHT 13,502 $2M 2.11% - -
NVDA US NVIDIA CORP 17,605 $2M 2.11% - -
AVGO US BROADCOM INC 10,089 $2M 2.09% - -
VYM US VANGUARD HIGH DVD YIELD ETF 17,815 $2M 2.03% - -
JEPI US JPMORGAN EQUITY PREMIUM INCO 33,332 $2M 1.71% - -
FBND US FIDELITY TOTAL BOND ETF 39,045 $2M 1.56% - -
FLQM US FRANKLIN U.S. MID CAP MULTIF 31,194 $2M 1.51% - -
JPM US JPMORGAN CHASE & CO 6,799 $2M 1.46% - -
META US META PLATFORMS INC-CLASS A 2,569 $2M 1.34% - -
VCIT US VANGUARD INT-TERM CORPORATE 18,453 $1M 1.32% - -
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