Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Riverbend Wealth Management, Llc > Profile

Instuitional Investor - Riverbend Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Riverbend Wealth Management, Llc
Portfolio Value $111,771,437
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 12,449 $6,994,869 6.26%
2.
Wisdomtree Tr
 74,995 $5,989,065 5.36%
3.
Apple Inc.
 AAPL 21,732 $4,827,354 4.32%
4.
Invesco Qqq Tr
 8,172 $3,832,014 3.43%
5.
Berkshire Hathaway Inc
 BRK.A 6,001 $3,196,236 2.86%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)