Riverbend Wealth Management, LLC Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$111.8M

Holdings

119

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (119 positions)

#	Stock	Shares	Value	% Portfolio	Type
101	MCDMCDONALDS CORP	843	$263K	0.24%
102	COSTCOSTCO WHSL CORP NEW	278	$262K	0.23%
103	VEUVANGUARD INTL EQUITY INDEX F	4,319	$262K	0.23%
104	HIGHARTFORD INSURANCE GROUP INC	2,071	$256K	0.23%
105	IUSBISHARES TR	5,473	$252K	0.23%
106	IJRISHARES TR	2,392	$250K	0.22%
107	EQTEQT CORP	4,673	$250K	0.22%
108	CATCATERPILLAR INC	748	$247K	0.22%
109	IXUSISHARES TR	3,527	$246K	0.22%
110	IWFISHARES TR	646	$233K	0.21%
111	TROWPRICE T ROWE GROUP INC	2,488	$229K	0.20%
112	HONHONEYWELL INTL INC	1,061	$225K	0.20%
113	FICOFAIR ISAAC CORP	113	$208K	0.19%
114	MFDXPIMCO EQUITY SER	6,449	$206K	0.18%
115	LHXL3HARRIS TECHNOLOGIES INC	985	$206K	0.18%
116	SOXXISHARES TR	1,084	$204K	0.18%
117	ELVELEVANCE HEALTH INC	462	$201K	0.18%
118	HOUSANYWHERE REAL ESTATE INC	59,952	$200K	0.18%
119	CVGICOMMERCIAL VEH GROUP INC	10,661	$12K	0.01%

PreviousPage 2 of 2