Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MU | MICRON TECHNOLOGY INC | Technology | 2,303.0 | $778K | 0.13% | +28.0 | +1.2% | $337.84 | +122.4% |
| 22 | LLY | ELI LILLY & CO | Healthcare | 823.0 | $757K | 0.12% | +75.0 | +10.0% | $919.77 | +7.7% |
| 23 | ASML | ASML HLDG NV | Technology | 565.0 | $746K | 0.12% | +41.0 | +7.8% | $1320.83 | +14.1% |
| 24 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,290.0 | $712K | 0.12% | +129.0 | +6.0% | $310.76 | -11.1% |
| 25 | V | VISA INC | Financial Services | 2,178.0 | $658K | 0.11% | +486.0 | +28.7% | $302.22 | +7.7% |
| 26 | DVN | DEVON ENERGY CORP NEW | Energy | 11,972.0 | $602K | 0.10% | +286.0 | +2.5% | $50.32 | -3.7% |
| 27 | HSBC | HSBC HLDGS PLC | Financial Services | 7,226.0 | $596K | 0.10% | +154.0 | +2.2% | $82.49 | +9.1% |
| 28 | LRCX | LAM RESEARCH CORP | Technology | 2,752.0 | $588K | 0.10% | +268.0 | +10.8% | $213.66 | +36.2% |
| 29 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 2,481.0 | $573K | 0.09% | +54.0 | +2.2% | $230.89 | -7.3% |
| 30 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 4,374.0 | $549K | 0.09% | +165.0 | +3.9% | $125.46 | +6.5% |
| 31 | TJX | TJX COS INC NEW | Consumer Cyclical | 3,318.0 | $530K | 0.09% | +204.0 | +6.5% | $159.71 | -6.9% |
| 32 | NVS | NOVARTIS AG | Healthcare | 3,458.0 | $528K | 0.09% | +87.0 | +2.6% | $152.75 | -2.3% |
| 33 | NFLX | NETFLIX INC. | Communication Services | 5,461.0 | $525K | 0.09% | +1K | +22.6% | $96.15 | -9.1% |
| 34 | GE | GE AEROSPACE | Industrials | 1,841.0 | $522K | 0.09% | +124.0 | +7.2% | $283.79 | -0.1% |
| 35 | FDX | FEDEX CORP | Industrials | 1,456.0 | $519K | 0.08% | +39.0 | +2.8% | $356.25 | +3.5% |
| 36 | FIX | COMFORT SYS USA INC | Industrials | 370.0 | $510K | 0.08% | +2.0 | +0.5% | $1378.99 | +40.2% |
| 37 | EIX | EDISON INTL | Utilities | 6,788.0 | $497K | 0.08% | +233.0 | +3.5% | $73.18 | -5.0% |
| 38 | PCG | PG&E CORP | Utilities | 27,692.0 | $487K | 0.08% | +6K | +25.2% | $17.57 | -7.4% |
| 39 | LMT | LOCKHEED MARTIN CORP | Industrials | 780.0 | $471K | 0.08% | +8.0 | +1.0% | $604.21 | -14.8% |
| 40 | ABT | ABBOTT LABORATORIES | Healthcare | 4,453.0 | $457K | 0.07% | +737.0 | +19.8% | $102.66 | -17.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.4%
Financial Services
19.9%
Consumer Cyclical
8.7%
Healthcare
8.3%
Communication Services
8.0%
Industrials
5.3%
Energy
5.0%
Consumer Defensive
3.2%
Basic Materials
1.5%
Utilities
1.3%