Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AVGO | BROADCOM INC | Technology | 6,847.0 | $2.6M | 0.34% | +581.0 | +9.3% | $377.76 | -2.5% |
| 22 | TSLA | TESLA INC | Consumer Cyclical | 5,336.0 | $2.2M | 0.30% | +476.0 | +9.8% | $420.60 | -13.7% |
| 23 | VGT | VANGUARD WORLD FD | — | 16,003.0 | $1.9M | 0.25% | +14K | +699.8% | $119.52 | -0.9% |
| 24 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,469.0 | $1.7M | 0.23% | +707.0 | +25.6% | $500.39 | — |
| 25 | JPM | JPMORGAN CHASE & CO | Financial Services | 4,921.0 | $1.6M | 0.21% | +2K | +47.5% | $327.32 | +7.4% |
| 26 | META | META PLATFORMS INC | Communication Services | 2,838.0 | $1.6M | 0.21% | +507.0 | +21.8% | $563.29 | -2.4% |
| 27 | JNJ | JOHNSON & JOHNSON | Healthcare | 6,231.0 | $1.6M | 0.21% | +225.0 | +3.8% | $253.95 | +6.4% |
| 28 | LLY | ELI LILLY & CO | Healthcare | 1,159.0 | $1.4M | 0.18% | +336.0 | +40.8% | $1199.43 | +4.7% |
| 29 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 1,474.0 | $1.4M | 0.18% | +116.0 | +8.5% | $935.36 | +1.3% |
| 30 | LRCX | LAM RESEARCH CORP | Technology | 3,071.0 | $1.3M | 0.17% | +319.0 | +11.6% | $433.33 | -27.5% |
| 31 | ASML | ASML HLDG NV | Technology | 651.0 | $1.3M | 0.17% | +86.0 | +15.2% | $1989.44 | -11.3% |
| 32 | MCO | MOODYS CORP | Financial Services | 2,760.0 | $1.3M | 0.17% | +393.0 | +16.6% | $452.92 | +11.1% |
| 33 | CVX | CHEVRON CORPORATION | Energy | 7,445.0 | $1.2M | 0.16% | +2K | +39.5% | $165.75 | +23.8% |
| 34 | VIOG | VANGUARD ADMIRAL FDS INC | — | 7,958.0 | $1.2M | 0.16% | +155.0 | +2.0% | $153.42 | -2.5% |
| 35 | ABBV | ABBVIE INC | Healthcare | 4,666.0 | $1.2M | 0.15% | +65.0 | +1.4% | $251.62 | +5.3% |
| 36 | WDC | WESTERN DIGITAL CORP | Technology | 1,807.0 | $1.2M | 0.15% | +573.0 | +46.4% | $638.72 | -28.1% |
| 37 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 19,575.0 | $1.1M | 0.15% | +3K | +15.2% | $57.62 | +16.3% |
| 38 | FLHY | FRANKLIN TEMPLETON ETF TR | — | 46,150.0 | $1.1M | 0.15% | +2K | +4.1% | $24.29 | -0.5% |
| 39 | HD | HOME DEPOT INC | Consumer Cyclical | 2,815.0 | $993K | 0.13% | +2K | +122.9% | $352.68 | -4.8% |
| 40 | V | VISA INC | Financial Services | 2,872.0 | $985K | 0.13% | +694.0 | +31.9% | $343.09 | +8.1% |
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
44.2%
Financial Services
17.3%
Healthcare
8.0%
Consumer Cyclical
7.9%
Industrials
7.5%
Communication Services
4.3%
Energy
3.7%
Consumer Defensive
3.2%
Basic Materials
1.4%
Utilities
1.4%