Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | XOM | EXXON MOBIL CORP | Energy | 6,833.0 | $934K | 0.12% | +414.0 | +6.5% | $136.72 | +20.8% |
| 42 | VOO | VANGUARD INDEX FDS | — | 1,358.0 | $933K | 0.12% | +70.0 | +5.4% | $687.03 | +2.4% |
| 43 | FIX | COMFORT SYS USA INC | Industrials | 463.0 | $918K | 0.12% | +93.0 | +25.1% | $1981.95 | -16.5% |
| 44 | C | CITIGROUP INC | Financial Services | 6,332.0 | $886K | 0.12% | +551.0 | +9.5% | $139.97 | -5.9% |
| 45 | MRK | MERCK & CO INC | Healthcare | 6,880.0 | $884K | 0.12% | +355.0 | +5.4% | $128.50 | +18.7% |
| 46 | GE | GE AEROSPACE | Industrials | 2,357.0 | $881K | 0.12% | +516.0 | +28.0% | $373.75 | -6.8% |
| 47 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,444.0 | $839K | 0.11% | +409.0 | +39.5% | $580.91 | -18.5% |
| 48 | CB | CHUBB LIMITED | Financial Services | 2,360.0 | $804K | 0.11% | +690.0 | +41.3% | $340.74 | +0.1% |
| 49 | PCG | PG&E CORP | Utilities | 44,769.0 | $753K | 0.10% | +17K | +61.7% | $16.82 | +4.6% |
| 50 | CNC | CENTENE CORP DEL | Healthcare | 11,696.0 | $751K | 0.10% | +3K | +40.7% | $64.19 | +1.3% |
| 51 | HSBC | HSBC HLDGS PLC | Financial Services | 7,868.0 | $748K | 0.10% | +642.0 | +8.9% | $95.09 | +9.5% |
| 52 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,746.0 | $726K | 0.10% | +535.0 | +44.2% | $415.53 | -6.1% |
| 53 | COF | CAPITAL ONE FINL CORP | Financial Services | 3,561.0 | $714K | 0.09% | +2K | +106.0% | $200.62 | +8.6% |
| 54 | BAC | BANK OF AMER CORP | Financial Services | 12,527.0 | $714K | 0.09% | +2K | +22.5% | $56.98 | +8.3% |
| 55 | GEV | GE VERNOVA INC | Utilities | 592.0 | $696K | 0.09% | +82.0 | +16.1% | $1174.86 | -18.6% |
| 56 | TJX | TJX COS INC NEW | Consumer Cyclical | 4,502.0 | $682K | 0.09% | +1K | +35.7% | $151.51 | -7.2% |
| 57 | ABNB | AIRBNB INC | Consumer Cyclical | 4,716.0 | $675K | 0.09% | +2K | +54.7% | $143.10 | +30.9% |
| 58 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,974.0 | $652K | 0.09% | +429.0 | +27.8% | $330.08 | +10.1% |
| 59 | UAL | UNITED AIRLS HLDGS INC | Industrials | 4,758.0 | $647K | 0.09% | +1K | +38.7% | $135.99 | -16.8% |
| 60 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,328.0 | $629K | 0.08% | +38.0 | +1.7% | $270.30 | +0.2% |
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%