Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VLO | VALERO ENERGY CORP | Energy | 1,896.0 | $494K | 0.07% | +492.0 | +35.0% | $260.46 | +33.9% |
| 82 | TD | TORONTO DOMINION BK ONT | Financial Services | 4,066.0 | $494K | 0.07% | +465.0 | +12.9% | $121.43 | -3.5% |
| 83 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,716.0 | $491K | 0.07% | +467.0 | +20.8% | $180.90 | +4.1% |
| 84 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 1,111.0 | $486K | 0.06% | +44.0 | +4.1% | $437.53 | -12.3% |
| 85 | NTRS | NORTHERN TR CORP | Financial Services | 2,753.0 | $479K | 0.06% | +269.0 | +10.8% | $173.84 | +5.8% |
| 86 | TER | TERADYNE INC | Technology | 982.0 | $475K | 0.06% | +286.0 | +41.1% | $483.84 | -22.3% |
| 87 | SHEL | SHELL PLC | Energy | 6,083.0 | $472K | 0.06% | +1K | +24.6% | $77.54 | +20.4% |
| 88 | KO | COCA COLA CO | Consumer Defensive | 5,728.0 | $465K | 0.06% | +1K | +22.2% | $81.26 | +12.1% |
| 89 | CMI | CUMMINS INC | Industrials | 652.0 | $465K | 0.06% | +196.0 | +43.0% | $713.21 | -17.6% |
| 90 | FCX | FREEPORT MCMORAN INC | Basic Materials | 7,264.0 | $457K | 0.06% | +3K | +84.0% | $62.89 | +21.9% |
| 91 | — | TECHNIPFMC PLC | — | 6,865.0 | $455K | 0.06% | +67.0 | +1.0% | $66.30 | — |
| 92 | ORCL | ORACLE CORP | Technology | 3,046.0 | $446K | 0.06% | +683.0 | +28.9% | $146.56 | -0.1% |
| 93 | BHP | BHP BILLITON LIMITED | Basic Materials | 5,342.0 | $445K | 0.06% | +995.0 | +22.9% | $83.31 | +16.5% |
| 94 | CIEN | CIENA CORP | Technology | 882.0 | $433K | 0.06% | +58.0 | +7.0% | $490.56 | -19.3% |
| 95 | BK | BANK OF NY MELLON CORP | Financial Services | 2,943.0 | $426K | 0.06% | +297.0 | +11.2% | $144.61 | -0.6% |
| 96 | NTRA | NATERA INC | Healthcare | 1,542.0 | $419K | 0.06% | +292.0 | +23.4% | $271.45 | +22.3% |
| 97 | CAT | CATERPILLAR INC | Industrials | 390.0 | $415K | 0.06% | +10.0 | +2.6% | $1064.90 | -22.3% |
| 98 | ROST | ROSS STORES INC | Consumer Cyclical | 1,903.0 | $405K | 0.05% | +950.0 | +99.7% | $212.85 | +12.3% |
| 99 | USB | US BANCORP | Financial Services | 6,640.0 | $401K | 0.05% | +217.0 | +3.4% | $60.40 | +2.7% |
| 100 | HAL | HALLIBURTON CO | Energy | 11,528.0 | $391K | 0.05% | +3K | +30.9% | $33.95 | +4.1% |
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%