Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | RTX | RTX CORPORATION | Industrials | 2,015.0 | $382K | 0.05% | +933.0 | +86.2% | $189.71 | +10.6% |
| 102 | NEM | NEWMONT CORP | Basic Materials | 4,074.0 | $381K | 0.05% | +135.0 | +3.4% | $93.40 | +40.9% |
| 103 | KMI | KINDER MORGAN INC DEL | Energy | 11,891.0 | $380K | 0.05% | +6K | +90.6% | $31.97 | -3.1% |
| 104 | BIIB | BIOGEN INC | Healthcare | 1,746.0 | $377K | 0.05% | +217.0 | +14.2% | $216.06 | +0.3% |
| 105 | LIN | LINDE PLC | Basic Materials | 725.0 | $376K | 0.05% | +147.0 | +25.4% | $518.94 | -6.0% |
| 106 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 14,984.0 | $375K | 0.05% | +4K | +30.6% | $25.06 | +15.9% |
| 107 | SYF | SYNCHRONY FINANCIAL | Financial Services | 4,838.0 | $368K | 0.05% | +48.0 | +1.0% | $76.05 | +4.5% |
| 108 | GM | GENERAL MTRS CO | Consumer Cyclical | 4,688.0 | $361K | 0.05% | +1K | +41.6% | $77.08 | +14.1% |
| 109 | EQIX | EQUINIX INC | Real Estate | 345.0 | $360K | 0.05% | +115.0 | +50.0% | $1042.39 | +2.2% |
| 110 | SMFG | SUMITOMO MITSUI FIN GRP INC | Financial Services | 14,936.0 | $352K | 0.05% | +4K | +42.4% | $23.58 | +6.2% |
| 111 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 926.0 | $343K | 0.04% | +7.0 | +0.8% | $370.67 | -3.9% |
| 112 | MA | MASTERCARD INCORPORATED | Financial Services | 662.0 | $340K | 0.04% | +148.0 | +28.8% | $513.93 | +13.0% |
| 113 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 2,031.0 | $339K | 0.04% | +333.0 | +19.6% | $166.67 | +15.2% |
| 114 | ZM | ZOOM COMMUNICATIONS INC | Technology | 3,881.0 | $335K | 0.04% | +1K | +44.5% | $86.31 | +24.5% |
| 115 | PLD | PROLOGIS INC. | Real Estate | 2,361.0 | $320K | 0.04% | +378.0 | +19.1% | $135.47 | +4.7% |
| 116 | EME | EMCOR GROUP INC | Industrials | 368.0 | $306K | 0.04% | +22.0 | +6.4% | $830.37 | -6.5% |
| 117 | SONY | SONY GROUP CORP | Technology | 14,759.0 | $296K | 0.04% | +4K | +42.9% | $20.06 | +19.2% |
| 118 | RIO | RIO TINTO PLC | Basic Materials | 3,116.0 | $296K | 0.04% | +747.0 | +31.5% | $94.93 | +10.9% |
| 119 | STT | STATE STR CORP | Financial Services | 1,719.0 | $292K | 0.04% | +101.0 | +6.2% | $169.60 | +10.3% |
| 120 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 1,726.0 | $291K | 0.04% | +175.0 | +11.3% | $168.53 | -9.5% |
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%