Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | — | PINNACLE FINL PARTNERS INC | — | 2,828.0 | $285K | 0.04% | +148.0 | +5.5% | $100.88 | — |
| 122 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 1,683.0 | $283K | 0.04% | +139.0 | +9.0% | $168.42 | +17.2% |
| 123 | ADBE | ADOBE INC | Technology | 1,369.0 | $281K | 0.04% | +280.0 | +25.7% | $205.02 | +34.3% |
| 124 | MEDP | MEDPACE HLDGS INC | Healthcare | 520.0 | $275K | 0.04% | +93.0 | +21.8% | $529.59 | +17.2% |
| 125 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 1,510.0 | $269K | 0.04% | +1K | +1577.8% | $178.24 | +17.6% |
| 126 | BX | BLACKSTONE INC | Financial Services | 2,240.0 | $264K | 0.04% | +337.0 | +17.7% | $117.66 | +21.9% |
| 127 | COP | CONOCOPHILLIPS | Energy | 2,494.0 | $259K | 0.03% | +60.0 | +2.5% | $103.95 | +29.7% |
| 128 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 4,182.0 | $258K | 0.03% | +33.0 | +0.8% | $61.76 | -9.0% |
| 129 | PEP | PEPSICO INC | Consumer Defensive | 1,905.0 | $258K | 0.03% | +178.0 | +10.3% | $135.37 | +6.0% |
| 130 | ENB | ENBRIDGE INC | Energy | 4,632.0 | $251K | 0.03% | +430.0 | +10.2% | $54.21 | -6.9% |
| 131 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 26,146.0 | $250K | 0.03% | +5K | +22.8% | $9.58 | +7.3% |
| 132 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 390.0 | $243K | 0.03% | +31.0 | +8.6% | $623.54 | +33.8% |
| 133 | MPC | MARATHON PETE CORP | Energy | 942.0 | $241K | 0.03% | +29.0 | +3.2% | $255.67 | +41.1% |
| 134 | GSK | GSK PLC | Healthcare | 4,465.0 | $234K | 0.03% | +796.0 | +21.7% | $52.42 | -0.0% |
| 135 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 39,409.0 | $230K | 0.03% | +10K | +33.8% | $5.83 | +3.3% |
| 136 | ABEV | AMBEV SA | Consumer Defensive | 22,183.0 | $70K | 0.01% | +246.0 | +1.1% | $3.14 | -8.3% |
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
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%