Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | Technology | 590 | $255K | 0.04% | SOLD |
| 2 | CRM | SALESFORCE INC | Technology | 1,325 | $247K | 0.04% | SOLD |
| 3 | OMC | OMNICOM GROUP INC | Communication Services | 3,242 | $244K | 0.04% | SOLD |
| 4 | BP | BP PLC | Energy | 4,722 | $222K | 0.04% | SOLD |
| 5 | SHOP | SHOPIFY INC | Technology | 1,857 | $220K | 0.04% | SOLD |
| 6 | SLB | SLB LIMITED | Energy | 4,141 | $213K | 0.03% | SOLD |
| 7 | NOW | SERVICENOW INC | Technology | 1,982 | $207K | 0.03% | SOLD |
| 8 | HON | HONEYWELL INTL INC | Industrials | 914 | $207K | 0.03% | SOLD |
| 9 | UBER | UBER TECHNOLOGIES INC | Technology | 2,849 | $205K | 0.03% | SOLD |
| 10 | SAP | SAP SE | Technology | 1,190 | $204K | 0.03% | SOLD |
| 11 | GILD | GILEAD SCIENCES INC | Healthcare | 1,449 | $202K | 0.03% | SOLD |
| 12 | VO | VANGUARD INDEX FDS | — | 699 | $201K | 0.03% | SOLD |
| 13 | ADT | ADT INC DEL | Industrials | 14,159 | $93K | 0.01% | SOLD |
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%