Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | WFC | WELLS FARGO CO NEW | Financial Services | 2,685 | $250K | 0.04% | SOLD |
| 22 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,436 | $243K | 0.04% | SOLD |
| 23 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 4,860 | $231K | 0.04% | SOLD |
| 24 | UBS | UBS GROUP AG | Financial Services | 4,955 | $229K | 0.04% | SOLD |
| 25 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 2,364 | $226K | 0.04% | SOLD |
| 26 | IT | GARTNER INC | Technology | 883 | $223K | 0.04% | SOLD |
| 27 | AXP | AMERICAN EXPRESS CO | Financial Services | 596 | $220K | 0.04% | SOLD |
| 28 | BBY | BEST BUY INC | Consumer Cyclical | 3,273 | $219K | 0.04% | SOLD |
| 29 | ROP | ROPER TECHNOLOGIES INC | Industrials | 492 | $219K | 0.04% | SOLD |
| 30 | HUBS | HUBSPOT INC | Technology | 532 | $213K | 0.04% | SOLD |
| 31 | ITOT | ISHARES TR | — | 1,431 | $213K | 0.04% | SOLD |
| 32 | — | LEIDOS HOLDINGS INC | — | 1,174 | $212K | 0.03% | SOLD |
| 33 | — | ICICI BANK LIMITED | — | 6,993 | $208K | 0.03% | SOLD |
| 34 | GPC | GENUINE PARTS CO | Consumer Cyclical | 1,688 | $208K | 0.03% | SOLD |
| 35 | ILMN | ILLUMINA INC | Healthcare | 1,562 | $205K | 0.03% | SOLD |
| 36 | SCHG | SCHWAB STRATEGIC TR | — | 6,236 | $203K | 0.03% | SOLD |
| 37 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 414 | $202K | 0.03% | SOLD |
Sector Allocation
Technology
38.4%
Financial Services
19.9%
Consumer Cyclical
8.7%
Healthcare
8.3%
Communication Services
8.0%
Industrials
5.3%
Energy
5.0%
Consumer Defensive
3.2%
Basic Materials
1.5%
Utilities
1.3%