Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | PINNACLE FINL PARTNERS INC | — | 2,680.0 | $231K | 0.04% | NEW | — | $86.14 | — |
| 22 | ENB | ENBRIDGE INC | Energy | 4,202.0 | $227K | 0.04% | NEW | — | $54.14 | +3.8% |
| 23 | EQIX | EQUINIX INC | Real Estate | 230.0 | $225K | 0.04% | NEW | — | $980.24 | +10.1% |
| 24 | MPC | MARATHON PETE CORP | Energy | 913.0 | $223K | 0.04% | NEW | — | $244.18 | +1.9% |
| 25 | BP | BP PLC | Energy | 4,722.0 | $222K | 0.04% | NEW | — | $47.00 | -5.6% |
| 26 | RIO | RIO TINTO PLC | Basic Materials | 2,369.0 | $221K | 0.04% | NEW | — | $93.29 | +17.5% |
| 27 | SLB | SLB LIMITED | Energy | 4,141.0 | $213K | 0.03% | NEW | — | $51.39 | +8.5% |
| 28 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,035.0 | $211K | 0.03% | NEW | — | $203.43 | +108.5% |
| 29 | KMI | KINDER MORGAN INC DEL | Energy | 6,239.0 | $209K | 0.03% | NEW | — | $33.53 | -0.4% |
| 30 | RTX | RTX CORPORATION | Industrials | 1,082.0 | $209K | 0.03% | NEW | — | $192.83 | -8.9% |
| 31 | HON | HONEYWELL INTL INC | Industrials | 914.0 | $207K | 0.03% | NEW | — | $226.13 | -3.7% |
| 32 | ROST | ROSS STORES INC | Consumer Cyclical | 953.0 | $206K | 0.03% | NEW | — | $216.63 | -1.6% |
| 33 | TER | TERADYNE INC | Technology | 696.0 | $206K | 0.03% | NEW | — | $296.46 | +20.3% |
| 34 | UBER | UBER TECHNOLOGIES INC | Technology | 2,849.0 | $205K | 0.03% | NEW | — | $71.93 | +3.8% |
| 35 | STT | STATE STR CORP | Financial Services | 1,618.0 | $205K | 0.03% | NEW | — | $126.56 | +21.5% |
| 36 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 1,551.0 | $204K | 0.03% | NEW | — | $131.74 | +20.7% |
| 37 | STLD | STEEL DYNAMICS INC | Basic Materials | 1,127.0 | $203K | 0.03% | NEW | — | $180.00 | +30.4% |
| 38 | GSK | GSK PLC | Healthcare | 3,669.0 | $202K | 0.03% | NEW | — | $55.19 | -7.7% |
| 39 | GILD | GILEAD SCIENCES INC | Healthcare | 1,449.0 | $202K | 0.03% | NEW | — | $139.32 | -5.2% |
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
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%