Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | COOPER COS INC | — | 4,124.0 | $296K | 0.04% | NEW | — | $71.71 | — |
| 42 | PAYX | PAYCHEX INC | Industrials | 2,895.0 | $285K | 0.04% | NEW | — | $98.32 | +26.6% |
| 43 | VRT | VERTIV HOLDINGS CO | Industrials | 849.0 | $284K | 0.04% | NEW | — | $334.84 | -21.8% |
| 44 | PH | PARKER-HANNIFIN CORP | Industrials | 289.0 | $283K | 0.04% | NEW | — | $978.12 | +2.4% |
| 45 | MDT | MEDTRONIC PLC | Healthcare | 3,605.0 | $282K | 0.04% | NEW | — | $78.23 | +19.3% |
| 46 | QCOM | QUALCOMM INC | Technology | 1,524.0 | $282K | 0.04% | NEW | — | $184.81 | -13.0% |
| 47 | DELL | DELL TECHNOLOGIES INC | Technology | 653.0 | $282K | 0.04% | NEW | — | $431.18 | +2.5% |
| 48 | AIT | APPLIED INDL TECHNOLOGIES IN | Industrials | 831.0 | $281K | 0.04% | NEW | — | $338.15 | +1.0% |
| 49 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 5,298.0 | $279K | 0.04% | NEW | — | $52.65 | +28.3% |
| 50 | UPS | UNITED PARCEL SVCS INC | Industrials | 2,590.0 | $278K | 0.04% | NEW | — | $107.50 | -5.1% |
| 51 | JBL | JABIL INC | Technology | 707.0 | $273K | 0.04% | NEW | — | $385.48 | -18.7% |
| 52 | OTIS | OTIS WORLDWIDE CORP | Industrials | 3,801.0 | $272K | 0.04% | NEW | — | $71.61 | -0.2% |
| 53 | FDS | FACTSET RESH SYS INC | Financial Services | 1,180.0 | $271K | 0.04% | NEW | — | $230.03 | +30.4% |
| 54 | PFE | PFIZER INC | Healthcare | 11,220.0 | $270K | 0.04% | NEW | — | $24.08 | +16.6% |
| 55 | — | CARNIVAL CORP LTD | — | 9,440.0 | $270K | 0.04% | NEW | — | $28.57 | — |
| 56 | VEEV | VEEVA SYS INC | Healthcare | 1,499.0 | $266K | 0.04% | NEW | — | $177.47 | +39.7% |
| 57 | RBC | RBC BEARINGS INC | Industrials | 409.0 | $263K | 0.04% | NEW | — | $644.06 | -21.5% |
| 58 | NET | CLOUDFLARE INC | Technology | 1,069.0 | $262K | 0.04% | NEW | — | $245.28 | +19.5% |
| 59 | ADI | ANALOG DEVICES INC | Technology | 660.0 | $262K | 0.04% | NEW | — | $397.00 | -6.0% |
| 60 | NTNX | NUTANIX INC | Technology | 5,114.0 | $261K | 0.03% | NEW | — | $50.96 | +32.7% |
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%