Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ASX | ASE TECHNOLOGY HLDG CO LTD | Technology | 5,734.0 | $259K | 0.03% | NEW | — | $45.12 | -19.1% |
| 62 | JEF | JEFFERIES FINANCIAL GROUP IN | Financial Services | 5,141.0 | $257K | 0.03% | NEW | — | $49.98 | +4.7% |
| 63 | ITW | ILLINOIS TOOL WKS INC | Industrials | 949.0 | $257K | 0.03% | NEW | — | $270.47 | +4.4% |
| 64 | RBLX | ROBLOX CORP | Technology | 4,717.0 | $257K | 0.03% | NEW | — | $54.38 | -29.4% |
| 65 | AMT | AMERICAN TOWER CORP | Real Estate | 1,567.0 | $256K | 0.03% | NEW | — | $163.60 | +7.5% |
| 66 | CSCO | CISCO SYS INC | Technology | 2,177.0 | $256K | 0.03% | NEW | — | $117.48 | -5.5% |
| 67 | SYY | SYSCO CORP | Consumer Defensive | 3,038.0 | $254K | 0.03% | NEW | — | $83.58 | +0.6% |
| 68 | TEAM | ATLASSIAN CORPORATION | Technology | 3,235.0 | $252K | 0.03% | NEW | — | $77.79 | +120.9% |
| 69 | OC | OWENS CORNING NEW | Industrials | 1,578.0 | $251K | 0.03% | NEW | — | $158.96 | -6.9% |
| 70 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,709.0 | $250K | 0.03% | NEW | — | $92.27 | +21.7% |
| 71 | — | UNILEVER PLC | — | 4,136.0 | $249K | 0.03% | NEW | — | $60.13 | — |
| 72 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 6,381.0 | $249K | 0.03% | NEW | — | $38.96 | +10.2% |
| 73 | LITE | LUMENTUM HLDGS INC | Technology | 285.0 | $245K | 0.03% | NEW | — | $858.06 | +1.0% |
| 74 | FLEX | FLEX LTD | Technology | 1,496.0 | $242K | 0.03% | NEW | — | $162.07 | -31.9% |
| 75 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 2,634.0 | $241K | 0.03% | NEW | — | $91.68 | -0.7% |
| 76 | BMO | BANK MONTREAL MEDIUM | Financial Services | 1,361.0 | $240K | 0.03% | NEW | — | $176.70 | -1.3% |
| 77 | TGT | TARGET CORP | Consumer Defensive | 1,836.0 | $240K | 0.03% | NEW | — | $130.59 | +26.7% |
| 78 | OMF | ONEMAIN HLDGS INC | Financial Services | 3,870.0 | $236K | 0.03% | NEW | — | $60.97 | +3.6% |
| 79 | AR | ANTERO RESOURCES CORP | Energy | 6,710.0 | $236K | 0.03% | NEW | — | $35.14 | +8.0% |
| 80 | MKC | MCCORMICK & CO INC | Consumer Defensive | 4,654.0 | $235K | 0.03% | NEW | — | $50.42 | +9.9% |
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%