Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | UMC | UNITED MICROELECTRONICS CORP | Technology | 7,861.0 | $214K | 0.03% | NEW | — | $27.21 | -32.6% |
| 102 | CR | CRANE COMPANY | Industrials | 958.0 | $214K | 0.03% | NEW | — | $223.07 | -6.6% |
| 103 | PB | PROSPERITY BANCSHARES INC | Financial Services | 2,916.0 | $213K | 0.03% | NEW | — | $73.03 | -0.4% |
| 104 | CM | CANADIAN IMPERIAL BANK OF CO | Financial Services | 1,847.0 | $212K | 0.03% | NEW | — | $115.00 | +1.3% |
| 105 | A | AGILENT TECHNOLOGIES INC | Healthcare | 1,589.0 | $211K | 0.03% | NEW | — | $132.83 | +19.6% |
| 106 | CHE | CHEMED CORP NEW | Healthcare | 447.0 | $208K | 0.03% | NEW | — | $465.74 | +16.1% |
| 107 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 2,707.0 | $207K | 0.03% | NEW | — | $76.40 | +5.1% |
| 108 | ING | ING GROEP N.V. | Financial Services | 6,554.0 | $206K | 0.03% | NEW | — | $31.38 | +11.0% |
| 109 | MDB | MONGODB INC | Technology | 610.0 | $205K | 0.03% | NEW | — | $335.90 | +28.3% |
| 110 | EXEL | EXELIXIS INC | Healthcare | 3,759.0 | $205K | 0.03% | NEW | — | $54.41 | -0.6% |
| 111 | VRSN | VERISIGN INC | Technology | 796.0 | $200K | 0.03% | NEW | — | $251.56 | +12.0% |
| 112 | GPC | GENUINE PARTS CO | Consumer Cyclical | 1,697.0 | $200K | 0.03% | NEW | — | $117.98 | +13.5% |
| 113 | MPT | MEDICAL PROPERTIES TRUST INC | Financial Services | 11,445.0 | $53K | 0.01% | NEW | — | $4.62 | -10.8% |
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%