Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SNDK | SANDISK CORP | Technology | 341.0 | $775K | 0.10% | -202.0 | -37.2% | $2273.73 | -29.6% |
| 22 | WMT | WALMART INC | Consumer Defensive | 6,455.0 | $731K | 0.10% | -444.0 | -6.4% | $113.27 | -8.3% |
| 23 | LGLV | SPDR SERIES TRUST | — | 3,749.0 | $680K | 0.09% | -138.0 | -3.5% | $181.46 | +3.7% |
| 24 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 2,334.0 | $597K | 0.08% | -147.0 | -5.9% | $255.88 | +26.7% |
| 25 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 2,122.0 | $563K | 0.07% | -22.0 | -1.0% | $265.51 | +4.3% |
| 26 | SHM | SPDR SERIES TRUST | — | 9,185.0 | $441K | 0.06% | -522.0 | -5.4% | $47.96 | -0.5% |
| 27 | AZN | ASTRAZENECA PLC | Healthcare | 2,280.0 | $432K | 0.06% | -483.0 | -17.5% | $189.62 | -13.3% |
| 28 | ETN | EATON CORP PLC | Industrials | 974.0 | $415K | 0.06% | -16.0 | -1.6% | $426.12 | -2.5% |
| 29 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 948.0 | $377K | 0.05% | -37.0 | -3.8% | $397.68 | -5.8% |
| 30 | PHM | PULTE GROUP INC | Consumer Cyclical | 2,658.0 | $365K | 0.05% | -321.0 | -10.8% | $137.21 | -7.0% |
| 31 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3,773.0 | $362K | 0.05% | -601.0 | -13.7% | $95.98 | +36.0% |
| 32 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 8,431.0 | $357K | 0.05% | -65.0 | -0.8% | $42.34 | +16.2% |
| 33 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 465.0 | $347K | 0.05% | -41.0 | -8.1% | $746.84 | +2.1% |
| 34 | GD | GENERAL DYNAMICS CORP | Industrials | 979.0 | $347K | 0.05% | -148.0 | -13.1% | $354.20 | +9.0% |
| 35 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,294.0 | $336K | 0.04% | -544.0 | -19.2% | $146.66 | -2.5% |
| 36 | IEMG | ISHARES INC | — | 4,013.0 | $332K | 0.04% | -829.0 | -17.1% | $82.84 | -2.2% |
| 37 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 2,319.0 | $307K | 0.04% | -334.0 | -12.6% | $132.52 | +3.5% |
| 38 | ANET | ARISTA NETWORKS INC | Technology | 1,736.0 | $295K | 0.04% | -178.0 | -9.3% | $169.88 | +8.2% |
| 39 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,978.0 | $274K | 0.04% | -69.0 | -2.3% | $92.09 | -3.3% |
| 40 | CI | THE CIGNA GROUP | Healthcare | 957.0 | $264K | 0.04% | -30.0 | -3.0% | $275.68 | -0.5% |
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
43.4%
Financial Services
16.9%
Healthcare
7.8%
Consumer Cyclical
7.8%
Industrials
7.4%
Communication Services
6.2%
Energy
3.6%
Consumer Defensive
3.1%
Utilities
1.4%
Basic Materials
1.3%