Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | DHR | DANAHER CORP DEL | Healthcare | 1,350.0 | $257K | 0.03% | -426.0 | -24.0% | $190.54 | +14.9% |
| 42 | HCA | HCA HEALTHCARE INC | Healthcare | 653.0 | $255K | 0.03% | -308.0 | -32.0% | $389.89 | +10.1% |
| 43 | STLD | STEEL DYNAMICS INC | Basic Materials | 1,093.0 | $251K | 0.03% | -34.0 | -3.0% | $229.46 | -0.3% |
| 44 | T | AT&T INC | Communication Services | 11,828.0 | $245K | 0.03% | -3K | -22.7% | $20.70 | +22.2% |
| 45 | NFLX | NETFLIX INC. | Communication Services | 3,359.0 | $240K | 0.03% | -2K | -38.5% | $71.40 | +11.5% |
| 46 | CEG | CONSTELLATION ENERGY CORP | Utilities | 855.0 | $212K | 0.03% | -16.0 | -1.8% | $248.24 | +9.9% |
| 47 | FOXA | FOX CORP | Communication Services | 3,982.0 | $208K | 0.03% | -581.0 | -12.7% | $52.16 | +31.4% |
| 48 | UI | UBIQUITI INC | Technology | 376.0 | $201K | 0.03% | -39.0 | -9.4% | $534.03 | +4.7% |
| 49 | VALE | VALE S A | Basic Materials | 12,800.0 | $193K | 0.03% | -697.0 | -5.2% | $15.04 | -3.0% |
| 50 | BBD | BANCO BRADESCO S A | Financial Services | 29,704.0 | $103K | 0.01% | -3K | -8.1% | $3.47 | -10.4% |
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%