Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 1,362.0 | $340K | 0.04% | NEW | — | $249.98 | -4.1% |
| 182 | MA | MASTERCARD INCORPORATED | Financial Services | 662.0 | $340K | 0.04% | +148.0 | +28.8% | $513.93 | +13.0% |
| 183 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 2,031.0 | $339K | 0.04% | +333.0 | +19.6% | $166.67 | +15.2% |
| 184 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,294.0 | $336K | 0.04% | -544.0 | -19.2% | $146.66 | -1.4% |
| 185 | EFA | ISHARES TR | — | 3,225.0 | $335K | 0.04% | — | — | $103.89 | +4.2% |
| 186 | ZM | ZOOM COMMUNICATIONS INC | Technology | 3,881.0 | $335K | 0.04% | +1K | +44.5% | $86.31 | +24.5% |
| 187 | RBRK | RUBRIK INC. | Technology | 4,159.0 | $334K | 0.04% | NEW | — | $80.28 | +24.7% |
| 188 | SPGI | S&P GLOBAL INC | Financial Services | 817.0 | $333K | 0.04% | NEW | — | $407.35 | +5.9% |
| 189 | IEMG | ISHARES INC | — | 4,013.0 | $332K | 0.04% | -829.0 | -17.1% | $82.84 | -1.5% |
| 190 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 427.0 | $326K | 0.04% | NEW | — | $190.79 | +0.6% |
| 191 | UBS | UBS GROUP AG | Financial Services | 6,531.0 | $324K | 0.04% | NEW | — | $49.56 | +7.5% |
| 192 | BCS | BARCLAYS PLC | Financial Services | 11,976.0 | $322K | 0.04% | NEW | — | $26.86 | -0.1% |
| 193 | NNN | NNN REIT INC | Real Estate | 6,911.0 | $322K | 0.04% | NEW | — | $46.53 | -1.5% |
| 194 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,431.0 | $321K | 0.04% | NEW | — | $223.98 | +25.4% |
| 195 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 7,496.0 | $320K | 0.04% | NEW | — | $42.68 | +18.0% |
| 196 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 3,892.0 | $320K | 0.04% | NEW | — | $82.20 | -3.1% |
| 197 | PLD | PROLOGIS INC. | Real Estate | 2,361.0 | $320K | 0.04% | +378.0 | +19.1% | $135.47 | +4.7% |
| 198 | DHI | D R HORTON INC | Consumer Cyclical | 1,951.0 | $318K | 0.04% | NEW | — | $162.88 | -8.9% |
| 199 | AYI | ACUITY INC | Industrials | 835.0 | $315K | 0.04% | NEW | — | $376.66 | -8.9% |
| 200 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 949.0 | $314K | 0.04% | NEW | — | $330.46 | -1.2% |
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%