Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | SCHE | SCHWAB STRATEGIC TR | — | 8,613.0 | $312K | 0.04% | — | — | $36.26 | +2.0% |
| 202 | OXY | OCCIDENTAL PETE CORP | Energy | 6,332.0 | $308K | 0.04% | NEW | — | $48.57 | +26.2% |
| 203 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 2,319.0 | $307K | 0.04% | -334.0 | -12.6% | $132.52 | +2.7% |
| 204 | EME | EMCOR GROUP INC | Industrials | 368.0 | $306K | 0.04% | +22.0 | +6.4% | $830.37 | -6.5% |
| 205 | MRVL | MARVELL TECHNOLOGY INC | Technology | 1,004.0 | $299K | 0.04% | NEW | — | $297.89 | -20.4% |
| 206 | SNPS | SYNOPSYS INC | Technology | 667.0 | $298K | 0.04% | NEW | — | $446.07 | -10.8% |
| 207 | SONY | SONY GROUP CORP | Technology | 14,759.0 | $296K | 0.04% | +4K | +42.9% | $20.06 | +19.2% |
| 208 | RIO | RIO TINTO PLC | Basic Materials | 3,116.0 | $296K | 0.04% | +747.0 | +31.5% | $94.93 | +10.9% |
| 209 | — | COOPER COS INC | — | 4,124.0 | $296K | 0.04% | NEW | — | $71.71 | — |
| 210 | BWA | BORGWARNER INC | Consumer Cyclical | 4,443.0 | $295K | 0.04% | — | — | $66.40 | +2.1% |
| 211 | ANET | ARISTA NETWORKS INC | Technology | 1,736.0 | $295K | 0.04% | -178.0 | -9.3% | $169.88 | +11.0% |
| 212 | STT | STATE STR CORP | Financial Services | 1,719.0 | $292K | 0.04% | +101.0 | +6.2% | $169.60 | +10.3% |
| 213 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 1,726.0 | $291K | 0.04% | +175.0 | +11.3% | $168.53 | -9.5% |
| 214 | — | PINNACLE FINL PARTNERS INC | — | 2,828.0 | $285K | 0.04% | +148.0 | +5.5% | $100.88 | — |
| 215 | PAYX | PAYCHEX INC | Industrials | 2,895.0 | $285K | 0.04% | NEW | — | $98.32 | +26.6% |
| 216 | VRT | VERTIV HOLDINGS CO | Industrials | 849.0 | $284K | 0.04% | NEW | — | $334.84 | -21.8% |
| 217 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 1,683.0 | $283K | 0.04% | +139.0 | +9.0% | $168.42 | +17.2% |
| 218 | PH | PARKER-HANNIFIN CORP | Industrials | 289.0 | $283K | 0.04% | NEW | — | $978.12 | +2.4% |
| 219 | MDT | MEDTRONIC PLC | Healthcare | 3,605.0 | $282K | 0.04% | NEW | — | $78.23 | +19.3% |
| 220 | QCOM | QUALCOMM INC | Technology | 1,524.0 | $282K | 0.04% | NEW | — | $184.81 | -13.0% |
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%