Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | DELL | DELL TECHNOLOGIES INC | Technology | 653.0 | $282K | 0.04% | NEW | — | $431.18 | +2.5% |
| 222 | AIT | APPLIED INDL TECHNOLOGIES IN | Industrials | 831.0 | $281K | 0.04% | NEW | — | $338.15 | +1.0% |
| 223 | ADBE | ADOBE INC | Technology | 1,369.0 | $281K | 0.04% | +280.0 | +25.7% | $205.02 | +34.3% |
| 224 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 5,298.0 | $279K | 0.04% | NEW | — | $52.65 | +28.3% |
| 225 | UPS | UNITED PARCEL SVCS INC | Industrials | 2,590.0 | $278K | 0.04% | NEW | — | $107.50 | -5.1% |
| 226 | MEDP | MEDPACE HLDGS INC | Healthcare | 520.0 | $275K | 0.04% | +93.0 | +21.8% | $529.59 | +17.2% |
| 227 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,978.0 | $274K | 0.04% | -69.0 | -2.3% | $92.09 | -3.2% |
| 228 | JBL | JABIL INC | Technology | 707.0 | $273K | 0.04% | NEW | — | $385.48 | -18.7% |
| 229 | OTIS | OTIS WORLDWIDE CORP | Industrials | 3,801.0 | $272K | 0.04% | NEW | — | $71.61 | -0.2% |
| 230 | FDS | FACTSET RESH SYS INC | Financial Services | 1,180.0 | $271K | 0.04% | NEW | — | $230.03 | +30.4% |
| 231 | PFE | PFIZER INC | Healthcare | 11,220.0 | $270K | 0.04% | NEW | — | $24.08 | +16.6% |
| 232 | — | CARNIVAL CORP LTD | — | 9,440.0 | $270K | 0.04% | NEW | — | $28.57 | — |
| 233 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 1,510.0 | $269K | 0.04% | +1K | +1577.8% | $178.24 | +17.6% |
| 234 | VEEV | VEEVA SYS INC | Healthcare | 1,499.0 | $266K | 0.04% | NEW | — | $177.47 | +39.7% |
| 235 | CI | THE CIGNA GROUP | Healthcare | 957.0 | $264K | 0.04% | -30.0 | -3.0% | $275.68 | +0.7% |
| 236 | BX | BLACKSTONE INC | Financial Services | 2,240.0 | $264K | 0.04% | +337.0 | +17.7% | $117.66 | +21.9% |
| 237 | RBC | RBC BEARINGS INC | Industrials | 409.0 | $263K | 0.04% | NEW | — | $644.06 | -21.5% |
| 238 | NET | CLOUDFLARE INC | Technology | 1,069.0 | $262K | 0.04% | NEW | — | $245.28 | +19.5% |
| 239 | ADI | ANALOG DEVICES INC | Technology | 660.0 | $262K | 0.04% | NEW | — | $397.00 | -6.0% |
| 240 | NTNX | NUTANIX INC | Technology | 5,114.0 | $261K | 0.03% | NEW | — | $50.96 | +32.7% |
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%