Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | COP | CONOCOPHILLIPS | Energy | 2,494.0 | $259K | 0.03% | +60.0 | +2.5% | $103.95 | +29.7% |
| 242 | ASX | ASE TECHNOLOGY HLDG CO LTD | Technology | 5,734.0 | $259K | 0.03% | NEW | — | $45.12 | -19.1% |
| 243 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 4,182.0 | $258K | 0.03% | +33.0 | +0.8% | $61.76 | -9.0% |
| 244 | PEP | PEPSICO INC | Consumer Defensive | 1,905.0 | $258K | 0.03% | +178.0 | +10.3% | $135.37 | +6.0% |
| 245 | DHR | DANAHER CORP DEL | Healthcare | 1,350.0 | $257K | 0.03% | -426.0 | -24.0% | $190.54 | +14.9% |
| 246 | JEF | JEFFERIES FINANCIAL GROUP IN | Financial Services | 5,141.0 | $257K | 0.03% | NEW | — | $49.98 | +4.7% |
| 247 | ITW | ILLINOIS TOOL WKS INC | Industrials | 949.0 | $257K | 0.03% | NEW | — | $270.47 | +4.4% |
| 248 | RBLX | ROBLOX CORP | Technology | 4,717.0 | $257K | 0.03% | NEW | — | $54.38 | -29.4% |
| 249 | AMT | AMERICAN TOWER CORP | Real Estate | 1,567.0 | $256K | 0.03% | NEW | — | $163.60 | +7.5% |
| 250 | CSCO | CISCO SYS INC | Technology | 2,177.0 | $256K | 0.03% | NEW | — | $117.48 | -5.5% |
| 251 | HCA | HCA HEALTHCARE INC | Healthcare | 653.0 | $255K | 0.03% | -308.0 | -32.0% | $389.89 | +10.1% |
| 252 | SYY | SYSCO CORP | Consumer Defensive | 3,038.0 | $254K | 0.03% | NEW | — | $83.58 | +0.6% |
| 253 | TEAM | ATLASSIAN CORPORATION | Technology | 3,235.0 | $252K | 0.03% | NEW | — | $77.79 | +120.9% |
| 254 | ENB | ENBRIDGE INC | Energy | 4,632.0 | $251K | 0.03% | +430.0 | +10.2% | $54.21 | -6.9% |
| 255 | OC | OWENS CORNING NEW | Industrials | 1,578.0 | $251K | 0.03% | NEW | — | $158.96 | -6.9% |
| 256 | STLD | STEEL DYNAMICS INC | Basic Materials | 1,093.0 | $251K | 0.03% | -34.0 | -3.0% | $229.46 | -0.3% |
| 257 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 26,146.0 | $250K | 0.03% | +5K | +22.8% | $9.58 | +7.3% |
| 258 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,709.0 | $250K | 0.03% | NEW | — | $92.27 | +21.7% |
| 259 | — | UNILEVER PLC | — | 4,136.0 | $249K | 0.03% | NEW | — | $60.13 | — |
| 260 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 6,381.0 | $249K | 0.03% | NEW | — | $38.96 | +10.2% |
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%