Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | TJX | TJX COS INC NEW | Consumer Cyclical | 3,318.0 | $530K | 0.09% | +204.0 | +6.5% | $159.71 | -12.0% |
| 82 | NVS | NOVARTIS AG | Healthcare | 3,458.0 | $528K | 0.09% | +87.0 | +2.6% | $152.75 | +4.0% |
| 83 | NFLX | NETFLIX INC. | Communication Services | 5,461.0 | $525K | 0.09% | +1K | +22.6% | $96.15 | -17.2% |
| 84 | GE | GE AEROSPACE | Industrials | 1,841.0 | $522K | 0.09% | +124.0 | +7.2% | $283.79 | +22.8% |
| 85 | FDX | FEDEX CORP | Industrials | 1,456.0 | $519K | 0.08% | +39.0 | +2.8% | $356.25 | -8.7% |
| 86 | FIX | COMFORT SYS USA INC | Industrials | 370.0 | $510K | 0.08% | +2.0 | +0.5% | $1378.99 | +20.1% |
| 87 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 1,067.0 | $506K | 0.08% | — | — | $474.44 | -19.1% |
| 88 | BAC | BANK AMERICA CORP | Financial Services | 10,226.0 | $499K | 0.08% | -3K | -20.4% | $48.75 | +26.5% |
| 89 | EIX | EDISON INTL | Utilities | 6,788.0 | $497K | 0.08% | +233.0 | +3.5% | $73.18 | -2.2% |
| 90 | PCG | PG&E CORP | Utilities | 27,692.0 | $487K | 0.08% | +6K | +25.2% | $17.57 | +0.2% |
| 91 | LMT | LOCKHEED MARTIN CORP | Industrials | 780.0 | $471K | 0.08% | +8.0 | +1.0% | $604.21 | -6.7% |
| 92 | — | TECHNIPFMC PLC | — | 6,798.0 | $470K | 0.08% | — | — | $69.13 | — |
| 93 | SHM | SPDR SERIES TRUST | — | 9,707.0 | $464K | 0.07% | — | — | $47.83 | -0.1% |
| 94 | ABT | ABBOTT LABORATORIES | Healthcare | 4,453.0 | $457K | 0.07% | +737.0 | +19.8% | $102.66 | +13.6% |
| 95 | HCA | HCA HEALTHCARE INC | Healthcare | 961.0 | $455K | 0.07% | +12.0 | +1.3% | $473.24 | -9.3% |
| 96 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 985.0 | $454K | 0.07% | +84.0 | +9.3% | $460.99 | -17.8% |
| 97 | SHEL | SHELL PLC | Energy | 4,881.0 | $454K | 0.07% | +135.0 | +2.8% | $93.00 | +0.4% |
| 98 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,545.0 | $451K | 0.07% | — | — | $291.63 | +24.7% |
| 99 | GEV | GE VERNOVA INC | Utilities | 510.0 | $445K | 0.07% | +134.0 | +35.6% | $872.90 | +9.6% |
| 100 | T | AT&T INC | Communication Services | 15,298.0 | $443K | 0.07% | +2K | +12.1% | $28.99 | -12.7% |
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
39.4%
Financial Services
20.3%
Consumer Cyclical
8.8%
Healthcare
8.5%
Communication Services
5.9%
Industrials
5.4%
Energy
5.1%
Consumer Defensive
3.2%
Basic Materials
1.6%
Utilities
1.4%