Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | SNOW | SNOWFLAKE INC | Technology | 2,341.0 | $596K | 0.08% | NEW | — | $254.50 | +30.8% |
| 102 | SAN | BANCO SANTANDER SA | Financial Services | 43,102.0 | $595K | 0.08% | +14K | +47.2% | $13.80 | +5.7% |
| 103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 614.0 | $593K | 0.08% | NEW | — | $965.00 | -11.9% |
| 104 | ABT | ABBOTT LABORATORIES | Healthcare | 6,299.0 | $572K | 0.07% | +2K | +41.5% | $90.74 | +28.5% |
| 105 | — | FORTINET INC | — | 3,709.0 | $570K | 0.07% | +231.0 | +6.6% | $153.62 | — |
| 106 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 2,122.0 | $563K | 0.07% | -22.0 | -1.0% | $265.51 | +6.1% |
| 107 | WCN | WASTE CONNECTIONS INC | Industrials | 3,337.0 | $556K | 0.07% | NEW | — | $166.69 | +1.6% |
| 108 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 891.0 | $550K | 0.07% | NEW | — | $616.84 | -20.2% |
| 109 | MLI | MUELLER INDS INC | Industrials | 4,442.0 | $546K | 0.07% | +615.0 | +16.1% | $122.93 | -48.6% |
| 110 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | Financial Services | 26,910.0 | $535K | 0.07% | +6K | +31.1% | $19.89 | +10.8% |
| 111 | DVN | DEVON ENERGY CORP NEW | Energy | 12,935.0 | $534K | 0.07% | +963.0 | +8.0% | $41.32 | +18.8% |
| 112 | FDX | FEDEX CORP | Industrials | 1,699.0 | $532K | 0.07% | +243.0 | +16.7% | $313.18 | +3.8% |
| 113 | KLAC | KLA CORP | Technology | 1,756.0 | $530K | 0.07% | +2K | +1004.4% | $301.71 | -39.0% |
| 114 | AMAT | APPLIED MATLS INC | Technology | 723.0 | $523K | 0.07% | NEW | — | $723.00 | -31.9% |
| 115 | JBHT | HUNT J B TRANS SVCS INC | Industrials | 1,797.0 | $520K | 0.07% | +740.0 | +70.0% | $289.51 | -4.9% |
| 116 | GIS | GENERAL MILLS INC | Consumer Defensive | 14,653.0 | $510K | 0.07% | NEW | — | $34.80 | +14.9% |
| 117 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,001.0 | $510K | 0.07% | +221.0 | +28.3% | $509.37 | +10.6% |
| 118 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,799.0 | $506K | 0.07% | +839.0 | +87.4% | $281.28 | -16.2% |
| 119 | AME | AMETEK INC | Industrials | 2,092.0 | $506K | 0.07% | +320.0 | +18.1% | $241.88 | -1.0% |
| 120 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 494.0 | $499K | 0.07% | +22.0 | +4.7% | $1010.65 | +2.8% |
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%