Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | BLK | BLACKROCK INC | Financial Services | 519.0 | $499K | 0.07% | +190.0 | +57.8% | $960.95 | +20.4% |
| 122 | VLO | VALERO ENERGY CORP | Energy | 1,896.0 | $494K | 0.07% | +492.0 | +35.0% | $260.46 | +33.9% |
| 123 | TD | TORONTO DOMINION BK ONT | Financial Services | 4,066.0 | $494K | 0.07% | +465.0 | +12.9% | $121.43 | -3.5% |
| 124 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 993.0 | $493K | 0.07% | NEW | — | $496.73 | +10.3% |
| 125 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,716.0 | $491K | 0.07% | +467.0 | +20.8% | $180.90 | +4.1% |
| 126 | — | VIKING HOLDINGS LTD | — | 4,671.0 | $489K | 0.06% | NEW | — | $104.67 | — |
| 127 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 1,111.0 | $486K | 0.06% | +44.0 | +4.1% | $437.53 | -12.3% |
| 128 | NTRS | NORTHERN TR CORP | Financial Services | 2,753.0 | $479K | 0.06% | +269.0 | +10.8% | $173.84 | +5.8% |
| 129 | TER | TERADYNE INC | Technology | 982.0 | $475K | 0.06% | +286.0 | +41.1% | $483.84 | -22.3% |
| 130 | SHEL | SHELL PLC | Energy | 6,083.0 | $472K | 0.06% | +1K | +24.6% | $77.54 | +20.4% |
| 131 | KO | COCA COLA CO | Consumer Defensive | 5,728.0 | $465K | 0.06% | +1K | +22.2% | $81.26 | +12.1% |
| 132 | CMI | CUMMINS INC | Industrials | 652.0 | $465K | 0.06% | +196.0 | +43.0% | $713.21 | -17.6% |
| 133 | AON | AON PLC | Financial Services | 1,390.0 | $461K | 0.06% | NEW | — | $331.69 | +7.1% |
| 134 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 1,872.0 | $461K | 0.06% | NEW | — | $246.22 | -1.3% |
| 135 | FCX | FREEPORT MCMORAN INC | Basic Materials | 7,264.0 | $457K | 0.06% | +3K | +84.0% | $62.89 | +21.9% |
| 136 | — | TECHNIPFMC PLC | — | 6,865.0 | $455K | 0.06% | +67.0 | +1.0% | $66.30 | — |
| 137 | ORCL | ORACLE CORP | Technology | 3,046.0 | $446K | 0.06% | +683.0 | +28.9% | $146.56 | -0.1% |
| 138 | BHP | BHP BILLITON LIMITED | Basic Materials | 5,342.0 | $445K | 0.06% | +995.0 | +22.9% | $83.31 | +16.5% |
| 139 | SHM | SPDR SERIES TRUST | — | 9,185.0 | $441K | 0.06% | -522.0 | -5.4% | $47.96 | -0.4% |
| 140 | ES | EVERSOURCE ENERGY | Utilities | 6,081.0 | $439K | 0.06% | NEW | — | $72.27 | -2.9% |
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%