Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | CIEN | CIENA CORP | Technology | 882.0 | $433K | 0.06% | +58.0 | +7.0% | $490.56 | -19.3% |
| 142 | AZN | ASTRAZENECA PLC | Healthcare | 2,280.0 | $432K | 0.06% | -483.0 | -17.5% | $189.62 | -12.5% |
| 143 | WFC | WELLS FARGO & CO | Financial Services | 5,219.0 | $431K | 0.06% | NEW | — | $82.63 | +1.5% |
| 144 | PANW | PALO ALTO NETWORKS INC | Technology | 1,254.0 | $428K | 0.06% | NEW | — | $341.02 | +4.9% |
| 145 | BK | BANK OF NY MELLON CORP | Financial Services | 2,943.0 | $426K | 0.06% | +297.0 | +11.2% | $144.61 | -1.9% |
| 146 | EOG | EOG RES INC | Energy | 3,275.0 | $425K | 0.06% | NEW | — | $129.74 | +18.0% |
| 147 | NTRA | NATERA INC | Healthcare | 1,542.0 | $419K | 0.06% | +292.0 | +23.4% | $271.45 | +22.3% |
| 148 | BA | BOEING CO | Industrials | 1,928.0 | $417K | 0.06% | NEW | — | $216.47 | -1.0% |
| 149 | CAT | CATERPILLAR INC | Industrials | 390.0 | $415K | 0.06% | +10.0 | +2.6% | $1064.90 | -22.3% |
| 150 | ETN | EATON CORP PLC | Industrials | 974.0 | $415K | 0.06% | -16.0 | -1.6% | $426.12 | -1.6% |
| 151 | ROST | ROSS STORES INC | Consumer Cyclical | 1,903.0 | $405K | 0.05% | +950.0 | +99.7% | $212.85 | +12.3% |
| 152 | USB | US BANCORP | Financial Services | 6,640.0 | $401K | 0.05% | +217.0 | +3.4% | $60.40 | +2.7% |
| 153 | TXRH | TEXAS ROADHOUSE INC | Consumer Cyclical | 2,041.0 | $394K | 0.05% | NEW | — | $193.23 | +5.8% |
| 154 | HAL | HALLIBURTON CO | Energy | 11,528.0 | $391K | 0.05% | +3K | +30.9% | $33.95 | +4.1% |
| 155 | MOH | MOLINA HEALTHCARE INC | Healthcare | 1,700.0 | $389K | 0.05% | NEW | — | $228.70 | -12.4% |
| 156 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 2,754.0 | $383K | 0.05% | NEW | — | $138.94 | -5.5% |
| 157 | RTX | RTX CORPORATION | Industrials | 2,015.0 | $382K | 0.05% | +933.0 | +86.2% | $189.71 | +10.6% |
| 158 | NEM | NEWMONT CORP | Basic Materials | 4,074.0 | $381K | 0.05% | +135.0 | +3.4% | $93.40 | +40.9% |
| 159 | KMI | KINDER MORGAN INC DEL | Energy | 11,891.0 | $380K | 0.05% | +6K | +90.6% | $31.97 | -3.1% |
| 160 | TMUS | T-MOBILE US INC | Communication Services | 2,260.0 | $379K | 0.05% | NEW | — | $167.73 | +9.1% |
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%