Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | ADBE | ADOBE INC | Technology | 1,089.0 | $265K | 0.04% | +294.0 | +37.0% | $243.08 | +13.3% |
| 162 | CI | THE CIGNA GROUP | Healthcare | 987.0 | $263K | 0.04% | NEW | — | $266.75 | +4.0% |
| 163 | PLD | PROLOGIS INC. | Real Estate | 1,983.0 | $262K | 0.04% | — | — | $132.18 | +7.3% |
| 164 | MA | MASTERCARD INCORPORATED | Financial Services | 514.0 | $257K | 0.04% | -229.0 | -30.8% | $500.04 | +16.1% |
| 165 | EME | EMCOR GROUP INC | Industrials | 346.0 | $256K | 0.04% | NEW | — | $738.77 | +5.1% |
| 166 | INTU | INTUIT | Technology | 590.0 | $255K | 0.04% | +186.0 | +46.0% | $432.50 | -15.1% |
| 167 | NTRA | NATERA INC | Healthcare | 1,250.0 | $250K | 0.04% | -77.0 | -5.8% | $199.99 | +66.0% |
| 168 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 1,139.0 | $249K | 0.04% | — | — | $218.72 | -4.2% |
| 169 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 11,478.0 | $249K | 0.04% | -256.0 | -2.2% | $21.66 | +34.1% |
| 170 | CRM | SALESFORCE INC | Technology | 1,325.0 | $247K | 0.04% | NEW | — | $186.67 | +12.1% |
| 171 | GM | GENERAL MTRS CO | Consumer Cyclical | 3,310.0 | $247K | 0.04% | +278.0 | +9.2% | $74.50 | +18.0% |
| 172 | CMI | CUMMINS INC | Industrials | 456.0 | $245K | 0.04% | — | — | $538.02 | +9.2% |
| 173 | OMC | OMNICOM GROUP INC | Communication Services | 3,242.0 | $244K | 0.04% | NEW | — | $75.31 | +16.2% |
| 174 | CEG | CONSTELLATION ENERGY CORP | Utilities | 871.0 | $243K | 0.04% | -88.0 | -9.2% | $279.11 | -2.2% |
| 175 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 4,149.0 | $243K | 0.04% | +196.0 | +5.0% | $58.47 | -3.9% |
| 176 | BWA | BORGWARNER INC | Consumer Cyclical | 4,443.0 | $241K | 0.04% | — | — | $54.26 | +24.9% |
| 177 | ANET | ARISTA NETWORKS INC | Technology | 1,914.0 | $235K | 0.04% | -621.0 | -24.5% | $122.78 | +53.6% |
| 178 | KLAC | KLA CORP | Technology | 159.0 | $234K | 0.04% | NEW | — | $1472.41 | -87.5% |
| 179 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 960.0 | $233K | 0.04% | +170.0 | +21.5% | $242.51 | -2.8% |
| 180 | FCX | FREEPORT MCMORAN INC | Basic Materials | 3,947.0 | $232K | 0.04% | NEW | — | $58.78 | +30.4% |
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%