Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | SUB | ISHARES TR | — | 3,546.0 | $378K | 0.05% | — | — | $106.47 | -0.2% |
| 162 | BIIB | BIOGEN INC | Healthcare | 1,746.0 | $377K | 0.05% | +217.0 | +14.2% | $216.06 | +0.3% |
| 163 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 948.0 | $377K | 0.05% | -37.0 | -3.8% | $397.68 | -4.7% |
| 164 | LIN | LINDE PLC | Basic Materials | 725.0 | $376K | 0.05% | +147.0 | +25.4% | $518.94 | -6.0% |
| 165 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 14,984.0 | $375K | 0.05% | +4K | +30.6% | $25.06 | +15.9% |
| 166 | EVR | EVERCORE INC | Financial Services | 1,082.0 | $370K | 0.05% | NEW | — | $341.52 | -14.5% |
| 167 | SYF | SYNCHRONY FINANCIAL | Financial Services | 4,838.0 | $368K | 0.05% | +48.0 | +1.0% | $76.05 | +4.5% |
| 168 | PHM | PULTE GROUP INC | Consumer Cyclical | 2,658.0 | $365K | 0.05% | -321.0 | -10.8% | $137.21 | -6.0% |
| 169 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3,773.0 | $362K | 0.05% | -601.0 | -13.7% | $95.98 | +24.3% |
| 170 | GM | GENERAL MTRS CO | Consumer Cyclical | 4,688.0 | $361K | 0.05% | +1K | +41.6% | $77.08 | +14.1% |
| 171 | EQIX | EQUINIX INC | Real Estate | 345.0 | $360K | 0.05% | +115.0 | +50.0% | $1042.39 | +2.2% |
| 172 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 8,431.0 | $357K | 0.05% | -65.0 | -0.8% | $42.34 | +16.8% |
| 173 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,498.0 | $354K | 0.05% | — | — | $236.56 | +3.1% |
| 174 | SMFG | SUMITOMO MITSUI FIN GRP INC | Financial Services | 14,936.0 | $352K | 0.05% | +4K | +42.4% | $23.58 | +6.2% |
| 175 | MS | MORGAN STANLEY | Financial Services | 1,682.0 | $352K | 0.05% | NEW | — | $209.02 | +2.5% |
| 176 | JCI | JOHNSON CONTROLS INTERNATION | Industrials | 2,406.0 | $352K | 0.05% | NEW | — | $146.11 | -2.1% |
| 177 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 465.0 | $347K | 0.05% | -41.0 | -8.1% | $746.84 | +2.5% |
| 178 | GD | GENERAL DYNAMICS CORP | Industrials | 979.0 | $347K | 0.05% | -148.0 | -13.1% | $354.20 | +8.5% |
| 179 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 926.0 | $343K | 0.04% | +7.0 | +0.8% | $370.67 | -3.9% |
| 180 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 13,503.0 | $341K | 0.04% | NEW | — | $25.26 | +3.6% |
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%