Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | HCA | HCA HEALTHCARE INC | Healthcare | 961.0 | $455K | 0.07% | +12.0 | +1.3% | $473.24 | -8.6% |
| 42 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 985.0 | $454K | 0.07% | +84.0 | +9.3% | $460.99 | -7.1% |
| 43 | SHEL | SHELL PLC | Energy | 4,881.0 | $454K | 0.07% | +135.0 | +2.8% | $93.00 | -9.1% |
| 44 | GEV | GE VERNOVA INC | Utilities | 510.0 | $445K | 0.07% | +134.0 | +35.6% | $872.90 | +24.9% |
| 45 | T | AT&T INC | Communication Services | 15,298.0 | $443K | 0.07% | +2K | +12.1% | $28.99 | -14.9% |
| 46 | RY | ROYAL BK CDA | Financial Services | 2,658.0 | $430K | 0.07% | +21.0 | +0.8% | $161.78 | +11.2% |
| 47 | NEM | NEWMONT CORP | Basic Materials | 3,939.0 | $426K | 0.07% | +135.0 | +3.5% | $108.25 | +7.5% |
| 48 | MLI | MUELLER INDS INC | Industrials | 3,827.0 | $424K | 0.07% | +21.0 | +0.6% | $110.80 | +25.7% |
| 49 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 472.0 | $399K | 0.07% | +19.0 | +4.2% | $845.36 | +14.6% |
| 50 | APH | AMPHENOL CORP | Technology | 3,102.0 | $392K | 0.06% | +250.0 | +8.8% | $126.35 | -1.1% |
| 51 | ABNB | AIRBNB INC | Consumer Cyclical | 3,049.0 | $385K | 0.06% | +610.0 | +25.0% | $126.28 | +5.2% |
| 52 | AME | AMETEK INC | Industrials | 1,772.0 | $380K | 0.06% | +215.0 | +13.8% | $214.30 | +6.3% |
| 53 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 90.0 | $379K | 0.06% | +15.0 | +20.0% | $4210.32 | -96.3% |
| 54 | DAL | DELTA AIR LINES INC | Industrials | 5,629.0 | $374K | 0.06% | +2K | +38.2% | $66.48 | +7.6% |
| 55 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,249.0 | $372K | 0.06% | +72.0 | +3.3% | $165.32 | +16.1% |
| 56 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 2,653.0 | $359K | 0.06% | +208.0 | +8.5% | $135.23 | -0.7% |
| 57 | KO | COCA COLA CO | Consumer Defensive | 4,688.0 | $356K | 0.06% | +201.0 | +4.5% | $76.04 | +5.8% |
| 58 | ETN | EATON CORP PLC | Industrials | 990.0 | $354K | 0.06% | +73.0 | +8.0% | $357.67 | +14.1% |
| 59 | PHM | PULTE GROUP INC | Consumer Cyclical | 2,979.0 | $350K | 0.06% | +780.0 | +35.5% | $117.61 | -3.2% |
| 60 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | Financial Services | 20,522.0 | $348K | 0.06% | +646.0 | +3.2% | $16.97 | +8.9% |
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
38.4%
Financial Services
19.9%
Consumer Cyclical
8.7%
Healthcare
8.3%
Communication Services
8.0%
Industrials
5.3%
Energy
5.0%
Consumer Defensive
3.2%
Basic Materials
1.5%
Utilities
1.3%