Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | BHP | BHP GROUP LTD | Basic Materials | 3,771.0 | $228K | 0.04% | NEW | — | $60.37 | +40.4% |
| 182 | BIIB | BIOGEN INC | Healthcare | 1,288.0 | $227K | 0.04% | NEW | — | $175.99 | +8.1% |
| 183 | HAL | HALLIBURTON CO | Energy | 7,993.0 | $226K | 0.04% | NEW | — | $28.26 | +46.2% |
| 184 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 2,364.0 | $226K | 0.04% | NEW | — | $95.41 | -1.2% |
| 185 | VLO | VALERO ENERGY CORP | Energy | 1,382.0 | $225K | 0.04% | NEW | — | $162.78 | +52.5% |
| 186 | UI | UBIQUITI INC | Technology | 405.0 | $224K | 0.04% | NEW | — | $553.35 | +9.9% |
| 187 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 3,953.0 | $224K | 0.04% | NEW | — | $56.62 | +17.4% |
| 188 | IT | GARTNER INC | Technology | 883.0 | $223K | 0.04% | NEW | — | $252.28 | -42.0% |
| 189 | COP | CONOCOPHILLIPS | Energy | 2,379.0 | $223K | 0.04% | NEW | — | $93.62 | +29.0% |
| 190 | SHOP | SHOPIFY INC | Technology | 1,373.0 | $221K | 0.04% | NEW | — | $160.97 | -38.1% |
| 191 | AXP | AMERICAN EXPRESS CO | Financial Services | 596.0 | $220K | 0.04% | NEW | — | $369.78 | -15.8% |
| 192 | BBY | BEST BUY INC | Consumer Cyclical | 3,273.0 | $219K | 0.04% | NEW | — | $66.93 | -15.9% |
| 193 | ROP | ROPER TECHNOLOGIES INC | Industrials | 492.0 | $219K | 0.04% | NEW | — | $445.13 | -27.6% |
| 194 | HUBS | HUBSPOT INC | Technology | 532.0 | $213K | 0.04% | NEW | — | $401.30 | -50.2% |
| 195 | — | FORTINET INC | — | 2,687.0 | $213K | 0.04% | NEW | — | $79.41 | — |
| 196 | WDC | WESTERN DIGITAL CORP | Technology | 1,238.0 | $213K | 0.04% | NEW | — | $172.27 | +177.6% |
| 197 | ITOT | ISHARES TR | — | 1,431.0 | $213K | 0.04% | NEW | — | $148.67 | +8.3% |
| 198 | — | LEIDOS HOLDINGS INC | — | 1,174.0 | $212K | 0.03% | NEW | — | $180.40 | — |
| 199 | CAT | CATERPILLAR INC | Industrials | 369.0 | $211K | 0.03% | NEW | — | $572.87 | +54.5% |
| 200 | — | ICICI BANK LIMITED | — | 6,993.0 | $208K | 0.03% | NEW | — | $29.80 | — |
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
42.0%
Financial Services
22.6%
Consumer Cyclical
8.7%
Communication Services
7.7%
Healthcare
7.2%
Industrials
4.9%
Energy
2.6%
Consumer Defensive
2.3%
Utilities
1.1%
Basic Materials
0.6%