Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | EVR | EVERCORE INC | Financial Services | 1,082.0 | $370K | 0.05% | NEW | — | $341.52 | -23.1% |
| 22 | MS | MORGAN STANLEY | Financial Services | 1,682.0 | $352K | 0.05% | NEW | — | $209.02 | -3.1% |
| 23 | JCI | JOHNSON CONTROLS INTERNATION | Industrials | 2,406.0 | $352K | 0.05% | NEW | — | $146.11 | -1.9% |
| 24 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 13,503.0 | $341K | 0.04% | NEW | — | $25.26 | -13.9% |
| 25 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 1,362.0 | $340K | 0.04% | NEW | — | $249.98 | -17.8% |
| 26 | RBRK | RUBRIK INC. | Technology | 4,159.0 | $334K | 0.04% | NEW | — | $80.28 | +32.9% |
| 27 | SPGI | S&P GLOBAL INC | Financial Services | 817.0 | $333K | 0.04% | NEW | — | $407.35 | -0.5% |
| 28 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 427.0 | $326K | 0.04% | NEW | — | $190.79 | +24.6% |
| 29 | UBS | UBS GROUP AG | Financial Services | 6,531.0 | $324K | 0.04% | NEW | — | $49.56 | +2.3% |
| 30 | BCS | BARCLAYS PLC | Financial Services | 11,976.0 | $322K | 0.04% | NEW | — | $26.86 | -7.4% |
| 31 | NNN | NNN REIT INC | Real Estate | 6,911.0 | $322K | 0.04% | NEW | — | $46.53 | -10.7% |
| 32 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,431.0 | $321K | 0.04% | NEW | — | $223.98 | +21.1% |
| 33 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 7,496.0 | $320K | 0.04% | NEW | — | $42.68 | +1.5% |
| 34 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 3,892.0 | $320K | 0.04% | NEW | — | $82.20 | -4.5% |
| 35 | DHI | D R HORTON INC | Consumer Cyclical | 1,951.0 | $318K | 0.04% | NEW | — | $162.88 | -15.3% |
| 36 | AYI | ACUITY INC | Industrials | 835.0 | $315K | 0.04% | NEW | — | $376.66 | -19.6% |
| 37 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 949.0 | $314K | 0.04% | NEW | — | $330.46 | -7.5% |
| 38 | OXY | OCCIDENTAL PETE CORP | Energy | 6,332.0 | $308K | 0.04% | NEW | — | $48.57 | +21.1% |
| 39 | MRVL | MARVELL TECHNOLOGY INC | Technology | 1,004.0 | $299K | 0.04% | NEW | — | $297.89 | -18.0% |
| 40 | SNPS | SYNOPSYS INC | Technology | 667.0 | $298K | 0.04% | NEW | — | $446.07 | -13.7% |
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%