Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SYF | SYNCHRONY FINANCIAL | Financial Services | 5,624.0 | $469K | 0.08% | NEW | — | $83.43 | -14.6% |
| 82 | SHM | SPDR SERIES TRUST | — | 9,731.0 | $467K | 0.08% | NEW | — | $47.99 | -0.6% |
| 83 | ABT | ABBOTT LABS | Healthcare | 3,716.0 | $466K | 0.08% | NEW | — | $125.30 | -32.6% |
| 84 | NVS | NOVARTIS AG | Healthcare | 3,371.0 | $465K | 0.08% | NEW | — | $137.87 | +8.6% |
| 85 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,552.0 | $450K | 0.07% | NEW | — | $290.01 | +2.9% |
| 86 | RY | ROYAL BK CDA | Financial Services | 2,637.0 | $450K | 0.07% | NEW | — | $170.49 | +5.5% |
| 87 | HCA | HCA HEALTHCARE INC | Healthcare | 949.0 | $443K | 0.07% | NEW | — | $466.86 | -7.3% |
| 88 | MLI | MUELLER INDS INC | Industrials | 3,806.0 | $437K | 0.07% | NEW | — | $114.80 | +21.3% |
| 89 | INTC | INTEL CORP | Technology | 11,834.0 | $437K | 0.07% | NEW | — | $36.90 | +214.2% |
| 90 | DVN | DEVON ENERGY CORP NEW | Energy | 11,686.0 | $428K | 0.07% | NEW | — | $36.63 | +29.0% |
| 91 | LRCX | LAM RESEARCH CORP | Technology | 2,484.0 | $425K | 0.07% | NEW | — | $171.18 | +74.8% |
| 92 | MA | MASTERCARD INCORPORATED | Financial Services | 743.0 | $424K | 0.07% | NEW | — | $571.16 | -14.2% |
| 93 | CNC | CENTENE CORP DEL | Healthcare | 10,272.0 | $423K | 0.07% | NEW | — | $41.15 | +42.6% |
| 94 | NFLX | NETFLIX INC | Communication Services | 4,455.0 | $418K | 0.07% | NEW | — | $93.76 | -7.3% |
| 95 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,242.0 | $410K | 0.07% | NEW | — | $330.22 | +20.9% |
| 96 | FDX | FEDEX CORP | Industrials | 1,417.0 | $409K | 0.07% | NEW | — | $288.91 | +31.5% |
| 97 | NOW | SERVICENOW INC | Technology | 2,646.0 | $405K | 0.07% | NEW | — | $153.19 | -40.9% |
| 98 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 75.0 | $402K | 0.07% | NEW | — | $5355.33 | -97.1% |
| 99 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 453.0 | $398K | 0.07% | NEW | — | $878.32 | +10.3% |
| 100 | SUB | ISHARES TR | — | 3,703.0 | $395K | 0.06% | NEW | — | $106.71 | -0.5% |
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%