Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | EIX | EDISON INTL | Utilities | 6,555.0 | $393K | 0.06% | NEW | — | $60.02 | +17.8% |
| 102 | HURN | HURON CONSULTING GROUP INC | Industrials | 2,235.0 | $386K | 0.06% | NEW | — | $172.91 | -40.5% |
| 103 | APH | AMPHENOL CORP NEW | Technology | 2,852.0 | $385K | 0.06% | NEW | — | $135.14 | -7.5% |
| 104 | NEM | NEWMONT CORP | Basic Materials | 3,804.0 | $380K | 0.06% | NEW | — | $99.85 | +16.5% |
| 105 | GD | GENERAL DYNAMICS CORP | Industrials | 1,126.0 | $379K | 0.06% | NEW | — | $336.74 | +1.2% |
| 106 | UAL | UNITED AIRLS HLDGS INC | Industrials | 3,372.0 | $377K | 0.06% | NEW | — | $111.82 | -14.1% |
| 107 | LMT | LOCKHEED MARTIN CORP | Industrials | 772.0 | $373K | 0.06% | NEW | — | $483.50 | +7.6% |
| 108 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 1,149.0 | $357K | 0.06% | NEW | — | $310.30 | +13.9% |
| 109 | PCG | PG&E CORP | Utilities | 22,125.0 | $356K | 0.06% | NEW | — | $16.07 | +4.6% |
| 110 | BX | BLACKSTONE INC | Financial Services | 2,287.0 | $352K | 0.06% | NEW | — | $154.12 | -23.5% |
| 111 | ZM | ZOOM COMMUNICATIONS INC | Technology | 4,081.0 | $352K | 0.06% | NEW | — | $86.29 | +13.8% |
| 112 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,177.0 | $349K | 0.06% | NEW | — | $160.38 | +19.6% |
| 113 | SHEL | SHELL PLC | Energy | 4,746.0 | $349K | 0.06% | NEW | — | $73.48 | +15.0% |
| 114 | SAN | BANCO SANTANDER SA | Financial Services | 29,426.0 | $345K | 0.06% | NEW | — | $11.73 | +0.9% |
| 115 | FIX | COMFORT SYS USA INC | Industrials | 368.0 | $343K | 0.06% | NEW | — | $933.29 | +118.8% |
| 116 | IEMG | ISHARES INC | — | 5,109.0 | $343K | 0.06% | NEW | — | $67.22 | +18.3% |
| 117 | TEAM | ATLASSIAN CORPORATION | Technology | 2,115.0 | $343K | 0.06% | NEW | — | $162.14 | -50.1% |
| 118 | T | AT&T INC | Communication Services | 13,653.0 | $339K | 0.06% | NEW | — | $24.84 | -0.7% |
| 119 | CEG | CONSTELLATION ENERGY CORP | Utilities | 959.0 | $339K | 0.06% | NEW | — | $353.10 | -24.3% |
| 120 | USB | US BANCORP DEL | Financial Services | 6,335.0 | $338K | 0.06% | NEW | — | $53.36 | +0.1% |
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%