Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 1,067.0 | $306K | 0.05% | NEW | — | $287.15 | +33.5% |
| 142 | BK | BANK NEW YORK MELLON CORP | Financial Services | 2,633.0 | $306K | 0.05% | NEW | — | $116.09 | +17.4% |
| 143 | NTRA | NATERA INC | Healthcare | 1,327.0 | $304K | 0.05% | NEW | — | $229.09 | -14.9% |
| 144 | — | TECHNIPFMC PLC | — | 6,765.0 | $301K | 0.05% | NEW | — | $44.56 | — |
| 145 | SCHE | SCHWAB STRATEGIC TR | — | 9,091.0 | $298K | 0.05% | NEW | — | $32.75 | +8.1% |
| 146 | SPY | SPDR S&P 500 ETF TR | Financial Services | 435.0 | $297K | 0.05% | NEW | — | $681.79 | +8.0% |
| 147 | SAP | SAP SE | Technology | 1,219.0 | $296K | 0.05% | NEW | — | $242.91 | -29.0% |
| 148 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 629.0 | $295K | 0.05% | NEW | — | $468.76 | +30.7% |
| 149 | PSX | PHILLIPS 66 | Energy | 2,275.0 | $294K | 0.05% | NEW | — | $129.02 | +38.8% |
| 150 | ETN | EATON CORP PLC | Industrials | 917.0 | $292K | 0.05% | NEW | — | $318.51 | +19.0% |
| 151 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 371.0 | $286K | 0.05% | NEW | — | $771.87 | -18.7% |
| 152 | GDXJ | VANECK ETF TRUST | — | 2,500.0 | $284K | 0.05% | NEW | — | $113.78 | +1.7% |
| 153 | DAL | DELTA AIR LINES INC DEL | Industrials | 4,072.0 | $283K | 0.05% | NEW | — | $69.40 | +1.6% |
| 154 | RING | ISHARES INC | — | 3,810.0 | $281K | 0.05% | NEW | — | $73.64 | +3.4% |
| 155 | ADBE | ADOBE INC | Technology | 795.0 | $278K | 0.04% | NEW | — | $349.99 | -27.7% |
| 156 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 11,734.0 | $274K | 0.04% | NEW | — | $23.31 | -5.6% |
| 157 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,990.0 | $273K | 0.04% | NEW | — | $91.21 | -1.0% |
| 158 | OTIS | OTIS WORLDWIDE CORP | Industrials | 3,120.0 | $273K | 0.04% | NEW | — | $87.35 | -18.3% |
| 159 | INTU | INTUIT | Technology | 404.0 | $268K | 0.04% | NEW | — | $662.69 | -39.2% |
| 160 | QCOM | QUALCOMM INC | Technology | 1,519.0 | $260K | 0.04% | NEW | — | $171.04 | +16.6% |
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%