Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,211.0 | $328K | 0.05% | -31.0 | -2.5% | $270.48 | +42.7% |
| 42 | SYF | SYNCHRONY FINANCIAL | Financial Services | 4,790.0 | $326K | 0.05% | -834.0 | -14.8% | $68.02 | +4.2% |
| 43 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,729.0 | $315K | 0.05% | -1K | -44.3% | $182.43 | +2.2% |
| 44 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 919.0 | $301K | 0.05% | -230.0 | -20.0% | $327.14 | +8.7% |
| 45 | SCHE | SCHWAB STRATEGIC TR | — | 8,608.0 | $284K | 0.05% | -483.0 | -5.3% | $32.95 | +8.0% |
| 46 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 359.0 | $277K | 0.04% | -12.0 | -3.2% | $772.64 | -20.8% |
| 47 | CNC | CENTENE CORP DEL | Healthcare | 8,314.0 | $272K | 0.04% | -2K | -19.1% | $32.74 | +75.7% |
| 48 | PEP | PEPSICO INC | Consumer Defensive | 1,727.0 | $268K | 0.04% | -2K | -54.5% | $155.32 | -4.3% |
| 49 | FOXA | FOX CORP | Communication Services | 4,563.0 | $266K | 0.04% | -47.0 | -1.0% | $58.40 | +11.0% |
| 50 | MA | MASTERCARD INCORPORATED | Financial Services | 514.0 | $257K | 0.04% | -229.0 | -30.8% | $500.04 | -1.5% |
| 51 | NTRA | NATERA INC | Healthcare | 1,250.0 | $250K | 0.04% | -77.0 | -5.8% | $199.99 | -4.9% |
| 52 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 11,478.0 | $249K | 0.04% | -256.0 | -2.2% | $21.66 | +1.7% |
| 53 | CEG | CONSTELLATION ENERGY CORP | Utilities | 871.0 | $243K | 0.04% | -88.0 | -9.2% | $279.11 | -5.2% |
| 54 | ANET | ARISTA NETWORKS INC | Technology | 1,914.0 | $235K | 0.04% | -621.0 | -24.5% | $122.78 | +16.0% |
| 55 | BX | BLACKSTONE INC | Financial Services | 1,903.0 | $219K | 0.04% | -384.0 | -16.8% | $114.97 | +1.1% |
| 56 | ZM | ZOOM COMMUNICATIONS INC | Technology | 2,685.0 | $216K | 0.04% | -1K | -34.2% | $80.39 | +23.9% |
| 57 | SONY | SONY GROUP CORP | Technology | 10,325.0 | $214K | 0.04% | -2K | -14.6% | $20.70 | +9.7% |
| 58 | NOW | SERVICENOW INC | Technology | 1,982.0 | $207K | 0.03% | -664.0 | -25.1% | $104.55 | -5.2% |
| 59 | MEDP | MEDPACE HLDGS INC | Healthcare | 427.0 | $205K | 0.03% | -131.0 | -23.5% | $480.19 | -13.1% |
| 60 | SAP | SAP SE | Technology | 1,190.0 | $204K | 0.03% | -29.0 | -2.4% | $171.21 | -1.5% |
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
38.4%
Financial Services
19.9%
Consumer Cyclical
8.7%
Healthcare
8.3%
Communication Services
8.0%
Industrials
5.3%
Energy
5.0%
Consumer Defensive
3.2%
Basic Materials
1.5%
Utilities
1.3%