Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | — | PINNACLE FINL PARTNERS INC | — | 2,680.0 | $231K | 0.04% | NEW | — | $86.14 | — |
| 182 | DIS | DISNEY WALT CO | Communication Services | 2,384.0 | $230K | 0.04% | +267.0 | +12.6% | $96.38 | +3.5% |
| 183 | ENB | ENBRIDGE INC | Energy | 4,202.0 | $227K | 0.04% | NEW | — | $54.14 | +4.3% |
| 184 | EQIX | EQUINIX INC | Real Estate | 230.0 | $225K | 0.04% | NEW | — | $980.24 | +2.9% |
| 185 | JBHT | HUNT J B TRANS SVCS INC | Industrials | 1,057.0 | $224K | 0.04% | — | — | $212.00 | +40.8% |
| 186 | MPC | MARATHON PETE CORP | Energy | 913.0 | $223K | 0.04% | NEW | — | $244.18 | +25.3% |
| 187 | BP | BP PLC | Energy | 4,722.0 | $222K | 0.04% | NEW | — | $47.00 | -12.6% |
| 188 | RIO | RIO TINTO PLC | Basic Materials | 2,369.0 | $221K | 0.04% | NEW | — | $93.29 | -2.8% |
| 189 | SHOP | SHOPIFY INC | Technology | 1,857.0 | $220K | 0.04% | +484.0 | +35.2% | $118.62 | +5.5% |
| 190 | BX | BLACKSTONE INC | Financial Services | 1,903.0 | $219K | 0.04% | -384.0 | -16.8% | $114.97 | +12.2% |
| 191 | ZM | ZOOM COMMUNICATIONS INC | Technology | 2,685.0 | $216K | 0.04% | -1K | -34.2% | $80.39 | +15.6% |
| 192 | VALE | VALE S A | Basic Materials | 13,497.0 | $215K | 0.04% | +559.0 | +4.3% | $15.91 | -10.6% |
| 193 | SONY | SONY GROUP CORP | Technology | 10,325.0 | $214K | 0.04% | -2K | -14.6% | $20.70 | +3.3% |
| 194 | SLB | SLB LIMITED | Energy | 4,141.0 | $213K | 0.03% | NEW | — | $51.39 | -8.4% |
| 195 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,035.0 | $211K | 0.03% | NEW | — | $203.43 | +146.2% |
| 196 | KMI | KINDER MORGAN INC DEL | Energy | 6,239.0 | $209K | 0.03% | NEW | — | $33.53 | -3.0% |
| 197 | RTX | RTX CORPORATION | Industrials | 1,082.0 | $209K | 0.03% | NEW | — | $192.83 | +0.8% |
| 198 | NOW | SERVICENOW INC | Technology | 1,982.0 | $207K | 0.03% | -664.0 | -25.1% | $104.55 | -0.5% |
| 199 | SMFG | SUMITOMO MITSUI FIN GRP INC | Financial Services | 10,489.0 | $207K | 0.03% | +230.0 | +2.2% | $19.75 | +30.9% |
| 200 | HON | HONEYWELL INTL INC | Industrials | 914.0 | $207K | 0.03% | NEW | — | $226.13 | +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
38.5%
Financial Services
19.9%
Consumer Cyclical
8.7%
Healthcare
8.3%
Communication Services
7.9%
Industrials
5.3%
Energy
5.0%
Consumer Defensive
3.2%
Basic Materials
1.5%
Utilities
1.3%