Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 2,427.0 | $688K | 0.11% | NEW | — | $283.31 | -23.3% |
| 62 | C | CITIGROUP INC | Financial Services | 5,840.0 | $681K | 0.11% | NEW | — | $116.69 | +5.8% |
| 63 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,161.0 | $660K | 0.11% | NEW | — | $305.63 | -10.0% |
| 64 | MRK | MERCK & CO INC | Healthcare | 6,212.0 | $654K | 0.11% | NEW | — | $105.26 | +7.7% |
| 65 | MU | MICRON TECHNOLOGY INC | Technology | 2,275.0 | $649K | 0.11% | NEW | — | $285.41 | +171.9% |
| 66 | CVX | CHEVRON CORP NEW | Energy | 4,199.0 | $640K | 0.10% | NEW | — | $152.40 | +22.5% |
| 67 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 4,209.0 | $617K | 0.10% | NEW | — | $146.58 | -9.5% |
| 68 | XOM | EXXON MOBIL CORP | Energy | 5,007.0 | $603K | 0.10% | NEW | — | $120.35 | +27.0% |
| 69 | — | VICTORY PORTFOLIOS II | — | 11,034.0 | $596K | 0.10% | NEW | — | $53.97 | — |
| 70 | V | VISA INC | Financial Services | 1,692.0 | $593K | 0.10% | NEW | — | $350.67 | -8.0% |
| 71 | ASML | ASML HOLDING N V | Technology | 524.0 | $561K | 0.09% | NEW | — | $1069.86 | +40.4% |
| 72 | HSBC | HSBC HLDGS PLC | Financial Services | 7,072.0 | $556K | 0.09% | NEW | — | $78.67 | +15.3% |
| 73 | PEP | PEPSICO INC | Consumer Defensive | 3,796.0 | $545K | 0.09% | NEW | — | $143.53 | +3.6% |
| 74 | CB | CHUBB LIMITED | Financial Services | 1,729.0 | $540K | 0.09% | NEW | — | $312.12 | +3.9% |
| 75 | GE | GE AEROSPACE | Industrials | 1,717.0 | $529K | 0.09% | NEW | — | $308.05 | -5.4% |
| 76 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 2,136.0 | $512K | 0.08% | NEW | — | $239.64 | +11.2% |
| 77 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 901.0 | $510K | 0.08% | NEW | — | $566.36 | -24.4% |
| 78 | — | ASTRAZENECA PLC | — | 5,446.0 | $501K | 0.08% | NEW | — | $91.93 | — |
| 79 | HD | HOME DEPOT INC | Consumer Cyclical | 1,419.0 | $488K | 0.08% | NEW | — | $344.11 | -11.6% |
| 80 | TJX | TJX COS INC NEW | Consumer Cyclical | 3,114.0 | $478K | 0.08% | NEW | — | $153.61 | -4.1% |
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%