Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | WMT | WALMART INC | Consumer Defensive | 6,899.0 | $857K | 0.14% | +616.0 | +9.8% | $124.29 | +6.6% |
| 62 | HYMB | SPDR SERIES TRUST | — | 34,077.0 | $845K | 0.14% | -4K | -10.5% | $24.80 | +0.2% |
| 63 | MRK | MERCK & CO INC | Healthcare | 6,525.0 | $785K | 0.13% | +313.0 | +5.0% | $120.29 | -5.7% |
| 64 | MU | MICRON TECHNOLOGY INC | Technology | 2,303.0 | $778K | 0.13% | +28.0 | +1.2% | $337.84 | +129.7% |
| 65 | VOO | VANGUARD INDEX FDS | — | 1,288.0 | $770K | 0.12% | -265.0 | -17.1% | $597.68 | +13.7% |
| 66 | LLY | ELI LILLY & CO | Healthcare | 823.0 | $757K | 0.12% | +75.0 | +10.0% | $919.77 | +9.5% |
| 67 | VXUS | VANGUARD STAR FDS | — | 9,816.0 | $757K | 0.12% | — | — | $77.11 | +7.8% |
| 68 | ASML | ASML HLDG NV | Technology | 565.0 | $746K | 0.12% | +41.0 | +7.8% | $1320.83 | +13.7% |
| 69 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,290.0 | $712K | 0.12% | +129.0 | +6.0% | $310.76 | -11.5% |
| 70 | LGLV | SPDR SERIES TRUST | — | 3,887.0 | $692K | 0.11% | -37.0 | -0.9% | $178.12 | -1.0% |
| 71 | V | VISA INC | Financial Services | 2,178.0 | $658K | 0.11% | +486.0 | +28.7% | $302.22 | +6.7% |
| 72 | C | CITIGROUP INC | Financial Services | 5,781.0 | $656K | 0.11% | -59.0 | -1.0% | $113.41 | +8.8% |
| 73 | DVN | DEVON ENERGY CORP NEW | Energy | 11,972.0 | $602K | 0.10% | +286.0 | +2.5% | $50.32 | -6.1% |
| 74 | HSBC | HSBC HLDGS PLC | Financial Services | 7,226.0 | $596K | 0.10% | +154.0 | +2.2% | $82.49 | +10.0% |
| 75 | LRCX | LAM RESEARCH CORP | Technology | 2,752.0 | $588K | 0.10% | +268.0 | +10.8% | $213.66 | +40.0% |
| 76 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 2,481.0 | $573K | 0.09% | +54.0 | +2.2% | $230.89 | -5.9% |
| 77 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 4,374.0 | $549K | 0.09% | +165.0 | +3.9% | $125.46 | +5.7% |
| 78 | AZN | ASTRAZENECA PLC | Healthcare | 2,763.0 | $545K | 0.09% | NEW | — | $197.22 | -7.9% |
| 79 | CB | CHUBB LTD SWITZ | Financial Services | 1,670.0 | $544K | 0.09% | -59.0 | -3.4% | $325.93 | -0.5% |
| 80 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 2,144.0 | $534K | 0.09% | — | — | $249.08 | +6.9% |
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%