Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | INTC | INTEL CORP | Technology | 9,944.0 | $439K | 0.07% | -2K | -16.0% | $44.13 | +146.5% |
| 102 | RY | ROYAL BK CDA | Financial Services | 2,658.0 | $430K | 0.07% | +21.0 | +0.8% | $161.78 | +13.4% |
| 103 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 8,496.0 | $426K | 0.07% | NEW | — | $50.20 | -7.6% |
| 104 | NEM | NEWMONT CORP | Basic Materials | 3,939.0 | $426K | 0.07% | +135.0 | +3.5% | $108.25 | +0.7% |
| 105 | MLI | MUELLER INDS INC | Industrials | 3,827.0 | $424K | 0.07% | +21.0 | +0.6% | $110.80 | +23.1% |
| 106 | HD | HOME DEPOT INC | Consumer Cyclical | 1,263.0 | $415K | 0.07% | -156.0 | -11.0% | $328.90 | -9.5% |
| 107 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,838.0 | $410K | 0.07% | NEW | — | $144.45 | -2.0% |
| 108 | PSX | PHILLIPS 66 | Energy | 2,215.0 | $404K | 0.07% | -60.0 | -2.6% | $182.17 | -3.3% |
| 109 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 472.0 | $399K | 0.07% | +19.0 | +4.2% | $845.36 | +12.2% |
| 110 | APH | AMPHENOL CORP | Technology | 3,102.0 | $392K | 0.06% | +250.0 | +8.8% | $126.35 | -3.7% |
| 111 | GD | GENERAL DYNAMICS CORP | Industrials | 1,127.0 | $387K | 0.06% | — | — | $343.23 | -2.5% |
| 112 | ABNB | AIRBNB INC | Consumer Cyclical | 3,049.0 | $385K | 0.06% | +610.0 | +25.0% | $126.28 | +6.4% |
| 113 | AME | AMETEK INC | Industrials | 1,772.0 | $380K | 0.06% | +215.0 | +13.8% | $214.30 | +5.3% |
| 114 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 90.0 | $379K | 0.06% | +15.0 | +20.0% | $4210.32 | -96.3% |
| 115 | SUB | ISHARES TR | — | 3,531.0 | $376K | 0.06% | -172.0 | -4.6% | $106.50 | -0.3% |
| 116 | DAL | DELTA AIR LINES INC | Industrials | 5,629.0 | $374K | 0.06% | +2K | +38.2% | $66.48 | +5.6% |
| 117 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,249.0 | $372K | 0.06% | +72.0 | +3.3% | $165.32 | +14.7% |
| 118 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 2,653.0 | $359K | 0.06% | +208.0 | +8.5% | $135.23 | -1.0% |
| 119 | KO | COCA COLA CO | Consumer Defensive | 4,688.0 | $356K | 0.06% | +201.0 | +4.5% | $76.04 | +6.3% |
| 120 | ETN | EATON CORP PLC | Industrials | 990.0 | $354K | 0.06% | +73.0 | +8.0% | $357.67 | +11.7% |
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%