Portfolio (Quarterly)
Guide ↗
RIVERSEDGE ADVISORS, LLC
· CIK 0001787663| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,006.0 | $259K | 0.04% | NEW | — | $257.28 | -16.6% |
| 162 | HDB | HDFC BANK LTD | Financial Services | 7,072.0 | $258K | 0.04% | NEW | — | $36.54 | -32.0% |
| 163 | PHM | PULTE GROUP INC | Consumer Cyclical | 2,199.0 | $258K | 0.04% | NEW | — | $117.26 | -2.9% |
| 164 | — | UNILEVER PLC | — | 3,925.0 | $257K | 0.04% | NEW | — | $65.40 | — |
| 165 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 6,929.0 | $256K | 0.04% | NEW | — | $37.00 | -11.8% |
| 166 | LYFT | LYFT INC | Technology | 13,145.0 | $255K | 0.04% | NEW | — | $19.37 | -32.6% |
| 167 | PLD | PROLOGIS INC. | Real Estate | 1,988.0 | $254K | 0.04% | NEW | — | $127.66 | +11.7% |
| 168 | WFC | WELLS FARGO CO NEW | Financial Services | 2,685.0 | $250K | 0.04% | NEW | — | $93.18 | -20.8% |
| 169 | DHR | DANAHER CORPORATION | Healthcare | 1,089.0 | $249K | 0.04% | NEW | — | $228.99 | -28.1% |
| 170 | GM | GENERAL MTRS CO | Consumer Cyclical | 3,032.0 | $247K | 0.04% | NEW | — | $81.32 | -4.4% |
| 171 | GEV | GE VERNOVA INC | Utilities | 376.0 | $246K | 0.04% | NEW | — | $653.57 | +66.9% |
| 172 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,436.0 | $243K | 0.04% | NEW | — | $99.91 | -10.5% |
| 173 | — | SANDISK CORP | — | 1,018.0 | $242K | 0.04% | NEW | — | $237.38 | — |
| 174 | DIS | DISNEY WALT CO | Communication Services | 2,117.0 | $241K | 0.04% | NEW | — | $113.77 | -7.3% |
| 175 | BLK | BLACKROCK INC | Financial Services | 220.0 | $236K | 0.04% | NEW | — | $1071.88 | +0.9% |
| 176 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 1,139.0 | $234K | 0.04% | NEW | — | $205.60 | +4.9% |
| 177 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 790.0 | $234K | 0.04% | NEW | — | $296.38 | -26.3% |
| 178 | CMI | CUMMINS INC | Industrials | 454.0 | $232K | 0.04% | NEW | — | $510.45 | +40.4% |
| 179 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 4,860.0 | $231K | 0.04% | NEW | — | $47.56 | -9.7% |
| 180 | UBS | UBS GROUP AG | Financial Services | 4,955.0 | $229K | 0.04% | NEW | — | $46.31 | +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
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%