RIVERSEDGE ADVISORS, LLC - Portfolio Stock Holdings
Report Period:
June 30, 2024No. of Stocks:
95Est. Stock Holding Value:
$409,838,028Top Stock Holdings By Sector
Portfolio Stock Holdings - RIVERSEDGE ADVISORS, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|---|---|---|---|---|---|
| SCHX | 632,641 | $40,647,184 | 9.92% | -61,457 | -$3,948,612 | -8.85% |
| SPYG | 369,309 | $29,592,730 | 7.22% | -5,952 | -$476,934 | -1.59% |
| IEFA | 371,148 | $26,960,191 | 6.58% | -367,963 | -$26,728,832 | -49.78% |
| SPYV | 534,521 | $26,052,554 | 6.36% | -3,128 | -$152,459 | -0.58% |
| UITB | 543,277 | $24,996,175 | 6.10% | -82,072 | -$3,776,133 | -13.12% |
| SCHF | 564,040 | $21,670,417 | 5.29% | -6,652 | -$255,570 | -1.17% |
| AAPL | 91,862 | $19,347,974 | 4.72% | +510 | +$107,416 | +0.56% |
| RSP | 117,543 | $19,309,964 | 4.71% | +12,647 | +$2,077,649 | +12.06% |
| DFIV | 432,417 | $15,541,067 | 3.79% | +432,417 | +$15,541,067 | Open |
| EMXC | 257,489 | $15,243,349 | 3.72% | +7,964 | +$471,469 | +3.19% |
| SCHA | 320,057 | $15,186,705 | 3.71% | -6,829 | -$324,036 | -2.09% |
| OSEA | 522,505 | $14,452,488 | 3.53% | +522,505 | +$14,452,488 | Open |
| VEA | 282,859 | $13,978,892 | 3.41% | -34,515 | -$1,705,731 | -10.88% |
| VWO | 280,609 | $12,279,450 | 3.00% | +25,172 | +$1,101,527 | +9.85% |
| CALF | 228,847 | $9,968,575 | 2.43% | +13,304 | +$579,522 | +6.17% |
| VUG | 22,090 | $8,261,881 | 2.02% | -41 | -$15,334 | -0.19% |
| IGSB | 149,299 | $7,650,081 | 1.87% | +67,537 | +$3,460,596 | +82.60% |
| VTEB | 152,377 | $7,635,611 | 1.86% | -13,596 | -$681,296 | -8.19% |
| VIOV | 75,136 | $6,286,629 | 1.53% | -2,019 | -$168,930 | -2.62% |
| USHY | 165,991 | $6,022,153 | 1.47% | +8,444 | +$306,348 | +5.36% |
| VTWG | 25,622 | $4,895,083 | 1.19% | -1,311 | -$250,467 | -4.87% |
| VTV | 30,514 | $4,894,751 | 1.19% | -2,498 | -$400,704 | -7.57% |
| SPEM | 115,541 | $4,352,429 | 1.06% | -5,152 | -$194,076 | -4.27% |
| JMUB | 76,298 | $3,843,512 | 0.94% | +6,339 | +$319,327 | +9.06% |
| VBK | 14,570 | $3,644,394 | 0.89% | +332 | +$83,043 | +2.33% |
| HYMB | 129,600 | $3,297,024 | 0.80% | -5,996 | -$152,538 | -4.42% |
| HYD | 60,489 | $3,124,257 | 0.76% | -404 | -$20,867 | -0.66% |
| MSFT | 6,968 | $3,114,348 | 0.76% | +319 | +$142,577 | +4.80% |
| NVDA | 23,705 | $2,946,532 | 0.72% | +145 | +$18,024 | +0.62% |
| MUB | 21,457 | $2,286,243 | 0.56% | -1,423 | -$151,621 | -6.22% |
| VBR | 12,359 | $2,255,765 | 0.55% | +352 | +$64,247 | +2.93% |
| SCHV | 23,855 | $1,767,178 | 0.43% | -25 | -$1,852 | -0.10% |
| IVV | 2,956 | $1,617,612 | 0.39% | -37 | -$20,248 | -1.24% |
| GOOGL | 8,438 | $1,536,982 | 0.38% | +495 | +$90,164 | +6.23% |
| VGT | 2,168 | $1,250,047 | 0.31% | +4 | +$2,306 | +0.18% |
| AMZN | 6,170 | $1,192,353 | 0.29% | +262 | +$50,632 | +4.43% |
| IVW | 12,715 | $1,176,646 | 0.29% | -2,372 | -$219,505 | -15.72% |
| LGLV | 6,594 | $1,006,047 | 0.25% | -507 | -$77,353 | -7.14% |
| GOOG | 5,318 | $975,428 | 0.24% | +470 | +$86,207 | +9.69% |
| IWO | 3,382 | $887,876 | 0.22% | -55 | -$14,439 | -1.60% |
| BRK.B | 2,028 | $824,990 | 0.20% | +148 | +$60,206 | +7.87% |
| MCO | 1,926 | $810,711 | 0.20% | -8 | -$3,367 | -0.41% |
| COST | 858 | $729,291 | 0.18% | +13 | +$11,050 | +1.54% |
| XLF | 17,398 | $715,232 | 0.17% | - | - | - |
| VTI | 2,519 | $673,858 | 0.16% | +594 | +$158,901 | +30.86% |
| META | 1,287 | $648,931 | 0.16% | +44 | +$22,186 | +3.54% |
| JNJ | 4,346 | $635,211 | 0.15% | -125 | -$18,270 | -2.80% |
| ABBV | 3,470 | $595,174 | 0.15% | -9 | -$1,544 | -0.26% |
| CVX | 3,712 | $580,631 | 0.14% | +34 | +$5,318 | +0.92% |
| CIL | 13,558 | $570,018 | 0.14% | -1,708 | -$71,809 | -11.19% |
| SHM | 11,359 | $536,031 | 0.13% | -1,670 | -$78,807 | -12.82% |
| NVO | 3,556 | $507,583 | 0.12% | +383 | +$54,669 | +12.07% |
| TSM | 2,817 | $489,623 | 0.12% | +350 | +$60,834 | +14.19% |
| CRM | 1,798 | $462,266 | 0.11% | -56 | -$14,398 | -3.02% |
| JPM | 2,196 | $444,163 | 0.11% | +144 | +$29,125 | +7.02% |
| VOO | 874 | $437,114 | 0.11% | -27 | -$13,504 | -3.00% |
| SUB | 4,060 | $424,473 | 0.10% | +225 | +$23,524 | +5.87% |
| MCD | 1,653 | $421,251 | 0.10% | -347 | -$88,429 | -17.35% |
| BAC | 9,469 | $376,582 | 0.09% | -272 | -$10,817 | -2.79% |
| ASML | 359 | $367,160 | 0.09% | +40 | +$40,909 | +12.54% |
| ISRG | 799 | $355,435 | 0.09% | +13 | +$5,783 | +1.65% |
| LECO | 1,850 | $348,984 | 0.09% | - | - | - |
| ABT | 3,304 | $343,319 | 0.08% | -144 | -$14,963 | -4.18% |
| DVN | 7,083 | $335,734 | 0.08% | +254 | +$12,040 | +3.72% |
| V | 1,247 | $327,300 | 0.08% | +62 | +$16,273 | +5.23% |
| VV | 1,285 | $320,762 | 0.08% | - | - | - |
| HD | 926 | $318,766 | 0.08% | -35 | -$12,048 | -3.64% |
| MRK | 2,539 | $314,328 | 0.08% | -78 | -$9,656 | -2.98% |
| IWF | 860 | $313,479 | 0.08% | - | - | - |
| SCHE | 11,369 | $301,961 | 0.07% | -118 | -$3,134 | -1.03% |
| KO | 4,634 | $294,954 | 0.07% | +149 | +$9,484 | +3.32% |
| QCOM | 1,424 | $283,632 | 0.07% | +92 | +$18,325 | +6.91% |
| ETN | 861 | $269,967 | 0.07% | +15 | +$4,703 | +1.77% |
| PLTR | 10,368 | $262,621 | 0.06% | +10,368 | +$262,621 | Open |
| TPL | 356 | $261,400 | 0.06% | - | - | - |
| MAR | 1,054 | $254,826 | 0.06% | -3 | -$725 | -0.28% |
| EFA | 3,225 | $252,614 | 0.06% | - | - | - |
| HYLB | 6,900 | $244,674 | 0.06% | +107 | +$3,794 | +1.58% |
| SPY | 431 | $234,559 | 0.06% | +2 | +$1,088 | +0.47% |
| GPC | 1,688 | $233,484 | 0.06% | - | - | - |
| LLY | 248 | $224,534 | 0.05% | +248 | +$224,534 | Open |
| HURN | 2,234 | $220,049 | 0.05% | - | - | - |
| SHEL | 2,988 | $215,674 | 0.05% | +2,988 | +$215,674 | Open |
| IEMG | 3,951 | $211,497 | 0.05% | +13 | +$696 | +0.33% |
| ADP | 863 | $205,989 | 0.05% | -13 | -$3,103 | -1.48% |
| ADBE | 370 | $205,550 | 0.05% | -201 | -$111,664 | -35.20% |
| LOAN | 13,231 | $68,007 | 0.02% | +13,231 | +$68,007 | Open |
| SAN | 13,493 | $62,473 | 0.02% | +1,397 | +$6,468 | +11.55% |
| MFG | 10,839 | $45,849 | 0.01% | +10,839 | +$45,849 | Open |
| LYG | 16,080 | $43,898 | 0.01% | +1,425 | +$3,890 | +9.72% |
| AVGO | 237 | $38,887 | 0.01% | +240 | +$39,379 | +11.27% |
| BBD | 10,693 | $23,952 | 0.01% | +94 | +$211 | +0.89% |
| BLDR | 0 | $0 | 0.00% | -1,044 | -$144,500 | -100.00% |
| GBTC | 0 | $0 | 0.00% | -3,300 | -$175,692 | -100.00% |
| BMY | 0 | $0 | 0.00% | -5,388 | -$223,764 | -100.00% |