Rise Advisors
Latest statistics and disclosures from Rise Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, VCRB, JMBS, FBND, and represent 47.84% of Rise Advisors's stock portfolio.
- Added to shares of these 10 stocks: VCRB (+$17M), JSMD (+$14M), FBND (+$13M), VTV, VUG, BUFZ, JMBS, XLI, XLF, XLE.
- Started 91 new stock positions in FROG, NNI, CCBG, ALNY, CLOV, HUBS, LENZ, CGON, SSB, UDR.
- Reduced shares in these 10 stocks: DFCF (-$27M), DFAT (-$14M), C, JPST, MU, AAPL, QQQ, GD, CB, EMN.
- Sold out of its positions in ASIX, BABA, AMR, AMED, ANSS, AZEK, BPMC, SAM, BFRG, CVBF.
- Rise Advisors was a net buyer of stock by $13M.
- Rise Advisors has $279M in assets under management (AUM), dropping by 10.71%.
- Central Index Key (CIK): 0001831316
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Portfolio Holdings for Rise Advisors
Rise Advisors holds 1527 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Rise Advisors has 1527 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rise Advisors Sept. 30, 2025 positions
- Download the Rise Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf 0 (VUG) | 15.8 | $44M | +6% | 92k | 479.61 |
|
| Vanguard Value Etf 0 (VTV) | 14.8 | $41M | +7% | 221k | 186.49 |
|
| Vanguard Core Bond Etf 0 (VCRB) | 6.2 | $17M | NEW | 222k | 78.41 |
|
| Janus Henderson Mortgage-backed Securities Etf 0 (JMBS) | 5.9 | $17M | +7% | 360k | 45.67 |
|
| Fidelity Total Bond Etf 0 (FBND) | 5.2 | $14M | +918% | 312k | 46.24 |
|
| Janus Henderson Small/mid Cap Growth Alpha Etf 0 (JSMD) | 5.0 | $14M | NEW | 167k | 83.61 |
|
| Janus Henderson Short Duration Income Etf 0 (VNLA) | 3.7 | $10M | 207k | 49.29 |
|
|
| Ft Vest Laddered Moderate Buffer Etf 0 (BUFZ) | 3.2 | $9.1M | +17% | 350k | 25.90 |
|
| Financial Select Sector Spdr Fund 0 (XLF) | 2.2 | $6.2M | +5% | 115k | 53.87 |
|
| Industrial Select Sector Spdr Fund 0 (XLI) | 2.2 | $6.1M | +5% | 40k | 154.23 |
|
| Nvidia Corporation 0 (NVDA) | 1.7 | $4.8M | 26k | 186.58 |
|
|
| Microsoft Corp 0 (MSFT) | 1.7 | $4.7M | +4% | 9.2k | 517.94 |
|
| Apple 0 (AAPL) | 1.5 | $4.2M | -4% | 17k | 254.63 |
|
| Berkshire Hathaway Inc Del Cl B 0 (BRK.B) | 1.5 | $4.1M | 8.1k | 502.73 |
|
|
| Energy Select Sector Spdr Fund 0 (XLE) | 1.4 | $4.0M | +8% | 44k | 89.34 |
|
| Amazon 0 (AMZN) | 0.9 | $2.6M | +8% | 12k | 219.57 |
|
| Alphabet Inc Cap Stk Cl C 0 (GOOG) | 0.8 | $2.2M | +5% | 8.9k | 243.55 |
|
| Jpmorgan Ultra-short Income Etf 0 (JPST) | 0.5 | $1.5M | -29% | 29k | 50.73 |
|
| Tesla 0 (TSLA) | 0.5 | $1.3M | +2% | 2.9k | 444.73 |
|
| Dimensional U.s. Core Equity 2 Etf 0 (DFAC) | 0.5 | $1.3M | 33k | 38.57 |
|
|
| Spdr S&p 500 Etf Trust 0 (SPY) | 0.5 | $1.3M | 1.9k | 666.22 |
|
|
| Meta Platforms Inc Cl A 0 (META) | 0.4 | $1.2M | +5% | 1.7k | 734.23 |
|
| Jpmorgan Chase & Co 0 (JPM) | 0.4 | $1.2M | +3% | 3.8k | 315.47 |
|
| Exxon Mobil Corp 0 (XOM) | 0.4 | $1.2M | +2% | 11k | 112.75 |
|
| Broadcom 0 (AVGO) | 0.4 | $1.1M | +3% | 3.3k | 329.89 |
|
| Tompkins Finl Corp 0 (TMP) | 0.4 | $1.1M | 16k | 66.21 |
|
|
| Johnson & Johnson 0 (JNJ) | 0.3 | $838k | +3% | 4.5k | 185.44 |
|
| Janus Henderson Aaa Clo Etf 0 (JAAA) | 0.3 | $835k | -2% | 16k | 50.78 |
|
| Cisco Sys 0 (CSCO) | 0.3 | $759k | 11k | 68.42 |
|
|
| Costco Whsl Corp 0 (COST) | 0.3 | $726k | 784.00 | 926.18 |
|
|
| Dimensional World Ex U.s. Core Equity 2 Etf 0 (DFAX) | 0.3 | $723k | 23k | 31.38 |
|
|
| Boeing 0 (BA) | 0.2 | $654k | +5% | 3.0k | 215.83 |
|
| Bank America Corp 0 (BAC) | 0.2 | $650k | +4% | 13k | 51.59 |
|
| Ishares Russell 2000 Etf 0 (IWM) | 0.2 | $646k | +20% | 2.7k | 241.98 |
|
| Spdr S&p Midcap 400 Etf Trust 0 (MDY) | 0.2 | $617k | +22% | 1.0k | 596.18 |
|
| Mastercard Incorporated Cl A 0 (MA) | 0.2 | $615k | +7% | 1.1k | 569.02 |
|
| Caterpillar 0 (CAT) | 0.2 | $614k | 1.3k | 476.97 |
|
|
| Mcdonalds Corp 0 (MCD) | 0.2 | $612k | +2% | 2.0k | 303.89 |
|
| Ishares Floating Rate Bond Etf 0 (FLOT) | 0.2 | $610k | 12k | 51.09 |
|
|
| Coca Cola 0 (KO) | 0.2 | $604k | 9.1k | 66.32 |
|
|
| Vanguard Dividend Appreciation Etf 0 (VIG) | 0.2 | $601k | 2.8k | 215.79 |
|
|
| Eaton Corp 0 (ETN) | 0.2 | $578k | +9% | 1.5k | 374.13 |
|
| Eli Lilly & Co 0 (LLY) | 0.2 | $578k | +3% | 758.00 | 762.87 |
|
| Oracle Corp 0 (ORCL) | 0.2 | $573k | +21% | 2.0k | 281.19 |
|
| Goldman Sachs Group 0 (GS) | 0.2 | $551k | +5% | 692.00 | 796.11 |
|
| International Business Machs 0 (IBM) | 0.2 | $529k | 1.9k | 282.19 |
|
|
| Paychex 0 (PAYX) | 0.2 | $512k | -4% | 4.0k | 126.75 |
|
| First Trust Rising Dividend Achievers Etf 0 (RDVY) | 0.2 | $495k | +30% | 7.4k | 67.26 |
|
| Invesco Qqq Trust Series I 0 (QQQ) | 0.2 | $484k | -19% | 806.00 | 600.56 |
|
| Home Depot 0 (HD) | 0.2 | $472k | +4% | 1.2k | 405.16 |
|
| Fidelity Msci Information Technology Index Etf 0 (FTEC) | 0.2 | $469k | 2.1k | 222.15 |
|
|
| Walmart 0 (WMT) | 0.2 | $469k | +8% | 4.6k | 103.06 |
|
| Health Care Select Sector Spdr Fund 0 (XLV) | 0.2 | $462k | +20% | 3.3k | 139.16 |
|
| Southern 0 (SO) | 0.2 | $462k | 4.9k | 94.77 |
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| Visa Inc Com Cl A 0 (V) | 0.2 | $460k | 1.3k | 341.35 |
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| Netflix 0 (NFLX) | 0.2 | $453k | +2% | 378.00 | 1198.92 |
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| Best Buy 0 (BBY) | 0.2 | $443k | 5.9k | 75.62 |
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| Blackstone 0 (BX) | 0.2 | $433k | -7% | 2.5k | 170.87 |
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| Rtx Corporation 0 (RTX) | 0.2 | $430k | 2.6k | 167.33 |
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| Procter And Gamble 0 (PG) | 0.1 | $385k | +5% | 2.5k | 153.68 |
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| Alphabet Inc Cap Stk Cl A 0 (GOOGL) | 0.1 | $384k | +17% | 1.6k | 243.14 |
|
| Micron Technology 0 (MU) | 0.1 | $374k | -46% | 2.2k | 167.29 |
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| Idexx Labs 0 (IDXX) | 0.1 | $352k | 551.00 | 638.89 |
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| Abbvie 0 (ABBV) | 0.1 | $336k | +3% | 1.5k | 231.56 |
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| Palantir Technologies Inc Cl A 0 (PLTR) | 0.1 | $330k | +2% | 1.8k | 182.42 |
|
| Ishares Core U.s. Aggregate Bond Etf 0 (AGG) | 0.1 | $329k | +4% | 3.3k | 100.26 |
|
| Vanguard International Dividend Appreciation Etf 0 (VIGI) | 0.1 | $322k | 3.6k | 89.57 |
|
|
| Amgen 0 (AMGN) | 0.1 | $318k | +8% | 1.1k | 282.14 |
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| Merck & Co 0 (MRK) | 0.1 | $314k | 3.7k | 83.93 |
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| Wells Fargo 0 (WFC) | 0.1 | $307k | +11% | 3.7k | 83.82 |
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| Chipotle Mexican Grill 0 (CMG) | 0.1 | $305k | 7.8k | 39.19 |
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| Us Bancorp Del 0 (USB) | 0.1 | $304k | -9% | 6.3k | 48.33 |
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| Vanguard Information Technology Etf 0 (VGT) | 0.1 | $297k | 397.00 | 747.28 |
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|
| Norfolk Southn Corp 0 (NSC) | 0.1 | $295k | 981.00 | 300.48 |
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| Waste Mgmt Inc Del 0 (WM) | 0.1 | $292k | -15% | 1.3k | 220.91 |
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| Vanguard Tax-exempt Bond Etf 0 (VTEB) | 0.1 | $291k | +498% | 5.8k | 50.07 |
|
| Packaging Corp Amer 0 (PKG) | 0.1 | $287k | -11% | 1.3k | 217.85 |
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| Morgan Stanley 0 (MS) | 0.1 | $282k | 1.8k | 158.95 |
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| Ge Aerospace 0 (GE) | 0.1 | $275k | +2% | 913.00 | 300.81 |
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| Dimensional Core Fixed Income Etf 0 (DFCF) | 0.1 | $270k | -99% | 6.3k | 42.76 |
|
| Chevron Corp 0 (CVX) | 0.1 | $269k | -10% | 1.7k | 155.31 |
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| Ishares Core S&p Mid-cap Etf 0 (IJH) | 0.1 | $268k | -8% | 4.1k | 65.26 |
|
| Dimensional Us Marketwide Value Etf 0 (DFUV) | 0.1 | $261k | 5.8k | 44.69 |
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| Alliant Energy Corp 0 (LNT) | 0.1 | $258k | -7% | 3.8k | 67.42 |
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| Pepsico 0 (PEP) | 0.1 | $257k | +10% | 1.8k | 140.41 |
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| Ishares Core S&p 500 Etf 0 (IVV) | 0.1 | $246k | 368.00 | 669.47 |
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| Zimmer Biomet Holdings 0 (ZBH) | 0.1 | $243k | 2.5k | 98.51 |
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| Disney Walt 0 (DIS) | 0.1 | $227k | +13% | 2.0k | 114.50 |
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| Ishares Select Dividend Etf 0 (DVY) | 0.1 | $220k | 1.5k | 142.14 |
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| Vanguard Total Stock Market Etf 0 (VTI) | 0.1 | $219k | 668.00 | 328.39 |
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| Unitedhealth Group 0 (UNH) | 0.1 | $215k | -4% | 622.00 | 345.04 |
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| Public Storage Oper 0 (PSA) | 0.1 | $207k | -15% | 718.00 | 288.90 |
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| Ge Vernova 0 (GEV) | 0.1 | $207k | +24% | 337.00 | 615.13 |
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| Salesforce 0 (CRM) | 0.1 | $202k | 853.00 | 237.02 |
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| Consolidated Edison 0 (ED) | 0.1 | $198k | -11% | 2.0k | 100.52 |
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| Vistra Corp 0 (VST) | 0.1 | $197k | 1.0k | 195.95 |
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| Servicenow 0 (NOW) | 0.1 | $197k | +15% | 214.00 | 920.28 |
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| Vanguard Mid-cap Etf 0 (VO) | 0.1 | $195k | 664.00 | 293.57 |
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| Shopify Inc Cl A Sub Vtg 0 (SHOP) | 0.1 | $193k | 1.3k | 148.61 |
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| Abbott Labs 0 (ABT) | 0.1 | $191k | +12% | 1.4k | 133.91 |
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| At&t 0 (T) | 0.1 | $183k | +2% | 6.5k | 28.24 |
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| Elevance Health Inc Formerly A 0 (ELV) | 0.1 | $181k | 559.00 | 323.18 |
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| Intuitive Surgical 0 (ISRG) | 0.1 | $178k | +12% | 398.00 | 447.23 |
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| Tjx Cos 0 (TJX) | 0.1 | $177k | +15% | 1.2k | 144.54 |
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| Capital One Finl Corp 0 (COF) | 0.1 | $176k | 827.00 | 212.68 |
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| Prudential Finl 0 (PRU) | 0.1 | $175k | -26% | 1.7k | 103.74 |
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| Advanced Micro Devices 0 (AMD) | 0.1 | $175k | +2% | 1.1k | 161.79 |
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| Intercontinental Exchange 0 (ICE) | 0.1 | $175k | 1.0k | 168.42 |
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| Aflac 0 (AFL) | 0.1 | $175k | 1.6k | 111.70 |
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| Qualcomm 0 (QCOM) | 0.1 | $175k | +2% | 1.0k | 166.32 |
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| Intuit 0 (INTU) | 0.1 | $171k | +2% | 250.00 | 682.99 |
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| Corning 0 (GLW) | 0.1 | $170k | +22% | 2.1k | 82.04 |
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| Palo Alto Networks 0 (PANW) | 0.1 | $168k | +15% | 827.00 | 203.62 |
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| Ishares Esg Msci Kld 400 Etf 0 (DSI) | 0.1 | $168k | 1.3k | 125.97 |
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| Uber Technologies 0 (UBER) | 0.1 | $167k | +3% | 1.7k | 97.97 |
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| Nextera Energy 0 (NEE) | 0.1 | $166k | +15% | 2.2k | 75.50 |
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| Linde 0 (LIN) | 0.1 | $165k | +3% | 347.00 | 475.35 |
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| Lowes Cos 0 (LOW) | 0.1 | $165k | 655.00 | 251.15 |
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| Ft Vest Investment Grade & Target Income Etf 0 (LQTI) | 0.1 | $154k | NEW | 7.5k | 20.41 |
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| Vanguard 0-3 Month Treasury Bill Etf 0 (VBIL) | 0.1 | $152k | 2.0k | 75.60 |
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| Invesco S&p Ultra Dividend Revenue Etf 0 (RDIV) | 0.1 | $148k | -8% | 2.8k | 52.12 |
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| Ishares S&p Small-cap 600 Value Etf 0 (IJS) | 0.1 | $148k | 1.3k | 110.55 |
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| Adobe 0 (ADBE) | 0.1 | $147k | 417.00 | 352.75 |
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| General Mtrs 0 (GM) | 0.1 | $144k | 2.4k | 60.98 |
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| Mastec 0 (MTZ) | 0.1 | $142k | 667.00 | 212.81 |
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| Crowdstrike Hldgs Inc Cl A 0 (CRWD) | 0.1 | $141k | +26% | 287.00 | 490.38 |
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| Chubb 0 (CB) | 0.0 | $138k | -37% | 489.00 | 282.30 |
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| Fidelity Enhanced Large Cap Value Etf 0 (FELV) | 0.0 | $136k | 4.0k | 33.53 |
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| Verizon Communications 0 (VZ) | 0.0 | $134k | -9% | 3.0k | 43.95 |
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| Progressive Corp 0 (PGR) | 0.0 | $133k | +2% | 540.00 | 246.99 |
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| Starbucks Corp 0 (SBUX) | 0.0 | $132k | 1.6k | 84.59 |
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| Arista Networks 0 (ANET) | 0.0 | $129k | 886.00 | 145.71 |
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| Ishares U.s. Real Estate Etf 0 (IYR) | 0.0 | $128k | 1.3k | 97.07 |
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| Constellation Brands Inc Cl A 0 (STZ) | 0.0 | $126k | +8% | 937.00 | 134.68 |
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| Vanguard New York Tax-exempt Bond Etf 0 (MUNY) | 0.0 | $126k | NEW | 1.2k | 102.94 |
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| Astrazeneca 0 (AZN) | 0.0 | $126k | 1.6k | 76.73 |
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| Ishares U.s. Utilities Etf 0 (IDU) | 0.0 | $126k | -11% | 1.1k | 110.95 |
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| Vanguard High Dividend Yield Index Etf 0 (VYM) | 0.0 | $125k | 890.00 | 140.90 |
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| Fastenal 0 (FAST) | 0.0 | $123k | 2.5k | 49.05 |
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| Thermo Fisher Scientific 0 (TMO) | 0.0 | $123k | +4% | 253.00 | 485.00 |
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| Union Pac Corp 0 (UNP) | 0.0 | $123k | 519.00 | 236.19 |
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| Gamestop Corp New Cl A 0 (GME) | 0.0 | $122k | NEW | 4.5k | 27.28 |
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| Applied Matls 0 (AMAT) | 0.0 | $121k | -7% | 591.00 | 204.90 |
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| Pnc Finl Svcs Group 0 (PNC) | 0.0 | $121k | +18% | 601.00 | 200.89 |
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| American Express 0 (AXP) | 0.0 | $119k | +3% | 359.00 | 332.15 |
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| Wp Carey 0 (WPC) | 0.0 | $117k | 1.7k | 67.55 |
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| Citigroup 0 (C) | 0.0 | $115k | -86% | 1.1k | 101.50 |
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| Booking Holdings 0 (BKNG) | 0.0 | $113k | 21.00 | 5399.29 |
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| Ishares Russell Mid-cap Growth Etf 0 (IWP) | 0.0 | $111k | 781.00 | 142.49 |
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| Stryker Corporation 0 (SYK) | 0.0 | $111k | +2% | 300.00 | 369.41 |
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| Lam Research Corp 0 (LRCX) | 0.0 | $110k | +3% | 820.00 | 133.87 |
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| Kinder Morgan Inc Del 0 (KMI) | 0.0 | $110k | 3.9k | 28.31 |
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| American Tower Corp 0 (AMT) | 0.0 | $108k | +2% | 559.00 | 192.45 |
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| Amphenol Corp New Cl A 0 (APH) | 0.0 | $108k | +2% | 869.00 | 123.71 |
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| Texas Instrs 0 (TXN) | 0.0 | $106k | +2% | 578.00 | 183.65 |
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| Carrier Global Corporation 0 (CARR) | 0.0 | $106k | 1.8k | 59.70 |
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| Blackrock 0 (BLK) | 0.0 | $105k | +3% | 90.00 | 1170.08 |
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| Schwab Charles Corp 0 (SCHW) | 0.0 | $102k | +3% | 1.1k | 95.44 |
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| Taiwan Semiconductor Mfg 0 (TSM) | 0.0 | $101k | +22% | 361.00 | 279.66 |
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| Air Prods & Chems 0 (APD) | 0.0 | $101k | +43% | 370.00 | 272.84 |
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| Ishares S&p 500 Growth Etf 0 (IVW) | 0.0 | $99k | 821.00 | 120.67 |
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| Target Corp 0 (TGT) | 0.0 | $98k | -3% | 1.1k | 89.67 |
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| Duke Energy Corp 0 (DUK) | 0.0 | $97k | 784.00 | 123.69 |
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| S&p Global 0 (SPGI) | 0.0 | $97k | +2% | 199.00 | 486.67 |
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| General Dynamics Corp 0 (GD) | 0.0 | $96k | -51% | 281.00 | 340.88 |
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| Loews Corp 0 (L) | 0.0 | $96k | 952.00 | 100.38 |
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| L3harris Technologies 0 (LHX) | 0.0 | $95k | +2% | 311.00 | 305.15 |
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| Accenture Plc Ireland Shs Class A 0 (ACN) | 0.0 | $94k | 383.00 | 246.44 |
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| Kla Corp 0 (KLAC) | 0.0 | $93k | +2% | 86.00 | 1080.91 |
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| Intel Corp 0 (INTC) | 0.0 | $91k | 2.7k | 33.55 |
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| Gilead Sciences 0 (GILD) | 0.0 | $90k | +3% | 812.00 | 110.96 |
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| Fair Isaac Corp 0 (FICO) | 0.0 | $88k | 59.00 | 1496.53 |
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| Deere & Co 0 (DE) | 0.0 | $88k | +2% | 192.00 | 458.38 |
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| United Parcel Service Inc Cl B 0 (UPS) | 0.0 | $87k | 1.0k | 83.49 |
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| Cvs Health Corp 0 (CVS) | 0.0 | $87k | +4% | 1.2k | 75.37 |
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| Spdr S&p Aerospace & Defense Etf 0 (XAR) | 0.0 | $86k | 365.00 | 234.78 |
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| Boston Scientific Corp 0 (BSX) | 0.0 | $85k | +3% | 873.00 | 97.63 |
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| Dover Corp 0 (DOV) | 0.0 | $85k | 510.00 | 166.73 |
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| Comcast Corp New Cl A 0 (CMCSA) | 0.0 | $84k | 2.7k | 31.42 |
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| Lockheed Martin Corp 0 (LMT) | 0.0 | $84k | +2% | 168.00 | 498.35 |
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| Honeywell Intl 0 (HON) | 0.0 | $82k | +2% | 392.00 | 210.25 |
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| Csx Corp 0 (CSX) | 0.0 | $82k | -12% | 2.3k | 35.51 |
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| Fedex Corp 0 (FDX) | 0.0 | $82k | 348.00 | 235.71 |
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| Danaher Corporation 0 (DHR) | 0.0 | $82k | +4% | 413.00 | 198.11 |
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| Ishares Esg Aware Msci Usa Etf 0 (ESGU) | 0.0 | $82k | 559.00 | 145.71 |
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| Proshares Ultrapro S&p500 0 (UPRO) | 0.0 | $81k | 723.00 | 111.51 |
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| Trane Technologies 0 (TT) | 0.0 | $81k | +2% | 191.00 | 421.27 |
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| Transdigm Group 0 (TDG) | 0.0 | $80k | +5% | 61.00 | 1309.36 |
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| Baker Hughes Company Cl A 0 (BKR) | 0.0 | $80k | +2% | 1.6k | 48.72 |
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| Ishares National Muni Bond Etf 0 (MUB) | 0.0 | $79k | 744.00 | 106.44 |
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| Analog Devices 0 (ADI) | 0.0 | $79k | +2% | 320.00 | 245.51 |
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| Zoetis Inc Cl A 0 (ZTS) | 0.0 | $78k | +4% | 536.00 | 146.23 |
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| Conocophillips 0 (COP) | 0.0 | $78k | +3% | 827.00 | 94.58 |
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| Bristol-myers Squibb 0 (BMY) | 0.0 | $78k | -9% | 1.7k | 45.10 |
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| Lamar Advertising Co New Cl A 0 (LAMR) | 0.0 | $77k | -10% | 626.00 | 122.40 |
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| T-mobile Us 0 (TMUS) | 0.0 | $76k | +4% | 315.00 | 239.71 |
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| Vaneck Morningstar Wide Moat Etf 0 (MOAT) | 0.0 | $75k | 758.00 | 99.11 |
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| Otis Worldwide Corp 0 (OTIS) | 0.0 | $74k | 811.00 | 91.45 |
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| Medtronic 0 (MDT) | 0.0 | $74k | +3% | 773.00 | 95.27 |
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| Nike Inc Cl B 0 (NKE) | 0.0 | $73k | +2% | 1.0k | 69.70 |
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| Constellation Energy Corp 0 (CEG) | 0.0 | $72k | +3% | 219.00 | 329.18 |
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| Axon Enterprise 0 (AXON) | 0.0 | $72k | +3% | 100.00 | 717.64 |
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| Core Scientific 0 (CORZ) | 0.0 | $72k | 4.0k | 17.94 |
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| Automatic Data Processing 0 (ADP) | 0.0 | $70k | 240.00 | 292.93 |
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| Welltower 0 (WELL) | 0.0 | $69k | +4% | 389.00 | 178.36 |
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| First Trust Nasdaq Technology Dividend Index Fund 0 (TDIV) | 0.0 | $69k | -33% | 701.00 | 98.63 |
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| Devon Energy Corp 0 (DVN) | 0.0 | $69k | +119% | 2.0k | 35.06 |
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| Yum Brands 0 (YUM) | 0.0 | $69k | 452.00 | 151.91 |
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| Comfort Sys Usa 0 (FIX) | 0.0 | $67k | 82.00 | 821.84 |
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| Vertex Pharmaceuticals 0 (VRTX) | 0.0 | $67k | +2% | 170.00 | 391.64 |
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| Equitable Hldgs 0 (EQH) | 0.0 | $65k | 1.3k | 50.77 |
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| Terex Corp 0 (TEX) | 0.0 | $65k | +108% | 1.3k | 51.29 |
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| Cadence Design System 0 (CDNS) | 0.0 | $65k | +2% | 186.00 | 351.26 |
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| Prologis 0 (PLD) | 0.0 | $65k | +3% | 565.00 | 114.43 |
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| Ishares Core S&p Small Cap Etf 0 (IJR) | 0.0 | $64k | +53% | 538.00 | 118.87 |
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| Illinois Tool Wks 0 (ITW) | 0.0 | $63k | +2% | 243.00 | 260.63 |
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| Fundstrat Granny Shots Us Large Cap Etf 0 (GRNY) | 0.0 | $63k | NEW | 2.5k | 24.99 |
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| Parker-hannifin Corp 0 (PH) | 0.0 | $62k | +2% | 82.00 | 760.89 |
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| Firstenergy Corp 0 (FE) | 0.0 | $62k | 1.3k | 45.81 |
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| Mckesson Corp 0 (MCK) | 0.0 | $61k | +3% | 80.00 | 767.81 |
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| Newmont Corp 0 (NEM) | 0.0 | $61k | +4% | 722.00 | 84.26 |
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| Gen Digital 0 (GEN) | 0.0 | $61k | 2.1k | 28.39 |
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| Emcor Group 0 (EME) | 0.0 | $60k | 92.00 | 652.23 |
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| Cme Group 0 (CME) | 0.0 | $59k | 220.00 | 269.90 |
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| Interactive Brokers Group Inc Com Cl A 0 (IBKR) | 0.0 | $59k | 863.00 | 68.80 |
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| Nisource 0 (NI) | 0.0 | $59k | 1.4k | 43.28 |
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| Lyondellbasell Industries N V Shs - A - 0 (LYB) | 0.0 | $59k | -11% | 1.2k | 49.02 |
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| Marsh & Mclennan Cos 0 (MMC) | 0.0 | $58k | +2% | 288.00 | 201.30 |
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| Marathon Pete Corp 0 (MPC) | 0.0 | $58k | +2% | 300.00 | 192.50 |
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| Oreilly Automotive 0 (ORLY) | 0.0 | $58k | +6% | 535.00 | 107.81 |
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| The Cigna Group 0 (CI) | 0.0 | $57k | +11% | 198.00 | 288.49 |
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| Royal Caribbean Group 0 (RCL) | 0.0 | $57k | +3% | 176.00 | 323.11 |
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| Synopsys 0 (SNPS) | 0.0 | $57k | +18% | 115.00 | 493.39 |
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| Alps O'shares Global Internet Giants Etf 0 (OGIG) | 0.0 | $56k | 975.00 | 57.46 |
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| Regeneron Pharmaceuticals 0 (REGN) | 0.0 | $56k | 99.00 | 564.65 |
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| Bitmine Immersion Tecnologies 0 (BMNR) | 0.0 | $55k | NEW | 1.1k | 51.93 |
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| Pure Storage Inc Cl A 0 (PSTG) | 0.0 | $54k | 648.00 | 83.81 |
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| 3M 0 (MMM) | 0.0 | $54k | +2% | 347.00 | 155.23 |
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| Howmet Aerospace 0 (HWM) | 0.0 | $54k | +2% | 273.00 | 196.26 |
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| Dexcom 0 (DXCM) | 0.0 | $53k | 793.00 | 67.29 |
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| Costar Group 0 (CSGP) | 0.0 | $53k | 629.00 | 84.37 |
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| Ishares S&p 500 Value Etf 0 (IVE) | 0.0 | $53k | 256.00 | 206.88 |
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| Simon Ppty Group 0 (SPG) | 0.0 | $53k | +3% | 280.00 | 187.90 |
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| Mondelez Intl Inc Cl A 0 (MDLZ) | 0.0 | $52k | +3% | 837.00 | 62.49 |
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| Hca Healthcare 0 (HCA) | 0.0 | $52k | +6% | 121.00 | 427.71 |
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| Workday Inc Cl A 0 (WDAY) | 0.0 | $52k | +2% | 214.00 | 240.73 |
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| Wisdomtree Cybersecurity Fund 0 (WCBR) | 0.0 | $50k | 1.6k | 31.38 |
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| Kimberly-clark Corp 0 (KMB) | 0.0 | $50k | +2% | 404.00 | 124.22 |
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| Emerson Elec 0 (EMR) | 0.0 | $50k | 381.00 | 131.20 |
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| Williams Sonoma 0 (WSM) | 0.0 | $50k | 256.00 | 195.15 |
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Past Filings by Rise Advisors
SEC 13F filings are viewable for Rise Advisors going back to 2021
- Rise Advisors 2025 Q3 filed Oct. 8, 2025
- Rise Advisors 2025 Q2 filed July 8, 2025
- Rise Advisors 2024 Q4 filed Jan. 7, 2025
- Rise Advisors 2024 Q3 filed Oct. 11, 2024
- Rise Advisors 2024 Q2 filed July 9, 2024
- Rise Advisors 2024 Q1 filed April 9, 2024
- Rise Advisors 2023 Q4 filed Jan. 10, 2024
- Rise Advisors 2023 Q3 filed Oct. 10, 2023
- Rise Advisors 2023 Q2 filed July 10, 2023
- Rise Advisors 2023 Q1 filed April 5, 2023
- Rise Advisors 2022 Q4 filed Jan. 6, 2023
- Rise Advisors 2022 Q3 filed Oct. 11, 2022
- Rise Advisors 2022 Q2 filed July 28, 2022
- Rise Advisors 2022 Q1 filed April 22, 2022
- Rise Advisors 2021 Q4 filed Feb. 24, 2022