Rise Advisors
Latest statistics and disclosures from Rise Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VUG, DFCF, JMBS, VNLA, and represent 49.00% of Rise Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFCF, VTV, VUG, JMBS, DFAT, VNLA, AVGO, XLI, XSOE, FBND.
- Started 27 new stock positions in SCHR, Bitwise Ethereum Etf, AMCR, SHM, Super Micro Computer Inc Com Usd0.001, NYCB, SCHO, MJ, SUB, TLH.
- Reduced shares in these 10 stocks: ISTB, , PNC, VMBS, NVDA, IJH, IXUS, LRCX, PEP, T.
- Sold out of its positions in AFRM, AIRC, ASAN, BLK, BKSY, CHGG, CFLT, CPNG, CCI, DXC.
- Rise Advisors was a net buyer of stock by $9.2M.
- Rise Advisors has $209M in assets under management (AUM), dropping by 10.58%.
- Central Index Key (CIK): 0001831316
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Portfolio Holdings for Rise Advisors
Rise Advisors holds 1233 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Rise Advisors has 1233 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rise Advisors Sept. 30, 2024 positions
- Download the Rise Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Value Etf 0 (VTV) | 13.6 | $28M | +8% | 162k | 174.57 |
|
| Vanguard Growth Etf 0 (VUG) | 12.4 | $26M | +5% | 67k | 383.93 |
|
| Dimensional Core Fixed Income Etf 0 (DFCF) | 10.9 | $23M | +12% | 527k | 43.19 |
|
| Janus Henderson Mortgage-backed Securities Etf 0 (JMBS) | 6.7 | $14M | +11% | 301k | 46.65 |
|
| Janus Henderson Short Duration Income Etf 0 (VNLA) | 5.4 | $11M | +5% | 229k | 49.04 |
|
| Dimensional U.s. Targeted Value Etf 0 (DFAT) | 4.2 | $8.8M | +7% | 159k | 55.63 |
|
| Financial Select Sector Spdr Fund 0 (XLF) | 2.5 | $5.2M | +4% | 115k | 45.32 |
|
| Industrial Select Sector Spdr Fund 0 (XLI) | 2.4 | $5.0M | +6% | 37k | 135.44 |
|
| Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE) | 2.1 | $4.3M | +6% | 132k | 33.03 |
|
| Paypal Hldgs 0 (PYPL) | 1.8 | $3.8M | +2% | 48k | 78.03 |
|
| Nvidia Corporation 0 (NVDA) | 1.4 | $2.9M | -3% | 24k | 121.44 |
|
| Microsoft Corp 0 (MSFT) | 1.1 | $2.2M | 5.2k | 430.29 |
|
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| Berkshire Hathaway Inc Del Cl B 0 (BRK.B) | 0.9 | $1.8M | 3.9k | 460.26 |
|
|
| Amazon 0 (AMZN) | 0.9 | $1.8M | -3% | 9.5k | 186.33 |
|
| Alphabet Inc Cap Stk Cl C 0 (GOOG) | 0.7 | $1.4M | -2% | 8.2k | 167.19 |
|
| Jpmorgan Ultra-short Income Etf 0 (JPST) | 0.7 | $1.4M | +14% | 27k | 50.74 |
|
| Exxon Mobil Corp 0 (XOM) | 0.6 | $1.2M | +22% | 10k | 117.22 |
|
| Dimensional U.s. Core Equity 2 Etf 0 (DFAC) | 0.5 | $1.1M | 32k | 34.29 |
|
|
| Invesco Qqq Trust Series I 0 (QQQ) | 0.5 | $1.0M | 2.1k | 488.07 |
|
|
| Apple 0 (AAPL) | 0.5 | $1.0M | 4.5k | 232.98 |
|
|
| Janus Detroit Street Trust Janus Henderson Aaa Clo Etf 0 (JAAA) | 0.5 | $1.0M | +10% | 20k | 50.88 |
|
| Tompkins Finl Corp 0 (TMP) | 0.4 | $914k | 16k | 57.79 |
|
|
| Meta Platforms Inc Cl A 0 (META) | 0.4 | $785k | +2% | 1.4k | 572.38 |
|
| Paychex 0 (PAYX) | 0.3 | $714k | +2% | 5.3k | 134.18 |
|
| Tesla 0 (TSLA) | 0.3 | $693k | 2.7k | 261.64 |
|
|
| Costco Whsl Corp 0 (COST) | 0.3 | $673k | 759.00 | 886.35 |
|
|
| Jpmorgan Chase & Co 0 (JPM) | 0.3 | $671k | 3.2k | 210.87 |
|
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| Ishares Floating Rate Bond Etf 0 (FLOT) | 0.3 | $664k | -5% | 13k | 51.04 |
|
| Spdr S&p 500 Etf Trust 0 (SPY) | 0.3 | $650k | +37% | 1.1k | 573.92 |
|
| Fidelity Total Bond Etf 0 (FBND) | 0.3 | $647k | +57% | 14k | 46.74 |
|
| Ishares Core S&p Mid-cap Etf 0 (IJH) | 0.3 | $619k | -12% | 9.9k | 62.32 |
|
| Mcdonalds Corp 0 (MCD) | 0.3 | $616k | +2% | 2.0k | 304.52 |
|
| Dimensional World Ex U.s. Core Equity 2 Etf 0 (DFAX) | 0.3 | $604k | 22k | 27.01 |
|
|
| Caterpillar 0 (CAT) | 0.3 | $582k | +2% | 1.5k | 391.15 |
|
| Merck & Co 0 (MRK) | 0.3 | $579k | -3% | 5.1k | 113.55 |
|
| Eli Lilly & Co 0 (LLY) | 0.3 | $578k | -7% | 653.00 | 885.64 |
|
| Eaton Corp 0 (ETN) | 0.3 | $576k | 1.7k | 331.36 |
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| Coca Cola 0 (KO) | 0.3 | $558k | +2% | 7.8k | 71.86 |
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| Cisco Sys 0 (CSCO) | 0.3 | $549k | +3% | 10k | 53.22 |
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| Fidelity Msci Information Technology Index Etf 0 (FTEC) | 0.3 | $530k | -4% | 3.0k | 174.52 |
|
| Southern 0 (SO) | 0.2 | $521k | +4% | 5.8k | 90.17 |
|
| Johnson & Johnson 0 (JNJ) | 0.2 | $508k | +3% | 3.1k | 162.06 |
|
| Home Depot 0 (HD) | 0.2 | $505k | -2% | 1.2k | 405.07 |
|
| Bank America Corp 0 (BAC) | 0.2 | $487k | -4% | 12k | 39.68 |
|
| Mastercard Incorporated Cl A 0 (MA) | 0.2 | $486k | -3% | 983.00 | 493.95 |
|
| Blackstone 0 (BX) | 0.2 | $465k | +4% | 3.0k | 153.15 |
|
| Public Storage Oper 0 (PSA) | 0.2 | $464k | +3% | 1.3k | 363.91 |
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| Vanguard Dividend Appreciation Etf 0 (VIG) | 0.2 | $462k | 2.3k | 198.04 |
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| Chipotle Mexican Grill 0 (CMG) | 0.2 | $460k | 8.0k | 57.62 |
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| Ishares Russell 2000 Etf 0 (IWM) | 0.2 | $439k | +6% | 2.0k | 220.87 |
|
| Boeing 0 (BA) | 0.2 | $430k | -3% | 2.8k | 152.04 |
|
| Us Bancorp Del 0 (USB) | 0.2 | $424k | +4% | 9.3k | 45.73 |
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| Waste Mgmt Inc Del 0 (WM) | 0.2 | $423k | 2.0k | 207.55 |
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| Prudential Finl 0 (PRU) | 0.2 | $399k | +5% | 3.3k | 121.12 |
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| International Business Machs 0 (IBM) | 0.2 | $392k | 1.8k | 221.09 |
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| Broadcom 0 (AVGO) | 0.2 | $391k | +903% | 2.3k | 172.52 |
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| Packaging Corp Amer 0 (PKG) | 0.2 | $381k | -2% | 1.8k | 215.40 |
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| Unitedhealth Group 0 (UNH) | 0.2 | $374k | -8% | 639.00 | 584.73 |
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| Procter And Gamble 0 (PG) | 0.2 | $370k | 2.1k | 173.23 |
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| Spdr S&p Midcap 400 Etf Trust 0 (MDY) | 0.2 | $364k | 639.00 | 569.38 |
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| Ishares Core U.s. Aggregate Bond Etf 0 (AGG) | 0.2 | $363k | +57% | 3.6k | 101.27 |
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| Consolidated Edison 0 (ED) | 0.2 | $355k | +4% | 3.4k | 104.12 |
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| Goldman Sachs Group 0 (GS) | 0.2 | $345k | 698.00 | 494.78 |
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| Ishares Core Msci Total International Stock Etf 0 (IXUS) | 0.2 | $344k | -20% | 4.7k | 72.63 |
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| Alliant Energy Corp 0 (LNT) | 0.2 | $336k | +4% | 5.5k | 60.69 |
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| Walmart 0 (WMT) | 0.2 | $323k | -8% | 4.0k | 80.75 |
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| Vanguard International Dividend Appreciation Etf 0 (VIGI) | 0.1 | $311k | 3.5k | 88.29 |
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| Idexx Labs 0 (IDXX) | 0.1 | $285k | 565.00 | 505.22 |
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| Rtx Corporation 0 (RTX) | 0.1 | $283k | -10% | 2.3k | 121.13 |
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| Lyondellbasell Industries N V Shs - A - 0 (LYB) | 0.1 | $274k | -4% | 2.9k | 95.91 |
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| Zimmer Biomet Holdings 0 (ZBH) | 0.1 | $270k | 2.5k | 107.96 |
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| Constellation Brands Inc Cl A 0 (STZ) | 0.1 | $265k | -5% | 1.0k | 257.73 |
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| Visa Inc Com Cl A 0 (V) | 0.1 | $261k | -2% | 948.00 | 274.84 |
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| Dow 0 (DOW) | 0.1 | $259k | -18% | 4.7k | 54.63 |
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| Abbvie 0 (ABBV) | 0.1 | $250k | 1.3k | 197.50 |
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| Oracle Corp 0 (ORCL) | 0.1 | $249k | -6% | 1.5k | 170.38 |
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| Netflix 0 (NFLX) | 0.1 | $246k | -5% | 347.00 | 709.27 |
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| Health Care Select Sector Spdr Fund 0 (XLV) | 0.1 | $241k | 1.6k | 154.05 |
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| Dimensional Us Marketwide Value Etf 0 (DFUV) | 0.1 | $239k | 5.7k | 41.69 |
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| Micron Technology 0 (MU) | 0.1 | $235k | 2.3k | 103.71 |
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| Chubb 0 (CB) | 0.1 | $231k | -4% | 801.00 | 288.46 |
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| Ishares Core Msci Eafe Etf 0 (IEFA) | 0.1 | $229k | -13% | 2.9k | 78.05 |
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| Chevron Corp 0 (CVX) | 0.1 | $229k | -9% | 1.6k | 147.30 |
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| Kraft Heinz 0 (KHC) | 0.1 | $228k | -5% | 6.5k | 35.11 |
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| Salesforce 0 (CRM) | 0.1 | $226k | 826.00 | 273.86 |
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| Ishares Select Dividend Etf 0 (DVY) | 0.1 | $225k | -4% | 1.7k | 135.08 |
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| Vanguard Small Cap Value Etf 0 (VBR) | 0.1 | $224k | 1.1k | 200.74 |
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| Vistra Corp 0 (VST) | 0.1 | $221k | 1.9k | 118.55 |
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| Ishares Core S&p 500 Etf 0 (IVV) | 0.1 | $206k | 356.00 | 577.41 |
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| Amgen 0 (AMGN) | 0.1 | $199k | 616.00 | 322.19 |
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| Servicenow 0 (NOW) | 0.1 | $197k | -10% | 220.00 | 894.39 |
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| Adobe 0 (ADBE) | 0.1 | $195k | 377.00 | 517.78 |
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| United Parcel Service Inc Cl B 0 (UPS) | 0.1 | $194k | -15% | 1.4k | 136.36 |
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| Target Corp 0 (TGT) | 0.1 | $192k | -4% | 1.2k | 155.86 |
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| General Dynamics Corp 0 (GD) | 0.1 | $189k | -8% | 627.00 | 301.99 |
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| Pepsico 0 (PEP) | 0.1 | $189k | -29% | 1.1k | 170.10 |
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| Vanguard Total Stock Market Etf 0 (VTI) | 0.1 | $189k | +4% | 667.00 | 283.10 |
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| Morgan Stanley 0 (MS) | 0.1 | $187k | 1.8k | 104.21 |
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| Wells Fargo 0 (WFC) | 0.1 | $187k | -11% | 3.3k | 56.48 |
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| Astrazeneca 0 (AZN) | 0.1 | $180k | 2.3k | 77.91 |
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| Lowes Cos 0 (LOW) | 0.1 | $179k | 660.00 | 270.86 |
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| Disney Walt 0 (DIS) | 0.1 | $178k | -13% | 1.9k | 96.19 |
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| Aflac 0 (AFL) | 0.1 | $178k | 1.6k | 111.83 |
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| Union Pac Corp 0 (UNP) | 0.1 | $177k | -2% | 719.00 | 246.52 |
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| First Trust Nasdaq Technology Dividend Index Fund 0 (TDIV) | 0.1 | $176k | -14% | 2.2k | 80.30 |
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| Intuitive Surgical 0 (ISRG) | 0.1 | $174k | -2% | 355.00 | 491.27 |
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| Vanguard Mid-cap Etf 0 (VO) | 0.1 | $174k | 661.00 | 263.69 |
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| Ishares S&p Small-cap 600 Value Etf 0 (IJS) | 0.1 | $170k | 1.6k | 107.66 |
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| Qualcomm 0 (QCOM) | 0.1 | $168k | 988.00 | 170.09 |
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| Intercontinental Exchange 0 (ICE) | 0.1 | $159k | 990.00 | 160.66 |
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| Thermo Fisher Scientific 0 (TMO) | 0.1 | $159k | 256.00 | 619.75 |
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| Ge Aerospace 0 (GE) | 0.1 | $149k | -4% | 792.00 | 188.49 |
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| Starbucks Corp 0 (SBUX) | 0.1 | $147k | -2% | 1.5k | 97.49 |
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| Advanced Micro Devices 0 (AMD) | 0.1 | $146k | 891.00 | 164.08 |
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| Ishares Msci Kld 400 Social Etf 0 (DSI) | 0.1 | $144k | 1.3k | 108.77 |
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| Invesco S&p Ultra Dividend Revenue Etf 0 (RDIV) | 0.1 | $143k | 2.9k | 49.95 |
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| Abbott Labs 0 (ABT) | 0.1 | $143k | 1.3k | 114.00 |
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| Cognizant Technology Solutions Cl A 0 (CTSH) | 0.1 | $142k | 1.8k | 77.19 |
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| Intuit 0 (INTU) | 0.1 | $140k | 225.00 | 621.62 |
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| Carrier Global Corporation 0 (CARR) | 0.1 | $137k | 1.7k | 80.51 |
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| Verizon Communications 0 (VZ) | 0.1 | $137k | 3.0k | 44.91 |
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| Palo Alto Networks 0 (PANW) | 0.1 | $136k | -9% | 397.00 | 341.80 |
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| Vanguard Information Technology Etf 0 (VGT) | 0.1 | $133k | 227.00 | 587.31 |
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| Ishares U.s. Real Estate Etf 0 (IYR) | 0.1 | $131k | 1.3k | 101.85 |
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| American Express 0 (AXP) | 0.1 | $128k | 473.00 | 271.32 |
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| Arista Networks 0 (ANET) | 0.1 | $128k | 334.00 | 383.82 |
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| Generations Bancorp Ny 0 (GBNY) | 0.1 | $127k | 8.1k | 15.75 |
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| Zoetis Inc Cl A 0 (ZTS) | 0.1 | $127k | -3% | 649.00 | 195.34 |
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| At&t 0 (T) | 0.1 | $127k | -32% | 5.8k | 22.00 |
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| Tjx Cos 0 (TJX) | 0.1 | $125k | -10% | 1.1k | 117.51 |
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| Shopify Inc Cl A 0 (SHOP) | 0.1 | $125k | 1.6k | 80.14 |
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| Fidelity Enhanced Large Cap Value Etf 0 (FELV) | 0.1 | $123k | 4.0k | 30.96 |
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| Progressive Corp 0 (PGR) | 0.1 | $123k | 484.00 | 253.96 |
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| Lamar Advertising Co New Cl A 0 (LAMR) | 0.1 | $117k | 874.00 | 133.62 |
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| Wp Carey 0 (WPC) | 0.1 | $117k | 1.9k | 62.30 |
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| Accenture Plc Ireland Shs Class A 0 (ACN) | 0.1 | $116k | 328.00 | 353.31 |
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| Fair Isaac Corp 0 (FICO) | 0.1 | $115k | 59.00 | 1943.53 |
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| Linde 0 (LIN) | 0.1 | $115k | 240.00 | 477.20 |
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| Ishares Core Msci Emerging Markets Etf 0 (IEMG) | 0.1 | $112k | -15% | 2.0k | 57.42 |
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| General Mtrs 0 (GM) | 0.1 | $112k | 2.5k | 44.83 |
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| Bristol-myers Squibb 0 (BMY) | 0.1 | $112k | -4% | 2.2k | 51.74 |
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| Comcast Corp New Cl A 0 (CMCSA) | 0.1 | $108k | 2.6k | 41.76 |
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| Uber Technologies 0 (UBER) | 0.1 | $106k | 1.4k | 75.16 |
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| Pnc Finl Svcs Group 0 (PNC) | 0.1 | $105k | -55% | 570.00 | 184.75 |
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| Crowdstrike Hldgs Inc Cl A 0 (CRWD) | 0.0 | $102k | +12% | 365.00 | 280.47 |
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| Draftkings Inc New Com Cl A 0 (DKNG) | 0.0 | $101k | -6% | 2.6k | 39.20 |
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| Asml Holding N V N Y Registry 0 (ASML) | 0.0 | $101k | 121.00 | 835.10 |
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| Ishares U.s. Utilities Etf 0 (IDU) | 0.0 | $99k | 974.00 | 101.97 |
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| Stryker Corporation 0 (SYK) | 0.0 | $99k | 275.00 | 361.05 |
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| Texas Instrs 0 (TXN) | 0.0 | $98k | 473.00 | 206.70 |
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| Danaher Corporation 0 (DHR) | 0.0 | $97k | 350.00 | 277.80 |
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| Vanguard Total Bond Market Etf 0 (BND) | 0.0 | $95k | 1.3k | 75.10 |
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| S&p Global 0 (SPGI) | 0.0 | $95k | 184.00 | 516.08 |
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| Core Scientific 0 (CORZ) | 0.0 | $95k | +14% | 8.0k | 11.86 |
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| Corning 0 (GLW) | 0.0 | $94k | 2.1k | 45.16 |
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| Applied Matls 0 (AMAT) | 0.0 | $94k | 465.00 | 201.87 |
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| Air Prods & Chems 0 (APD) | 0.0 | $92k | -3% | 308.00 | 297.39 |
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| Regeneron Pharmaceuticals 0 (REGN) | 0.0 | $90k | 86.00 | 1051.24 |
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| Lockheed Martin Corp 0 (LMT) | 0.0 | $90k | 154.00 | 585.53 |
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| Ppg Inds 0 (PPG) | 0.0 | $90k | 678.00 | 132.54 |
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| Fastenal 0 (FAST) | 0.0 | $89k | 1.2k | 71.44 |
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| Discover Finl Svcs 0 (DFS) | 0.0 | $82k | -3% | 586.00 | 140.26 |
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| Nike Inc Cl B 0 (NKE) | 0.0 | $81k | 921.00 | 88.38 |
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| Fedex Corp 0 (FDX) | 0.0 | $80k | -17% | 292.00 | 273.30 |
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| Ishares National Muni Bond Etf 0 (MUB) | 0.0 | $78k | NEW | 721.00 | 108.60 |
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| Ishares S&p 500 Growth Etf 0 (IVW) | 0.0 | $78k | 817.00 | 95.73 |
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| Prologis 0 (PLD) | 0.0 | $77k | -29% | 607.00 | 126.26 |
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| Shell Plc Spon Ads 0 (SHEL) | 0.0 | $77k | 1.2k | 65.93 |
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| Kinsale Cap Group 0 (KNSL) | 0.0 | $76k | -8% | 164.00 | 465.37 |
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| Transdigm Group 0 (TDG) | 0.0 | $75k | 53.00 | 1421.53 |
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| Taiwan Semiconductor Mfg 0 (TSM) | 0.0 | $74k | -24% | 428.00 | 173.48 |
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| Otis Worldwide Corp 0 (OTIS) | 0.0 | $74k | 712.00 | 103.88 |
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| Vertex Pharmaceuticals 0 (VRTX) | 0.0 | $74k | 158.00 | 465.08 |
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| Cvs Health Corp 0 (CVS) | 0.0 | $73k | 1.2k | 62.87 |
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| Deere & Co 0 (DE) | 0.0 | $73k | +8% | 175.00 | 418.25 |
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| Intel Corp 0 (INTC) | 0.0 | $73k | +4% | 3.1k | 23.46 |
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| Equitable Hldgs 0 (EQH) | 0.0 | $73k | 1.7k | 42.02 |
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| Mastec 0 (MTZ) | 0.0 | $72k | 588.00 | 123.10 |
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| Honeywell Intl 0 (HON) | 0.0 | $71k | 344.00 | 206.96 |
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| Novo-nordisk A S 0 (NVO) | 0.0 | $70k | 592.00 | 119.00 |
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| Ishares 20 Year Treasury Bond Etf 0 (TLT) | 0.0 | $70k | -26% | 715.00 | 98.16 |
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| L3harris Technologies 0 (LHX) | 0.0 | $70k | 294.00 | 238.00 |
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| Super Micro Computer 0 | 0.0 | $70k | NEW | 168.00 | 416.40 |
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| Ishares Esg Aware Msci Usa Etf 0 (ESGU) | 0.0 | $70k | 553.00 | 126.27 |
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| Lululemon Athletica 0 (LULU) | 0.0 | $70k | 257.00 | 271.35 |
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| Blackrock 0 | 0.0 | $70k | NEW | 73.00 | 953.74 |
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| Conocophillips 0 (COP) | 0.0 | $69k | 653.00 | 105.36 |
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| Alphabet Inc Cap Stk Cl A 0 (GOOGL) | 0.0 | $68k | 412.00 | 165.85 |
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| Citigroup 0 (C) | 0.0 | $68k | 1.1k | 62.60 |
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| Medtronic 0 (MDT) | 0.0 | $67k | 745.00 | 90.03 |
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| Trane Technologies 0 (TT) | 0.0 | $67k | 172.00 | 388.96 |
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| Yum Brands 0 (YUM) | 0.0 | $67k | 478.00 | 139.67 |
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| Vanguard International High Dividend Yield Etf 0 (VYMI) | 0.0 | $67k | 908.00 | 73.43 |
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| Gilead Sciences 0 (GILD) | 0.0 | $66k | +4% | 791.00 | 83.89 |
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| Mercadolibre 0 (MELI) | 0.0 | $66k | -8% | 32.00 | 2051.97 |
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| Nextera Energy 0 (NEE) | 0.0 | $66k | -6% | 777.00 | 84.50 |
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| Elevance Health 0 (ELV) | 0.0 | $65k | 125.00 | 520.64 |
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| Axon Enterprise 0 (AXON) | 0.0 | $64k | 161.00 | 399.60 |
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| Baker Hughes Company Cl A 0 (BKR) | 0.0 | $64k | +5% | 1.8k | 36.14 |
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| Godaddy Inc Cl A 0 (GDDY) | 0.0 | $63k | 402.00 | 156.78 |
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| Deckers Outdoor Corp 0 (DECK) | 0.0 | $62k | +500% | 390.00 | 159.45 |
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| Proshares Ultrapro S&p500 0 (UPRO) | 0.0 | $62k | 714.00 | 86.20 |
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| Amphenol Corp New Cl A 0 (APH) | 0.0 | $62k | 943.00 | 65.18 |
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| Firstenergy Corp 0 (FE) | 0.0 | $62k | 1.4k | 44.34 |
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| Boston Scientific Corp 0 (BSX) | 0.0 | $61k | 731.00 | 83.80 |
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| Lithia Mtrs 0 (LAD) | 0.0 | $61k | 191.00 | 318.36 |
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| Kinder Morgan Inc Del 0 (KMI) | 0.0 | $61k | 2.7k | 22.09 |
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| Toyota Motor Corp Ads 0 (TM) | 0.0 | $60k | 338.00 | 178.55 |
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| Analog Devices 0 (ADI) | 0.0 | $59k | 258.00 | 230.40 |
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| Ishares Core S&p Small Cap Etf 0 (IJR) | 0.0 | $59k | 508.00 | 116.94 |
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| Kla Corp 0 (KLAC) | 0.0 | $59k | 76.00 | 779.07 |
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| American Tower Corp 0 (AMT) | 0.0 | $59k | 254.00 | 232.85 |
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| Eog Res 0 (EOG) | 0.0 | $57k | 467.00 | 122.99 |
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| The Cigna Group 0 (CI) | 0.0 | $57k | 165.00 | 346.38 |
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| Bunge Global Sa 0 (BG) | 0.0 | $57k | -7% | 590.00 | 96.71 |
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| Automatic Data Processing 0 (ADP) | 0.0 | $57k | 205.00 | 276.83 |
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| Fiserv 0 (FI) | 0.0 | $57k | 315.00 | 179.65 |
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| Marsh & Mclennan Cos 0 (MMC) | 0.0 | $56k | 252.00 | 222.99 |
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| Vanguard Tax-exempt Bond Etf 0 (VTEB) | 0.0 | $56k | +235% | 1.1k | 51.10 |
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| Costar Group 0 (CSGP) | 0.0 | $55k | 730.00 | 75.44 |
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| Carlisle Cos 0 (CSL) | 0.0 | $55k | 122.00 | 449.20 |
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| Gen Digital 0 (GEN) | 0.0 | $54k | -8% | 2.0k | 27.43 |
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| Comfort Sys Usa 0 (FIX) | 0.0 | $54k | 138.00 | 391.37 |
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| Dicks Sporting Goods 0 (DKS) | 0.0 | $54k | 258.00 | 208.85 |
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| Digitalbridge Group Inc Cl A 0 (DBRG) | 0.0 | $53k | 3.8k | 14.13 |
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| Schwab Charles Corp 0 (SCHW) | 0.0 | $53k | 820.00 | 64.84 |
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| Dexcom 0 (DXCM) | 0.0 | $53k | -5% | 793.00 | 67.04 |
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| Vanguard High Dividend Yield Index Etf 0 (VYM) | 0.0 | $53k | 413.00 | 128.13 |
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| 3M 0 (MMM) | 0.0 | $53k | 387.00 | 136.73 |
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| Mondelez Intl Inc Cl A 0 (MDLZ) | 0.0 | $53k | -5% | 716.00 | 73.68 |
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| Sherwin Williams 0 (SHW) | 0.0 | $53k | 138.00 | 382.17 |
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| Newmont Corp 0 (NEM) | 0.0 | $53k | -3% | 983.00 | 53.47 |
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| Williams Sonoma 0 (WSM) | 0.0 | $53k | +100% | 339.00 | 154.79 |
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| Sap Se 0 (SAP) | 0.0 | $51k | 223.00 | 229.11 |
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| Lennox Intl 0 (LII) | 0.0 | $51k | 84.00 | 606.95 |
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| Ishares S&p Small-cap 600 Growth Etf 0 (IJT) | 0.0 | $51k | 365.00 | 139.53 |
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| Metlife 0 (MET) | 0.0 | $51k | +11% | 616.00 | 82.54 |
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| Constellation Energy Corp 0 (CEG) | 0.0 | $51k | +8% | 194.00 | 260.12 |
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| T-mobile Us 0 (TMUS) | 0.0 | $50k | 244.00 | 206.08 |
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| Alps O'shares Global Internet Giants Etf 0 (OGIG) | 0.0 | $50k | -16% | 1.2k | 41.80 |
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| Marathon Pete Corp 0 (MPC) | 0.0 | $50k | 305.00 | 162.85 |
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| Ishares S&p 500 Value Etf 0 (IVE) | 0.0 | $50k | 252.00 | 197.09 |
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| Duke Energy Corp 0 (DUK) | 0.0 | $50k | 431.00 | 115.23 |
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| Ge Vernova 0 (GEV) | 0.0 | $50k | -4% | 194.00 | 254.98 |
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| United Therapeutics Corp Del 0 (UTHR) | 0.0 | $50k | 138.00 | 358.35 |
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| Emcor Group 0 (EME) | 0.0 | $49k | 114.00 | 431.13 |
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| Devon Energy Corp 0 (DVN) | 0.0 | $48k | +5% | 1.2k | 39.11 |
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| Simon Ppty Group 0 (SPG) | 0.0 | $48k | 284.00 | 168.77 |
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| Spdr S&p Aerospace & Defense Etf 0 (XAR) | 0.0 | $48k | 304.00 | 157.48 |
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| Csx Corp 0 (CSX) | 0.0 | $47k | 1.4k | 34.53 |
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Past Filings by Rise Advisors
SEC 13F filings are viewable for Rise Advisors going back to 2021
- 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