Rise Advisors

Latest statistics and disclosures from Rise Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Rise Advisors

Rise Advisors holds 1240 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Rise Advisors has 1240 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Value Etf 0 (VTV) 12.8 $24M +5% 150k 160.41
 View chart
Vanguard Growth Etf 0 (VUG) 12.6 $24M -8% 64k 374.01
 View chart
Dimensional Core Fixed Income Etf 0 (DFCF) 10.3 $20M +8% 469k 41.54
 View chart
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS) 6.4 $12M +11% 271k 44.65
 View chart
Janus Henderson Short Duration Income Etf 0 (VNLA) 5.6 $11M +8% 218k 48.54
 View chart
Dimensional U.s. Targeted Value Etf 0 (DFAT) 4.1 $7.6M -4% 147k 51.87
 View chart
Financial Select Sector Spdr Fund 0 (XLF) 2.4 $4.5M -40% 110k 41.11
 View chart
Industrial Select Sector Spdr Fund 0 (XLI) 2.2 $4.2M -6% 34k 121.87
 View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE) 2.0 $3.8M +5% 124k 30.63
 View chart
Nvidia Corporation 0 (NVDA) 1.6 $3.1M +892% 25k 123.54
 View chart
Paypal Hldgs 0 (PYPL) 1.4 $2.7M 47k 58.03
 View chart
Microsoft Corp 0 (MSFT) 1.2 $2.4M 5.3k 446.99
 View chart
Amazon 0 (AMZN) 1.0 $1.9M 9.8k 193.25
 View chart
Berkshire Hathaway Inc Del Cl B 0 (BRK.B) 0.8 $1.6M -2% 3.9k 406.80
 View chart
Alphabet Inc Cap Stk Cl C 0 (GOOG) 0.8 $1.5M 8.4k 183.43
 View chart
Jpmorgan Ultra-short Income Etf 0 (JPST) 0.6 $1.2M +4% 23k 50.47
 View chart
Dimensional U.s. Core Equity 2 Etf 0 (DFAC) 0.6 $1.0M 32k 32.24
 View chart
Invesco Qqq Trust Series I 0 (QQQ) 0.5 $1.0M 2.1k 479.02
 View chart
Exxon Mobil Corp 0 (XOM) 0.5 $961k +17% 8.3k 115.12
 View chart
Apple 0 (AAPL) 0.5 $948k 4.5k 210.64
 View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf 0 (JAAA) 0.5 $910k 18k 50.88
 View chart
Tompkins Finl Corp 0 (TMP) 0.4 $774k 16k 48.90
 View chart
Ishares Floating Rate Bond Etf 0 (FLOT) 0.4 $702k -25% 14k 51.09
 View chart
Meta Platforms Inc Cl A 0 (META) 0.4 $674k 1.3k 504.09
 View chart
Ishares Core S&p Mid-cap Etf 0 (IJH) 0.4 $667k 11k 58.52
 View chart
Merck & Co 0 (MRK) 0.3 $654k +8% 5.3k 123.79
 View chart
Jpmorgan Chase & Co 0 (JPM) 0.3 $641k 3.2k 202.26
 View chart
Costco Whsl Corp 0 (COST) 0.3 $638k 751.00 849.81
 View chart
Eli Lilly & Co 0 (LLY) 0.3 $637k -7% 703.00 905.51
 View chart
Paychex 0 (PAYX) 0.3 $614k +3% 5.2k 118.56
 View chart
Dimensional World Ex U.s. Core Equity 2 Etf 0 (DFAX) 0.3 $564k 22k 25.42
 View chart
Fidelity Msci Information Technology Index Etf 0 (FTEC) 0.3 $544k 3.2k 171.54
 View chart
Eaton Corp 0 (ETN) 0.3 $540k +4% 1.7k 313.59
 View chart
Boeing 0 (BA) 0.3 $532k +268% 2.9k 182.01
 View chart
Tesla 0 (TSLA) 0.3 $526k -2% 2.7k 197.89
 View chart
Bank America Corp 0 (BAC) 0.3 $509k +11% 13k 39.77
 View chart
Mcdonalds Corp 0 (MCD) 0.3 $503k 2.0k 254.82
 View chart
Chipotle Mexican Grill 0 (CMG) 0.3 $498k +4931% 8.0k 62.65
 View chart
Caterpillar 0 (CAT) 0.3 $481k 1.4k 333.18
 View chart
Coca Cola 0 (KO) 0.3 $480k +6% 7.5k 63.65
 View chart
Cisco Sys 0 (CSCO) 0.3 $474k +6% 10k 47.51
 View chart
Mastercard Incorporated Cl A 0 (MA) 0.2 $450k 1.0k 441.31
 View chart
Spdr S&p 500 Etf Trust 0 (SPY) 0.2 $449k +6% 826.00 544.02
 View chart
Johnson & Johnson 0 (JNJ) 0.2 $444k +3% 3.0k 146.15
 View chart
Home Depot 0 (HD) 0.2 $440k -10% 1.3k 344.11
 View chart
Southern 0 (SO) 0.2 $430k +8% 5.5k 77.58
 View chart
Waste Mgmt Inc Del 0 (WM) 0.2 $429k +6% 2.0k 213.37
 View chart
Vanguard Dividend Appreciation Etf 0 (VIG) 0.2 $424k 2.3k 182.58
 View chart
Ishares Core 1-5 Year Usd Bond Etf 0 (ISTB) 0.2 $420k 8.9k 47.37
 View chart
Ishares Core Msci Total International Stock Etf 0 (IXUS) 0.2 $403k -11% 6.0k 67.56
 View chart
Fidelity Total Bond Etf 0 (FBND) 0.2 $396k 8.8k 44.93
 View chart
Ishares Russell 2000 Etf 0 (IWM) 0.2 $380k 1.9k 202.90
 View chart
Prudential Finl 0 (PRU) 0.2 $367k +7% 3.1k 117.20
 View chart
Broadcom 0 (AVGO) 0.2 $363k 226.00 1606.53
 View chart
Blackstone 0 (BX) 0.2 $359k +10% 2.9k 123.81
 View chart
Procter And Gamble 0 (PG) 0.2 $359k 2.2k 164.92
 View chart
Unitedhealth Group 0 (UNH) 0.2 $355k 697.00 509.43
 View chart
Public Storage Oper 0 (PSA) 0.2 $355k 1.2k 287.66
 View chart
Us Bancorp Del 0 (USB) 0.2 $354k +3% 8.9k 39.70
 View chart
Spdr S&p Midcap 400 Etf Trust 0 (MDY) 0.2 $336k 628.00 535.12
 View chart
Packaging Corp Amer 0 (PKG) 0.2 $330k +10% 1.8k 182.59
 View chart
Goldman Sachs Group 0 (GS) 0.2 $316k 700.00 452.02
 View chart
Dow 0 (DOW) 0.2 $309k 5.8k 53.05
 View chart
International Business Machs 0 (IBM) 0.2 $303k +16% 1.8k 172.98
 View chart
Micron Technology 0 (MU) 0.2 $298k 2.3k 131.51
 View chart
Walmart 0 (WMT) 0.2 $297k 4.4k 67.72
 View chart
Consolidated Edison 0 (ED) 0.2 $291k +5% 3.2k 89.43
 View chart
Vanguard International Dividend Appreciation Etf 0 (VIGI) 0.2 $285k 3.5k 81.27
 View chart
Lyondellbasell Industries N V Shs - A - 0 (LYB) 0.2 $285k +6% 3.0k 95.65
 View chart
Constellation Brands Inc Cl A 0 (STZ) 0.1 $279k 1.1k 257.18
 View chart
Idexx Labs 0 (IDXX) 0.1 $276k +52% 567.00 487.20
 View chart
Zimmer Biomet Holdings 0 (ZBH) 0.1 $271k 2.5k 108.53
 View chart
Chevron Corp 0 (CVX) 0.1 $270k +14% 1.7k 156.38
 View chart
Alliant Energy Corp 0 (LNT) 0.1 $268k +6% 5.3k 50.90
 View chart
Rtx Corporation 0 (RTX) 0.1 $264k +73% 2.6k 100.41
 View chart
Pepsico 0 (PEP) 0.1 $259k +8% 1.6k 164.94
 View chart
Visa Inc Com Cl A 0 (V) 0.1 $256k 976.00 262.42
 View chart
Netflix 0 (NFLX) 0.1 $248k 367.00 674.88
 View chart
Ishares Core Msci Eafe Etf 0 (IEFA) 0.1 $247k -11% 3.4k 72.64
 View chart
Health Care Select Sector Spdr Fund 0 (XLV) 0.1 $230k +503% 1.6k 145.74
 View chart
United Parcel Service Inc Cl B 0 (UPS) 0.1 $229k -5% 1.7k 136.85
 View chart
Dimensional Us Marketwide Value Etf 0 (DFUV) 0.1 $224k 5.7k 39.27
 View chart
Wells Fargo 0 (WFC) 0.1 $222k 3.7k 59.39
 View chart
Ishares Core U.s. Aggregate Bond Etf 0 (AGG) 0.1 $221k +9% 2.3k 97.08
 View chart
Kraft Heinz 0 (KHC) 0.1 $221k +1149% 6.8k 32.22
 View chart
Oracle Corp 0 (ORCL) 0.1 $220k 1.6k 141.17
 View chart
Abbvie 0 (ABBV) 0.1 $216k 1.3k 171.52
 View chart
Chubb 0 (CB) 0.1 $215k 843.00 254.96
 View chart
Disney Walt 0 (DIS) 0.1 $213k -3% 2.1k 99.29
 View chart
Salesforce 0 (CRM) 0.1 $212k -3% 825.00 257.14
 View chart
Ishares Select Dividend Etf 0 (DVY) 0.1 $212k +2% 1.7k 121.00
 View chart
Adobe 0 (ADBE) 0.1 $209k 377.00 555.54
 View chart
Vanguard Small Cap Value Etf 0 (VBR) 0.1 $202k 1.1k 182.49
 View chart
Pnc Finl Svcs Group 0 (PNC) 0.1 $198k 1.3k 155.46
 View chart
General Dynamics Corp 0 (GD) 0.1 $198k 683.00 290.04
 View chart
Qualcomm 0 (QCOM) 0.1 $198k -2% 993.00 199.22
 View chart
Amgen 0 (AMGN) 0.1 $196k 627.00 312.55
 View chart
First Trust Nasdaq Technology Dividend Index Fund 0 (TDIV) 0.1 $194k -2% 2.6k 75.66
 View chart
Servicenow 0 (NOW) 0.1 $194k 247.00 786.67
 View chart
Ishares Core S&p 500 Etf 0 (IVV) 0.1 $193k +4% 353.00 547.24
 View chart
Target Corp 0 (TGT) 0.1 $191k +3% 1.3k 148.07
 View chart
Astrazeneca 0 (AZN) 0.1 $180k 2.3k 77.99
 View chart
Morgan Stanley 0 (MS) 0.1 $173k 1.8k 97.19
 View chart
Vanguard Total Stock Market Etf 0 (VTI) 0.1 $171k 640.00 267.34
 View chart
Union Pac Corp 0 (UNP) 0.1 $166k -30% 735.00 226.30
 View chart
At&t 0 (T) 0.1 $164k +5% 8.6k 19.11
 View chart
Intuitive Surgical 0 (ISRG) 0.1 $162k 363.00 444.85
 View chart
Vistra Corp 0 (VST) 0.1 $160k 1.9k 85.96
 View chart
Vanguard Mid-cap Etf 0 (VO) 0.1 $159k 656.00 242.02
 View chart
Ishares S&p Small-cap 600 Value Etf 0 (IJS) 0.1 $152k 1.6k 97.26
 View chart
Palo Alto Networks 0 (PANW) 0.1 $150k 441.00 339.01
 View chart
Intuit 0 (INTU) 0.1 $149k -2% 227.00 656.97
 View chart
Lowes Cos 0 (LOW) 0.1 $145k 657.00 220.43
 View chart
Advanced Micro Devices 0 (AMD) 0.1 $145k 891.00 162.21
 View chart
Aflac 0 (AFL) 0.1 $141k 1.6k 89.33
 View chart
Thermo Fisher Scientific 0 (TMO) 0.1 $141k -28% 254.00 553.67
 View chart
Super Micro Computer 0 (SMCI) 0.1 $138k 168.00 819.35
 View chart
Ishares Msci Kld 400 Social Etf 0 (DSI) 0.1 $137k 1.3k 103.81
 View chart
Intercontinental Exchange 0 (ICE) 0.1 $135k 987.00 136.93
 View chart
Ge Aerospace 0 (GE) 0.1 $132k 831.00 158.92
 View chart
Tjx Cos 0 (TJX) 0.1 $132k 1.2k 110.12
 View chart
Vanguard Information Technology Etf 0 (VGT) 0.1 $131k 227.00 576.61
 View chart
Abbott Labs 0 (ABT) 0.1 $130k 1.2k 103.92
 View chart
Invesco S&p Ultra Dividend Revenue Etf 0 (RDIV) 0.1 $127k 2.8k 44.79
 View chart
Cognizant Technology Solutions Cl A 0 (CTSH) 0.1 $125k +687% 1.8k 68.00
 View chart
Crowdstrike Hldgs Inc Cl A 0 (CRWD) 0.1 $124k -11% 324.00 383.19
 View chart
Ishares Core Msci Emerging Markets Etf 0 (IEMG) 0.1 $124k -12% 2.3k 53.52
 View chart
Verizon Communications 0 (VZ) 0.1 $124k 3.0k 41.24
 View chart
Asml Holding N V N Y Registry 0 (ASML) 0.1 $123k 120.00 1023.36
 View chart
Starbucks Corp 0 (SBUX) 0.1 $120k 1.5k 77.85
 View chart
Vanguard Mortgage-backed Securities Etf 0 (VMBS) 0.1 $118k 2.6k 45.39
 View chart
Arista Networks 0 (ANET) 0.1 $117k 334.00 350.48
 View chart
Zoetis Inc Cl A 0 (ZTS) 0.1 $116k 670.00 173.29
 View chart
General Mtrs 0 (GM) 0.1 $116k 2.5k 46.47
 View chart
Fidelity Enhanced Large Cap Value Etf 0 (FELV) 0.1 $113k 4.0k 28.56
 View chart
Ishares U.s. Real Estate Etf 0 (IYR) 0.1 $112k 1.3k 87.72
 View chart
Applied Matls 0 (AMAT) 0.1 $109k 464.00 235.77
 View chart
American Express 0 (AXP) 0.1 $109k 472.00 231.45
 View chart
Carrier Global Corporation 0 (CARR) 0.1 $107k +181% 1.7k 63.10
 View chart
Fedex Corp 0 (FDX) 0.1 $107k 355.00 299.99
 View chart
Draftkings Inc New Com Cl A 0 (DKNG) 0.1 $106k -4% 2.8k 38.17
 View chart
Linde 0 (LIN) 0.1 $105k 239.00 439.66
 View chart
Lamar Advertising Co New Cl A 0 (LAMR) 0.1 $103k 865.00 119.54
 View chart
Shopify Inc Cl A 0 (SHOP) 0.1 $103k 1.6k 66.05
 View chart
Wp Carey 0 (WPC) 0.1 $103k 1.9k 55.05
 View chart
Uber Technologies 0 (UBER) 0.1 $102k -2% 1.4k 72.68
 View chart
Progressive Corp 0 (PGR) 0.1 $101k 484.00 207.78
 View chart
Comcast Corp New Cl A 0 (CMCSA) 0.1 $100k 2.5k 39.16
 View chart
Accenture Plc Ireland Shs Class A 0 (ACN) 0.1 $99k 327.00 302.99
 View chart
United States Stl Corp 0 (X) 0.1 $99k 2.6k 37.80
 View chart
Taiwan Semiconductor Mfg 0 (TSM) 0.1 $98k -2% 566.00 173.66
 View chart
Prologis 0 (PLD) 0.1 $97k 866.00 112.34
 View chart
Dexcom 0 (DXCM) 0.1 $95k 837.00 113.38
 View chart
Bristol-myers Squibb 0 (BMY) 0.0 $94k +17% 2.3k 41.53
 View chart
Texas Instrs 0 (TXN) 0.0 $93k 480.00 194.53
 View chart
Stryker Corporation 0 (SYK) 0.0 $93k 274.00 340.47
 View chart
Intel Corp 0 (INTC) 0.0 $92k 3.0k 30.97
 View chart
Regeneron Pharmaceuticals 0 (REGN) 0.0 $90k 86.00 1051.03
 View chart
Vanguard Total Bond Market Etf 0 (BND) 0.0 $90k 1.3k 72.07
 View chart
Ishares 20 Year Treasury Bond Etf 0 (TLT) 0.0 $89k +469% 974.00 91.77
 View chart
Dollar Gen Corp 0 (DG) 0.0 $89k -3% 673.00 132.30
 View chart
Fair Isaac Corp 0 (FICO) 0.0 $88k -4% 59.00 1488.66
 View chart
Danaher Corporation 0 (DHR) 0.0 $87k 349.00 250.12
 View chart
Ishares U.s. Utilities Etf 0 (IDU) 0.0 $85k 968.00 87.84
 View chart
Ppg Inds 0 (PPG) 0.0 $85k +4% 675.00 125.84
 View chart
Novo-nordisk A S 0 (NVO) 0.0 $84k 590.00 142.76
 View chart
Shell Plc Spon Ads 0 (SHEL) 0.0 $83k +4% 1.1k 72.20
 View chart
Generations Bancorp Ny 0 (GBNY) 0.0 $83k 8.1k 10.25
 View chart
Air Prods & Chems 0 (APD) 0.0 $83k -12% 320.00 258.12
 View chart
Lam Research Corp 0 (LRCX) 0.0 $83k -2% 77.00 1071.21
 View chart
S&p Global 0 (SPGI) 0.0 $82k 183.00 447.18
 View chart
Corning 0 (GLW) 0.0 $81k +24% 2.1k 38.84
 View chart
Discover Finl Svcs 0 (DFS) 0.0 $80k 610.00 130.79
 View chart
Fastenal 0 (FAST) 0.0 $78k 1.2k 62.83
 View chart
Lululemon Athletica 0 (LULU) 0.0 $77k 257.00 298.70
 View chart
Ishares S&p 500 Growth Etf 0 (IVW) 0.0 $76k 816.00 92.49
 View chart
Alphabet Inc Cap Stk Cl A 0 (GOOGL) 0.0 $75k +5% 411.00 182.36
 View chart
Conocophillips 0 (COP) 0.0 $74k 649.00 114.38
 View chart
Honeywell Intl 0 (HON) 0.0 $73k 343.00 213.29
 View chart
Vertex Pharmaceuticals 0 (VRTX) 0.0 $73k 156.00 468.72
 View chart
Sysco Corp 0 (SYY) 0.0 $72k +8% 1.0k 71.40
 View chart
Lockheed Martin Corp 0 (LMT) 0.0 $72k 154.00 465.91
 View chart
Cvs Health Corp 0 (CVS) 0.0 $70k 1.2k 59.05
 View chart
Equitable Hldgs 0 (EQH) 0.0 $70k 1.7k 40.86
 View chart
Ishares S&p Gsci Commodity Indexed Trust 0 (GSG) 0.0 $70k 3.1k 22.15
 View chart
Toyota Motor Corp Ads 0 (TM) 0.0 $69k +30% 338.00 204.95
 View chart
Nike Inc Cl B 0 (NKE) 0.0 $69k -17% 916.00 75.40
 View chart
Kinsale Cap Group 0 (KNSL) 0.0 $69k 179.00 385.01
 View chart
Citigroup 0 (C) 0.0 $69k +11% 1.1k 63.46
 View chart
Bunge Global Sa 0 (BG) 0.0 $68k 639.00 106.84
 View chart
Otis Worldwide Corp 0 (OTIS) 0.0 $68k +337% 709.00 96.21
 View chart
Elevance Health 0 (ELV) 0.0 $68k 125.00 540.86
 View chart
Transdigm Group 0 (TDG) 0.0 $67k 53.00 1272.60
 View chart
L3harris Technologies 0 (LHX) 0.0 $67k +9% 298.00 224.35
 View chart
Ishares Esg Aware Msci Usa Etf 0 (ESGU) 0.0 $66k 551.00 119.42
 View chart
Core Scientific 0 (CORZ) 0.0 $65k NEW 7.0k 9.30
 View chart
Amphenol Corp New Cl A 0 (APH) 0.0 $63k +100% 942.00 67.35
 View chart
Yum Brands 0 (YUM) 0.0 $63k +4% 476.00 132.32
 View chart
Kla Corp 0 (KLAC) 0.0 $63k 76.00 827.99
 View chart
Deckers Outdoor Corp 0 (DECK) 0.0 $63k 65.00 967.95
 View chart
Mastec 0 (MTZ) 0.0 $63k +200% 588.00 106.99
 View chart
Universal Display Corp 0 (OLED) 0.0 $63k 299.00 210.13
 View chart
Vanguard International High Dividend Yield Etf 0 (VYMI) 0.0 $62k 904.00 68.52
 View chart
Schwab Charles Corp 0 (SCHW) 0.0 $60k 817.00 73.71
 View chart
Deere & Co 0 (DE) 0.0 $60k +9% 161.00 372.95
 View chart
Pure Storage Inc Cl A 0 (PSTG) 0.0 $59k 922.00 64.21
 View chart
Baker Hughes Company Cl A 0 (BKR) 0.0 $59k 1.7k 35.18
 View chart
Autoliv 0 (ALV) 0.0 $59k 550.00 107.04
 View chart
Nextera Energy 0 (NEE) 0.0 $59k 831.00 70.85
 View chart
Analog Devices 0 (ADI) 0.0 $59k 257.00 228.44
 View chart
Eog Res 0 (EOG) 0.0 $58k +6% 464.00 125.84
 View chart
Medtronic 0 (MDT) 0.0 $58k +8% 738.00 78.75
 View chart
Mercadolibre 0 (MELI) 0.0 $58k +2% 35.00 1643.40
 View chart
Enbridge 0 (ENB) 0.0 $58k -2% 1.6k 35.60
 View chart
Blackrock 0 (BLK) 0.0 $57k 73.00 786.51
 View chart
Alps O'shares Global Internet Giants Etf 0 (OGIG) 0.0 $57k -3% 1.4k 39.39
 View chart
Trane Technologies 0 (TT) 0.0 $57k 172.00 328.27
 View chart
Boston Scientific Corp 0 (BSX) 0.0 $56k 731.00 77.01
 View chart
Godaddy Inc Cl A 0 (GDDY) 0.0 $56k 402.00 139.71
 View chart
Dicks Sporting Goods 0 (DKS) 0.0 $56k 258.00 215.01
 View chart
Airbnb Inc Com Cl A 0 (ABNB) 0.0 $55k -3% 364.00 151.63
 View chart
Devon Energy Corp 0 (DVN) 0.0 $55k 1.2k 47.39
 View chart
Proshares Ultrapro S&p500 0 (UPRO) 0.0 $55k 712.00 76.84
 View chart
The Cigna Group 0 (CI) 0.0 $54k 164.00 331.23
 View chart
Gen Digital 0 (GEN) 0.0 $54k 2.2k 24.98
 View chart
Costar Group 0 (CSGP) 0.0 $54k 730.00 74.14
 View chart
Ishares Core S&p Small Cap Etf 0 (IJR) 0.0 $54k 506.00 106.59
 View chart
Kinder Morgan Inc Del 0 (KMI) 0.0 $54k +190% 2.7k 19.87
 View chart
Marsh & Mclennan Cos 0 (MMC) 0.0 $53k 251.00 210.69
 View chart
Marathon Pete Corp 0 (MPC) 0.0 $53k 303.00 173.69
 View chart
Firstenergy Corp 0 (FE) 0.0 $53k 1.4k 38.26
 View chart
Gilead Sciences 0 (GILD) 0.0 $52k 754.00 68.62
 View chart
Digitalbridge Group Inc Cl A 0 (DBRG) 0.0 $52k 3.8k 13.70
 View chart
Mondelez Intl Inc Cl A 0 (MDLZ) 0.0 $50k 756.00 65.48
 View chart
Carlisle Cos 0 (CSL) 0.0 $49k 122.00 403.75
 View chart
American Tower Corp 0 (AMT) 0.0 $49k 252.00 194.63
 View chart
Vanguard High Dividend Yield Index Etf 0 (VYM) 0.0 $49k -24% 411.00 118.73
 View chart
Automatic Data Processing 0 (ADP) 0.0 $49k 204.00 238.55
 View chart
Neurocrine Biosciences 0 (NBIX) 0.0 $49k 352.00 137.67
 View chart
Lithia Mtrs 0 (LAD) 0.0 $48k 191.00 252.56
 View chart
Synopsys 0 (SNPS) 0.0 $48k 81.00 595.06
 View chart
Williams Sonoma 0 (WSM) 0.0 $48k 169.00 281.76
 View chart
Axon Enterprise 0 (AXON) 0.0 $47k +12% 161.00 294.24
 View chart
Fiserv 0 (FI) 0.0 $47k 315.00 149.04
 View chart
Ishares S&p Small-cap 600 Growth Etf 0 (IJT) 0.0 $47k 364.00 128.34
 View chart
Onto Innovation 0 (ONTO) 0.0 $46k 210.00 219.56
 View chart
Csx Corp 0 (CSX) 0.0 $46k 1.4k 33.45
 View chart
Ishares S&p 500 Value Etf 0 (IVE) 0.0 $46k 250.00 182.34
 View chart
Lennox Intl 0 (LII) 0.0 $45k 84.00 536.24
 View chart
Sap Se 0 (SAP) 0.0 $45k 223.00 201.72
 View chart

Past Filings by Rise Advisors

SEC 13F filings are viewable for Rise Advisors going back to 2021