Rise Advisors
Latest statistics and disclosures from Rise Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, DFCF, JMBS, VNLA, and represent 45.86% of Rise Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$11M), MSFT, JMBS, NVDA, AMZN, GOOG, VTV, DFCF, IJH, META.
- Started 674 new stock positions in THG, PEB, BLDR, CNM, RACE, IR, OLP, FSS, APTV, URI.
- Reduced shares in these 10 stocks: MMM, VZ, BAC, Osi Etf Tr oshs gbl inter, IEFA, IVV, FSK, VIG, DELL, VBR.
- Sold out of its positions in BME, CIFR, CAG, DELL, DOCN, JETS, Etf Managers Tr tierra xp latin, EPD, FLCH, GDV.
- Rise Advisors was a net buyer of stock by $47M.
- Rise Advisors has $188M in assets under management (AUM), dropping by 31.22%.
- Central Index Key (CIK): 0001831316
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Portfolio Holdings for Rise Advisors
Rise Advisors holds 1265 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Rise Advisors has 1265 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rise Advisors March 31, 2024 positions
- Download the Rise Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf 0 (VUG) | 12.8 | $24M | +84% | 70k | 344.20 |
|
| Vanguard Value Etf 0 (VTV) | 12.4 | $23M | +3% | 143k | 162.86 |
|
| Dimensional Core Fixed Income Etf 0 (DFCF) | 9.6 | $18M | +3% | 430k | 41.95 |
|
| Janus Henderson Mortgage-backed Securities Etf 0 (JMBS) | 5.9 | $11M | +11% | 244k | 45.10 |
|
| Janus Henderson Short Duration Income Etf 0 (VNLA) | 5.2 | $9.8M | +2% | 201k | 48.50 |
|
| Dimensional U.s. Targeted Value Etf 0 (DFAT) | 4.5 | $8.4M | +2% | 154k | 54.43 |
|
| Financial Select Sector Spdr Fund 0 (XLF) | 4.2 | $7.9M | 187k | 42.12 |
|
|
| Industrial Select Sector Spdr Fund 0 (XLI) | 2.5 | $4.6M | +2% | 37k | 125.96 |
|
| Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE) | 1.8 | $3.5M | 118k | 29.46 |
|
|
| Paypal Hldgs 0 (PYPL) | 1.7 | $3.2M | +3% | 47k | 66.99 |
|
| Nvidia Corporation 0 (NVDA) | 1.2 | $2.3M | +96% | 2.5k | 903.65 |
|
| Microsoft Corp 0 (MSFT) | 1.2 | $2.2M | +226% | 5.3k | 420.72 |
|
| Amazon 0 (AMZN) | 1.0 | $1.8M | +81% | 9.9k | 180.38 |
|
| Berkshire Hathaway Inc Del Cl B 0 (BRK.B) | 0.9 | $1.7M | +29% | 4.0k | 420.52 |
|
| Alphabet Inc Cap Stk Cl C 0 (GOOG) | 0.7 | $1.3M | +159% | 8.4k | 152.26 |
|
| Jpmorgan Ultra-short Income Etf Ultra Short Income Fund 0 (JPST) | 0.6 | $1.1M | 22k | 50.45 |
|
|
| Dimensional U.s. Core Equity 2 Etf 0 (DFAC) | 0.5 | $1.0M | 32k | 31.95 |
|
|
| Ishares Floating Rate Bond Etf 0 (FLOT) | 0.5 | $938k | 18k | 51.06 |
|
|
| Invesco Qqq Trust Series I 0 (QQQ) | 0.5 | $935k | 2.1k | 443.99 |
|
|
| Janus Detroit Street Trust Janus Henderson Aaa Clo Etf 0 (JAAA) | 0.5 | $894k | 18k | 50.74 |
|
|
| Exxon Mobil Corp 0 (XOM) | 0.4 | $829k | +10% | 7.1k | 116.24 |
|
| Tompkins Finl Corp 0 (TMP) | 0.4 | $796k | 16k | 50.29 |
|
|
| Apple 0 (AAPL) | 0.4 | $776k | +133% | 4.5k | 171.48 |
|
| Ishares Core S&p Mid-cap Etf 0 (IJH) | 0.4 | $690k | +373% | 11k | 60.74 |
|
| Meta Platforms Inc Cl A 0 (META) | 0.3 | $651k | +468% | 1.3k | 485.70 |
|
| Merck & Co 0 (MRK) | 0.3 | $641k | +58% | 4.9k | 131.95 |
|
| Jpmorgan Chase & Co 0 (JPM) | 0.3 | $640k | +82% | 3.2k | 200.30 |
|
| Paychex 0 (PAYX) | 0.3 | $617k | +8% | 5.0k | 122.80 |
|
| Eli Lilly & Co 0 (LLY) | 0.3 | $592k | +112% | 760.00 | 778.35 |
|
| Dimensional World Ex U.s. Core Equity 2 Etf 0 (DFAX) | 0.3 | $558k | 22k | 25.44 |
|
|
| Mcdonalds Corp 0 (MCD) | 0.3 | $549k | +29% | 1.9k | 281.95 |
|
| Costco Whsl Corp 0 (COST) | 0.3 | $548k | +41% | 748.00 | 732.39 |
|
| Home Depot 0 (HD) | 0.3 | $547k | +45% | 1.4k | 383.53 |
|
| Caterpillar 0 (CAT) | 0.3 | $523k | +32% | 1.4k | 366.40 |
|
| Eaton Corp 0 (ETN) | 0.3 | $516k | +22% | 1.7k | 312.68 |
|
| Fidelity Msci Information Technology Index Etf 0 (FTEC) | 0.3 | $493k | -2% | 3.2k | 155.85 |
|
| Mastercard Incorporated Cl A 0 (MA) | 0.3 | $491k | +70% | 1.0k | 481.51 |
|
| Tesla 0 (TSLA) | 0.3 | $479k | +113% | 2.7k | 175.80 |
|
| Cisco Sys 0 (CSCO) | 0.2 | $468k | +141% | 9.4k | 49.91 |
|
| Johnson & Johnson 0 (JNJ) | 0.2 | $466k | +62% | 2.9k | 158.19 |
|
| Chipotle Mexican Grill 0 (CMG) | 0.2 | $459k | +11% | 158.00 | 2906.77 |
|
| Ishares Core Msci Total International Stock Etf 0 (IXUS) | 0.2 | $459k | 6.8k | 67.86 |
|
|
| Bank America Corp 0 (BAC) | 0.2 | $436k | -19% | 12k | 37.92 |
|
| Coca Cola 0 (KO) | 0.2 | $435k | +52% | 7.1k | 61.18 |
|
| Vanguard Dividend Appreciation Etf 0 (VIG) | 0.2 | $420k | -8% | 2.3k | 182.64 |
|
| Ishares Core 1-5 Year Usd Bond Etf 0 (ISTB) | 0.2 | $416k | 8.8k | 47.44 |
|
|
| Spdr S&p 500 Etf Trust 0 (SPY) | 0.2 | $407k | +3% | 778.00 | 523.29 |
|
| Waste Mgmt Inc Del 0 (WM) | 0.2 | $402k | +23% | 1.9k | 213.17 |
|
| Ishares Russell 2000 Etf 0 (IWM) | 0.2 | $396k | 1.9k | 210.29 |
|
|
| Fidelity Total Bond Etf 0 (FBND) | 0.2 | $394k | -2% | 8.7k | 45.31 |
|
| Us Bancorp Del 0 (USB) | 0.2 | $386k | +16% | 8.6k | 44.70 |
|
| Southern 0 (SO) | 0.2 | $365k | +28% | 5.1k | 71.74 |
|
| Public Storage Oper 0 (PSA) | 0.2 | $355k | +738% | 1.2k | 290.17 |
|
| Spdr S&p Midcap 400 Etf Trust 0 (MDY) | 0.2 | $353k | +4% | 634.00 | 556.71 |
|
| Procter And Gamble 0 (PG) | 0.2 | $351k | +116% | 2.2k | 162.24 |
|
| Blackstone 0 (BX) | 0.2 | $346k | +11% | 2.6k | 131.37 |
|
| Unitedhealth Group 0 (UNH) | 0.2 | $344k | +225% | 694.00 | 495.03 |
|
| Prudential Finl 0 (PRU) | 0.2 | $340k | +12% | 2.9k | 117.38 |
|
| Dow 0 (DOW) | 0.2 | $338k | +5350% | 5.8k | 57.93 |
|
| Zimmer Biomet Holdings 0 (ZBH) | 0.2 | $329k | +5% | 2.5k | 131.98 |
|
| Packaging Corp Amer 0 (PKG) | 0.2 | $310k | +14% | 1.6k | 189.74 |
|
| Broadcom 0 (AVGO) | 0.2 | $302k | +467% | 227.00 | 1328.23 |
|
| Constellation Brands Inc Cl A 0 (STZ) | 0.2 | $301k | 1.1k | 271.67 |
|
|
| Goldman Sachs Group 0 (GS) | 0.2 | $290k | +32% | 695.00 | 417.90 |
|
| Lyondellbasell Industries N V Shs - A - 0 (LYB) | 0.2 | $287k | +13% | 2.8k | 102.26 |
|
| International Business Machs 0 (IBM) | 0.2 | $287k | +46% | 1.5k | 190.94 |
|
| Ishares Core Msci Eafe Etf 0 (IEFA) | 0.2 | $286k | -15% | 3.9k | 74.21 |
|
| Vanguard International Dividend Appreciation Etf 0 (VIGI) | 0.2 | $284k | 3.5k | 81.52 |
|
|
| Consolidated Edison 0 (ED) | 0.1 | $279k | +9% | 3.1k | 90.80 |
|
| Visa Inc Com Cl A 0 (V) | 0.1 | $272k | +218% | 974.00 | 279.07 |
|
| Disney Walt 0 (DIS) | 0.1 | $270k | +82% | 2.2k | 122.34 |
|
| Micron Technology 0 (MU) | 0.1 | $267k | +58% | 2.3k | 117.87 |
|
| United Parcel Service Inc Cl B 0 (UPS) | 0.1 | $263k | +14% | 1.8k | 148.62 |
|
| Walmart 0 (WMT) | 0.1 | $262k | +484% | 4.4k | 60.16 |
|
| Union Pac Corp 0 (UNP) | 0.1 | $261k | +48% | 1.1k | 245.98 |
|
| Salesforce 0 (CRM) | 0.1 | $257k | +137% | 854.00 | 301.18 |
|
| Pepsico 0 (PEP) | 0.1 | $253k | +107% | 1.4k | 174.99 |
|
| Pfizer 0 (PFE) | 0.1 | $251k | +12% | 9.1k | 27.75 |
|
| Alliant Energy Corp 0 (LNT) | 0.1 | $250k | +7% | 5.0k | 50.40 |
|
| Chevron Corp 0 (CVX) | 0.1 | $238k | +144% | 1.5k | 157.72 |
|
| Dimensional Us Marketwide Value Etf 0 (DFUV) | 0.1 | $232k | 5.7k | 40.90 |
|
|
| Abbvie 0 (ABBV) | 0.1 | $225k | +311% | 1.2k | 182.12 |
|
| Netflix 0 (NFLX) | 0.1 | $222k | +174% | 365.00 | 607.33 |
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| Target Corp 0 (TGT) | 0.1 | $220k | +25% | 1.2k | 177.28 |
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| Chubb 0 (CB) | 0.1 | $218k | +29% | 840.00 | 259.06 |
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| Wells Fargo 0 (WFC) | 0.1 | $216k | +100% | 3.7k | 57.96 |
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| Vanguard Small Cap Value Etf 0 (VBR) | 0.1 | $212k | -12% | 1.1k | 191.85 |
|
| Ishares Select Dividend Etf 0 (DVY) | 0.1 | $210k | 1.7k | 123.17 |
|
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| Thermo Fisher Scientific 0 (TMO) | 0.1 | $207k | +137% | 356.00 | 580.40 |
|
| Pnc Finl Svcs Group 0 (PNC) | 0.1 | $204k | +23% | 1.3k | 161.62 |
|
| Ishares Core U.s. Aggregate Bond Etf 0 (AGG) | 0.1 | $204k | 2.1k | 97.94 |
|
|
| Idexx Labs 0 (IDXX) | 0.1 | $201k | +15% | 373.00 | 539.93 |
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| Oracle Corp 0 (ORCL) | 0.1 | $195k | +110% | 1.6k | 125.58 |
|
| General Dynamics Corp 0 (GD) | 0.1 | $192k | +18% | 679.00 | 282.68 |
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| Adobe 0 (ADBE) | 0.1 | $192k | +153% | 380.00 | 504.60 |
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| Servicenow 0 (NOW) | 0.1 | $191k | +72% | 250.00 | 762.40 |
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| First Trust Nasdaq Technology Dividend Index Fund 0 (TDIV) | 0.1 | $184k | 2.6k | 69.67 |
|
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| Ishares Core S&p 500 Etf 0 (IVV) | 0.1 | $178k | -20% | 338.00 | 525.73 |
|
| Amgen 0 (AMGN) | 0.1 | $177k | +90% | 623.00 | 284.16 |
|
| Qualcomm 0 (QCOM) | 0.1 | $173k | +111% | 1.0k | 169.38 |
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| Super Micro Computer 0 (SMCI) | 0.1 | $170k | NEW | 168.00 | 1010.03 |
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| Vanguard Total Stock Market Etf 0 (VTI) | 0.1 | $168k | 646.00 | 259.74 |
|
|
| Lowes Cos 0 (LOW) | 0.1 | $167k | +95% | 654.00 | 254.66 |
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| Morgan Stanley 0 (MS) | 0.1 | $166k | +64% | 1.8k | 94.16 |
|
| Vanguard Mid-cap Etf 0 (VO) | 0.1 | $164k | 656.00 | 249.77 |
|
|
| Ishares S&p Small-cap 600 Value Etf 0 (IJS) | 0.1 | $160k | 1.6k | 102.77 |
|
|
| Advanced Micro Devices 0 (AMD) | 0.1 | $158k | +2725% | 876.00 | 180.49 |
|
| Astrazeneca 0 (AZN) | 0.1 | $156k | +45% | 2.3k | 67.75 |
|
| Boeing 0 (BA) | 0.1 | $153k | +63% | 792.00 | 192.99 |
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| Intuit 0 (INTU) | 0.1 | $152k | +160% | 234.00 | 648.82 |
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| Rtx Corporation 0 (RTX) | 0.1 | $148k | +105% | 1.5k | 97.50 |
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| Intuitive Surgical 0 (ISRG) | 0.1 | $146k | +99% | 365.00 | 399.09 |
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| Ge Aerospace 0 (GE) | 0.1 | $144k | +205% | 817.00 | 175.59 |
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| At&t 0 (T) | 0.1 | $143k | +107% | 8.1k | 17.60 |
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| Starbucks Corp 0 (SBUX) | 0.1 | $140k | +80% | 1.5k | 91.37 |
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| Abbott Labs 0 (ABT) | 0.1 | $140k | +264% | 1.2k | 113.63 |
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| Ishares Core Msci Emerging Markets Etf 0 (IEMG) | 0.1 | $136k | -7% | 2.6k | 51.60 |
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| Aflac 0 (AFL) | 0.1 | $135k | +18% | 1.6k | 85.88 |
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| Intercontinental Exchange 0 (ICE) | 0.1 | $135k | +44% | 981.00 | 137.41 |
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| Vanguard Real Estate Etf 0 (VNQ) | 0.1 | $133k | 1.5k | 86.50 |
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| Ishares Msci Kld 400 Social Etf 0 (DSI) | 0.1 | $132k | 1.3k | 100.79 |
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| Draftkings Inc New Com Cl A 0 (DKNG) | 0.1 | $131k | 2.9k | 45.41 |
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| Vistra Corp 0 (VST) | 0.1 | $131k | +106% | 1.9k | 69.65 |
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| Intel Corp 0 (INTC) | 0.1 | $130k | +308% | 2.9k | 44.17 |
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| Invesco S&p Ultra Dividend Revenue Etf 0 (RDIV) | 0.1 | $129k | 2.8k | 45.83 |
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| Palo Alto Networks 0 (PANW) | 0.1 | $125k | +82% | 441.00 | 284.13 |
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| Verizon Communications 0 (VZ) | 0.1 | $124k | -59% | 3.0k | 41.96 |
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| Tjx Cos 0 (TJX) | 0.1 | $121k | +98% | 1.2k | 101.43 |
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| Shopify Inc Cl A 0 (SHOP) | 0.1 | $120k | -3% | 1.6k | 77.17 |
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| Vanguard Information Technology Etf 0 (VGT) | 0.1 | $119k | 227.00 | 524.36 |
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| Vanguard Mortgage-backed Securities Etf 0 (VMBS) | 0.1 | $118k | 2.6k | 45.61 |
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| Crowdstrike Hldgs Inc Cl A 0 (CRWD) | 0.1 | $117k | -4% | 365.00 | 320.59 |
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| Asml Holding N V N Y Registry 0 (ASML) | 0.1 | $116k | +93% | 120.00 | 969.37 |
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| Dexcom 0 (DXCM) | 0.1 | $116k | +31% | 837.00 | 138.70 |
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| Fidelity Enhanced Large Cap Value Etf 0 (FELV) | 0.1 | $115k | NEW | 3.9k | 29.20 |
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| Ishares U.s. Real Estate Etf 0 (IYR) | 0.1 | $114k | 1.3k | 89.88 |
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| Zoetis Inc Cl A 0 (ZTS) | 0.1 | $113k | +66% | 668.00 | 169.22 |
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| Accenture Plc Ireland Shs Class A 0 (ACN) | 0.1 | $113k | +5316% | 325.00 | 346.82 |
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| General Mtrs 0 (GM) | 0.1 | $113k | +42% | 2.5k | 45.35 |
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| Prologis 0 (PLD) | 0.1 | $111k | +130% | 852.00 | 130.28 |
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| Uber Technologies 0 (UBER) | 0.1 | $111k | +268% | 1.4k | 76.99 |
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| Linde 0 (LIN) | 0.1 | $111k | NEW | 238.00 | 464.32 |
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| Comcast Corp New Cl A 0 (CMCSA) | 0.1 | $109k | +904% | 2.5k | 43.35 |
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| Dollar Gen Corp 0 (DG) | 0.1 | $109k | +14% | 700.00 | 156.05 |
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| American Express 0 (AXP) | 0.1 | $107k | +193% | 470.00 | 227.88 |
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| United States Stl Corp 0 (X) | 0.1 | $106k | +30% | 2.6k | 40.78 |
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| Nike Inc Cl B 0 (NKE) | 0.1 | $105k | +147% | 1.1k | 94.00 |
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| Wp Carey 0 (WPC) | 0.1 | $105k | +40% | 1.9k | 56.43 |
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| Bristol-myers Squibb 0 (BMY) | 0.1 | $104k | +204% | 1.9k | 54.24 |
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| Fedex Corp 0 (FDX) | 0.1 | $103k | +60% | 354.00 | 289.61 |
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| Lamar Advertising Co New Cl A 0 (LAMR) | 0.1 | $102k | +56% | 856.00 | 119.36 |
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| Lululemon Athletica 0 (LULU) | 0.1 | $102k | -3% | 260.00 | 390.65 |
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| Progressive Corp 0 (PGR) | 0.1 | $100k | +184% | 484.00 | 206.79 |
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| Stryker Corporation 0 (SYK) | 0.1 | $98k | +144% | 274.00 | 357.25 |
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| Arista Networks 0 (ANET) | 0.1 | $97k | +58% | 334.00 | 289.98 |
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| Applied Matls 0 (AMAT) | 0.1 | $95k | NEW | 463.00 | 206.13 |
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| Fastenal 0 (FAST) | 0.1 | $95k | +33% | 1.2k | 77.15 |
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| Cvs Health Corp 0 (CVS) | 0.1 | $95k | +134% | 1.2k | 79.76 |
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| Kinsale Cap Group 0 (KNSL) | 0.1 | $95k | +17% | 181.00 | 524.29 |
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| Ppg Inds 0 (PPG) | 0.0 | $94k | +26% | 646.00 | 144.98 |
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| Vanguard Total Bond Market Etf 0 (BND) | 0.0 | $92k | -6% | 1.3k | 72.61 |
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| Air Prods & Chems 0 (APD) | 0.0 | $89k | +58% | 365.00 | 242.41 |
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| Danaher Corporation 0 (DHR) | 0.0 | $87k | NEW | 349.00 | 249.72 |
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| Pioneer Nat Res 0 (PXD) | 0.0 | $85k | +76% | 324.00 | 262.76 |
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| Texas Instrs 0 (TXN) | 0.0 | $83k | +48% | 477.00 | 174.15 |
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| Regeneron Pharmaceuticals 0 (REGN) | 0.0 | $83k | +244% | 86.00 | 962.49 |
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| Conocophillips 0 (COP) | 0.0 | $82k | +1365% | 645.00 | 127.20 |
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| Ishares U.s. Utilities Etf 0 (IDU) | 0.0 | $81k | 963.00 | 84.50 |
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| Generations Bancorp Ny 0 (GBNY) | 0.0 | $81k | 8.1k | 10.01 |
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| Discover Finl Svcs 0 (DFS) | 0.0 | $80k | +25% | 607.00 | 131.00 |
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| Taiwan Semiconductor Mfg 0 (TSM) | 0.0 | $79k | +7% | 579.00 | 136.00 |
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| S&p Global 0 (SPGI) | 0.0 | $78k | +3560% | 183.00 | 425.67 |
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| Fair Isaac Corp 0 (FICO) | 0.0 | $78k | +31% | 62.00 | 1249.61 |
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| Lam Research Corp 0 (LRCX) | 0.0 | $77k | +777% | 79.00 | 975.25 |
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| Sysco Corp 0 (SYY) | 0.0 | $76k | +50% | 932.00 | 81.19 |
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| Novo-nordisk A S 0 (NVO) | 0.0 | $75k | NEW | 587.00 | 128.40 |
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| Shell Plc Spon Ads 0 (SHEL) | 0.0 | $74k | +167% | 1.1k | 67.02 |
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| Digitalbridge Group Inc Cl A 0 (DBRG) | 0.0 | $73k | 3.8k | 19.27 |
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| Costar Group 0 (CSGP) | 0.0 | $71k | +58% | 730.00 | 96.60 |
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| Honeywell Intl 0 (HON) | 0.0 | $70k | +27% | 341.00 | 205.15 |
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| Ishares S&p Gsci Commodity Indexed Trust 0 (GSG) | 0.0 | $69k | 3.1k | 22.06 |
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| Lockheed Martin Corp 0 (LMT) | 0.0 | $69k | +334% | 152.00 | 454.87 |
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| Ishares S&p 500 Growth Etf 0 (IVW) | 0.0 | $69k | 815.00 | 84.43 |
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| Autoliv 0 (ALV) | 0.0 | $66k | +104% | 547.00 | 120.44 |
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| Toyota Motor Corp Ads 0 (TM) | 0.0 | $65k | NEW | 260.00 | 251.68 |
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| Vanguard High Dividend Yield Index Etf 0 (VYM) | 0.0 | $65k | 541.00 | 120.90 |
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| Vertex Pharmaceuticals 0 (VRTX) | 0.0 | $65k | +3020% | 156.00 | 418.01 |
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| Bunge Global Sa 0 (BG) | 0.0 | $65k | +56% | 635.00 | 102.58 |
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| Transdigm Group 0 (TDG) | 0.0 | $65k | +130% | 53.00 | 1226.77 |
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| Equitable Hldgs 0 (EQH) | 0.0 | $65k | +1421% | 1.7k | 38.00 |
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| Elevance Health 0 (ELV) | 0.0 | $65k | +1671% | 124.00 | 520.19 |
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| Ishares Esg Aware Msci Usa Etf 0 (ESGU) | 0.0 | $63k | 550.00 | 114.99 |
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| Yum Brands 0 (YUM) | 0.0 | $63k | +67% | 455.00 | 138.75 |
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| Airbnb Inc Com Cl A 0 (ABNB) | 0.0 | $63k | +131% | 379.00 | 164.96 |
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| Vanguard International High Dividend Yield Etf 0 (VYMI) | 0.0 | $62k | 898.00 | 68.77 |
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| Citigroup 0 (C) | 0.0 | $62k | NEW | 972.00 | 63.24 |
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| Deckers Outdoor Corp 0 (DECK) | 0.0 | $61k | NEW | 65.00 | 941.26 |
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| BP 0 (BP) | 0.0 | $61k | NEW | 1.6k | 37.68 |
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| Marathon Pete Corp 0 (MPC) | 0.0 | $61k | +251% | 302.00 | 201.47 |
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| Deere & Co 0 (DE) | 0.0 | $60k | +2000% | 147.00 | 411.22 |
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| Blackrock 0 (BLK) | 0.0 | $60k | NEW | 72.00 | 838.96 |
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| Enbridge 0 (ENB) | 0.0 | $60k | 1.7k | 36.19 |
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| Schwab Charles Corp 0 (SCHW) | 0.0 | $60k | +4025% | 825.00 | 72.30 |
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| Kenvue 0 (KVUE) | 0.0 | $60k | NEW | 2.8k | 21.46 |
|
| Medtronic 0 (MDT) | 0.0 | $60k | +16975% | 683.00 | 87.09 |
|
| The Cigna Group 0 (CI) | 0.0 | $59k | NEW | 164.00 | 362.41 |
|
| Alphabet Inc Cap Stk Cl A 0 (GOOGL) | 0.0 | $59k | 391.00 | 150.93 |
|
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| L3harris Technologies 0 (LHX) | 0.0 | $58k | +63% | 271.00 | 213.30 |
|
| Devon Energy Corp 0 (DVN) | 0.0 | $58k | +60% | 1.1k | 50.18 |
|
| Dicks Sporting Goods 0 (DKS) | 0.0 | $58k | +163% | 256.00 | 224.46 |
|
| Lithia Mtrs 0 (LAD) | 0.0 | $57k | +80% | 191.00 | 300.38 |
|
| Alps O'shares Global Internet Giants Etf 0 (OGIG) | 0.0 | $57k | NEW | 1.5k | 38.33 |
|
| Baker Hughes Company Cl A 0 (BKR) | 0.0 | $56k | +46% | 1.7k | 33.49 |
|
| Eog Res 0 (EOG) | 0.0 | $56k | 436.00 | 127.83 |
|
|
| Ishares Core S&p Small Cap Etf 0 (IJR) | 0.0 | $56k | 504.00 | 110.48 |
|
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| Corning 0 (GLW) | 0.0 | $55k | +76% | 1.7k | 32.97 |
|
| Gilead Sciences 0 (GILD) | 0.0 | $55k | +37% | 746.00 | 73.24 |
|
| Amphenol Corp New Cl A 0 (APH) | 0.0 | $54k | NEW | 470.00 | 115.35 |
|
| Williams Sonoma 0 (WSM) | 0.0 | $53k | NEW | 168.00 | 317.53 |
|
| Kla Corp 0 (KLAC) | 0.0 | $53k | NEW | 76.00 | 700.20 |
|
| Nextera Energy 0 (NEE) | 0.0 | $53k | 826.00 | 63.88 |
|
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| Mondelez Intl Inc Cl A 0 (MDLZ) | 0.0 | $53k | +726% | 752.00 | 70.00 |
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| Firstenergy Corp 0 (FE) | 0.0 | $52k | +36% | 1.4k | 38.62 |
|
| Marsh & Mclennan Cos 0 (MMC) | 0.0 | $52k | NEW | 250.00 | 206.06 |
|
| Mercadolibre 0 (MELI) | 0.0 | $51k | -8% | 34.00 | 1511.97 |
|
| Trane Technologies 0 (TT) | 0.0 | $51k | +235% | 171.00 | 300.50 |
|
| Analog Devices 0 (ADI) | 0.0 | $51k | NEW | 256.00 | 197.93 |
|
| Automatic Data Processing 0 (ADP) | 0.0 | $51k | +6666% | 203.00 | 249.42 |
|
| Csx Corp 0 (CSX) | 0.0 | $51k | +287% | 1.4k | 37.07 |
|
| Fiserv 0 (FI) | 0.0 | $50k | NEW | 315.00 | 159.82 |
|
| Proshares Ultrapro S&p500 0 (UPRO) | 0.0 | $50k | 712.00 | 70.55 |
|
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| Universal Display Corp 0 (OLED) | 0.0 | $50k | 298.00 | 168.19 |
|
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| Boston Scientific Corp 0 (BSX) | 0.0 | $50k | NEW | 731.00 | 68.49 |
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| American Tower Corp 0 (AMT) | 0.0 | $49k | NEW | 250.00 | 197.59 |
|
| Reliance 0 (RS) | 0.0 | $49k | NEW | 146.00 | 335.31 |
|
| Neurocrine Biosciences 0 (NBIX) | 0.0 | $49k | +576% | 352.00 | 137.92 |
|
| Gen Digital 0 (GEN) | 0.0 | $48k | +20% | 2.2k | 22.40 |
|
| Pure Storage Inc Cl A 0 (PSTG) | 0.0 | $48k | NEW | 922.00 | 51.99 |
|
| Sherwin Williams 0 (SHW) | 0.0 | $48k | +1154% | 138.00 | 346.29 |
|
| Godaddy Inc Cl A 0 (GDDY) | 0.0 | $48k | NEW | 402.00 | 118.68 |
|
| Carlisle Cos 0 (CSL) | 0.0 | $48k | NEW | 121.00 | 392.86 |
|
| Ishares S&p Small-cap 600 Growth Etf 0 (IJT) | 0.0 | $47k | 363.00 | 130.64 |
|
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| 3M 0 (MMM) | 0.0 | $47k | -83% | 440.00 | 106.09 |
|
| Ishares S&p 500 Value Etf 0 (IVE) | 0.0 | $47k | 249.00 | 187.02 |
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| Synopsys 0 (SNPS) | 0.0 | $46k | NEW | 81.00 | 571.51 |
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| Edwards Lifesciences Corp 0 (EW) | 0.0 | $46k | +125% | 477.00 | 95.56 |
|
| Cadence Design System 0 (CDNS) | 0.0 | $45k | NEW | 146.00 | 311.28 |
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| Ishares National Muni Bond Etf 0 (MUB) | 0.0 | $45k | 419.00 | 107.61 |
|
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| Axon Enterprise 0 (AXON) | 0.0 | $45k | +48% | 143.00 | 312.88 |
|
| Schlumberger Ltd Com Stk 0 (SLB) | 0.0 | $45k | NEW | 815.00 | 54.81 |
|
Past Filings by Rise Advisors
SEC 13F filings are viewable for Rise Advisors going back to 2021
- 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