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 50.35% of Rise Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFCF, VTV, VUG, JPST, XLV, SPY, Arista Networks, PANW, LRCX, SMCI.
- Started 19 new stock positions in Brookfield Infrastructure Corp Com Sub Vtg A, EXE, RSP, CON, XLRE, LRCX, AOS, XLY, PRMB, XLP. JSI, Arista Networks, XLC, DELL, FNDF, SH, Aptiv Holdings, MAS, SW.
- Reduced shares in these 10 stocks: VNLA, PYPL, JMBS, XLF, XSOE, NVDA, FTEC, VBR, ANET, IXUS.
- Sold out of its positions in AAON, ADT, AVAV, DRLL, AMRN, AMLIF, AOUT, AMRX, AMPH, ANET.
- Rise Advisors was a net seller of stock by $-294k.
- Rise Advisors has $208M in assets under management (AUM), dropping by -0.37%.
- Central Index Key (CIK): 0001831316
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Portfolio Holdings for Rise Advisors
Rise Advisors holds 1119 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Rise Advisors has 1119 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rise Advisors Dec. 31, 2024 positions
- Download the Rise Advisors December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Value Etf 0 (VTV) | 14.1 | $29M | +6% | 173k | 169.30 |
|
| Vanguard Growth Etf 0 (VUG) | 13.8 | $29M | +3% | 70k | 410.44 |
|
| Dimensional Core Fixed Income Etf 0 (DFCF) | 11.6 | $24M | +10% | 584k | 41.27 |
|
| Janus Henderson Mortgage-backed Securities Etf 0 (JMBS) | 6.2 | $13M | -2% | 292k | 44.18 |
|
| Janus Henderson Short Duration Income Etf 0 (VNLA) | 4.7 | $9.7M | -13% | 198k | 48.91 |
|
| Dimensional U.s. Targeted Value Etf 0 (DFAT) | 4.2 | $8.8M | 158k | 55.66 |
|
|
| Financial Select Sector Spdr Fund 0 (XLF) | 2.5 | $5.3M | -5% | 109k | 48.33 |
|
| Industrial Select Sector Spdr Fund 0 (XLI) | 2.3 | $4.8M | 36k | 131.76 |
|
|
| Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE) | 1.8 | $3.7M | -6% | 123k | 30.48 |
|
| Paypal Hldgs 0 (PYPL) | 1.6 | $3.4M | -17% | 40k | 85.35 |
|
| Nvidia Corporation 0 (NVDA) | 1.5 | $3.0M | -6% | 23k | 134.29 |
|
| Microsoft Corp 0 (MSFT) | 1.1 | $2.2M | 5.2k | 421.50 |
|
|
| Amazon 0 (AMZN) | 1.0 | $2.1M | 9.5k | 219.39 |
|
|
| Berkshire Hathaway Inc Del Cl B 0 (BRK.B) | 0.8 | $1.8M | 3.9k | 453.28 |
|
|
| Jpmorgan Ultra-short Income Etf 0 (JPST) | 0.8 | $1.6M | +18% | 32k | 50.37 |
|
| Alphabet Inc Cap Stk Cl C 0 (GOOG) | 0.7 | $1.5M | 8.1k | 190.44 |
|
|
| Dimensional U.s. Core Equity 2 Etf 0 (DFAC) | 0.5 | $1.1M | 33k | 34.59 |
|
|
| Invesco Qqq Trust Series I 0 (QQQ) | 0.5 | $1.1M | 2.1k | 511.28 |
|
|
| Exxon Mobil Corp 0 (XOM) | 0.5 | $1.1M | 10k | 107.57 |
|
|
| Tompkins Finl Corp 0 (TMP) | 0.5 | $1.1M | 16k | 67.83 |
|
|
| Apple 0 (AAPL) | 0.5 | $1.1M | -4% | 4.3k | 250.42 |
|
| Tesla 0 (TSLA) | 0.5 | $1.0M | 2.6k | 403.85 |
|
|
| Janus Detroit Street Trust Janus Henderson Aaa Clo Etf 0 (JAAA) | 0.5 | $1.0M | +2% | 20k | 50.71 |
|
| Meta Platforms Inc Cl A 0 (META) | 0.4 | $799k | 1.4k | 585.45 |
|
|
| Jpmorgan Chase & Co 0 (JPM) | 0.4 | $780k | +2% | 3.3k | 239.68 |
|
| Spdr S&p 500 Etf Trust 0 (SPY) | 0.4 | $756k | +13% | 1.3k | 585.86 |
|
| Paychex 0 (PAYX) | 0.3 | $688k | -7% | 4.9k | 140.21 |
|
| Costco Whsl Corp 0 (COST) | 0.3 | $680k | -2% | 742.00 | 916.77 |
|
| Ishares Floating Rate Bond Etf 0 (FLOT) | 0.3 | $645k | -2% | 13k | 50.88 |
|
| Fidelity Total Bond Etf 0 (FBND) | 0.3 | $627k | 14k | 44.87 |
|
|
| Cisco Sys 0 (CSCO) | 0.3 | $587k | -3% | 9.9k | 59.20 |
|
| Ishares Core S&p Mid-cap Etf 0 (IJH) | 0.3 | $564k | -8% | 9.1k | 62.31 |
|
| Dimensional World Ex U.s. Core Equity 2 Etf 0 (DFAX) | 0.3 | $561k | 23k | 24.86 |
|
|
| Eaton Corp 0 (ETN) | 0.3 | $553k | -4% | 1.7k | 331.79 |
|
| Broadcom 0 (AVGO) | 0.3 | $541k | +2% | 2.3k | 231.79 |
|
| Bank America Corp 0 (BAC) | 0.3 | $538k | 12k | 43.95 |
|
|
| Mcdonalds Corp 0 (MCD) | 0.3 | $530k | -9% | 1.8k | 289.91 |
|
| Caterpillar 0 (CAT) | 0.3 | $521k | -3% | 1.4k | 362.85 |
|
| Mastercard Incorporated Cl A 0 (MA) | 0.2 | $513k | 974.00 | 526.68 |
|
|
| Eli Lilly & Co 0 (LLY) | 0.2 | $510k | 660.00 | 772.56 |
|
|
| Boeing 0 (BA) | 0.2 | $502k | 2.8k | 177.00 |
|
|
| Blackstone 0 (BX) | 0.2 | $485k | -7% | 2.8k | 172.43 |
|
| Chipotle Mexican Grill 0 (CMG) | 0.2 | $474k | 7.9k | 60.30 |
|
|
| Southern 0 (SO) | 0.2 | $472k | 5.7k | 82.33 |
|
|
| Vanguard Dividend Appreciation Etf 0 (VIG) | 0.2 | $461k | 2.4k | 195.83 |
|
|
| Merck & Co 0 (MRK) | 0.2 | $458k | -9% | 4.6k | 99.49 |
|
| Coca Cola 0 (KO) | 0.2 | $455k | -5% | 7.3k | 62.26 |
|
| Johnson & Johnson 0 (JNJ) | 0.2 | $448k | 3.1k | 144.60 |
|
|
| Us Bancorp Del 0 (USB) | 0.2 | $438k | 9.1k | 47.83 |
|
|
| Home Depot 0 (HD) | 0.2 | $426k | -12% | 1.1k | 389.04 |
|
| Ishares Russell 2000 Etf 0 (IWM) | 0.2 | $424k | -3% | 1.9k | 220.94 |
|
| Goldman Sachs Group 0 (GS) | 0.2 | $392k | -2% | 684.00 | 572.57 |
|
| Fidelity Msci Information Technology Index Etf 0 (FTEC) | 0.2 | $389k | -30% | 2.1k | 184.90 |
|
| Spdr S&p Midcap 400 Etf Trust 0 (MDY) | 0.2 | $388k | +6% | 681.00 | 569.88 |
|
| Waste Mgmt Inc Del 0 (WM) | 0.2 | $387k | -5% | 1.9k | 201.79 |
|
| International Business Machs 0 (IBM) | 0.2 | $383k | 1.7k | 219.80 |
|
|
| Packaging Corp Amer 0 (PKG) | 0.2 | $383k | -3% | 1.7k | 225.16 |
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| Prudential Finl 0 (PRU) | 0.2 | $369k | -5% | 3.1k | 118.53 |
|
| Public Storage Oper 0 (PSA) | 0.2 | $349k | -8% | 1.2k | 299.39 |
|
| Walmart 0 (WMT) | 0.2 | $345k | -4% | 3.8k | 90.36 |
|
| Ishares Core U.s. Aggregate Bond Etf 0 (AGG) | 0.2 | $324k | -6% | 3.3k | 96.91 |
|
| Unitedhealth Group 0 (UNH) | 0.2 | $323k | 638.00 | 506.14 |
|
|
| Health Care Select Sector Spdr Fund 0 (XLV) | 0.2 | $315k | +46% | 2.3k | 137.60 |
|
| Alliant Energy Corp 0 (LNT) | 0.2 | $312k | -4% | 5.3k | 59.15 |
|
| Visa Inc Com Cl A 0 (V) | 0.1 | $302k | 956.00 | 316.14 |
|
|
| Netflix 0 (NFLX) | 0.1 | $300k | -2% | 337.00 | 891.32 |
|
| Consolidated Edison 0 (ED) | 0.1 | $290k | -4% | 3.3k | 89.24 |
|
| Vanguard International Dividend Appreciation Etf 0 (VIGI) | 0.1 | $283k | 3.5k | 79.99 |
|
|
| Procter And Gamble 0 (PG) | 0.1 | $278k | -22% | 1.7k | 167.70 |
|
| Rtx Corporation 0 (RTX) | 0.1 | $270k | 2.3k | 115.72 |
|
|
| Salesforce 0 (CRM) | 0.1 | $266k | -3% | 794.00 | 334.48 |
|
| Zimmer Biomet Holdings 0 (ZBH) | 0.1 | $265k | 2.5k | 105.62 |
|
|
| Vistra Corp 0 (VST) | 0.1 | $256k | 1.9k | 137.84 |
|
|
| Oracle Corp 0 (ORCL) | 0.1 | $248k | 1.5k | 166.67 |
|
|
| Dimensional Us Marketwide Value Etf 0 (DFUV) | 0.1 | $235k | 5.8k | 40.92 |
|
|
| Servicenow 0 (NOW) | 0.1 | $234k | 221.00 | 1060.12 |
|
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| Wells Fargo 0 (WFC) | 0.1 | $233k | 3.3k | 70.23 |
|
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| Abbvie 0 (ABBV) | 0.1 | $229k | 1.3k | 177.65 |
|
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| Chevron Corp 0 (CVX) | 0.1 | $228k | 1.6k | 144.80 |
|
|
| Idexx Labs 0 (IDXX) | 0.1 | $225k | -3% | 543.00 | 413.44 |
|
| Chubb 0 (CB) | 0.1 | $222k | 804.00 | 276.23 |
|
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| Morgan Stanley 0 (MS) | 0.1 | $219k | -2% | 1.7k | 125.72 |
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| Ishares Select Dividend Etf 0 (DVY) | 0.1 | $210k | -4% | 1.6k | 131.33 |
|
| Disney Walt 0 (DIS) | 0.1 | $206k | 1.9k | 111.35 |
|
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| Ishares Core Msci Total International Stock Etf 0 (IXUS) | 0.1 | $203k | -35% | 3.1k | 66.14 |
|
| Lyondellbasell Industries N V Shs - A - 0 (LYB) | 0.1 | $203k | -4% | 2.7k | 74.27 |
|
| Constellation Brands Inc Cl A 0 (STZ) | 0.1 | $200k | -11% | 906.00 | 221.01 |
|
| Ishares Core S&p 500 Etf 0 (IVV) | 0.1 | $196k | -6% | 333.00 | 588.47 |
|
| Vanguard Total Stock Market Etf 0 (VTI) | 0.1 | $195k | 671.00 | 289.84 |
|
|
| Kraft Heinz 0 (KHC) | 0.1 | $190k | -4% | 6.2k | 30.71 |
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| Micron Technology 0 (MU) | 0.1 | $190k | 2.3k | 84.16 |
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| Intuitive Surgical 0 (ISRG) | 0.1 | $187k | 358.00 | 521.96 |
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| Pepsico 0 (PEP) | 0.1 | $186k | +10% | 1.2k | 152.10 |
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| Ishares Core Msci Eafe Etf 0 (IEFA) | 0.1 | $174k | -15% | 2.5k | 70.27 |
|
| Vanguard Mid-cap Etf 0 (VO) | 0.1 | $174k | 658.00 | 264.17 |
|
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| First Trust Nasdaq Technology Dividend Index Fund 0 (TDIV) | 0.1 | $173k | 2.2k | 78.47 |
|
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| Adobe 0 (ADBE) | 0.1 | $170k | 383.00 | 444.68 |
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| Lowes Cos 0 (LOW) | 0.1 | $158k | -3% | 639.00 | 246.65 |
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| Aflac 0 (AFL) | 0.1 | $154k | -6% | 1.5k | 103.46 |
|
| Astrazeneca 0 (AZN) | 0.1 | $152k | 2.3k | 65.52 |
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| General Dynamics Corp 0 (GD) | 0.1 | $152k | -8% | 576.00 | 263.27 |
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| Qualcomm 0 (QCOM) | 0.1 | $151k | 982.00 | 153.69 |
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| Target Corp 0 (TGT) | 0.1 | $150k | -9% | 1.1k | 135.13 |
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| Intercontinental Exchange 0 (ICE) | 0.1 | $148k | 993.00 | 149.03 |
|
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| Union Pac Corp 0 (UNP) | 0.1 | $147k | -10% | 645.00 | 228.16 |
|
| Ishares S&p Small-cap 600 Value Etf 0 (IJS) | 0.1 | $147k | -14% | 1.4k | 108.62 |
|
| Ishares Msci Kld 400 Social Etf 0 (DSI) | 0.1 | $146k | 1.3k | 110.21 |
|
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| Dow 0 (DOW) | 0.1 | $144k | -24% | 3.6k | 40.13 |
|
| Vanguard Information Technology Etf 0 (VGT) | 0.1 | $143k | 230.00 | 621.66 |
|
|
| Cognizant Technology Solutions Cl A 0 (CTSH) | 0.1 | $142k | 1.8k | 76.90 |
|
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| United Parcel Service Inc Cl B 0 (UPS) | 0.1 | $139k | -22% | 1.1k | 126.08 |
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| Starbucks Corp 0 (SBUX) | 0.1 | $139k | 1.5k | 91.22 |
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| Intuit 0 (INTU) | 0.1 | $138k | -2% | 219.00 | 629.04 |
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| Shopify Inc Cl A 0 (SHOP) | 0.1 | $138k | -16% | 1.3k | 106.33 |
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| American Express 0 (AXP) | 0.1 | $137k | -2% | 462.00 | 296.58 |
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| Palo Alto Networks 0 (PANW) | 0.1 | $136k | +88% | 749.00 | 181.96 |
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| Invesco S&p Ultra Dividend Revenue Etf 0 (RDIV) | 0.1 | $134k | -3% | 2.8k | 48.25 |
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| General Mtrs 0 (GM) | 0.1 | $133k | 2.5k | 53.28 |
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| Amgen 0 (AMGN) | 0.1 | $133k | -17% | 511.00 | 260.50 |
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| At&t 0 (T) | 0.1 | $131k | 5.7k | 22.77 |
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| Thermo Fisher Scientific 0 (TMO) | 0.1 | $130k | 251.00 | 519.33 |
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| Abbott Labs 0 (ABT) | 0.1 | $130k | -8% | 1.2k | 113.08 |
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| Linde 0 (LIN) | 0.1 | $130k | +29% | 310.00 | 418.60 |
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| Tjx Cos 0 (TJX) | 0.1 | $130k | 1.1k | 120.80 |
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| Ge Aerospace 0 (GE) | 0.1 | $129k | -2% | 775.00 | 166.86 |
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| Generations Bancorp Ny 0 (GBNY) | 0.1 | $122k | 8.1k | 15.10 |
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| Fidelity Enhanced Large Cap Value Etf 0 (FELV) | 0.1 | $122k | 4.0k | 30.47 |
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| Ishares U.s. Real Estate Etf 0 (IYR) | 0.1 | $121k | 1.3k | 93.05 |
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| Fair Isaac Corp 0 (FICO) | 0.1 | $118k | 59.00 | 1990.93 |
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| Carrier Global Corporation 0 (CARR) | 0.1 | $116k | 1.7k | 68.26 |
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| Progressive Corp 0 (PGR) | 0.1 | $116k | 485.00 | 239.40 |
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| Accenture Plc Ireland Shs Class A 0 (ACN) | 0.1 | $115k | 327.00 | 351.73 |
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| Bristol-myers Squibb 0 (BMY) | 0.1 | $115k | -6% | 2.0k | 56.56 |
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| Pnc Finl Svcs Group 0 (PNC) | 0.1 | $111k | 575.00 | 192.71 |
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| Verizon Communications 0 (VZ) | 0.1 | $109k | -10% | 2.7k | 39.99 |
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| Lamar Advertising Co New Cl A 0 (LAMR) | 0.1 | $108k | 886.00 | 121.73 |
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| Advanced Micro Devices 0 (AMD) | 0.1 | $105k | -2% | 865.00 | 120.79 |
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| Wp Carey 0 (WPC) | 0.0 | $103k | 1.9k | 54.48 |
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| Stryker Corporation 0 (SYK) | 0.0 | $100k | 278.00 | 360.62 |
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| Ishares Core Msci Emerging Markets Etf 0 (IEMG) | 0.0 | $99k | -3% | 1.9k | 52.23 |
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| Lululemon Athletica 0 (LULU) | 0.0 | $99k | 258.00 | 382.41 |
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| Discover Finl Svcs 0 (DFS) | 0.0 | $98k | -3% | 563.00 | 173.29 |
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| Crowdstrike Hldgs Inc Cl A 0 (CRWD) | 0.0 | $98k | -21% | 285.00 | 342.16 |
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| Corning 0 (GLW) | 0.0 | $96k | -3% | 2.0k | 47.52 |
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| Ishares U.s. Utilities Etf 0 (IDU) | 0.0 | $94k | 980.00 | 96.25 |
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| Comcast Corp New Cl A 0 (CMCSA) | 0.0 | $94k | -3% | 2.5k | 37.53 |
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| Zoetis Inc Cl A 0 (ZTS) | 0.0 | $93k | -11% | 574.00 | 162.79 |
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| Texas Instrs 0 (TXN) | 0.0 | $90k | 480.00 | 187.61 |
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| Fastenal 0 (FAST) | 0.0 | $90k | 1.2k | 71.93 |
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| S&p Global 0 (SPGI) | 0.0 | $90k | -2% | 180.00 | 498.06 |
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| Uber Technologies 0 (UBER) | 0.0 | $86k | 1.4k | 60.32 |
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| Arista Networks 0 | 0.0 | $86k | NEW | 775.00 | 110.53 |
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| Core Scientific 0 (CORZ) | 0.0 | $84k | -25% | 6.0k | 14.05 |
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| Air Prods & Chems 0 (APD) | 0.0 | $83k | -7% | 286.00 | 290.45 |
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| Ishares S&p 500 Growth Etf 0 (IVW) | 0.0 | $83k | 818.00 | 101.51 |
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| Conocophillips 0 (COP) | 0.0 | $81k | +25% | 821.00 | 99.19 |
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| Danaher Corporation 0 (DHR) | 0.0 | $80k | 350.00 | 229.61 |
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| Mastec 0 (MTZ) | 0.0 | $80k | 588.00 | 136.14 |
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| Deckers Outdoor Corp 0 (DECK) | 0.0 | $80k | 392.00 | 203.09 |
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| Godaddy Inc Cl A 0 (GDDY) | 0.0 | $79k | 402.00 | 197.37 |
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| Fedex Corp 0 (FDX) | 0.0 | $79k | -3% | 281.00 | 281.67 |
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| Ishares National Muni Bond Etf 0 (MUB) | 0.0 | $79k | +2% | 741.00 | 106.57 |
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| Vanguard Small Cap Value Etf 0 (VBR) | 0.0 | $79k | -64% | 398.00 | 198.31 |
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| Honeywell Intl 0 (HON) | 0.0 | $78k | 346.00 | 225.98 |
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| Applied Matls 0 (AMAT) | 0.0 | $78k | +3% | 479.00 | 162.52 |
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| Asml Holding N V N Y Registry 0 (ASML) | 0.0 | $76k | -9% | 110.00 | 692.80 |
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| Ppg Inds 0 (PPG) | 0.0 | $75k | -6% | 631.00 | 119.52 |
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| Lockheed Martin Corp 0 (LMT) | 0.0 | $75k | 155.00 | 486.12 |
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| Kinsale Cap Group 0 (KNSL) | 0.0 | $75k | 162.00 | 464.86 |
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| Blackrock 0 (BLK) | 0.0 | $75k | 73.00 | 1029.67 |
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| Alphabet Inc Cap Stk Cl A 0 (GOOGL) | 0.0 | $74k | -4% | 392.00 | 189.47 |
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| Equitable Hldgs 0 (EQH) | 0.0 | $74k | -9% | 1.6k | 47.18 |
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| Deere & Co 0 (DE) | 0.0 | $72k | -2% | 171.00 | 423.11 |
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| Vanguard Total Bond Market Etf 0 (BND) | 0.0 | $72k | -20% | 1.0k | 71.88 |
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| Ishares Esg Aware Msci Usa Etf 0 (ESGU) | 0.0 | $72k | 555.00 | 128.86 |
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| Gilead Sciences 0 (GILD) | 0.0 | $71k | -3% | 767.00 | 92.42 |
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| Nike Inc Cl B 0 (NKE) | 0.0 | $71k | 932.00 | 75.64 |
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| Transdigm Group 0 (TDG) | 0.0 | $71k | +5% | 56.00 | 1258.41 |
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| Citigroup 0 (C) | 0.0 | $70k | -8% | 997.00 | 70.40 |
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| Kinder Morgan Inc Del 0 (KMI) | 0.0 | $70k | -7% | 2.5k | 27.40 |
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| Baker Hughes Company Cl A 0 (BKR) | 0.0 | $70k | -3% | 1.7k | 41.01 |
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| Lithia Mtrs 0 (LAD) | 0.0 | $69k | 192.00 | 356.88 |
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| Otis Worldwide Corp 0 (OTIS) | 0.0 | $66k | 716.00 | 92.61 |
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| Boston Scientific Corp 0 (BSX) | 0.0 | $66k | 741.00 | 89.32 |
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| Amphenol Corp New Cl A 0 (APH) | 0.0 | $66k | 953.00 | 69.43 |
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| Fiserv 0 (FI) | 0.0 | $65k | 317.00 | 205.42 |
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| Yum Brands 0 (YUM) | 0.0 | $65k | 484.00 | 134.21 |
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| Taiwan Semiconductor Mfg 0 (TSM) | 0.0 | $65k | -23% | 327.00 | 197.77 |
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| Trane Technologies 0 (TT) | 0.0 | $64k | 174.00 | 370.36 |
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| Proshares Ultrapro S&p500 0 (UPRO) | 0.0 | $64k | 718.00 | 88.64 |
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| Ge Vernova 0 (GEV) | 0.0 | $63k | 192.00 | 328.93 |
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| Williams Sonoma 0 (WSM) | 0.0 | $63k | 340.00 | 185.09 |
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| Vanguard International High Dividend Yield Etf 0 (VYMI) | 0.0 | $62k | 914.00 | 67.91 |
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| Regeneron Pharmaceuticals 0 (REGN) | 0.0 | $62k | 87.00 | 712.33 |
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| Vertex Pharmaceuticals 0 (VRTX) | 0.0 | $62k | -3% | 153.00 | 402.70 |
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| Schwab Charles Corp 0 (SCHW) | 0.0 | $60k | 812.00 | 74.05 |
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| Automatic Data Processing 0 (ADP) | 0.0 | $60k | 205.00 | 293.21 |
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| L3harris Technologies 0 (LHX) | 0.0 | $60k | -3% | 285.00 | 210.00 |
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| Dicks Sporting Goods 0 (DKS) | 0.0 | $60k | 261.00 | 228.67 |
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| Dexcom 0 (DXCM) | 0.0 | $60k | -3% | 766.00 | 77.77 |
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| Ishares Core S&p Small Cap Etf 0 (IJR) | 0.0 | $59k | 513.00 | 115.20 |
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| Comfort Sys Usa 0 (FIX) | 0.0 | $59k | 138.00 | 425.46 |
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| Vanguard Tax-exempt Bond Etf 0 (VTEB) | 0.0 | $57k | +3% | 1.1k | 50.14 |
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| Pure Storage Inc Cl A 0 (PSTG) | 0.0 | $57k | 922.00 | 61.43 |
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| Shell Plc Spon Ads 0 (SHEL) | 0.0 | $56k | -23% | 893.00 | 62.68 |
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| Analog Devices 0 (ADI) | 0.0 | $56k | 262.00 | 212.78 |
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| Draftkings Inc New Com Cl A 0 (DKNG) | 0.0 | $56k | -42% | 1.5k | 37.20 |
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| Firstenergy Corp 0 (FE) | 0.0 | $56k | 1.4k | 39.77 |
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| Medtronic 0 (MDT) | 0.0 | $56k | -6% | 695.00 | 79.92 |
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| Axon Enterprise 0 (AXON) | 0.0 | $55k | -42% | 93.00 | 594.32 |
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| Eog Res 0 (EOG) | 0.0 | $55k | -3% | 449.00 | 122.68 |
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| Microstrategy Inc Cl A 0 (MSTR) | 0.0 | $55k | -11% | 190.00 | 289.62 |
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| Sap Se 0 (SAP) | 0.0 | $55k | 223.00 | 246.22 |
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| Gen Digital 0 (GEN) | 0.0 | $54k | 2.0k | 27.38 |
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| Marsh & Mclennan Cos 0 (MMC) | 0.0 | $54k | 255.00 | 212.25 |
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| T-mobile Us 0 (TMUS) | 0.0 | $54k | 245.00 | 220.35 |
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| Lam Research Corp 0 (LRCX) | 0.0 | $54k | NEW | 745.00 | 72.21 |
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| Ares Management Corporation Cl A Com Stk 0 (ARES) | 0.0 | $53k | 302.00 | 176.82 |
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| Energy Transfer L P Com Ut Ltd Ptn 0 (ET) | 0.0 | $53k | -3% | 2.7k | 19.59 |
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| Vanguard High Dividend Yield Index Etf 0 (VYM) | 0.0 | $53k | 414.00 | 127.68 |
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| Prologis 0 (PLD) | 0.0 | $53k | -17% | 498.00 | 105.72 |
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| Costar Group 0 (CSGP) | 0.0 | $52k | 730.00 | 71.59 |
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| Emcor Group 0 (EME) | 0.0 | $52k | 114.00 | 454.80 |
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| Super Micro Computer 0 (SMCI) | 0.0 | $52k | +909% | 1.7k | 30.48 |
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| Lennox Intl 0 (LII) | 0.0 | $52k | 85.00 | 605.93 |
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| Nextera Energy 0 (NEE) | 0.0 | $51k | -8% | 712.00 | 71.72 |
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| Novo-nordisk A S 0 (NVO) | 0.0 | $51k | 592.00 | 85.97 |
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| Sprouts Fmrs Mkt 0 (SFM) | 0.0 | $51k | 400.00 | 127.07 |
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| Spdr S&p Aerospace & Defense Etf 0 (XAR) | 0.0 | $51k | 305.00 | 165.99 |
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| Simon Ppty Group 0 (SPG) | 0.0 | $50k | +2% | 290.00 | 172.23 |
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| Kla Corp 0 (KLAC) | 0.0 | $50k | +3% | 79.00 | 627.35 |
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| Ishares S&p Small-cap 600 Growth Etf 0 (IJT) | 0.0 | $50k | 366.00 | 135.39 |
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| Burlington Stores 0 (BURL) | 0.0 | $49k | 172.00 | 285.06 |
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| United Therapeutics Corp Del 0 (UTHR) | 0.0 | $49k | 138.00 | 352.84 |
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| Cvs Health Corp 0 (CVS) | 0.0 | $49k | -7% | 1.1k | 44.91 |
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| Ishares S&p 500 Value Etf 0 (IVE) | 0.0 | $48k | 253.00 | 191.11 |
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| Nisource 0 (NI) | 0.0 | $48k | 1.3k | 36.77 |
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| American Tower Corp 0 (AMT) | 0.0 | $48k | 259.00 | 183.51 |
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| Interactive Brokers Group Inc Com Cl A 0 (IBKR) | 0.0 | $47k | 266.00 | 176.47 |
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| Duke Energy Corp 0 (DUK) | 0.0 | $47k | 435.00 | 107.71 |
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| Toyota Motor Corp Ads 0 (TM) | 0.0 | $47k | -28% | 241.00 | 194.28 |
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| 3M 0 (MMM) | 0.0 | $47k | -6% | 362.00 | 129.22 |
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| Eqt Corp 0 (EQT) | 0.0 | $47k | -2% | 1.0k | 46.12 |
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| Neurocrine Biosciences 0 (NBIX) | 0.0 | $47k | -2% | 342.00 | 136.50 |
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| Elevance Health 0 (ELV) | 0.0 | $46k | 126.00 | 368.06 |
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| HSBC HLDGS 0 (HSBC) | 0.0 | $46k | +2% | 937.00 | 49.47 |
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| Equinix 0 (EQIX) | 0.0 | $46k | +2% | 49.00 | 942.94 |
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| Marriott Intl Inc New Cl A 0 (MAR) | 0.0 | $46k | 166.00 | 278.12 |
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| Delta Air Lines Inc Del 0 (DAL) | 0.0 | $46k | 759.00 | 60.50 |
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| The Cigna Group 0 (CI) | 0.0 | $46k | 166.00 | 275.80 |
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Past Filings by Rise Advisors
SEC 13F filings are viewable for Rise Advisors going back to 2021
- 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