Rise Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$226.3M
Holdings
1,501
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,501 positions)
| Stock | Value |
|---|---|
NOWSERVICENOW INC COM | $166K |
GDGENERAL DYNAMICS CORP COM | $165K |
QCOMQUALCOMM INC COM | $161K |
ADBEADOBE INC COM | $157K |
LINLINDE PLC SHS | $156K |
BMYBRISTOL-MYERS SQUIBB CO COM | $154K |
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $154K |
LOWLOWES COS INC COM | $153K |
SBUXSTARBUCKS CORP COM | $151K |
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF | $151K |
UNPUNION PAC CORP COM | $150K |
INTUINTUIT COM | $150K |
PGRPROGRESSIVE CORP COM | $147K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $145K |
VSTVISTRA CORP COM | $144K |
NEENEXTERA ENERGY INC COM | $141K |
PANWPALO ALTO NETWORKS INC COM | $136K |
DSIISHARES ESG MSCI KLD 400 ETF | $136K |
TJXTJX COS INC NEW COM | $135K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $132K |
BACVERIZON COMMUNICATIONS INC COM | $132K |
TROWPRICE T ROWE GROUP INC COM | $129K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $127K |
UPSUNITED PARCEL SERVICE INC CL B | $125K |
IYRISHARES U.S. REAL ESTATE ETF | $125K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $125K |
FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF | $123K |
DYHTARGET CORP COM | $123K |
MDTMEDTRONIC PLC SHS | $121K |
AZNASTRAZENECA PLC SPONSORED ADR | $120K |
UBERUBER TECHNOLOGIES INC COM | $119K |
AMTAMERICAN TOWER CORP NEW COM | $117K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $116K |
IDUISHARES U.S. UTILITIES ETF | $115K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $114K |
KMIKINDER MORGAN INC DEL COM | $112K |
FICOFAIR ISAAC CORP COM | $111K |
SYKSTRYKER CORPORATION COM | $110K |
GMGENERAL MTRS CO COM | $108K |
WPCWP CAREY INC COM | $107K |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | $107K |
AMDADVANCED MICRO DEVICES INC COM | $104K |
CARRCARRIER GLOBAL CORPORATION COM | $103K |
PNCPNC FINL SVCS GROUP INC COM | $99K |
ZTSZOETIS INC CL A | $97K |
EOGEOG RES INC COM | $97K |
CRWDCROWDSTRIKE HLDGS INC CL A | $97K |
FASTFASTENAL CO COM | $96K |
SPGIS&P GLOBAL INC COM | $96K |
CMCSACOMCAST CORP NEW CL A | $94K |
TXNTEXAS INSTRS INC COM | $94K |
DFSEURDISCOVER FINL SVCS COM | $94K |
BKNGBOOKING HOLDINGS INC COM | $92K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $92K |
DUKDUKE ENERGY CORP NEW COM NEW | $90K |
LAMRLAMAR ADVERTISING CO NEW CL A | $90K |
DOVDOVER CORP COM | $89K |
DEDEERE & CO COM | $88K |
AXPAMERICAN EXPRESS CO COM | $88K |
GILDGILEAD SCIENCES INC COM | $88K |
LLOEWS CORP COM | $86K |
APDAIR PRODS & CHEMS INC COM | $86K |
BSXBOSTON SCIENTIFIC CORP COM | $85K |
COPCONOCOPHILLIPS COM | $84K |
FDXFEDEX CORP COM | $83K |
BLKBLACKROCK INC COM | $83K |
DHRDANAHER CORPORATION COM | $82K |
T7DTRANSDIGM GROUP INC COM | $81K |
VRTXVERTEX PHARMACEUTICALS INC COM | $81K |
HONHONEYWELL INTL INC COM | $81K |
TMUST-MOBILE US INC COM | $81K |
SCHWSCHWAB CHARLES CORP COM | $80K |
FISVFISERV INC COM | $79K |
MUBISHARES NATIONAL MUNI BOND ETF | $79K |
TRVCCITIGROUP INC COM NEW | $77K |
GLWCORNING INC COM | $77K |
CSXCSX CORP COM | $76K |
IVWISHARES S&P 500 GROWTH ETF | $76K |
OTISOTIS WORLDWIDE CORP COM | $75K |
DOWDOW INC COM | $74K |
CVSCVS HEALTH CORP COM | $74K |
AMATAPPLIED MATLS INC COM | $74K |
YUMYUM BRANDS INC COM | $74K |
GEVGE VERNOVA INC COM | $73K |
LMTLOCKHEED MARTIN CORP COM | $72K |
ADPAUTOMATIC DATA PROCESSING INC COM | $71K |
KNSLKINSALE CAP GROUP INC COM | $71K |
BNDVANGUARD TOTAL BOND MARKET ETF | $70K |
BKRBAKER HUGHES COMPANY CL A | $70K |
PPGPPG INDS INC COM | $70K |
MRSHMARSH & MCLENNAN COS INC COM | $68K |
ESGUISHARES ESG AWARE MSCI USA ETF | $68K |
EQHEQUITABLE HLDGS INC COM | $68K |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $67K |
ANETARISTA NETWORKS INC COM SHS | $67K |
LULULULULEMON ATHLETICA INC COM | $65K |
GENGEN DIGITAL INC COM | $63K |
MTZMASTEC INC COM | $62K |
NKENIKE INC CL B | $62K |
INTCINTEL CORP COM | $62K |