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)

StockValue
ABNBAIRBNB INC COM CL A
$34K
EMEEMCOR GROUP INC COM
$34K
FCXFREEPORT-MCMORAN INC CL B
$34K
JSIJANUS HENDERSON SECURITIZED INCOME ETF
$34K
ALSALLSTATE CORP COM
$33K
MARMARRIOTT INTL INC NEW CL A
$33K
ADSKAUTODESK INC COM
$33K
FFORD MTR CO COM
$33K
NEMNEWMONT CORP COM
$33K
SSBUSDSOUTHSTATE CORPORATION COM
$33K
EWEDWARDS LIFESCIENCES CORP COM
$32K
AMCRAMCOR PLC ORD
$32K
TFCTRUIST FINL CORP COM
$32K
DTEDTE ENERGY CO COM
$32K
FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
$32K
JCIJOHNSON CTLS INTL PLC SHS
$32K
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$32K
PCARPACCAR INC COM
$32K
GWREGUIDEWIRE SOFTWARE INC COM
$31K
SRESEMPRA COM
$31K
CRSCARPENTER TECHNOLOGY CORP COM
$31K
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
$31K
PSXPHILLIPS 66 COM
$31K
HLTHILTON WORLDWIDE HLDGS INC COM
$30K
BMRNBIOMARIN PHARMACEUTICAL INC COM
$30K
VNQVANGUARD REAL ESTATE ETF
$30K
AITAPPLIED INDL TECHNOLOGIES INC COM
$30K
ALVAUTOLIV INC COM
$30K
IDAIDACORP INC COM
$30K
BURLBURLINGTON STORES INC COM
$30K
DDOMINION ENERGY INC COM
$30K
MLIMUELLER INDS INC COM
$30K
KVUEKENVUE INC COM
$30K
HALOHALOZYME THERAPEUTICS INC COM
$30K
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$30K
UTHUNITED THERAPEUTICS CORP DEL COM
$29K
CASYCASEYS GEN STORES INC COM
$29K
BJBJS WHSL CLUB HLDGS INC COM
$29K
AIGAMERICAN INTL GROUP INC COM NEW
$29K
DVAXDYNAVAX TECHNOLOGIES CORP COM NEW
$29K
IYHISHARES U.S. HEALTHCARE ETF
$29K
NXPINXP SEMICONDUCTORS N V COM
$29K
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
$28K
TRGPTARGA RES CORP COM
$28K
8CWCROWN CASTLE INC COM
$28K
RSRELIANCE INC COM
$28K
RSGREPUBLIC SVCS INC COM
$28K
CSLCARLISLE COS INC COM
$28K
MSCIMSCI INC COM
$28K
ILMNILLUMINA INC COM
$28K
KMBKIMBERLY-CLARK CORP COM
$28K
ABGCENCORA INC COM
$28K
CPRTCOPART INC COM
$28K
ODFLOLD DOMINION FREIGHT LINE INC COM
$28K
OREALTY INCOME CORP COM
$28K
VLOVALERO ENERGY CORP COM
$28K
DGROISHARES CORE DIVIDEND GROWTH ETF
$27K
DTDYNATRACE INC COM NEW
$27K
DTMDT MIDSTREAM INC COMMON STOCK
$27K
FQIDIGITAL RLTY TR INC COM
$27K
7HPHP INC COM
$27K
PWRQUANTA SVCS INC COM
$27K
HQYHEALTHEQUITY INC COM
$27K
KHCKRAFT HEINZ CO COM
$27K
NBIXNEUROCRINE BIOSCIENCES INC COM
$27K
VEEVVEEVA SYS INC CL A COM
$27K
PSTGPURE STORAGE INC CL A
$27K
EXLSEXLSERVICE HOLDINGS INC COM
$27K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$27K
THCTENET HEALTHCARE CORP COM NEW
$26K
MNSTMONSTER BEVERAGE CORP NEW COM
$26K
UNMUNUM GROUP COM
$26K
ASMLASML HOLDING N V N Y REGISTRY SHS
$26K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$26K
A4SAMERIPRISE FINL INC COM
$26K
URIUNITED RENTALS INC COM
$26K
OLEDUNIVERSAL DISPLAY CORP COM
$26K
KRKROGER CO COM
$26K
KDKYNDRYL HLDGS INC COMMON STOCK
$26K
ENSGENSIGN GROUP INC COM
$26K
USFDUS FOODS HLDG CORP COM
$26K
RNRRENAISSANCERE HLDGS LTD COM
$26K
IYFISHARES U.S. FINANCIALS ETF
$26K
ENQENTEGRIS INC COM
$26K
FISFIDELITY NATL INFORMATION SVCS COM
$26K
FNFABRINET SHS
$25K
RGAREINSURANCE GRP OF AMERICA INC COM NEW
$25K
DGDOLLAR GEN CORP NEW COM
$25K
SHELSHELL PLC SPON ADS
$25K
SIGISELECTIVE INS GROUP INC COM
$25K
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$25K
UMBFUMB FINL CORP COM
$25K
CTVACORTEVA INC COM
$25K
CVLTCOMMVAULT SYS INC COM
$25K
RPMRPM INTL INC COM
$25K
AG8AGILENT TECHNOLOGIES INC COM
$25K
ON1OLD NATL BANCORP IND COM
$25K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$25K
IPINTERNATIONAL PAPER CO COM
$25K
FIXCOMFORT SYS USA INC COM
$25K
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