Rise Advisors, LLC Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$251.9M
Holdings
1,539
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,539 positions)
| Stock | Value |
|---|---|
ICEINTERCONTINENTAL EXCHANGE INC COM | $189K |
VOVANGUARD MID-CAP ETF | $185K |
TAT&T INC COM | $182K |
COFCAPITAL ONE FINL CORP COM | $173K |
ABTABBOTT LABS COM | $172K |
GDGENERAL DYNAMICS CORP COM | $170K |
QCOMQUALCOMM INC COM | $164K |
AFLAFLAC INC COM | $163K |
ADBEADOBE INC COM | $159K |
LINLINDE PLC SHS | $157K |
DSIISHARES ESG MSCI KLD 400 ETF | $155K |
UBERUBER TECHNOLOGIES INC COM | $154K |
VBILVANGUARD 0-3 MONTH TREASURY BILL ETF | $150K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $150K |
AMDADVANCED MICRO DEVICES INC COM | $149K |
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF | $149K |
PANWPALO ALTO NETWORKS INC COM | $146K |
BACVERIZON COMMUNICATIONS INC COM | $146K |
LOWLOWES COS INC COM | $146K |
GEVGE VERNOVA INC COM | $143K |
SBUXSTARBUCKS CORP COM | $141K |
PGRPROGRESSIVE CORP COM | $140K |
STZCONSTELLATION BRANDS INC CL A | $140K |
IDUISHARES U.S. UTILITIES ETF | $133K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $132K |
NEENEXTERA ENERGY INC COM | $132K |
TJXTJX COS INC NEW COM | $131K |
CARRCARRIER GLOBAL CORPORATION COM | $129K |
FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF | $128K |
IYRISHARES U.S. REAL ESTATE ETF | $124K |
BKNGBOOKING HOLDINGS INC COM | $122K |
AMTAMERICAN TOWER CORP NEW COM | $121K |
UNPUNION PAC CORP COM | $119K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $118K |
TXNTEXAS INSTRS INC COM | $118K |
AMATAPPLIED MATLS INC COM | $117K |
SYKSTRYKER CORPORATION COM | $116K |
CRWDCROWDSTRIKE HLDGS INC CL A | $116K |
GMGENERAL MTRS CO COM | $114K |
AZNASTRAZENECA PLC SPONSORED ADR | $114K |
MTZMASTEC INC COM | $114K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $113K |
DYHTARGET CORP COM | $112K |
KMIKINDER MORGAN INC DEL COM | $112K |
AXPAMERICAN EXPRESS CO COM | $111K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $108K |
FICOFAIR ISAAC CORP COM | $108K |
WPCWP CAREY INC COM | $107K |
FASTFASTENAL CO COM | $104K |
UPSUNITED PARCEL SERVICE INC CL B | $104K |
EMNEASTMAN CHEM CO COM | $104K |
SPGIS&P GLOBAL INC COM | $103K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $98K |
CMCSACOMCAST CORP NEW CL A | $97K |
DEDEERE & CO COM | $96K |
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $94K |
PNCPNC FINL SVCS GROUP INC COM | $94K |
SCHWSCHWAB CHARLES CORP COM | $93K |
DOVDOVER CORP COM | $93K |
DUKDUKE ENERGY CORP NEW COM NEW | $93K |
BLKBLACKROCK INC COM | $92K |
EOGEOG RES INC COM | $91K |
BSXBOSTON SCIENTIFIC CORP COM | $90K |
IVWISHARES S&P 500 GROWTH ETF | $90K |
ANETARISTA NETWORKS INC COM SHS | $89K |
HONHONEYWELL INTL INC COM | $89K |
GLWCORNING INC COM | $89K |
BMYBRISTOL-MYERS SQUIBB CO COM | $89K |
T7DTRANSDIGM GROUP INC COM | $88K |
GILDGILEAD SCIENCES INC COM | $87K |
LLOEWS CORP COM | $86K |
CSXCSX CORP COM | $86K |
LAMRLAMAR ADVERTISING CO NEW CL A | $85K |
APHAMPHENOL CORP NEW CL A | $84K |
TTTRANE TECHNOLOGIES PLC SHS | $82K |
AXONAXON ENTERPRISE INC COM | $80K |
ZTSZOETIS INC CL A | $80K |
OTISOTIS WORLDWIDE CORP COM | $79K |
DHRDANAHER CORPORATION COM | $78K |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | $78K |
FDXFEDEX CORP COM | $78K |
LRCXLAM RESEARCH CORP COM NEW | $77K |
MUBISHARES NATIONAL MUNI BOND ETF | $77K |
XARSPDR S&P AEROSPACE & DEFENSE ETF | $77K |
CVSCVS HEALTH CORP COM | $76K |
LHXL3HARRIS TECHNOLOGIES INC COM | $76K |
LMTLOCKHEED MARTIN CORP COM | $76K |
ESGUISHARES ESG AWARE MSCI USA ETF | $75K |
KLACKLA CORP COM NEW | $75K |
ADIANALOG DEVICES INC COM | $74K |
VRTXVERTEX PHARMACEUTICALS INC COM | $74K |
ADPAUTOMATIC DATA PROCESSING INC COM | $73K |
APDAIR PRODS & CHEMS INC COM | $72K |
EQHEQUITABLE HLDGS INC COM | $72K |
NKENIKE INC CL B | $72K |
COPCONOCOPHILLIPS COM | $72K |
TMUST-MOBILE US INC COM | $72K |
BNDVANGUARD TOTAL BOND MARKET ETF | $71K |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $71K |
DC4DEXCOM INC COM | $70K |