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 |
|---|---|
TRVTRAVELERS COMPANIES INC COM | $36K |
ECLECOLAB INC COM | $36K |
HLTHILTON WORLDWIDE HLDGS INC COM | $36K |
CWCURTISS WRIGHT CORP COM | $36K |
XELXCEL ENERGY INC COM | $35K |
EWEDWARDS LIFESCIENCES CORP COM | $35K |
KDKYNDRYL HLDGS INC COMMON STOCK | $35K |
CASYCASEYS GEN STORES INC COM | $34K |
FQIDIGITAL RLTY TR INC COM | $34K |
TFCTRUIST FINL CORP COM | $34K |
ILMNILLUMINA INC COM | $34K |
SRESEMPRA COM | $34K |
URIUNITED RENTALS INC COM | $33K |
DOCUDOCUSIGN INC COM | $33K |
VEEVVEEVA SYS INC CL A COM | $33K |
FLRFLUOR CORP NEW COM | $33K |
OKEONEOK INC NEW COM | $33K |
DUOLDUOLINGO INC CL A COM | $33K |
GISGENERAL MLS INC COM | $33K |
ROPROPER TECHNOLOGIES INC COM | $33K |
THCTENET HEALTHCARE CORP COM NEW | $33K |
ALSALLSTATE CORP COM | $33K |
SSBUSDSOUTHSTATE CORPORATION COM | $32K |
DTDYNATRACE INC COM NEW | $32K |
HQYHEALTHEQUITY INC COM | $32K |
IM8NINSMED INC COM PAR $.01 | $32K |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $31K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $31K |
DTMDT MIDSTREAM INC COMMON STOCK | $31K |
MLIMUELLER INDS INC COM | $31K |
DGDOLLAR GEN CORP NEW COM | $31K |
DTEDTE ENERGY CO COM | $31K |
AITAPPLIED INDL TECHNOLOGIES INC COM | $31K |
CSLCARLISLE COS INC COM | $31K |
MNSTMONSTER BEVERAGE CORP NEW COM | $31K |
RSRELIANCE INC COM | $31K |
NXPINXP SEMICONDUCTORS N V COM | $31K |
ENSGENSIGN GROUP INC COM | $31K |
ABGCENCORA INC COM | $31K |
NBIXNEUROCRINE BIOSCIENCES INC COM | $31K |
ETENERGY TRANSFER L P COM UT LTD PTN | $31K |
CMICUMMINS INC COM | $30K |
DDOMINION ENERGY INC COM | $30K |
USFDUS FOODS HLDG CORP COM | $30K |
CTVACORTEVA INC COM | $30K |
OLEDUNIVERSAL DISPLAY CORP COM | $30K |
COHRCOHERENT CORP COM | $30K |
PSXPHILLIPS 66 COM | $30K |
IDAIDACORP INC COM | $30K |
WSOWATSCO INC COM | $30K |
8CWCROWN CASTLE INC COM | $29K |
MPWRMONOLITHIC PWR SYS INC COM | $29K |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $29K |
SLBSCHLUMBERGER LTD COM STK | $29K |
A4SAMERIPRISE FINL INC COM | $29K |
RSGREPUBLIC SVCS INC COM | $29K |
PCARPACCAR INC COM | $29K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $29K |
BURLBURLINGTON STORES INC COM | $29K |
ELFE L F BEAUTY INC COM | $29K |
BDXBECTON DICKINSON & CO COM | $29K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $29K |
DVNDEVON ENERGY CORP NEW COM | $29K |
TEXTEREX CORP NEW COM | $28K |
MCHPMICROCHIP TECHNOLOGY INC. COM | $28K |
XPOXPO INC COM | $28K |
AIGAMERICAN INTL GROUP INC COM NEW | $28K |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $28K |
NXTNEXTRACKER INC CLASS A COM | $28K |
FISFIDELITY NATL INFORMATION SVCS COM | $28K |
ACMAECOM COM | $28K |
CVLTCOMMVAULT SYS INC COM | $28K |
OREALTY INCOME CORP COM | $28K |
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | $28K |
VLOVALERO ENERGY CORP COM | $28K |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $28K |
FNFFIDELITY NATIONAL FINANCIAL IN COM SHS | $28K |
EX9EXELIXIS INC COM | $27K |
EWBCEAST WEST BANCORP INC COM | $27K |
UTHUNITED THERAPEUTICS CORP DEL COM | $27K |
UNMUNUM GROUP COM | $27K |
WWDWOODWARD INC COM | $27K |
BJBJS WHSL CLUB HLDGS INC COM | $27K |
ODFLOLD DOMINION FREIGHT LINE INC COM | $27K |
VNQVANGUARD REAL ESTATE ETF | $27K |
OSKOSHKOSH CORP COM | $27K |
ESGVVANGUARD ESG U.S. STOCK ETF | $27K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $27K |
KRKROGER CO COM | $27K |
RNRRENAISSANCERE HLDGS LTD COM | $27K |
TKOTKO GROUP HOLDINGS INC CL A | $27K |
MSCIMSCI INC COM | $27K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $27K |
IYHISHARES U.S. HEALTHCARE ETF | $27K |
UMBFUMB FINL CORP COM | $27K |
CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $26K |
BWXTBWX TECHNOLOGIES INC COM | $26K |
DELLDELL TECHNOLOGIES INC CL C | $26K |
GWWGRAINGER W W INC COM | $26K |
CADECADENCE BANK COM | $26K |