Rise Advisors, LLC Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$278.8M
Holdings
1,527
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,527 positions)
| Stock | Value |
|---|---|
TAT&T INC COM | $183K |
ELVELEVANCE HEALTH INC FORMERLY A COM | $181K |
ISRGINTUITIVE SURGICAL INC COM NEW | $178K |
TJXTJX COS INC NEW COM | $177K |
COFCAPITAL ONE FINL CORP COM | $176K |
PRUPRUDENTIAL FINL INC COM | $175K |
AMDADVANCED MICRO DEVICES INC COM | $175K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $175K |
AFLAFLAC INC COM | $174K |
QCOMQUALCOMM INC COM | $174K |
INTUINTUIT COM | $171K |
GLWCORNING INC COM | $170K |
PANWPALO ALTO NETWORKS INC COM | $168K |
DSIISHARES ESG MSCI KLD 400 ETF | $168K |
UBERUBER TECHNOLOGIES INC COM | $167K |
NEENEXTERA ENERGY INC COM | $166K |
LINLINDE PLC SHS | $165K |
LOWLOWES COS INC COM | $165K |
LQTIFT VEST INVESTMENT GRADE & TARGET INCOME ETF | $153K |
VBILVANGUARD 0-3 MONTH TREASURY BILL ETF | $152K |
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF | $148K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $147K |
ADBEADOBE INC COM | $147K |
GMGENERAL MTRS CO COM | $144K |
MTZMASTEC INC COM | $142K |
CRWDCROWDSTRIKE HLDGS INC CL A | $141K |
CBCHUBB LIMITED COM | $138K |
FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF | $136K |
BACVERIZON COMMUNICATIONS INC COM | $134K |
PGRPROGRESSIVE CORP COM | $133K |
SBUXSTARBUCKS CORP COM | $132K |
ANETARISTA NETWORKS INC COM SHS | $129K |
IYRISHARES U.S. REAL ESTATE ETF | $128K |
STZCONSTELLATION BRANDS INC CL A | $126K |
MUNYVANGUARD NEW YORK TAX-EXEMPT BOND ETF | $126K |
AZNASTRAZENECA PLC SPONSORED ADR | $126K |
IDUISHARES U.S. UTILITIES ETF | $126K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $125K |
FASTFASTENAL CO COM | $123K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $123K |
UNPUNION PAC CORP COM | $123K |
GMEGAMESTOP CORP NEW CL A | $122K |
AMATAPPLIED MATLS INC COM | $121K |
PNCPNC FINL SVCS GROUP INC COM | $121K |
AXPAMERICAN EXPRESS CO COM | $119K |
WPCWP CAREY INC COM | $116K |
TRVCCITIGROUP INC COM NEW | $115K |
BKNGBOOKING HOLDINGS INC COM | $113K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $111K |
SYKSTRYKER CORPORATION COM | $111K |
LRCXLAM RESEARCH CORP COM NEW | $110K |
KMIKINDER MORGAN INC DEL COM | $110K |
AMTAMERICAN TOWER CORP NEW COM | $108K |
APHAMPHENOL CORP NEW CL A | $108K |
TXNTEXAS INSTRS INC COM | $106K |
CARRCARRIER GLOBAL CORPORATION COM | $106K |
BLKBLACKROCK INC COM | $105K |
SCHWSCHWAB CHARLES CORP COM | $101K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $101K |
APDAIR PRODS & CHEMS INC COM | $101K |
IVWISHARES S&P 500 GROWTH ETF | $99K |
DYHTARGET CORP COM | $98K |
DUKDUKE ENERGY CORP NEW COM NEW | $97K |
SPGIS&P GLOBAL INC COM | $97K |
GDGENERAL DYNAMICS CORP COM | $96K |
LLOEWS CORP COM | $96K |
LHXL3HARRIS TECHNOLOGIES INC COM | $95K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $94K |
KLACKLA CORP COM NEW | $93K |
INTCINTEL CORP COM | $91K |
GILDGILEAD SCIENCES INC COM | $90K |
FICOFAIR ISAAC CORP COM | $88K |
DEDEERE & CO COM | $88K |
UPSUNITED PARCEL SERVICE INC CL B | $87K |
CVSCVS HEALTH CORP COM | $87K |
XARSPDR S&P AEROSPACE & DEFENSE ETF | $86K |
BSXBOSTON SCIENTIFIC CORP COM | $85K |
DOVDOVER CORP COM | $85K |
CMCSACOMCAST CORP NEW CL A | $84K |
LMTLOCKHEED MARTIN CORP COM | $84K |
HONHONEYWELL INTL INC COM | $82K |
CSXCSX CORP COM | $82K |
FDXFEDEX CORP COM | $82K |
DHRDANAHER CORPORATION COM | $82K |
ESGUISHARES ESG AWARE MSCI USA ETF | $81K |
UPROPROSHARES ULTRAPRO S&P500 | $81K |
TTTRANE TECHNOLOGIES PLC SHS | $80K |
T7DTRANSDIGM GROUP INC COM | $80K |
BKRBAKER HUGHES COMPANY CL A | $80K |
MUBISHARES NATIONAL MUNI BOND ETF | $79K |
ADIANALOG DEVICES INC COM | $79K |
ZTSZOETIS INC CL A | $78K |
COPCONOCOPHILLIPS COM | $78K |
BMYBRISTOL-MYERS SQUIBB CO COM | $78K |
LAMRLAMAR ADVERTISING CO NEW CL A | $77K |
TMUST-MOBILE US INC COM | $76K |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $75K |
OTISOTIS WORLDWIDE CORP COM | $74K |
MDTMEDTRONIC PLC SHS | $74K |
NKENIKE INC CL B | $73K |