Rise Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$226.3B
Holdings
1,501
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,501 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NOWSERVICENOW INC COM | 208 | $165.6M | 0.07% | |
| 102 | GDGENERAL DYNAMICS CORP COM | 607 | $165.4M | 0.07% | |
| 103 | QCOMQUALCOMM INC COM | 1,048 | $161.0M | 0.07% | |
| 104 | ADBEADOBE INC COM | 410 | $157.2M | 0.07% | |
| 105 | LINLINDE PLC SHS | 335 | $155.9M | 0.07% | |
| 106 | BMYBRISTOL-MYERS SQUIBB CO COM | 2,523 | $153.9M | 0.07% | |
| 107 | TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 2,086 | $153.5M | 0.07% | |
| 108 | LOWLOWES COS INC COM | 654 | $152.6M | 0.07% | |
| 109 | SBUXSTARBUCKS CORP COM | 1,539 | $151.0M | 0.07% | |
| 110 | RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF | 3,085 | $150.6M | 0.07% | |
| 111 | UNPUNION PAC CORP COM | 635 | $150.0M | 0.07% | |
| 112 | INTUINTUIT COM | 244 | $149.5M | 0.07% | |
| 113 | PGRPROGRESSIVE CORP COM | 521 | $147.4M | 0.07% | |
| 114 | PLTRPALANTIR TECHNOLOGIES INC CL A | 1,723 | $145.4M | 0.06% | |
| 115 | VSTVISTRA CORP COM | 1,228 | $144.2M | 0.06% | |
| 116 | NEENEXTERA ENERGY INC COM | 1,984 | $140.6M | 0.06% | |
| 117 | PANWPALO ALTO NETWORKS INC COM | 799 | $136.3M | 0.06% | |
| 118 | DSIISHARES ESG MSCI KLD 400 ETF | 1,327 | $135.9M | 0.06% | |
| 119 | TJXTJX COS INC NEW COM | 1,112 | $135.5M | 0.06% | |
| 120 | IJSISHARES S&P SMALL-CAP 600 VALUE ETF | 1,357 | $132.3M | 0.06% | |
| 121 | BACVERIZON COMMUNICATIONS INC COM | 2,900 | $131.6M | 0.06% | |
| 122 | TROWPRICE T ROWE GROUP INC COM | 1,400 | $128.6M | 0.06% | |
| 123 | TMOTHERMO FISHER SCIENTIFIC INC COM | 255 | $126.7M | 0.06% | |
| 124 | UPSUNITED PARCEL SERVICE INC CL B | 1,136 | $125.0M | 0.06% | |
| 125 | IYRISHARES U.S. REAL ESTATE ETF | 1,305 | $124.9M | 0.06% | |
| 126 | SHOPSHOPIFY INC CL A SUB VTG SHS | 1,306 | $124.7M | 0.06% | |
| 127 | FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF | 4,011 | $123.3M | 0.05% | |
| 128 | DYHTARGET CORP COM | 1,179 | $123.1M | 0.05% | |
| 129 | MDTMEDTRONIC PLC SHS | 1,344 | $120.8M | 0.05% | |
| 130 | AZNASTRAZENECA PLC SPONSORED ADR | 1,633 | $120.0M | 0.05% | |
| 131 | UBERUBER TECHNOLOGIES INC COM | 1,635 | $119.1M | 0.05% | |
| 132 | AMTAMERICAN TOWER CORP NEW COM | 539 | $117.4M | 0.05% | |
| 133 | ACNACCENTURE PLC IRELAND SHS CLASS A | 370 | $115.5M | 0.05% | |
| 134 | IDUISHARES U.S. UTILITIES ETF | 1,133 | $114.9M | 0.05% | |
| 135 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 881 | $113.6M | 0.05% | |
| 136 | KMIKINDER MORGAN INC DEL COM | 3,913 | $111.6M | 0.05% | |
| 137 | FICOFAIR ISAAC CORP COM | 60 | $110.7M | 0.05% | |
| 138 | SYKSTRYKER CORPORATION COM | 295 | $109.8M | 0.05% | |
| 139 | GMGENERAL MTRS CO COM | 2,290 | $107.7M | 0.05% | |
| 140 | WPCWP CAREY INC COM | 1,698 | $107.2M | 0.05% | |
| 141 | LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | 1,520 | $107.0M | 0.05% | |
| 142 | AMDADVANCED MICRO DEVICES INC COM | 1,010 | $103.8M | 0.05% | |
| 143 | CARRCARRIER GLOBAL CORPORATION COM | 1,626 | $103.1M | 0.05% | |
| 144 | PNCPNC FINL SVCS GROUP INC COM | 562 | $98.8M | 0.04% | |
| 145 | ZTSZOETIS INC CL A | 591 | $97.3M | 0.04% | |
| 146 | EOGEOG RES INC COM | 757 | $97.0M | 0.04% | |
| 147 | CRWDCROWDSTRIKE HLDGS INC CL A | 275 | $97.0M | 0.04% | |
| 148 | FASTFASTENAL CO COM | 1,240 | $96.2M | 0.04% | |
| 149 | SPGIS&P GLOBAL INC COM | 188 | $95.7M | 0.04% | |
| 150 | CMCSACOMCAST CORP NEW CL A | 2,556 | $94.3M | 0.04% | |
| 151 | TXNTEXAS INSTRS INC COM | 523 | $94.0M | 0.04% | |
| 152 | DFSEURDISCOVER FINL SVCS COM | 550 | $94.0M | 0.04% | |
| 153 | BKNGBOOKING HOLDINGS INC COM | 20 | $92.1M | 0.04% | |
| 154 | IWPISHARES RUSSELL MID-CAP GROWTH ETF | 780 | $91.6M | 0.04% | |
| 155 | DUKDUKE ENERGY CORP NEW COM NEW | 735 | $89.7M | 0.04% | |
| 156 | LAMRLAMAR ADVERTISING CO NEW CL A | 788 | $89.6M | 0.04% | |
| 157 | DOVDOVER CORP COM | 507 | $89.0M | 0.04% | |
| 158 | DEDEERE & CO COM | 188 | $88.4M | 0.04% | |
| 159 | AXPAMERICAN EXPRESS CO COM | 327 | $88.1M | 0.04% | |
| 160 | GILDGILEAD SCIENCES INC COM | 783 | $87.8M | 0.04% | |
| 161 | LLOEWS CORP COM | 937 | $86.1M | 0.04% | |
| 162 | APDAIR PRODS & CHEMS INC COM | 291 | $85.8M | 0.04% | |
| 163 | BSXBOSTON SCIENTIFIC CORP COM | 844 | $85.1M | 0.04% | |
| 164 | COPCONOCOPHILLIPS COM | 800 | $84.0M | 0.04% | |
| 165 | FDXFEDEX CORP COM | 340 | $82.8M | 0.04% | |
| 166 | BLKBLACKROCK INC COM | 87 | $82.7M | 0.04% | |
| 167 | DHRDANAHER CORPORATION COM | 400 | $81.9M | 0.04% | |
| 168 | T7DTRANSDIGM GROUP INC COM | 59 | $81.1M | 0.04% | |
| 169 | VRTXVERTEX PHARMACEUTICALS INC COM | 167 | $81.0M | 0.04% | |
| 170 | HONHONEYWELL INTL INC COM | 382 | $80.9M | 0.04% | |
| 171 | TMUST-MOBILE US INC COM | 302 | $80.7M | 0.04% | |
| 172 | SCHWSCHWAB CHARLES CORP COM | 1,021 | $79.9M | 0.04% | |
| 173 | FISVFISERV INC COM | 360 | $79.5M | 0.04% | |
| 174 | MUBISHARES NATIONAL MUNI BOND ETF | 745 | $78.5M | 0.03% | |
| 175 | TRVCCITIGROUP INC COM NEW | 1,088 | $77.2M | 0.03% | |
| 176 | GLWCORNING INC COM | 1,681 | $77.0M | 0.03% | |
| 177 | CSXCSX CORP COM | 2,594 | $76.3M | 0.03% | |
| 178 | IVWISHARES S&P 500 GROWTH ETF | 819 | $76.0M | 0.03% | |
| 179 | OTISOTIS WORLDWIDE CORP COM | 729 | $75.2M | 0.03% | |
| 180 | DOWDOW INC COM | 2,128 | $74.3M | 0.03% | |
| 181 | CVSCVS HEALTH CORP COM | 1,092 | $74.0M | 0.03% | |
| 182 | AMATAPPLIED MATLS INC COM | 509 | $73.9M | 0.03% | |
| 183 | YUMYUM BRANDS INC COM | 468 | $73.7M | 0.03% | |
| 184 | GEVGE VERNOVA INC COM | 239 | $73.0M | 0.03% | |
| 185 | LMTLOCKHEED MARTIN CORP COM | 161 | $71.9M | 0.03% | |
| 186 | ADPAUTOMATIC DATA PROCESSING INC COM | 233 | $71.3M | 0.03% | |
| 187 | KNSLKINSALE CAP GROUP INC COM | 146 | $71.0M | 0.03% | |
| 188 | BNDVANGUARD TOTAL BOND MARKET ETF | 958 | $70.4M | 0.03% | |
| 189 | BKRBAKER HUGHES COMPANY CL A | 1,596 | $70.1M | 0.03% | |
| 190 | PPGPPG INDS INC COM | 636 | $69.6M | 0.03% | |
| 191 | MRSHMARSH & MCLENNAN COS INC COM | 280 | $68.3M | 0.03% | |
| 192 | ESGUISHARES ESG AWARE MSCI USA ETF | 557 | $67.9M | 0.03% | |
| 193 | EQHEQUITABLE HLDGS INC COM | 1,300 | $67.7M | 0.03% | |
| 194 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 758 | $66.7M | 0.03% | |
| 195 | ANETARISTA NETWORKS INC COM SHS | 860 | $66.6M | 0.03% | |
| 196 | LULULULULEMON ATHLETICA INC COM | 231 | $65.4M | 0.03% | |
| 197 | GENGEN DIGITAL INC COM | 2,361 | $62.7M | 0.03% | |
| 198 | MTZMASTEC INC COM | 534 | $62.3M | 0.03% | |
| 199 | NKENIKE INC CL B | 982 | $62.3M | 0.03% | |
| 200 | INTCINTEL CORP COM | 2,727 | $61.9M | 0.03% |