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)

#StockSharesValue% PortfolioType
201
REGNREGENERON PHARMACEUTICALS COM
97$61.6M0.03%
202
TTTRANE TECHNOLOGIES PLC SHS
180$60.6M0.03%
203
PLDPROLOGIS INC. COM
542$60.5M0.03%
204
ITWILLINOIS TOOL WKS INC COM
238$59.1M0.03%
205
CITHE CIGNA GROUP COM
179$58.8M0.03%
206
LHXL3HARRIS TECHNOLOGIES INC COM
279$58.4M0.03%
207
LRCXLAM RESEARCH CORP COM NEW
800$58.1M0.03%
208
KLACKLA CORP COM NEW
85$57.7M0.03%
209
CMECME GROUP INC COM
215$57.0M0.03%
210
VTEBVANGUARD TAX-EXEMPT BOND ETF
1,142$56.7M0.03%
211
ADIANALOG DEVICES INC COM
281$56.6M0.03%
212
WELLWELLTOWER INC COM
365$55.9M0.02%
213
MDLZMONDELEZ INTL INC CL A
806$54.7M0.02%
214
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
328$54.5M0.02%
215
NINISOURCE INC COM
1,331$53.4M0.02%
216
FEFIRSTENERGY CORP COM
1,318$53.3M0.02%
217
DC4DEXCOM INC COM
780$53.3M0.02%
218
UPROPROSHARES ULTRAPRO S&P500
718$53.1M0.02%
219
AJGGALLAGHER ARTHUR J & CO COM
152$52.6M0.02%
220
SFMSPROUTS FMRS MKT INC COM
341$52.0M0.02%
221
AONAON PLC SHS CL A
130$51.8M0.02%
222
MCKMCKESSON CORP COM
76$51.4M0.02%
223
ETENERGY TRANSFER L P COM UT LTD PTN
2,763$51.4M0.02%
224
APHAMPHENOL CORP NEW CL A
776$50.9M0.02%
225
AXONAXON ENTERPRISE INC COM
95$50.0M0.02%
226
MMM3M CO COM
339$49.8M0.02%
227
XARSPDR S&P AEROSPACE & DEFENSE ETF
306$49.1M0.02%
228
VBRVANGUARD SMALL CAP VALUE ETF
263$49.0M0.02%
229
CSGPCOSTAR GROUP INC COM
618$49.0M0.02%
230
WDAYWORKDAY INC CL A
208$48.6M0.02%
231
IVEISHARES S&P 500 VALUE ETF
254$48.5M0.02%
232
PNWPINNACLE WEST CAP CORP COM
508$48.4M0.02%
233
DVNDEVON ENERGY CORP NEW COM
1,282$48.0M0.02%
234
IJRISHARES CORE S&P SMALL CAP ETF
456$47.7M0.02%
235
ORLYOREILLY AUTOMOTIVE INC COM
33$47.3M0.02%
236
SHWSHERWIN WILLIAMS CO COM
134$46.9M0.02%
237
CLCOLGATE PALMOLIVE CO COM
497$46.6M0.02%
238
IWDISHARES RUSSELL 1000 VALUE ETF
247$46.6M0.02%
239
PHPARKER-HANNIFIN CORP COM
76$46.2M0.02%
240
AEPAMERICAN ELEC PWR CO INC COM
421$46.0M0.02%
241
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
367$45.7M0.02%
242
ENBENBRIDGE INC COM
1,024$45.4M0.02%
243
METMETLIFE INC COM
562$45.1M0.02%
244
EQIXEQUINIX INC COM
55$45.1M0.02%
245
ARESARES MANAGEMENT CORPORATION CL A COM STK
304$44.6M0.02%
246
CDNSCADENCE DESIGN SYSTEM INC COM
174$44.3M0.02%
247
SPGSIMON PPTY GROUP INC NEW COM
264$43.9M0.02%
248
EXEEXPAND ENERGY CORPORATION COM
393$43.7M0.02%
249
LADLITHIA MTRS INC COM
149$43.7M0.02%
250
WMBWILLIAMS COS INC COM
731$43.7M0.02%
251
CORZCORE SCIENTIFIC INC NEW COM
6,000$43.4M0.02%
252
TLTISHARES 20 YEAR TREASURY BOND ETF
477$43.4M0.02%
253
WCBRWISDOMTREE CYBERSECURITY FUND
1,602$43.4M0.02%
254
MPCMARATHON PETE CORP COM
298$43.4M0.02%
255
COFCAPITAL ONE FINL CORP COM
241$43.3M0.02%
256
MSIMOTOROLA SOLUTIONS INC COM NEW
99$43.3M0.02%
257
DKSDICKS SPORTING GOODS INC COM
212$42.7M0.02%
258
OGIGALPS O'SHARES GLOBAL INTERNET GIANTS ETF
975$42.5M0.02%
259
APOAPOLLO GLOBAL MGMT INC COM
309$42.3M0.02%
260
PYPLPAYPAL HLDGS INC COM
646$42.2M0.02%
261
CEGCONSTELLATION ENERGY CORP COM
208$41.9M0.02%
262
DRIDARDEN RESTAURANTS INC COM
201$41.8M0.02%
263
LNGCHENIERE ENERGY INC COM NEW
180$41.6M0.02%
264
MCOMOODYS CORP COM
89$41.3M0.02%
265
CITCINTAS CORP COM
199$40.9M0.02%
266
OKEONEOK INC NEW COM
404$40.0M0.02%
267
IWRISHARES RUSSELL MIDCAP ETF
469$39.9M0.02%
268
SNPSSYNOPSYS INC COM
93$39.9M0.02%
269
DKNGDRAFTKINGS INC NEW COM CL A
1,198$39.8M0.02%
270
CBUCOMMUNITY FINANCIAL SYSTEM INC COM
698$39.7M0.02%
271
WSMWILLIAMS SONOMA INC COM
250$39.5M0.02%
272
FTNTFORTINET INC COM
410$39.5M0.02%
273
HCAHCA HEALTHCARE INC COM
114$39.4M0.02%
274
BKBANK NEW YORK MELLON CORP COM
469$39.3M0.02%
275
ISCVISHARES MORNINGSTAR SMALL CAP VALUE ETF
657$38.9M0.02%
276
EMREMERSON ELEC CO COM
353$38.7M0.02%
277
RBARB GLOBAL INC COM
383$38.4M0.02%
278
NOCNORTHROP GRUMMAN CORP COM
75$38.3M0.02%
279
AZOAUTOZONE INC COM
10$38.1M0.02%
280
IJKISHARES S&P MID-CAP 400 GROWTH ETF
456$37.9M0.02%
281
GISGENERAL MLS INC COM
633$37.8M0.02%
282
BDXBECTON DICKINSON & CO COM
165$37.8M0.02%
283
DOCUDOCUSIGN INC COM
463$37.7M0.02%
284
SLBSCHLUMBERGER LTD COM STK
861$36.0M0.02%
285
RWLINVESCO S&P 500 REVENUE ETF
361$35.8M0.02%
286
FNLCFIRST BANCORP INC ME COM
1,448$35.8M0.02%
287
TRVTRAVELERS COMPANIES INC COM
135$35.8M0.02%
288
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
215$35.6M0.02%
289
TIPISHARES TIPS BOND ETF
320$35.6M0.02%
290
HWMHOWMET AEROSPACE INC COM
270$35.0M0.02%
291
DALDELTA AIR LINES INC DEL COM NEW
797$34.8M0.02%
292
LYVLIVE NATION ENTERTAINMENT INC COM
266$34.7M0.02%
293
ECLECOLAB INC COM
136$34.6M0.02%
294
ROPROPER TECHNOLOGIES INC COM
58$34.4M0.02%
295
EMNEASTMAN CHEM CO COM
389$34.3M0.02%
296
RCLROYAL CARIBBEAN GROUP COM
167$34.3M0.02%
297
WSOWATSCO INC COM
67$34.1M0.02%
298
ABNBAIRBNB INC COM CL A
283$33.8M0.01%
299
EMEEMCOR GROUP INC COM
91$33.7M0.01%
300
FCXFREEPORT-MCMORAN INC CL B
891$33.7M0.01%
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