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)

StockValue
BGBUNGE GLOBAL SA COM SHS
$24.8M
BRTBRT APARTMENTS CORP COM
$24.8M
PEOEXELON CORP COM
$24.7M
CADECADENCE BANK COM
$24.7M
AVTRAVANTOR INC COM
$24.7M
DUOLDUOLINGO INC CL A COM
$24.5M
GRMNGARMIN LTD SHS
$24.5M
IWSISHARES RUSSELL MID-CAP VALUE ETF
$24.4M
CMICUMMINS INC COM
$24.4M
ESGVVANGUARD ESG U.S. STOCK ETF
$24.1M
IM8NINSMED INC COM PAR $.01
$24.1M
SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
$24.1M
ARANTERO RESOURCES CORP COM
$24.1M
XPOXPO INC COM
$24.1M
IQVIQVIA HLDGS INC COM
$24.0M
CWSTCASELLA WASTE SYS INC CL A
$24.0M
ROSTROSS STORES INC COM
$23.8M
LNTHLANTHEUS HLDGS INC COM
$23.7M
HESHESS CORP COM
$23.6M
TMHCTAYLOR MORRISON HOME CORP COM
$23.6M
DHID R HORTON INC COM
$23.6M
PFEPFIZER INC COM
$23.6M
UFPIUFP INDUSTRIES INC COM
$23.5M
EWBCEAST WEST BANCORP INC COM
$23.5M
OSKOSHKOSH CORP COM
$23.3M
GTLSCHART INDS INC COM
$23.2M
CWCURTISS WRIGHT CORP COM
$23.2M
MURMURPHY OIL CORP COM
$23.1M
EAELECTRONIC ARTS INC COM
$23.1M
IYEISHARES U.S. ENERGY ETF
$23.0M
OCOWENS CORNING NEW COM
$23.0M
EX9EXELIXIS INC COM
$23.0M
GWWGRAINGER W W INC COM
$23.0M
SCISERVICE CORP INTL COM
$22.9M
ACMAECOM COM
$22.9M
PCGPG&E CORP COM
$22.9M
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$22.8M
ACGLARCH CAP GROUP LTD ORD
$22.6M
JLLJONES LANG LASALLE INC COM
$22.6M
ESNTESSENT GROUP LTD COM
$22.5M
XELXCEL ENERGY INC COM
$22.5M
PFGCPERFORMANCE FOOD GROUP CO COM
$22.5M
TOLTOLL BROTHERS INC COM
$22.5M
TKOTKO GROUP HOLDINGS INC CL A
$22.5M
HLNEHAMILTON LANE INC CL A
$22.4M
MANHMANHATTAN ASSOCIATES INC COM
$22.3M
FLRFLUOR CORP NEW COM
$22.3M
OPCHOPTION CARE HEALTH INC COM NEW
$22.3M
ETRENTERGY CORP NEW COM
$22.2M
PCHPOTLATCHDELTIC CORPORATION COM
$22.0M
BBTBERKSHIRE HILLS BANCORP INC COM
$22.0M
GGGGRACO INC COM
$22.0M
NXTNEXTRACKER INC CLASS A COM
$21.7M
HUMHUMANA INC COM
$21.7M
VOOVANGUARD S&P 500 ETF
$21.7M
VRSKVERISK ANALYTICS INC COM
$21.6M
COHRCOHERENT CORP COM
$21.6M
BPBP PLC SPONSORED ADR
$21.6M
GBCIGLACIER BANCORP INC NEW COM
$21.5M
EBAEBAY INC. COM
$21.5M
OXYOCCIDENTAL PETE CORP COM
$21.4M
LECOLINCOLN ELEC HLDGS INC COM
$21.4M
WBDWARNER BROS DISCOVERY INC COM SER A
$21.4M
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
$21.3M
RMERESMED INC COM
$21.3M
CNHICNH INDL N V SHS
$21.3M
HFWAHERITAGE FINL CORP WASH COM
$21.2M
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
$21.2M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$21.2M
PENPENUMBRA INC COM
$21.1M
INGRINGREDION INC COM
$21.1M
EQTEQT CORP COM
$21.0M
TXRHTEXAS ROADHOUSE INC COM
$21.0M
APY1EURCHAMPIONX CORPORATION COM
$20.9M
SYYSYSCO CORP COM
$20.9M
ELSEQUITY LIFESTYLE PPTYS INC COM
$20.9M
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF
$20.8M
GPCGENUINE PARTS CO COM
$20.8M
AMEAMETEK INC COM
$20.8M
FANGDIAMONDBACK ENERGY INC COM
$20.8M
CCKCROWN HLDGS INC COM
$20.7M
WBSWEBSTER FINL CORP COM
$20.6M
EVSDEATON VANCE SHORT DURATION INCOME ETF
$20.6M
HOMBHOME BANCSHARES INC COM
$20.5M
PSTLPOSTAL REALTY TRUST INC CL A
$20.5M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$20.5M
FFINFIRST FINL BANKSHARES INC COM
$20.5M
IRINGERSOLL RAND INC COM
$20.4M
KNFKNIFE RIVER CORP COMMON STOCK
$20.4M
HWCHANCOCK WHITNEY CORPORATION COM
$20.3M
WWDWOODWARD INC COM
$20.3M
HSYHERSHEY CO COM
$20.3M
BIIBBIOGEN INC COM
$20.3M
AMHAMERICAN HOMES 4 RENT CL A
$20.2M
TPDSOMNIGROUP INTERNATIONAL INC COM
$20.2M
USX1UNITED STATES STL CORP NEW COM
$20.2M
CLHCLEAN HARBORS INC COM
$20.1M
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$20.0M
RBCRBC BEARINGS INC COM
$19.9M
FT2FIRST HORIZON CORPORATION COM
$19.9M
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