Rise Advisors, LLC Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$251.9B
Holdings
1,539
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,539 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ICEINTERCONTINENTAL EXCHANGE INC COM | 1,029 | $188.7M | 0.07% | |
| 102 | VOVANGUARD MID-CAP ETF | 661 | $185.0M | 0.07% | |
| 103 | TAT&T INC COM | 6,294 | $182.2M | 0.07% | |
| 104 | COFCAPITAL ONE FINL CORP COM | 813 | $173.1M | 0.07% | |
| 105 | ABTABBOTT LABS COM | 1,267 | $172.3M | 0.07% | |
| 106 | GDGENERAL DYNAMICS CORP COM | 582 | $169.8M | 0.07% | |
| 107 | QCOMQUALCOMM INC COM | 1,028 | $163.8M | 0.07% | |
| 108 | AFLAFLAC INC COM | 1,549 | $163.3M | 0.06% | |
| 109 | ADBEADOBE INC COM | 411 | $159.0M | 0.06% | |
| 110 | LINLINDE PLC SHS | 336 | $157.4M | 0.06% | |
| 111 | DSIISHARES ESG MSCI KLD 400 ETF | 1,330 | $154.5M | 0.06% | |
| 112 | UBERUBER TECHNOLOGIES INC COM | 1,651 | $154.0M | 0.06% | |
| 113 | VBILVANGUARD 0-3 MONTH TREASURY BILL ETF | 1,992 | $150.5M | 0.06% | |
| 114 | SHOPSHOPIFY INC CL A SUB VTG SHS | 1,301 | $150.1M | 0.06% | |
| 115 | AMDADVANCED MICRO DEVICES INC COM | 1,052 | $149.3M | 0.06% | |
| 116 | RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF | 3,110 | $148.8M | 0.06% | |
| 117 | PANWPALO ALTO NETWORKS INC COM | 713 | $145.9M | 0.06% | |
| 118 | BACVERIZON COMMUNICATIONS INC COM | 3,370 | $145.8M | 0.06% | |
| 119 | LOWLOWES COS INC COM | 656 | $145.6M | 0.06% | |
| 120 | GEVGE VERNOVA INC COM | 270 | $142.9M | 0.06% | |
| 121 | SBUXSTARBUCKS CORP COM | 1,537 | $140.8M | 0.06% | |
| 122 | PGRPROGRESSIVE CORP COM | 525 | $140.1M | 0.06% | |
| 123 | STZCONSTELLATION BRANDS INC CL A | 861 | $140.0M | 0.06% | |
| 124 | IDUISHARES U.S. UTILITIES ETF | 1,274 | $133.2M | 0.05% | |
| 125 | IJSISHARES S&P SMALL-CAP 600 VALUE ETF | 1,330 | $132.3M | 0.05% | |
| 126 | NEENEXTERA ENERGY INC COM | 1,904 | $132.2M | 0.05% | |
| 127 | TJXTJX COS INC NEW COM | 1,063 | $131.2M | 0.05% | |
| 128 | CARRCARRIER GLOBAL CORPORATION COM | 1,758 | $128.6M | 0.05% | |
| 129 | FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF | 4,030 | $128.0M | 0.05% | |
| 130 | IYRISHARES U.S. REAL ESTATE ETF | 1,312 | $124.3M | 0.05% | |
| 131 | BKNGBOOKING HOLDINGS INC COM | 21 | $121.6M | 0.05% | |
| 132 | AMTAMERICAN TOWER CORP NEW COM | 548 | $121.2M | 0.05% | |
| 133 | UNPUNION PAC CORP COM | 516 | $118.7M | 0.05% | |
| 134 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 886 | $118.1M | 0.05% | |
| 135 | TXNTEXAS INSTRS INC COM | 566 | $117.6M | 0.05% | |
| 136 | AMATAPPLIED MATLS INC COM | 640 | $117.2M | 0.05% | |
| 137 | SYKSTRYKER CORPORATION COM | 293 | $116.1M | 0.05% | |
| 138 | CRWDCROWDSTRIKE HLDGS INC CL A | 227 | $115.6M | 0.05% | |
| 139 | GMGENERAL MTRS CO COM | 2,320 | $114.2M | 0.05% | |
| 140 | AZNASTRAZENECA PLC SPONSORED ADR | 1,633 | $114.1M | 0.05% | |
| 141 | MTZMASTEC INC COM | 667 | $113.7M | 0.05% | |
| 142 | ACNACCENTURE PLC IRELAND SHS CLASS A | 379 | $113.2M | 0.04% | |
| 143 | DYHTARGET CORP COM | 1,140 | $112.5M | 0.04% | |
| 144 | KMIKINDER MORGAN INC DEL COM | 3,814 | $112.1M | 0.04% | |
| 145 | AXPAMERICAN EXPRESS CO COM | 348 | $111.1M | 0.04% | |
| 146 | IWPISHARES RUSSELL MID-CAP GROWTH ETF | 781 | $108.3M | 0.04% | |
| 147 | FICOFAIR ISAAC CORP COM | 59 | $107.8M | 0.04% | |
| 148 | WPCWP CAREY INC COM | 1,715 | $107.0M | 0.04% | |
| 149 | FASTFASTENAL CO COM | 2,483 | $104.3M | 0.04% | |
| 150 | UPSUNITED PARCEL SERVICE INC CL B | 1,031 | $104.1M | 0.04% | |
| 151 | EMNEASTMAN CHEM CO COM | 1,389 | $103.7M | 0.04% | |
| 152 | SPGIS&P GLOBAL INC COM | 195 | $102.7M | 0.04% | |
| 153 | TMOTHERMO FISHER SCIENTIFIC INC COM | 242 | $98.0M | 0.04% | |
| 154 | CMCSACOMCAST CORP NEW CL A | 2,722 | $97.1M | 0.04% | |
| 155 | DEDEERE & CO COM | 188 | $95.6M | 0.04% | |
| 156 | TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 1,047 | $94.4M | 0.04% | |
| 157 | PNCPNC FINL SVCS GROUP INC COM | 506 | $94.3M | 0.04% | |
| 158 | SCHWSCHWAB CHARLES CORP COM | 1,024 | $93.4M | 0.04% | |
| 159 | DOVDOVER CORP COM | 508 | $93.1M | 0.04% | |
| 160 | DUKDUKE ENERGY CORP NEW COM NEW | 786 | $92.8M | 0.04% | |
| 161 | BLKBLACKROCK INC COM | 87 | $91.6M | 0.04% | |
| 162 | EOGEOG RES INC COM | 761 | $91.0M | 0.04% | |
| 163 | BSXBOSTON SCIENTIFIC CORP COM | 841 | $90.3M | 0.04% | |
| 164 | IVWISHARES S&P 500 GROWTH ETF | 820 | $90.3M | 0.04% | |
| 165 | ANETARISTA NETWORKS INC COM SHS | 869 | $88.9M | 0.04% | |
| 166 | HONHONEYWELL INTL INC COM | 382 | $88.9M | 0.04% | |
| 167 | GLWCORNING INC COM | 1,687 | $88.7M | 0.04% | |
| 168 | BMYBRISTOL-MYERS SQUIBB CO COM | 1,915 | $88.7M | 0.04% | |
| 169 | T7DTRANSDIGM GROUP INC COM | 58 | $87.6M | 0.03% | |
| 170 | GILDGILEAD SCIENCES INC COM | 785 | $87.0M | 0.03% | |
| 171 | LLOEWS CORP COM | 937 | $85.9M | 0.03% | |
| 172 | CSXCSX CORP COM | 2,631 | $85.9M | 0.03% | |
| 173 | LAMRLAMAR ADVERTISING CO NEW CL A | 697 | $84.6M | 0.03% | |
| 174 | APHAMPHENOL CORP NEW CL A | 848 | $83.7M | 0.03% | |
| 175 | TTTRANE TECHNOLOGIES PLC SHS | 187 | $81.9M | 0.03% | |
| 176 | AXONAXON ENTERPRISE INC COM | 97 | $80.3M | 0.03% | |
| 177 | ZTSZOETIS INC CL A | 512 | $79.9M | 0.03% | |
| 178 | OTISOTIS WORLDWIDE CORP COM | 802 | $79.4M | 0.03% | |
| 179 | DHRDANAHER CORPORATION COM | 397 | $78.4M | 0.03% | |
| 180 | LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | 1,354 | $78.3M | 0.03% | |
| 181 | FDXFEDEX CORP COM | 343 | $77.9M | 0.03% | |
| 182 | LRCXLAM RESEARCH CORP COM NEW | 795 | $77.4M | 0.03% | |
| 183 | MUBISHARES NATIONAL MUNI BOND ETF | 738 | $77.1M | 0.03% | |
| 184 | XARSPDR S&P AEROSPACE & DEFENSE ETF | 364 | $76.8M | 0.03% | |
| 185 | CVSCVS HEALTH CORP COM | 1,106 | $76.3M | 0.03% | |
| 186 | LHXL3HARRIS TECHNOLOGIES INC COM | 304 | $76.1M | 0.03% | |
| 187 | LMTLOCKHEED MARTIN CORP COM | 164 | $75.9M | 0.03% | |
| 188 | ESGUISHARES ESG AWARE MSCI USA ETF | 558 | $75.5M | 0.03% | |
| 189 | KLACKLA CORP COM NEW | 84 | $75.3M | 0.03% | |
| 190 | ADIANALOG DEVICES INC COM | 312 | $74.2M | 0.03% | |
| 191 | VRTXVERTEX PHARMACEUTICALS INC COM | 166 | $73.9M | 0.03% | |
| 192 | ADPAUTOMATIC DATA PROCESSING INC COM | 236 | $72.9M | 0.03% | |
| 193 | APDAIR PRODS & CHEMS INC COM | 257 | $72.4M | 0.03% | |
| 194 | EQHEQUITABLE HLDGS INC COM | 1,286 | $72.1M | 0.03% | |
| 195 | NKENIKE INC CL B | 1,012 | $71.9M | 0.03% | |
| 196 | COPCONOCOPHILLIPS COM | 801 | $71.9M | 0.03% | |
| 197 | TMUST-MOBILE US INC COM | 301 | $71.8M | 0.03% | |
| 198 | BNDVANGUARD TOTAL BOND MARKET ETF | 967 | $71.2M | 0.03% | |
| 199 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 758 | $71.1M | 0.03% | |
| 200 | DC4DEXCOM INC COM | 800 | $69.8M | 0.03% |