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 |
|---|---|---|---|---|---|
| 301 | TRVTRAVELERS COMPANIES INC COM | 136 | $36.3M | 0.01% | |
| 302 | ECLECOLAB INC COM | 135 | $36.3M | 0.01% | |
| 303 | HLTHILTON WORLDWIDE HLDGS INC COM | 136 | $36.2M | 0.01% | |
| 304 | CWCURTISS WRIGHT CORP COM | 73 | $35.8M | 0.01% | |
| 305 | XELXCEL ENERGY INC COM | 518 | $35.3M | 0.01% | |
| 306 | EWEDWARDS LIFESCIENCES CORP COM | 448 | $35.0M | 0.01% | |
| 307 | KDKYNDRYL HLDGS INC COMMON STOCK | 823 | $34.5M | 0.01% | |
| 308 | CASYCASEYS GEN STORES INC COM | 68 | $34.5M | 0.01% | |
| 309 | FQIDIGITAL RLTY TR INC COM | 196 | $34.2M | 0.01% | |
| 310 | TFCTRUIST FINL CORP COM | 791 | $34.0M | 0.01% | |
| 311 | ILMNILLUMINA INC COM | 354 | $33.8M | 0.01% | |
| 312 | SRESEMPRA COM | 444 | $33.6M | 0.01% | |
| 313 | URIUNITED RENTALS INC COM | 44 | $33.5M | 0.01% | |
| 314 | DOCUDOCUSIGN INC COM | 429 | $33.4M | 0.01% | |
| 315 | VEEVVEEVA SYS INC CL A COM | 116 | $33.4M | 0.01% | |
| 316 | FLRFLUOR CORP NEW COM | 651 | $33.4M | 0.01% | |
| 317 | OKEONEOK INC NEW COM | 408 | $33.3M | 0.01% | |
| 318 | DUOLDUOLINGO INC CL A COM | 81 | $33.2M | 0.01% | |
| 319 | GISGENERAL MLS INC COM | 640 | $33.1M | 0.01% | |
| 320 | ROPROPER TECHNOLOGIES INC COM | 58 | $33.1M | 0.01% | |
| 321 | THCTENET HEALTHCARE CORP COM NEW | 188 | $33.1M | 0.01% | |
| 322 | ALSALLSTATE CORP COM | 164 | $33.0M | 0.01% | |
| 323 | SSBUSDSOUTHSTATE CORPORATION COM | 351 | $32.3M | 0.01% | |
| 324 | DTDYNATRACE INC COM NEW | 579 | $32.0M | 0.01% | |
| 325 | HQYHEALTHEQUITY INC COM | 305 | $32.0M | 0.01% | |
| 326 | IM8NINSMED INC COM PAR $.01 | 316 | $31.8M | 0.01% | |
| 327 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 596 | $31.4M | 0.01% | |
| 328 | PEGPUBLIC SVC ENTERPRISE GRP INC COM | 372 | $31.3M | 0.01% | |
| 329 | DTMDT MIDSTREAM INC COMMON STOCK | 285 | $31.3M | 0.01% | |
| 330 | MLIMUELLER INDS INC COM | 391 | $31.1M | 0.01% | |
| 331 | DGDOLLAR GEN CORP NEW COM | 271 | $31.0M | 0.01% | |
| 332 | DTEDTE ENERGY CO COM | 233 | $30.9M | 0.01% | |
| 333 | AITAPPLIED INDL TECHNOLOGIES INC COM | 133 | $30.9M | 0.01% | |
| 334 | CSLCARLISLE COS INC COM | 83 | $30.9M | 0.01% | |
| 335 | MNSTMONSTER BEVERAGE CORP NEW COM | 491 | $30.8M | 0.01% | |
| 336 | RSRELIANCE INC COM | 98 | $30.7M | 0.01% | |
| 337 | NXPINXP SEMICONDUCTORS N V COM | 141 | $30.7M | 0.01% | |
| 338 | ENSGENSIGN GROUP INC COM | 199 | $30.7M | 0.01% | |
| 339 | ABGCENCORA INC COM | 102 | $30.6M | 0.01% | |
| 340 | NBIXNEUROCRINE BIOSCIENCES INC COM | 243 | $30.5M | 0.01% | |
| 341 | ETENERGY TRANSFER L P COM UT LTD PTN | 1,684 | $30.5M | 0.01% | |
| 342 | CMICUMMINS INC COM | 93 | $30.5M | 0.01% | |
| 343 | DDOMINION ENERGY INC COM | 537 | $30.4M | 0.01% | |
| 344 | USFDUS FOODS HLDG CORP COM | 393 | $30.3M | 0.01% | |
| 345 | CTVACORTEVA INC COM | 404 | $30.1M | 0.01% | |
| 346 | OLEDUNIVERSAL DISPLAY CORP COM | 195 | $30.1M | 0.01% | |
| 347 | COHRCOHERENT CORP COM | 336 | $30.0M | 0.01% | |
| 348 | PSXPHILLIPS 66 COM | 251 | $29.9M | 0.01% | |
| 349 | IDAIDACORP INC COM | 258 | $29.8M | 0.01% | |
| 350 | WSOWATSCO INC COM | 67 | $29.8M | 0.01% | |
| 351 | 8CWCROWN CASTLE INC COM | 287 | $29.5M | 0.01% | |
| 352 | MPWRMONOLITHIC PWR SYS INC COM | 40 | $29.5M | 0.01% | |
| 353 | XLKTECHNOLOGY SELECT SECTOR SPDR FUND | 116 | $29.4M | 0.01% | |
| 354 | SLBSCHLUMBERGER LTD COM STK | 867 | $29.3M | 0.01% | |
| 355 | A4SAMERIPRISE FINL INC COM | 55 | $29.2M | 0.01% | |
| 356 | RSGREPUBLIC SVCS INC COM | 118 | $29.2M | 0.01% | |
| 357 | PCARPACCAR INC COM | 307 | $29.1M | 0.01% | |
| 358 | ASMLASML HOLDING N V N Y REGISTRY SHS | 36 | $29.1M | 0.01% | |
| 359 | BURLBURLINGTON STORES INC COM | 125 | $29.1M | 0.01% | |
| 360 | ELFE L F BEAUTY INC COM | 230 | $28.6M | 0.01% | |
| 361 | BDXBECTON DICKINSON & CO COM | 166 | $28.6M | 0.01% | |
| 362 | DGROISHARES CORE DIVIDEND GROWTH ETF | 447 | $28.6M | 0.01% | |
| 363 | DVNDEVON ENERGY CORP NEW COM | 896 | $28.5M | 0.01% | |
| 364 | TEXTEREX CORP NEW COM | 610 | $28.5M | 0.01% | |
| 365 | MCHPMICROCHIP TECHNOLOGY INC. COM | 402 | $28.3M | 0.01% | |
| 366 | XPOXPO INC COM | 224 | $28.3M | 0.01% | |
| 367 | AIGAMERICAN INTL GROUP INC COM NEW | 330 | $28.2M | 0.01% | |
| 368 | IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | 211 | $28.0M | 0.01% | |
| 369 | NXTNEXTRACKER INC CLASS A COM | 515 | $28.0M | 0.01% | |
| 370 | FISFIDELITY NATL INFORMATION SVCS COM | 343 | $28.0M | 0.01% | |
| 371 | ACMAECOM COM | 248 | $27.9M | 0.01% | |
| 372 | CVLTCOMMVAULT SYS INC COM | 160 | $27.9M | 0.01% | |
| 373 | OREALTY INCOME CORP COM | 483 | $27.8M | 0.01% | |
| 374 | SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | 1,841 | $27.8M | 0.01% | |
| 375 | VLOVALERO ENERGY CORP COM | 207 | $27.8M | 0.01% | |
| 376 | CHTRCHARTER COMMUNICATIONS INC NEW CL A | 68 | $27.8M | 0.01% | |
| 377 | FNFFIDELITY NATIONAL FINANCIAL IN COM SHS | 491 | $27.5M | 0.01% | |
| 378 | EX9EXELIXIS INC COM | 623 | $27.5M | 0.01% | |
| 379 | EWBCEAST WEST BANCORP INC COM | 270 | $27.3M | 0.01% | |
| 380 | UTHUNITED THERAPEUTICS CORP DEL COM | 95 | $27.3M | 0.01% | |
| 381 | UNMUNUM GROUP COM | 338 | $27.3M | 0.01% | |
| 382 | WWDWOODWARD INC COM | 111 | $27.3M | 0.01% | |
| 383 | BJBJS WHSL CLUB HLDGS INC COM | 253 | $27.3M | 0.01% | |
| 384 | ODFLOLD DOMINION FREIGHT LINE INC COM | 168 | $27.2M | 0.01% | |
| 385 | VNQVANGUARD REAL ESTATE ETF | 305 | $27.2M | 0.01% | |
| 386 | OSKOSHKOSH CORP COM | 239 | $27.2M | 0.01% | |
| 387 | ESGVVANGUARD ESG U.S. STOCK ETF | 247 | $27.1M | 0.01% | |
| 388 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 547 | $27.1M | 0.01% | |
| 389 | KRKROGER CO COM | 377 | $27.0M | 0.01% | |
| 390 | RNRRENAISSANCERE HLDGS LTD COM | 111 | $27.0M | 0.01% | |
| 391 | TKOTKO GROUP HOLDINGS INC CL A | 148 | $26.9M | 0.01% | |
| 392 | MSCIMSCI INC COM | 47 | $26.9M | 0.01% | |
| 393 | IWSISHARES RUSSELL MID-CAP VALUE ETF | 202 | $26.6M | 0.01% | |
| 394 | IYHISHARES U.S. HEALTHCARE ETF | 470 | $26.5M | 0.01% | |
| 395 | UMBFUMB FINL CORP COM | 252 | $26.5M | 0.01% | |
| 396 | CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | 285 | $26.4M | 0.01% | |
| 397 | BWXTBWX TECHNOLOGIES INC COM | 183 | $26.4M | 0.01% | |
| 398 | DELLDELL TECHNOLOGIES INC CL C | 215 | $26.4M | 0.01% | |
| 399 | GWWGRAINGER W W INC COM | 25 | $26.3M | 0.01% | |
| 400 | CADECADENCE BANK COM | 821 | $26.3M | 0.01% |