Rise Advisors, LLC Q3 2025 Filing

Filed October 8, 2025

Portfolio Value

$278.8B

Holdings

1,527

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,527 positions)

#StockSharesValue% PortfolioType
101
TAT&T INC COM
6,466$182.6M0.07%
102
ELVELEVANCE HEALTH INC FORMERLY A COM
559$180.7M0.06%
103
ISRGINTUITIVE SURGICAL INC COM NEW
398$178.0M0.06%
104
TJXTJX COS INC NEW COM
1,223$176.8M0.06%
105
COFCAPITAL ONE FINL CORP COM
827$175.9M0.06%
106
PRUPRUDENTIAL FINL INC COM
1,691$175.4M0.06%
107
AMDADVANCED MICRO DEVICES INC COM
1,082$175.1M0.06%
108
ICEINTERCONTINENTAL EXCHANGE INC COM
1,038$174.8M0.06%
109
AFLAFLAC INC COM
1,562$174.5M0.06%
110
QCOMQUALCOMM INC COM
1,049$174.5M0.06%
111
INTUINTUIT COM
250$170.7M0.06%
112
GLWCORNING INC COM
2,069$169.7M0.06%
113
PANWPALO ALTO NETWORKS INC COM
827$168.4M0.06%
114
DSIISHARES ESG MSCI KLD 400 ETF
1,333$167.9M0.06%
115
UBERUBER TECHNOLOGIES INC COM
1,703$166.8M0.06%
116
NEENEXTERA ENERGY INC COM
2,200$166.1M0.06%
117
LINLINDE PLC SHS
347$164.9M0.06%
118
LOWLOWES COS INC COM
655$164.5M0.06%
119
LQTIFT VEST INVESTMENT GRADE & TARGET INCOME ETF
7,522$153.5M0.06%
120
VBILVANGUARD 0-3 MONTH TREASURY BILL ETF
2,012$152.1M0.05%
121
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF
2,841$148.1M0.05%
122
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
1,334$147.5M0.05%
123
ADBEADOBE INC COM
417$147.1M0.05%
124
GMGENERAL MTRS CO COM
2,358$143.8M0.05%
125
MTZMASTEC INC COM
667$141.9M0.05%
126
CRWDCROWDSTRIKE HLDGS INC CL A
287$140.7M0.05%
127
CBCHUBB LIMITED COM
489$138.0M0.05%
128
FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF
4,047$135.7M0.05%
129
BACVERIZON COMMUNICATIONS INC COM
3,047$133.9M0.05%
130
PGRPROGRESSIVE CORP COM
540$133.4M0.05%
131
SBUXSTARBUCKS CORP COM
1,558$131.8M0.05%
132
ANETARISTA NETWORKS INC COM SHS
886$129.1M0.05%
133
IYRISHARES U.S. REAL ESTATE ETF
1,320$128.1M0.05%
134
STZCONSTELLATION BRANDS INC CL A
937$126.2M0.05%
135
MUNYVANGUARD NEW YORK TAX-EXEMPT BOND ETF
1,225$126.1M0.05%
136
AZNASTRAZENECA PLC SPONSORED ADR
1,643$126.1M0.05%
137
IDUISHARES U.S. UTILITIES ETF
1,132$125.6M0.05%
138
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
890$125.4M0.04%
139
FASTFASTENAL CO COM
2,507$123.0M0.04%
140
TMOTHERMO FISHER SCIENTIFIC INC COM
253$122.7M0.04%
141
UNPUNION PAC CORP COM
519$122.6M0.04%
142
GMEGAMESTOP CORP NEW CL A
4,472$122.0M0.04%
143
AMATAPPLIED MATLS INC COM
591$121.1M0.04%
144
PNCPNC FINL SVCS GROUP INC COM
601$120.7M0.04%
145
AXPAMERICAN EXPRESS CO COM
359$119.2M0.04%
146
WPCWP CAREY INC COM
1,724$116.5M0.04%
147
TRVCCITIGROUP INC COM NEW
1,131$114.8M0.04%
148
BKNGBOOKING HOLDINGS INC COM
21$113.4M0.04%
149
IWPISHARES RUSSELL MID-CAP GROWTH ETF
781$111.3M0.04%
150
SYKSTRYKER CORPORATION COM
300$110.8M0.04%
151
LRCXLAM RESEARCH CORP COM NEW
820$109.8M0.04%
152
KMIKINDER MORGAN INC DEL COM
3,869$109.5M0.04%
153
AMTAMERICAN TOWER CORP NEW COM
559$107.6M0.04%
154
APHAMPHENOL CORP NEW CL A
869$107.5M0.04%
155
TXNTEXAS INSTRS INC COM
578$106.2M0.04%
156
CARRCARRIER GLOBAL CORPORATION COM
1,771$105.7M0.04%
157
BLKBLACKROCK INC COM
90$105.3M0.04%
158
SCHWSCHWAB CHARLES CORP COM
1,063$101.5M0.04%
159
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
361$101.0M0.04%
160
APDAIR PRODS & CHEMS INC COM
370$101.0M0.04%
161
IVWISHARES S&P 500 GROWTH ETF
821$99.1M0.04%
162
DYHTARGET CORP COM
1,096$98.3M0.04%
163
DUKDUKE ENERGY CORP NEW COM NEW
784$97.0M0.03%
164
SPGIS&P GLOBAL INC COM
199$96.8M0.03%
165
GDGENERAL DYNAMICS CORP COM
281$95.8M0.03%
166
LLOEWS CORP COM
952$95.6M0.03%
167
LHXL3HARRIS TECHNOLOGIES INC COM
311$94.9M0.03%
168
ACNACCENTURE PLC IRELAND SHS CLASS A
383$94.4M0.03%
169
KLACKLA CORP COM NEW
86$93.0M0.03%
170
INTCINTEL CORP COM
2,726$91.4M0.03%
171
GILDGILEAD SCIENCES INC COM
812$90.1M0.03%
172
FICOFAIR ISAAC CORP COM
59$88.3M0.03%
173
DEDEERE & CO COM
192$88.0M0.03%
174
UPSUNITED PARCEL SERVICE INC CL B
1,043$87.1M0.03%
175
CVSCVS HEALTH CORP COM
1,152$86.8M0.03%
176
XARSPDR S&P AEROSPACE & DEFENSE ETF
365$85.7M0.03%
177
BSXBOSTON SCIENTIFIC CORP COM
873$85.2M0.03%
178
DOVDOVER CORP COM
510$85.0M0.03%
179
CMCSACOMCAST CORP NEW CL A
2,668$83.8M0.03%
180
LMTLOCKHEED MARTIN CORP COM
168$83.7M0.03%
181
HONHONEYWELL INTL INC COM
392$82.4M0.03%
182
CSXCSX CORP COM
2,314$82.2M0.03%
183
FDXFEDEX CORP COM
348$82.0M0.03%
184
DHRDANAHER CORPORATION COM
413$81.8M0.03%
185
ESGUISHARES ESG AWARE MSCI USA ETF
559$81.5M0.03%
186
UPROPROSHARES ULTRAPRO S&P500
723$80.6M0.03%
187
TTTRANE TECHNOLOGIES PLC SHS
191$80.5M0.03%
188
T7DTRANSDIGM GROUP INC COM
61$79.9M0.03%
189
BKRBAKER HUGHES COMPANY CL A
1,635$79.7M0.03%
190
MUBISHARES NATIONAL MUNI BOND ETF
744$79.2M0.03%
191
ADIANALOG DEVICES INC COM
320$78.6M0.03%
192
ZTSZOETIS INC CL A
536$78.4M0.03%
193
COPCONOCOPHILLIPS COM
827$78.2M0.03%
194
BMYBRISTOL-MYERS SQUIBB CO COM
1,724$77.8M0.03%
195
LAMRLAMAR ADVERTISING CO NEW CL A
626$76.6M0.03%
196
TMUST-MOBILE US INC COM
315$75.5M0.03%
197
MOATVANECK MORNINGSTAR WIDE MOAT ETF
758$75.1M0.03%
198
OTISOTIS WORLDWIDE CORP COM
811$74.2M0.03%
199
MDTMEDTRONIC PLC SHS
773$73.6M0.03%
200
NKENIKE INC CL B
1,042$72.6M0.03%
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