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
301
APOAPOLLO GLOBAL MGMT INC COM
304$40.5M0.01%
302
JSIJANUS HENDERSON SECURITIZED INCOME ETF
770$40.2M0.01%
303
RWLINVESCO S&P 500 REVENUE ETF
363$40.2M0.01%
304
CLCOLGATE PALMOLIVE CO COM
503$40.2M0.01%
305
WBDWARNER BROS DISCOVERY INC COM SER A
2,054$40.1M0.01%
306
TRVTRAVELERS COMPANIES INC COM
143$40.0M0.01%
307
CWCURTISS WRIGHT CORP COM
73$39.8M0.01%
308
MLIMUELLER INDS INC COM
391$39.5M0.01%
309
FNLCFIRST BANCORP INC ME COM
1,490$39.1M0.01%
310
THCTENET HEALTHCARE CORP COM NEW
191$38.8M0.01%
311
DRIDARDEN RESTAURANTS INC COM
203$38.6M0.01%
312
ECLECOLAB INC COM
141$38.6M0.01%
313
GWREGUIDEWIRE SOFTWARE INC COM
168$38.6M0.01%
314
CASYCASEYS GEN STORES INC COM
68$38.2M0.01%
315
IYFISHARES U.S. FINANCIALS ETF
302$38.2M0.01%
316
NXTNEXTRACKER INC CLASS A COM
515$38.1M0.01%
317
MPWRMONOLITHIC PWR SYS INC COM
41$38.1M0.01%
318
FCXFREEPORT-MCMORAN INC CL B
969$38.0M0.01%
319
WDCWESTERN DIGITAL CORP COM
315$37.8M0.01%
320
MARMARRIOTT INTL INC NEW CL A
145$37.7M0.01%
321
SFMSPROUTS FMRS MKT INC COM
341$37.1M0.01%
322
ALSALLSTATE CORP COM
173$37.0M0.01%
323
TFCTRUIST FINL CORP COM
810$37.0M0.01%
324
ABNBAIRBNB INC COM CL A
304$36.9M0.01%
325
EWEDWARDS LIFESCIENCES CORP COM
469$36.5M0.01%
326
HLTHILTON WORLDWIDE HLDGS INC COM
140$36.3M0.01%
327
COHRCOHERENT CORP COM
336$36.2M0.01%
328
VLOVALERO ENERGY CORP COM
211$36.0M0.01%
329
BEBLOOM ENERGY CORP COM CL A
425$35.9M0.01%
330
EOGEOG RES INC COM
318$35.7M0.01%
331
PSXPHILLIPS 66 COM
261$35.5M0.01%
332
FTNTFORTINET INC COM
422$35.5M0.01%
333
DKNGDRAFTKINGS INC NEW COM CL A
946$35.4M0.01%
334
FQIDIGITAL RLTY TR INC COM
204$35.2M0.01%
335
ASMLASML HOLDING N V N Y REGISTRY SHS
36$35.2M0.01%
336
MNSTMONSTER BEVERAGE CORP NEW COM
519$34.9M0.01%
337
AITAPPLIED INDL TECHNOLOGIES INC COM
133$34.7M0.01%
338
SSBSOUTHSTATE BK CORP COM
351$34.7M0.01%
339
VEEVVEEVA SYS INC CL A COM
116$34.6M0.01%
340
ENSGENSIGN GROUP INC COM
199$34.4M0.01%
341
CMICUMMINS INC COM
81$34.4M0.01%
342
NVTNVENT ELECTRIC PLC SHS
349$34.4M0.01%
343
IDAIDACORP INC COM
260$34.4M0.01%
344
EAELECTRONIC ARTS INC COM
169$34.1M0.01%
345
NBIXNEUROCRINE BIOSCIENCES INC COM
243$34.1M0.01%
346
HALOHALOZYME THERAPEUTICS INC COM
465$34.1M0.01%
347
TLTISHARES 20 YEAR TREASURY BOND ETF
379$33.9M0.01%
348
DTEDTE ENERGY CO COM
239$33.8M0.01%
349
BWXTBWX TECHNOLOGIES INC COM
183$33.8M0.01%
350
DDOMINION ENERGY INC COM
552$33.7M0.01%
351
ILMNILLUMINA INC COM
354$33.6M0.01%
352
ABGCENCORA INC COM
106$33.2M0.01%
353
DHID R HORTON INC COM
196$33.1M0.01%
354
ACMAECOM COM
252$32.9M0.01%
355
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
138$32.6M0.01%
356
NXPINXP SEMICONDUCTORS N V COM
143$32.6M0.01%
357
DTMDT MIDSTREAM INC COMMON STOCK
287$32.4M0.01%
358
BDXBECTON DICKINSON & CO COM
173$32.4M0.01%
359
GTLSCHART INDS INC COM
161$32.2M0.01%
360
DELLDELL TECHNOLOGIES INC CL C
227$32.2M0.01%
361
BURLBURLINGTON STORES INC COM
125$31.8M0.01%
362
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
1,866$31.2M0.01%
363
OSKOSHKOSH CORP COM
240$31.1M0.01%
364
CADECADENCE BANK COM
828$31.1M0.01%
365
DOCUDOCUSIGN INC COM
429$30.9M0.01%
366
OREALTY INCOME CORP COM
508$30.9M0.01%
367
FTAIFTAI AVIATION LTD SHS
185$30.8M0.01%
368
PCARPACCAR INC COM
313$30.7M0.01%
369
6RJ0ROCKET LAB CORP COM
641$30.7M0.01%
370
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
578$30.7M0.01%
371
OKEONEOK INC NEW COM
419$30.6M0.01%
372
ELFE L F BEAUTY INC COM
230$30.5M0.01%
373
CBRECBRE GROUP INC CL A
193$30.4M0.01%
374
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
332$30.3M0.01%
375
FNFFIDELITY NATIONAL FINANCIAL IN COM SHS
500$30.2M0.01%
376
CVLTCOMMVAULT SYS INC COM
160$30.2M0.01%
377
USFDUS FOODS HLDG CORP COM
393$30.1M0.01%
378
UMBFUMB FINL CORP COM
253$30.0M0.01%
379
GISGENERAL MLS INC COM
593$29.9M0.01%
380
TKOTKO GROUP HOLDINGS INC CL A
148$29.9M0.01%
381
TELTE CONNECTIVITY PLC ORD SHS
136$29.9M0.01%
382
MEDPMEDPACE HLDGS INC COM
58$29.8M0.01%
383
ROSTROSS STORES INC COM
195$29.8M0.01%
384
PFGCPERFORMANCE FOOD GROUP CO COM
286$29.8M0.01%
385
ROPROPER TECHNOLOGIES INC COM
59$29.7M0.01%
386
ENLTENLIGHT RENEWABLE ENERGY LTD SHS
949$29.6M0.01%
387
EBAEBAY INC. COM
322$29.3M0.01%
388
ETENERGY TRANSFER L P COM UT LTD PTN
1,705$29.3M0.01%
389
RNRRENAISSANCERE HLDGS LTD COM
115$29.2M0.01%
390
XPOXPO INC COM
224$29.0M0.01%
391
EWBCEAST WEST BANCORP INC COM
272$28.9M0.01%
392
HQYHEALTHEQUITY INC COM
305$28.9M0.01%
393
OXYOCCIDENTAL PETE CORP COM
611$28.9M0.01%
394
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
493$28.7M0.01%
395
DGDOLLAR GEN CORP NEW COM
276$28.6M0.01%
396
EVREVERCORE INC CLASS A
85$28.5M0.01%
397
TPDSOMNIGROUP INTERNATIONAL INC COM
338$28.5M0.01%
398
CTVACORTEVA INC COM
421$28.5M0.01%
399
TOLTOLL BROTHERS INC COM
206$28.4M0.01%
400
LITELUMENTUM HLDGS INC COM
174$28.3M0.01%
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