Rise Advisors, LLC
- SEC CIK
- 0001831316
- Latest filing
- Jul 10, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 1,500
- +383 vs. Q4 2024
- Portfolio value
- $226.3M
- +$18.4M (+8.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NOWServiceNow, Inc. | Stock | 208 | $165.6K | 0.1% | −13−5.9% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 607 | $165.4K | 0.1% | +31+5.4% | Added | History |
| QCOMQualcomm Inc | Stock | 1,048 | $161.0K | 0.1% | +66+6.7% | Added | History |
| ADBEAdobe Inc. | Stock | 410 | $157.2K | 0.1% | +27+7.0% | Added | History |
| LINLinde PLC | Stock | 335 | $155.9K | 0.1% | +25+8.1% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 2,523 | $153.9K | 0.1% | +498+24.6% | Added | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 2,086 | $153.5K | 0.1% | −114−5.2% | Reduced | – |
| LOWLowes Companies Inc | Stock | 654 | $152.6K | 0.1% | +15+2.3% | Added | History |
| SBUXStarbucks Corp | Stock | 1,539 | $151.0K | 0.1% | +20+1.3% | Added | History |
| Invesco Exch Traded FD Tr II46138G656 | S&P ULTRA DIVIDE | 3,085 | $150.6K | 0.1% | +312+11.3% | Added | – |
| UNPUnion Pacific Corp | Stock | 635 | $150.0K | 0.1% | −10−1.6% | Reduced | History |
| INTUIntuit Inc. | Stock | 244 | $149.5K | 0.1% | +25+11.4% | Added | History |
| PGRProgressive Corp | Stock | 521 | $147.4K | 0.1% | +36+7.4% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 1,723 | $145.4K | 0.1% | +1,579+1,096.5% | Added | History |
| VSTVistra Corp. | Stock | 1,228 | $144.2K | 0.1% | −627−33.8% | Reduced | History |
| NEENextera Energy Inc | Stock | 1,984 | $140.6K | 0.1% | +1,272+178.7% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 799 | $136.3K | 0.1% | +50+6.7% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,327 | $135.9K | 0.1% | +3+0.2% | Added | – |
| TJXTJX Companies Inc | Stock | 1,112 | $135.5K | 0.1% | +40+3.7% | Added | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,357 | $132.3K | 0.1% | +5+0.4% | Added | – |
| VZVerizon Communications Inc | Stock | 2,900 | $131.6K | 0.1% | +184+6.8% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 1,400 | $128.6K | 0.1% | +1,226+704.6% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 255 | $126.7K | 0.1% | +4+1.6% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 1,136 | $125.0K | 0.1% | +34+3.1% | Added | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 1,305 | $124.9K | 0.1% | +5+0.4% | Added | – |
| SHOPShopify Inc. | Stock | 1,306 | $124.7K | 0.1% | +12+0.9% | Added | History |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 4,011 | $123.3K | 0.1% | +19+0.5% | Added | – |
| TGTTarget Corp | Stock | 1,179 | $123.1K | 0.1% | +67+6.0% | Added | History |
| MDTMedtronic plc | Stock | 1,344 | $120.8K | 0.1% | +649+93.4% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,633 | $120.0K | 0.1% | −683−29.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 1,635 | $119.1K | 0.1% | +206+14.4% | Added | History |
| AMTAmerican Tower Corp | REIT | 539 | $117.4K | 0.1% | +280+108.1% | Added | History |
| ACNAccenture plc | Stock | 370 | $115.5K | 0.1% | +43+13.1% | Added | History |
| iShares Tr464287697 | U.S. UTILITS ETF | 1,133 | $114.9K | 0.1% | +153+15.6% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 881 | $113.6K | 0.1% | +467+112.8% | Added | – |
| KMIKinder Morgan, Inc. | Stock | 3,913 | $111.6K | <0.1% | +1,370+53.9% | Added | History |
| FICOFair Isaac Corp | COM | 60 | $110.7K | <0.1% | +1+1.7% | Added | History |
| SYKStryker Corp | Stock | 295 | $109.8K | <0.1% | +17+6.1% | Added | History |
| GMGeneral Motors Co | COM | 2,290 | $107.7K | <0.1% | −210−8.4% | Reduced | History |
| WPCW. P. Carey Inc. | COM | 1,698 | $107.2K | <0.1% | −187−9.9% | Reduced | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 1,520 | $107.0K | <0.1% | −1,212−44.4% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,010 | $103.8K | <0.1% | +145+16.8% | Added | History |
| CARRCarrier Global Corp | Stock | 1,626 | $103.1K | <0.1% | −79−4.6% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 562 | $98.8K | <0.1% | −13−2.3% | Reduced | History |
| ZTSZoetis Inc. | Stock | 591 | $97.3K | <0.1% | +17+3.0% | Added | History |
| EOGEOG Resources Inc | Stock | 757 | $97.0K | <0.1% | +308+68.6% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 275 | $97.0K | <0.1% | −10−3.5% | Reduced | History |
| FASTFastenal Co | Stock | 1,240 | $96.2K | <0.1% | −9−0.7% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 188 | $95.7K | <0.1% | +8+4.4% | Added | History |
| CMCSAComcast Corp | Stock | 2,556 | $94.3K | <0.1% | +62+2.5% | Added | History |
| TXNTexas Instruments Inc | Stock | 523 | $94.0K | <0.1% | +43+9.0% | Added | History |
| DFSDiscover Financial Services | COM | 550 | $94.0K | <0.1% | −13−2.3% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 20 | $92.1K | <0.1% | +20 | New | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 780 | $91.6K | <0.1% | +780 | New | – |
| DUKDuke Energy CORP | Stock | 735 | $89.7K | <0.1% | +300+69.0% | Added | History |
| LAMRLamar Advertising Co | REIT | 788 | $89.6K | <0.1% | −98−11.1% | Reduced | History |
| DOVDOVER Corp | COM | 507 | $89.0K | <0.1% | +413+439.4% | Added | History |
| DEDeere & Co | Stock | 188 | $88.4K | <0.1% | +17+9.9% | Added | History |
| AXPAmerican Express Co | Stock | 327 | $88.1K | <0.1% | −135−29.2% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 783 | $87.8K | <0.1% | +16+2.1% | Added | History |
| LLoews Corp | COM | 937 | $86.1K | <0.1% | +937 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 291 | $85.8K | <0.1% | +5+1.7% | Added | History |
| BSXBoston Scientific Corp | Stock | 844 | $85.1K | <0.1% | +103+13.9% | Added | History |
| COPConocoPhillips | Stock | 800 | $84.0K | <0.1% | −21−2.6% | Reduced | History |
| FDXFedEx Corp | Stock | 340 | $82.8K | <0.1% | +59+21.0% | Added | History |
| BLKBlackRock, Inc. | Stock | 87 | $82.7K | <0.1% | +14+19.2% | Added | History |
| DHRDanaher Corp | Stock | 400 | $81.9K | <0.1% | +50+14.3% | Added | History |
| TDGTransDigm Group INC | COM | 59 | $81.1K | <0.1% | +3+5.4% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 167 | $81.0K | <0.1% | +14+9.2% | Added | History |
| HONHoneywell International Inc | COM | 382 | $80.9K | <0.1% | +36+10.4% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 302 | $80.7K | <0.1% | +57+23.3% | Added | History |
| SCHWSchwab Charles Corp | Stock | 1,021 | $79.9K | <0.1% | +209+25.7% | Added | History |
| FISVFiserv Inc | Stock | 360 | $79.5K | <0.1% | +43+13.6% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 745 | $78.5K | <0.1% | +4+0.5% | Added | – |
| CCitigroup Inc | Stock | 1,088 | $77.2K | <0.1% | +91+9.1% | Added | History |
| GLWCorning Inc | COM | 1,681 | $77.0K | <0.1% | −333−16.5% | Reduced | History |
| CSXCSX Corp | Stock | 2,594 | $76.3K | <0.1% | +1,202+86.4% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 819 | $76.0K | <0.1% | +1+0.1% | Added | – |
| OTISOtis Worldwide Corp | Stock | 729 | $75.2K | <0.1% | +13+1.8% | Added | History |
| DOWDow Inc. | Stock | 2,128 | $74.3K | <0.1% | −1,460−40.7% | Reduced | History |
| CVSCVS Health Corp | Stock | 1,092 | $74.0K | <0.1% | +8+0.7% | Added | History |
| AMATApplied Materials Inc | Stock | 509 | $73.9K | <0.1% | +30+6.3% | Added | History |
| YUMYum Brands Inc | Stock | 468 | $73.7K | <0.1% | −16−3.3% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 239 | $73.0K | <0.1% | +47+24.5% | Added | History |
| LMTLockheed Martin Corp | Stock | 161 | $71.9K | <0.1% | +6+3.9% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 233 | $71.3K | <0.1% | +28+13.7% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 146 | $71.0K | <0.1% | −16−9.9% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 958 | $70.4K | <0.1% | −44−4.4% | Reduced | – |
| BKRBaker Hughes Co | CL A | 1,596 | $70.1K | <0.1% | −100−5.9% | Reduced | History |
| PPGPPG Industries Inc | Stock | 636 | $69.6K | <0.1% | +5+0.8% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 280 | $68.3K | <0.1% | +25+9.8% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 557 | $67.9K | <0.1% | +2+0.4% | Added | – |
| EQHEquitable Holdings, Inc. | COM | 1,300 | $67.7K | <0.1% | −260−16.7% | Reduced | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 758 | $66.7K | <0.1% | +758 | New | – |
| ANETArista Networks, Inc. | Stock | 860 | $66.6K | <0.1% | +85+11.0% | Added | History |
| LULUlululemon athletica inc. | Stock | 231 | $65.4K | <0.1% | −27−10.5% | Reduced | History |
| GENGen Digital Inc. | Stock | 2,361 | $62.7K | <0.1% | +381+19.2% | Added | History |
| MTZMastec Inc | COM | 534 | $62.3K | <0.1% | −54−9.2% | Reduced | History |
| NKENIKE, Inc. | Stock | 982 | $62.3K | <0.1% | +50+5.4% | Added | History |
| INTCIntel Corp | Stock | 2,727 | $61.9K | <0.1% | +524+23.8% | Added | History |
Sold out since Q4 2024 (82)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 122,855 | $3.74M | 1.8% | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 3,072 | $203.2K | 0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,482 | $174.4K | 0.1% | – |
| GBNYGenerations Bancorp NY, Inc. | COM | 8,063 | $121.8K | 0.1% | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,889 | $98.7K | <0.1% | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 914 | $62.1K | <0.1% | – |
| SAPSAP SE | ADR | 223 | $54.9K | <0.1% | History |
| NVONovo Nordisk A S | ADR | 592 | $50.9K | <0.1% | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 438 | $33.3K | <0.1% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 533 | $31.4K | <0.1% | – |
| ARGXArgenx SE | SPONSORED ADR | 43 | $26.4K | <0.1% | History |
| ALTMArcadium Lithium plc | Stock | 5,043 | $25.9K | <0.1% | History |
| TTMITTM Technologies Inc | COM | 1,009 | $25.0K | <0.1% | History |
| RELXRELX PLC | SPONSORED ADR | 531 | $24.1K | <0.1% | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 383 | $22.2K | <0.1% | – |
| SFSTSouthern First Bancshares Inc | COM | 558 | $22.2K | <0.1% | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 298 | $22.1K | <0.1% | History |
| UBSUBS Group AG | Stock | 725 | $22.0K | <0.1% | History |
| DEAEasterly Government Properties, Inc. | COM | 1,930 | $21.9K | <0.1% | History |
| AZPNAspen Technology, Inc. | COM | 87 | $21.7K | <0.1% | History |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 742 | $21.2K | <0.1% | History |
| RACEFerrari N.V. | COM | 47 | $20.1K | <0.1% | History |
| iShares MSCI Eafe ETF464287465 | ETF | 253 | $19.1K | <0.1% | – |
| WAFDWafd Inc | Stock | 592 | $19.1K | <0.1% | History |
| CRHCRH Public Ltd Co | ORD | 203 | $18.8K | <0.1% | History |
| SEICSEI Investments Co | COM | 226 | $18.6K | <0.1% | History |
| TTETotalEnergies SE | SPONSORED ADS | 337 | $18.4K | <0.1% | History |
| Schwab International Equity ETF808524805 | ETF | 929 | $17.2K | <0.1% | – |
| SANBanco Santander, S.A. | ADR | 3,699 | $16.9K | <0.1% | History |
| ZDZiff Davis, Inc. | COM | 301 | $16.4K | <0.1% | History |
| IPGPIpg Photonics Corp | COM | 223 | $16.2K | <0.1% | History |
| ITCIIntra-Cellular Therapies, Inc. | COM | 188 | $15.7K | <0.1% | History |
| OSISOsi Systems Inc | COM | 92 | $15.4K | <0.1% | History |
| PLUSEplus Inc | COM | 208 | $15.4K | <0.1% | History |
| SUMSummit Materials, Inc. | CL A | 298 | $15.1K | <0.1% | History |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 4,735 | $14.5K | <0.1% | History |
| ATIAti Inc | Stock | 264 | $14.5K | <0.1% | History |
| KFYKorn Ferry | COM NEW | 213 | $14.4K | <0.1% | History |
| CRVLCorvel Corp | COM | 129 | $14.4K | <0.1% | History |
| ALCAlcon Inc | Stock | 168 | $14.3K | <0.1% | History |
| APGAPi Group Corp | COM STK | 396 | $14.2K | <0.1% | History |
| CALXCalix, Inc | COM | 405 | $14.1K | <0.1% | History |
| KEKimball Electronics, Inc. | Stock | 753 | $14.1K | <0.1% | History |
| WDSWoodside Energy Group Ltd | ADR | 864 | $13.5K | <0.1% | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 714 | $13.4K | <0.1% | History |
| PRKSUnited Parks & Resorts Inc. | COM | 237 | $13.3K | <0.1% | History |
| VPGVishay Precision Group, Inc. | COM | 558 | $13.1K | <0.1% | History |
| NSITInsight Enterprises Inc | COM | 86 | $13.1K | <0.1% | History |
| NEUNewmarket Corp | COM | 24 | $12.9K | <0.1% | History |
| QDELQuidelOrtho Corp | COM | 275 | $12.3K | <0.1% | History |
| GMABGenmab A/S | SPONSORED ADS | 577 | $12.0K | <0.1% | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 425 | $11.7K | <0.1% | History |
| KEPKorea Electric Power Corp | SPONSORED ADR | 1,655 | $11.4K | <0.1% | History |
| AMEDAmedisys Inc | COM | 125 | $11.3K | <0.1% | History |
| RHPRyman Hospitality Properties, Inc. | COM | 106 | $11.1K | <0.1% | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 412 | $11.0K | <0.1% | – |
| AZTAAzenta, Inc. | COM | 218 | $10.9K | <0.1% | History |
| DIODDiodes Inc | COM | 175 | $10.8K | <0.1% | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 406 | $10.5K | <0.1% | – |
| JHXJames Hardie Industries plc | SPONSORED ADR | 295 | $9.09K | <0.1% | History |
| DVDoubleVerify Holdings, Inc. | COM | 461 | $8.86K | <0.1% | History |
| GOGrocery Outlet Holding Corp. | COM | 553 | $8.63K | <0.1% | History |
| ACADAcadia Pharmaceuticals Inc | COM | 469 | $8.61K | <0.1% | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 304 | $8.43K | <0.1% | – |
| NICENICE Ltd. | SPONSORED ADR | 49 | $8.32K | <0.1% | History |
| ETSYEtsy Inc | COM | 154 | $8.14K | <0.1% | History |
| PGNYProgyny, Inc. | COM | 466 | $8.04K | <0.1% | History |
| HELEHelen of Troy Ltd | Stock | 127 | $7.60K | <0.1% | History |
| CRSRCorsair Gaming, Inc. | COM | 1,065 | $7.04K | <0.1% | History |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 308 | $6.99K | <0.1% | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 157 | $6.57K | <0.1% | – |
| STNEStoneCo Ltd. | COM | 679 | $5.41K | <0.1% | History |
| KURAKura Oncology, Inc. | COM | 531 | $4.63K | <0.1% | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 111 | $3.71K | <0.1% | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 32 | $2.25K | <0.1% | – |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 83 | $2.10K | <0.1% | History |
| Kraneshares Tr500767827 | ELEC VEH FUTUR | 71 | $1.49K | <0.1% | – |
| MFCManulife Financial Corp | COM | 30 | $937 | <0.1% | History |
| Amplify ETF Tr032108631 | AMPLIFY ALTERNAT | 234 | $523 | <0.1% | – |
| GRALGRAIL, Inc. | COM | 21 | $375 | <0.1% | History |
| Amplify ETF Tr032108854 | SEYMOUR CANNBS | 100 | $205 | <0.1% | – |
| FIRYFiry Inc. | COM CL A | 1 | $5 | <0.1% | History |