Rise Advisors, LLC Purchases in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3.45K
+ 4.16%
$329.49 - $438.4 $1.14M - $1.51M
86.3K $37.8M
VTV
Vanguard Value ETF

ETFs
8.1K
+ 4.09%
$153.67 - $176.74 $1.25M - $1.43M
206K $36.4M
MSFT
Microsoft Corp

Technology
125
+ 1.45%
$354.56 - $497.45 $44.3K - $62.2K
8.73K $4.34M
DFAT
Dimensional ETF Tr U S Target

ETFs
9.93K
+ 4.43%
$44.8 - $53.97 $445K - $536K
234K $12.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
21K
+ 3.4%
$41.1 - $42.37 $864K - $891K
640K $27.1M
XLI
Industrial Sector Spdr

ETFs
1.35K
+ 3.73%
$116.42 - $147.52 $157K - $199K
37.5K $5.53M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.7K
+ 120.67%
$44.68 - $45.96 $747K - $769K
30.6K $1.4M
JMBS
Janus Detroit Str Tr Henderson

ETFs
17.8K
+ 5.61%
$43.89 - $45.45 $783K - $811K
336K $15.1M
C
Citigroup Inc

Financial Services
7.01K
+ 644.12%
$58.13 - $85.12 $407K - $597K
8.1K $689K
XLF
Financial Sector Spdr

ETFs
2.41K
+ 2.25%
$43.92 - $52.37 $106K - $126K
109K $5.72M
RDVY
First Trust Rising Dividend Ac

ETFs
5.13K
+ 977.9%
$51.6 - $62.74 $265K - $322K
5.66K $355K
MU
Micron Technology Inc

Technology
1.79K
+ 75.6%
$64.72 - $127.91 $116K - $229K
4.17K $513K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.27K
+ 18.92%
$483.48 - $539.8 $615K - $686K
7.99K $3.88M
META
Meta Platforms, Inc.

Communication Services
35
+ 2.27%
$484.66 - $738.09 $17K - $25.8K
1.57K $1.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
199
+ 11.56%
$496.48 - $617.85 $98.8K - $123K
1.92K $1.19M
JPM
Jpmorgan Chase & CO

Financial Services
211
+ 6.11%
$210.28 - $289.91 $44.4K - $61.2K
3.66K $1.06M
GOOG
Alphabet Inc.

Communication Services
7
+ 0.08%
$146.58 - $180.01 $1.03K - $1.26K
8.43K $1.5M
NFLX
Netflix Inc

Communication Services
7
+ 1.94%
$855.86 - $1339.13 $5.99K - $9.37K
368 $492K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.87K
+ 7.54%
$50.36 - $50.68 $144K - $145K
40.9K $2.07M
ORCL
Oracle Corp

Technology
82
+ 5.13%
$122.82 - $218.63 $10.1K - $17.9K
1.68K $367K
COF
Capital One Financial Corp

Financial Services
572
+ 237.34%
$150.57 - $212.76 $86.1K - $122K
813 $172K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
98
+ 0.3%
$29.12 - $35.84 $2.85K - $3.51K
32.7K $1.17M
PLTR
Palantir Technologies Inc.

Technology
38
+ 2.21%
$74.01 - $144.25 $2.81K - $5.48K
1.76K $240K
IBM
International Business Machines Corp

Technology
29
+ 1.58%
$221.03 - $294.78 $6.41K - $8.55K
1.86K $548K
CSCO
Cisco Systems, Inc.

Technology
86
+ 0.77%
$53.19 - $69.38 $4.57K - $5.97K
11.2K $776K
DFAX
Dimensional ETF Tr
284
+ 1.26%
$23.37 - $29.39 $6.64K - $8.35K
22.9K $672K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3
+ 0.14%
$139.8 - $197.22 $419 - $592
2.11K $416K
IDXX
Idexx Laboratories Inc

Healthcare
21
+ 3.88%
$361.04 - $536.34 $7.58K - $11.3K
562 $301K
IWM
Ishares Russell 2000 ETF

ETFs
165
+ 8.06%
$174.82 - $215.79 $28.8K - $35.6K
2.21K $477K
EMN
Eastman Chemical CO

Basic Materials
1K
+ 257.07%
$72.7 - $88.29 $72.7K - $88.3K
1.39K $103K
VNLA
Janus Henderson Short Duration

ETFs
1.08K
+ 0.53%
$48.74 - $49.2 $52.4K - $52.9K
204K $10M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
62
+ 7.91%
$468.22 - $566.51 $29K - $35.1K
846 $479K
RTX
Raytheon Technologies Corp

Industrials
168
+ 7.12%
$113.75 - $148.48 $19.1K - $24.9K
2.53K $369K
GE
General Electric CO

Industrials
14
+ 1.6%
$166.81 - $257.39 $2.34K - $3.6K
890 $229K
MTZ
Mastec Inc

Industrials
133
+ 24.91%
$106.07 - $171.99 $14.1K - $22.9K
667 $113K
VGT
Vanguard Information Technolog

ETFs
3
+ 0.76%
$470.37 - $663.28 $1.41K - $1.99K
399 $264K
AMD
Advanced Micro Devices Inc

Technology
42
+ 4.16%
$78.21 - $143.81 $3.28K - $6.04K
1.05K $149K
MS
Morgan Stanley

Financial Services
12
+ 0.69%
$99.83 - $140.86 $1.2K - $1.69K
1.74K $245K
AMAT
Applied Materials Inc

Technology
131
+ 25.74%
$126.95 - $183.52 $16.6K - $24K
640 $117K
GOOGL
Alphabet Inc.

Communication Services
95
+ 7.64%
$144.7 - $178.6 $13.7K - $17K
1.34K $235K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.26%
$908.13 - $1056.85 $1.82K - $2.11K
783 $775K
UBER
Uber Technologies, Inc

Technology
16
+ 0.98%
$64.62 - $93.3 $1.03K - $1.49K
1.65K $154K
AAPL
Apple Inc.

Technology
1.49K
+ 9.3%
$172.42 - $223.89 $257K - $334K
17.5K $3.6M
APH
Amphenol Corp

Technology
72
+ 9.28%
$59.09 - $98.75 $4.25K - $7.11K
848 $83K
AXON
Axon Enterprise, Inc.

Industrials
2
+ 2.11%
$497.13 - $827.94 $994 - $1.66K
97 $80K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 5.0%
$4164.15 - $5789.24 $4.16K - $5.79K
21 $121K
XLK
Technology Sector Spdr

ETFs
116
New
$179.73 - $253.23 $20.8K - $29.4K
116 $29K
XAR
Spdr S&P Aerospace & Defense E

ETFs
58
+ 18.95%
$144.94 - $210.94 $8.41K - $12.2K
364 $76K
CEG
Constellation Energy Corp

Utilities
3
+ 1.44%
$170.96 - $322.76 $513 - $968
211 $68K
Activity Summary
Buys All Purchases 750 New Holdings 163 Increased Positions 587 Sells All Sells 235 Reductions 235 Sold out 0 Options Calls 0 Puts 0
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