Rise Advisors, LLC Incresed Positions in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
281K
+ 918.63%
$45.26 - $46.63 $12.7M - $13.1M
312K $14.4M
VUG
Vanguard Growth ETF

ETFs
5.29K
+ 6.13%
$433.97 - $484.08 $2.3M - $2.56M
91.6K $43.9M
VTV
Vanguard Value ETF

ETFs
14.7K
+ 7.12%
$175.51 - $186.57 $2.57M - $2.74M
221K $41.2M
JMBS
Janus Detroit Str Tr Henderson

ETFs
24.7K
+ 7.35%
$44.34 - $45.94 $1.09M - $1.13M
360K $16.5M
GOOG
Alphabet Inc.

Communication Services
454
+ 5.38%
$175.16 - $255.24 $79.5K - $116K
8.89K $2.16M
XLI
Industrial Sector Spdr

ETFs
2.13K
+ 5.69%
$147.94 - $154.99 $315K - $330K
39.6K $6.11M
XLF
Financial Sector Spdr

ETFs
6.1K
+ 5.58%
$51.37 - $54.25 $313K - $331K
115K $6.21M
XLE
Energy Sector Spdr

ETFs
3.32K
+ 8.1%
$84.25 - $91.99 $279K - $305K
44.3K $3.95M
MSFT
Microsoft Corp

Technology
426
+ 4.88%
$491.09 - $535.64 $209K - $228K
9.16K $4.74M
TSLA
Tesla, Inc.

Consumer Cyclical
65
+ 2.26%
$293.94 - $444.72 $19.1K - $28.9K
2.95K $1.31M
AVGO
Broadcom Inc.

Technology
128
+ 4.0%
$264.74 - $369.57 $33.9K - $47.3K
3.33K $1.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
157
+ 1.97%
$459.11 - $506.91 $72.1K - $79.6K
8.15K $4.1M
ORCL
Oracle Corp

Technology
358
+ 21.31%
$218.96 - $328.33 $78.4K - $118K
2.04K $573K
AMZN
Amazon Com Inc

Consumer Cyclical
915
+ 8.5%
$211.65 - $238.24 $194K - $218K
11.7K $2.56M
JNJ
Johnson & Johnson

Healthcare
173
+ 3.98%
$155.17 - $185.42 $26.8K - $32.1K
4.52K $837K
IWM
Ishares Russell 2000 ETF

ETFs
456
+ 20.61%
$214.92 - $244.84 $98K - $112K
2.67K $645K
VNLA
Janus Henderson Short Duration

ETFs
2.9K
+ 1.42%
$48.99 - $49.29 $142K - $143K
207K $10.2M
GOOGL
Alphabet Inc.

Communication Services
239
+ 17.85%
$174.36 - $254.72 $41.7K - $60.9K
1.58K $383K
RDVY
First Trust Rising Dividend Ac

ETFs
1.71K
+ 30.16%
$62.38 - $67.29 $106K - $115K
7.37K $495K
JPM
Jpmorgan Chase & CO

Financial Services
144
+ 3.93%
$282.78 - $316.06 $40.7K - $45.5K
3.81K $1.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
189
+ 22.34%
$567.09 - $607.37 $107K - $115K
1.04K $616K
CAT
Caterpillar Inc

Industrials
7
+ 0.55%
$390.92 - $477.15 $2.74K - $3.34K
1.29K $614K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
90
+ 0.28%
$36.04 - $38.78 $3.24K - $3.49K
32.7K $1.26M
XLV
Select Sector Spdr Fund Health

ETFs
567
+ 20.58%
$129.01 - $139.72 $73.1K - $79.2K
3.32K $462K
PLTR
Palantir Technologies Inc.

Technology
47
+ 2.67%
$130.68 - $186.97 $6.14K - $8.79K
1.81K $329K
GS
Goldman Sachs Group Inc

Financial Services
36
+ 5.49%
$696.56 - $806.32 $25.1K - $29K
692 $551K
GLW
Corning Inc

Technology
382
+ 22.64%
$51.6 - $82.03 $19.7K - $31.3K
2.07K $169K
BAC
Bank Of America Corp

Financial Services
559
+ 4.65%
$44.92 - $52.42 $25.1K - $29.3K
12.6K $649K
ETN
Eaton Corp PLC

Industrials
139
+ 9.88%
$342.99 - $392.76 $47.7K - $54.6K
1.55K $578K
XOM
Exxon Mobil Corp

Energy
215
+ 2.06%
$105.83 - $117.22 $22.8K - $25.2K
10.6K $1.2M
ABBV
Abb Vie Inc.

Healthcare
48
+ 3.42%
$184.85 - $231.54 $8.87K - $11.1K
1.45K $335K
HD
Home Depot, Inc.

Consumer Cyclical
49
+ 4.39%
$357.4 - $423.42 $17.5K - $20.7K
1.16K $471K
WMT
Walmart Inc.

Consumer Defensive
372
+ 8.9%
$94.4 - $104.27 $35.1K - $38.8K
4.55K $469K
RTX
Raytheon Technologies Corp

Industrials
41
+ 1.62%
$144.19 - $167.33 $5.91K - $6.86K
2.57K $430K
META
Meta Platforms, Inc.

Communication Services
89
+ 5.65%
$695.21 - $791.73 $61.9K - $70.5K
1.66K $1.22M
BBY
Best Buy CO Inc

Consumer Cyclical
76
+ 1.31%
$64.12 - $78.46 $4.87K - $5.96K
5.86K $443K
BA
Boeing CO

Industrials
165
+ 5.76%
$209.79 - $237.38 $34.6K - $39.2K
3.03K $653K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.09%
$195.29 - $223.85 $391 - $448
2.11K $469K
DFAX
Dimensional ETF Tr
136
+ 0.59%
$29.25 - $31.56 $3.98K - $4.29K
23K $722K
MA
Mastercard Inc

Financial Services
72
+ 7.14%
$550.18 - $598.96 $39.6K - $43.1K
1.08K $614K
NSC
Norfolk Southern Corp

Industrials
6
+ 0.62%
$259.49 - $300.41 $1.56K - $1.8K
981 $294K
TJX
Tjx Companies Inc

Consumer Cyclical
160
+ 15.05%
$121.35 - $144.54 $19.4K - $23.1K
1.22K $176K
GE
General Electric CO

Industrials
23
+ 2.58%
$244.75 - $305.63 $5.63K - $7.03K
913 $274K
WFC
Wells Fargo & Company

Financial Services
369
+ 11.23%
$77.05 - $85.16 $28.4K - $31.4K
3.66K $306K
DVN
Devon Energy Corp

Energy
1.07K
+ 119.64%
$31.75 - $36.99 $34K - $39.7K
1.97K $68K
PEP
Pepsico Inc

Consumer Defensive
170
+ 10.23%
$133.81 - $152.16 $22.7K - $25.9K
1.83K $257K
MCD
Mcdonalds Corp

Consumer Cyclical
47
+ 2.39%
$291.67 - $316.99 $13.7K - $14.9K
2.01K $611K
TEX
Terex Corp

Industrials
664
+ 108.85%
$48.36 - $53.52 $32.1K - $35.5K
1.27K $65K
MS
Morgan Stanley

Financial Services
31
+ 1.78%
$139.09 - $161.16 $4.31K - $5K
1.77K $281K
Activity Summary
Buys All Purchases 728 New Holdings 92 Increased Positions 636 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rise Advisors, LLC Portfolio

Follow Rise Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email