Rise Advisors, LLC Incresed Positions in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
25K
+ 14.44%
$167.73 - $179.21 $4.19M - $4.48M
198K $34.2M
XLE
Energy Sector Spdr

ETFs
38.9K
+ 16686.27%
$85.7 - $93.96 $3.33M - $3.65M
39.1K $3.66M
DFAT
Dimensional ETF Tr U S Target

ETFs
66.2K
+ 41.88%
$50.44 - $58.1 $3.34M - $3.85M
224K $11.5M
AAPL
Apple Inc.

Technology
11.8K
+ 277.01%
$209.68 - $247.1 $2.47M - $2.91M
16K $3.56M
VUG
Vanguard Growth ETF

ETFs
12.9K
+ 18.52%
$369.1 - $427.61 $4.78M - $5.54M
82.9K $30.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
35.3K
+ 6.04%
$40.79 - $42.32 $1.44M - $1.49M
619K $26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.84K
+ 73.23%
$442.66 - $534.52 $1.26M - $1.52M
6.72K $3.58M
JMBS
Janus Detroit Str Tr Henderson

ETFs
25.6K
+ 8.75%
$43.53 - $45.42 $1.11M - $1.16M
318K $14.4M
MSFT
Microsoft Corp

Technology
3.42K
+ 65.93%
$375.39 - $447.2 $1.28M - $1.53M
8.61K $3.23M
BBY
Best Buy CO Inc

Consumer Cyclical
5.41K
+ 1886.41%
$70.3 - $91.1 $381K - $493K
5.7K $419K
JNJ
Johnson & Johnson

Healthcare
1.37K
+ 44.13%
$142.06 - $167.7 $194K - $229K
4.47K $740K
VNLA
Janus Henderson Short Duration

ETFs
4.73K
+ 2.39%
$48.89 - $49.21 $231K - $233K
203K $9.96M
KO
Coca Cola CO

Consumer Defensive
1.99K
+ 27.21%
$60.81 - $72.32 $121K - $144K
9.29K $665K
SPY
Spdr S&P 500 ETF Trust

ETFs
432
+ 33.49%
$551.42 - $612.93 $238K - $265K
1.72K $963K
AMGN
Amgen Inc

Healthcare
578
+ 113.11%
$258.59 - $327.36 $149K - $189K
1.09K $339K
NSC
Norfolk Southern Corp

Industrials
834
+ 617.78%
$227.69 - $259.76 $190K - $217K
969 $229K
ELV
Elevance Health, Inc.

Healthcare
422
+ 334.92%
$365.9 - $436.25 $154K - $184K
548 $238K
XOM
Exxon Mobil Corp

Energy
379
+ 3.73%
$105.44 - $118.93 $40K - $45.1K
10.5K $1.25M
V
Visa Inc.

Financial Services
351
+ 36.72%
$306.92 - $362.71 $108K - $127K
1.31K $458K
PLTR
Palantir Technologies Inc.

Technology
1.58K
+ 1096.53%
$64.98 - $124.62 $103K - $197K
1.72K $145K
PG
Procter & Gamble CO

Consumer Defensive
690
+ 41.69%
$158.56 - $176.26 $109K - $122K
2.35K $399K
GOOGL
Alphabet Inc.

Communication Services
852
+ 217.35%
$154.33 - $206.19 $131K - $176K
1.24K $192K
MCD
Mcdonalds Corp

Consumer Cyclical
240
+ 13.12%
$279.74 - $321.29 $67.1K - $77.1K
2.07K $646K
TROW
Price T Rowe Group Inc

Financial Services
1.23K
+ 704.6%
$91.57 - $116.93 $112K - $143K
1.4K $128K
CSCO
Cisco Systems, Inc.

Technology
1.19K
+ 11.99%
$58.74 - $64.87 $69.8K - $77.1K
11.1K $684K
NEE
Nextera Energy Inc

Utilities
1.27K
+ 178.65%
$66.96 - $76.16 $85.2K - $96.9K
1.98K $140K
LLY
Eli Lilly & CO

Healthcare
59
+ 8.94%
$725.72 - $929.72 $42.8K - $54.9K
719 $593K
META
Meta Platforms, Inc.

Communication Services
175
+ 12.83%
$576.36 - $736.67 $101K - $129K
1.54K $887K
VIG
Vanguard Dividend Appreciation

ETFs
420
+ 17.84%
N/A
2.77K $505K
IBM
International Business Machines Corp

Technology
90
+ 5.17%
$217.4 - $264.74 $19.6K - $23.8K
1.83K $455K
DOV
Dover Corp

Industrials
413
+ 439.36%
$174.65 - $206.43 $72.1K - $85.3K
507 $89K
VGT
Vanguard Information Technolog

ETFs
166
+ 72.17%
$542.38 - $646.34 $90K - $107K
396 $214K
AMT
American Tower Corp

Real Estate
280
+ 108.11%
$173.46 - $217.6 $48.6K - $60.9K
539 $117K
JPM
Jpmorgan Chase & CO

Financial Services
195
+ 5.99%
$225.19 - $279.95 $43.9K - $54.6K
3.45K $846K
MDT
Medtronic PLC

Healthcare
649
+ 93.38%
$79.84 - $94.5 $51.8K - $61.3K
1.34K $120K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
467
+ 112.8%
$126.11 - $135.06 $58.9K - $63.1K
881 $113K
ABBV
Abb Vie Inc.

Healthcare
95
+ 7.38%
$169.2 - $216.66 $16.1K - $20.6K
1.38K $289K
CVX
Chevron Corp

Energy
150
+ 9.51%
$146.71 - $167.97 $22K - $25.2K
1.73K $288K
UNH
Unitedhealth Group Inc

Healthcare
90
+ 14.11%
$461.52 - $548.18 $41.5K - $49.3K
728 $381K
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 5.26%
$890.62 - $1076.86 $34.7K - $42K
781 $738K
XLV
Select Sector Spdr Fund Health

ETFs
230
+ 10.06%
$137.61 - $149.68 $31.7K - $34.4K
2.52K $367K
MA
Mastercard Inc

Financial Services
54
+ 5.54%
$504.67 - $576.31 $27.3K - $31.1K
1.03K $563K
PEP
Pepsico Inc

Consumer Defensive
333
+ 27.18%
$142.64 - $156.42 $47.5K - $52.1K
1.56K $233K
GE
General Electric CO

Industrials
101
+ 13.03%
$168.59 - $212.13 $17K - $21.4K
876 $175K
T
At&T Inc.

Communication Services
440
+ 7.67%
$21.56 - $28.28 $9.49K - $12.4K
6.18K $174K
RTX
Raytheon Technologies Corp

Industrials
28
+ 1.2%
$114.1 - $135.66 $3.19K - $3.8K
2.36K $312K
DUK
Duke Energy Corp

Utilities
300
+ 68.97%
$105.87 - $121.97 $31.8K - $36.6K
735 $89K
KMI
Kinder Morgan, Inc.

Energy
1.37K
+ 53.87%
$26.1 - $31.22 $35.8K - $42.8K
3.91K $111K
EOG
Eog Resources Inc

Energy
308
+ 68.6%
$120.54 - $138.05 $37.1K - $42.5K
757 $97K
Activity Summary
Buys All Purchases 848 New Holdings 466 Increased Positions 382 Sells All Sells 580 Reductions 580 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