Rise Advisors, LLC Reduced Holdings in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-634K
- 99.01%
$41.8 - $43.15 $26.5M - $27.4M
6.32K $270K
DFAT
Dimensional ETF Tr U S Target

ETFs
-234K
- 99.79%
$53.36 - $59.69 $12.5M - $13.9M
493 $28K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-11.9K
- 29.06%
$50.47 - $50.74 $600K - $603K
29K $1.47M
C
Citigroup Inc

Financial Services
-6.97K
- 86.03%
$85.57 - $103.49 $596K - $721K
1.13K $114K
MU
Micron Technology Inc

Technology
-1.93K
- 46.29%
$104.88 - $168.89 $202K - $326K
2.24K $374K
PAYX
Paychex Inc

Industrials
-211
- 4.97%
$126.69 - $147.99 $26.7K - $31.2K
4.04K $511K
CB
Chubb LTD

Financial Services
-295
- 37.63%
$265.99 - $289.59 $78.5K - $85.4K
489 $138K
EMN
Eastman Chemical CO

Basic Materials
-1K
- 71.99%
$58.79 - $81.56 $58.8K - $81.6K
389 $24K
GD
General Dynamics Corp

Industrials
-301
- 51.72%
$293.92 - $341.0 $88.5K - $103K
281 $95K
PRU
Prudential Financial Inc

Financial Services
-606
- 26.38%
$100.68 - $109.89 $61K - $66.6K
1.69K $175K
WM
Waste Management Inc

Industrials
-245
- 15.63%
$213.88 - $237.1 $52.4K - $58.1K
1.32K $291K
EOG
Eog Resources Inc

Energy
-443
- 58.21%
$112.12 - $126.1 $49.7K - $55.9K
318 $35K
KO
Coca Cola CO

Consumer Defensive
-106
- 1.15%
$65.67 - $71.67 $6.96K - $7.6K
9.1K $603K
PSA
Public Storage

Real Estate
-133
- 15.63%
$271.94 - $298.09 $36.2K - $39.6K
718 $207K
TDIV
First Trust Nasdaq Technology

ETFs
-346
- 33.05%
$89.27 - $100.33 $30.9K - $34.7K
701 $69K
ED
Consolidated Edison Inc

Utilities
-252
- 11.33%
$95.57 - $105.36 $24.1K - $26.6K
1.97K $198K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-463
- 2.74%
$50.53 - $50.82 $23.4K - $23.5K
16.4K $834K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-310
- 32.06%
$72.57 - $74.72 $22.5K - $23.2K
657 $48K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-158
- 11.67%
$48.34 - $67.22 $7.64K - $10.6K
1.2K $58K
V
Visa Inc.

Financial Services
-1
- 0.07%
$332.09 - $358.86 $332 - $359
1.35K $459K
CSCO
Cisco Systems, Inc.

Technology
-89
- 0.8%
$66.2 - $71.79 $5.89K - $6.39K
11.1K $759K
HST
Host Hotels & Resorts, Inc.

Real Estate
-1K
- 95.97%
$15.27 - $17.68 $15.3K - $17.7K
42 $0
DXCM
Dexcom Inc

Healthcare
-7
- 0.88%
$66.46 - $89.53 $465 - $627
793 $53K
DKNG
Draft Kings Inc.

Consumer Cyclical
-252
- 21.04%
$37.4 - $48.23 $9.42K - $12.2K
946 $35K
CMCSA
Comcast Corp

Communication Services
-54
- 1.98%
$31.41 - $36.33 $1.7K - $1.96K
2.67K $83K
TGT
Target Corp

Consumer Defensive
-44
- 3.86%
$86.56 - $107.43 $3.81K - $4.73K
1.1K $98K
PPG
Ppg Industries Inc

Basic Materials
-100
- 31.06%
$103.65 - $119.07 $10.4K - $11.9K
222 $23K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-12
- 10.91%
$415.15 - $489.89 $4.98K - $5.88K
98 $41K
VZ
Verizon Communications Inc

Communication Services
-323
- 9.58%
$40.84 - $45.06 $13.2K - $14.6K
3.05K $133K
USB
Us Bancorp \De\

Financial Services
-683
- 9.79%
$43.94 - $50.41 $30K - $34.4K
6.3K $304K
BMY
Bristol Myers Squibb CO

Healthcare
-191
- 9.97%
$43.31 - $48.98 $8.27K - $9.36K
1.72K $77K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-118
- 23.74%
$85.01 - $90.35 $10K - $10.7K
379 $33K
VNQ
Vanguard Specialized Funds Van

ETFs
-105
- 34.43%
$88.47 - $93.24 $9.29K - $9.79K
200 $18K
IWD
Ishares Russell 1000 Val ETF

ETFs
-49
- 49.49%
$192.76 - $203.86 $9.45K - $9.99K
50 $10K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-360
- 8.07%
$62.09 - $66.51 $22.4K - $23.9K
4.1K $267K
LAMR
Lamar Advertising CO

Real Estate
-71
- 10.19%
$114.98 - $128.82 $8.16K - $9.15K
626 $76K
PEG
Public Service Enterprise Group Inc

Utilities
-86
- 23.12%
$79.99 - $90.14 $6.88K - $7.75K
286 $23K
IDU
Ishares Tr U S Utils ETF

ETFs
-142
- 11.15%
$103.7 - $111.17 $14.7K - $15.8K
1.13K $125K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-88
- 45.13%
$91.28 - $97.59 $8.03K - $8.59K
107 $10K
CL
Colgate Palmolive CO

Consumer Defensive
-25
- 4.73%
$79.36 - $93.33 $1.98K - $2.33K
503 $40K
CVX
Chevron Corp

Energy
-193
- 10.04%
$145.57 - $161.83 $28.1K - $31.2K
1.73K $268K
TROW
Price T Rowe Group Inc

Financial Services
-76
- 40.86%
$98.67 - $111.52 $7.5K - $8.48K
110 $11K
IYF
Ishares Tr

ETFs
-62
- 17.03%
$119.89 - $127.16 $7.43K - $7.88K
302 $38K
CTAS
Cintas Corp

Industrials
-11
- 5.12%
$199.29 - $226.27 $2.19K - $2.49K
204 $41K
TYL
Tyler Technologies Inc

Technology
-7
- 19.44%
$522.22 - $611.76 $3.66K - $4.28K
29 $15K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-52
- 24.64%
$131.47 - $143.64 $6.84K - $7.47K
159 $22K
VBR
Vanguard Small Cap Value ETF

ETFs
-36
- 14.88%
$195.41 - $212.37 $7.03K - $7.65K
206 $42K
POWI
Power Integrations Inc

Technology
-9
- 3.26%
$39.37 - $59.54 $354 - $536
267 $10K
GWW
W.W. Grainger, Inc.

Industrials
-2
- 8.0%
$932.44 - $1059.49 $1.86K - $2.12K
23 $21K
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
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