Rise Advisors, LLC Portfolio Holdings
Rise Advisors, LLC
- $220 Million
- Q1 2025
Rise Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $220 Million distributed in 1501 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $34.2M, Vanguard Growth ETF with a value of $30.7M, Dimensional ETF Tr Core Fxd In with a value of $26M, Janus Detroit Str Tr Henderson with a value of $14.4M, and Dimensional ETF Tr U S Target with a value of $11.5M.
Examining the 13F form we can see an increase of $14.2M in the current position value, from $206M to 220M.
Below you can find more details about Rise Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$220 Million
ETFs: $154 Million
Technology: $16 Million
Financial Services: $12.9 Million
Consumer Cyclical: $7.55 Million
Industrials: $7.05 Million
Healthcare: $6.59 Million
Communication Services: $3.65 Million
Consumer Defensive: $3.59 Million
Other: $8 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 1,501
- Current Value $220 Million
- Prior Value $206 Million
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 466 stocks
- Additional Purchases 382 stocks
- Sold out of 0 stocks
- Reduced holdings in 580 stocks