Rise Advisors, LLC Portfolio Holdings
Rise Advisors, LLC
- $249 Million
- Q3 2025
Rise Advisors, LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $249 Million distributed in 1527 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $43.9M, Vanguard Value ETF with a value of $41.2M, Janus Detroit Str Tr Henderson with a value of $16.5M, Fidelity Merrimack Str Tr Tota with a value of $14.4M, and Janus Detr Str Tr Henderson Sm with a value of $14M.
Examining the 13F form we can see an increase of $7.25M in the current position value, from $242M to 249M.
Below you can find more details about Rise Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$249 Million
ETFs: $171 Million
Technology: $22.8 Million
Financial Services: $14.3 Million
Consumer Cyclical: $8.89 Million
Industrials: $8.13 Million
Healthcare: $6.54 Million
Communication Services: $5.24 Million
Consumer Defensive: $3.61 Million
Other: $7.82 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,527
- Current Value $249 Million
- Prior Value $242 Million
- Filing
- Period Q3 2025
- Filing Date October 08, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 92 stocks
- Additional Purchases 636 stocks
- Sold out of 0 stocks
- Reduced holdings in 141 stocks