Rise Advisors, LLC Portfolio Holdings
Rise Advisors, LLC
- $207 Million
- Q3 2024
Rise Advisors, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $207 Million distributed in 1233 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $28.3M, Vanguard Growth ETF with a value of $25.9M, Dimensional ETF Tr Core Fxd In with a value of $22.8M, Janus Detroit Str Tr Henderson with a value of $14.1M, and Janus Henderson Short Duration with a value of $11.2M.
Examining the 13F form we can see an increase of $19.5M in the current position value, from $187M to 207M. Also it can be appreciated an additional of 27 stocks purchases and 1 closed positions.
Below you can find more details about Rise Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,233
- Current Value $207 Million
- Prior Value $187 Million
- Filing
- Period Q3 2024
- Filing Date October 11, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 27 stocks
- Additional Purchases 549 stocks
- Sold out of 1 stocks
- Reduced holdings in 150 stocks