Rise Advisors, LLC Portfolio Holdings
Rise Advisors, LLC
- $242 Million
- Q2 2025
Rise Advisors, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $242 Million distributed in 1539 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $37.8M, Vanguard Value ETF with a value of $36.4M, Dimensional ETF Tr Core Fxd In with a value of $27.1M, Janus Detroit Str Tr Henderson with a value of $15.1M, and Dimensional ETF Tr U S Target with a value of $12.6M.
Examining the 13F form we can see an increase of $21.8M in the current position value, from $220M to 242M.
Below you can find more details about Rise Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$242 Million
ETFs: $169 Million
Technology: $20.2 Million
Financial Services: $14.2 Million
Consumer Cyclical: $8.01 Million
Industrials: $7.73 Million
Healthcare: $6.05 Million
Communication Services: $4.38 Million
Consumer Defensive: $3.65 Million
Other: $7.63 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,539
- Current Value $242 Million
- Prior Value $220 Million
- Filing
- Period Q2 2025
- Filing Date July 08, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 163 stocks
- Additional Purchases 587 stocks
- Sold out of 0 stocks
- Reduced holdings in 235 stocks