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.
Portfolio value
$207 Million
ETFs: $140 Million
Financial Services: $14.3 Million
Technology: $13.6 Million
Industrials: $7.62 Million
Consumer Cyclical: $7.52 Million
Healthcare: $6.32 Million
Consumer Defensive: $3.79 Million
Communication Services: $3.4 Million
Other: $9.12 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
