Rise Advisors, LLC Top Holdings and 13F Report (2025) About Rise Advisors, LLCInvestment ActivityRise Advisors, LLC has $226.31 million in total holdings as of March 31, 2025.Rise Advisors, LLC owns shares of 1,501 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 17.21% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Rise Advisors, LLC has purchased 1,118 new stocks and bought additional shares in 382 stocks.Rise Advisors, LLC sold shares of 580 stocks and completely divested from 84 stocks this quarter.Largest Holdings Vanguard Value ETF $34,202,331Vanguard Growth ETF $30,724,801Dimensional Core Fixed Income ETF $26,041,781Janus Henderson Mortgage-Backed Securities ETF $14,368,425Dimensional U.S. Targeted Value ETF $11,544,987 Largest New Holdings this Quarter 33740U729 - FT VEST LADDERED MODERATE BUFFER ETF $4,118,933 Holding09857L108 - Booking $92,138 Holding464287481 - iShares Russell Mid-Cap Growth ETF $91,642 Holding540424108 - Loews $86,090 Holding92189F643 - VanEck Morningstar Wide Moat ETF $66,704 Holding Largest Purchases this Quarter Vanguard Growth ETF 12,947 shares (about $4.80M)Vanguard Value ETF 24,980 shares (about $4.32M)FT VEST LADDERED MODERATE BUFFER ETF 175,274 shares (about $4.12M)Energy Select Sector SPDR Fund 38,879 shares (about $3.63M)Dimensional U.S. Targeted Value ETF 66,184 shares (about $3.41M) Largest Sales this Quarter PayPal 39,079 shares (about $2.55M)Invesco QQQ 1,126 shares (about $528.09K)Janus Henderson AAA CLO ETF 3,507 shares (about $177.84K)Kraft Heinz 5,293 shares (about $161.11K)iShares Core S&P Mid-Cap ETF 2,241 shares (about $130.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRise Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$34,202,331$4,315,043 ▲14.4%197,99915.1%ETFVUGVanguard Growth ETF$30,724,801$4,801,028 ▲18.5%82,85613.6%ETFDFCFDimensional Core Fixed Income ETF$26,041,781$1,483,077 ▲6.0%619,15811.5%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$14,368,425$1,156,485 ▲8.8%317,8866.3%ETFDFATDimensional U.S. Targeted Value ETF$11,544,987$3,407,815 ▲41.9%224,2185.1%ETFVNLAJanus Henderson Short Duration Income ETF$9,963,910$232,479 ▲2.4%202,7254.4%ETFXLFFinancial Select Sector SPDR Fund$5,321,260$103,057 ▼-1.9%106,8312.4%ETFXLIIndustrial Select Sector SPDR Fund$4,734,810$31,850 ▼-0.7%36,1242.1%ETFFT VEST LADDERED MODERATE BUFFER ETF$4,118,933$4,118,933 ▲New Holding175,2741.8%0XLEEnergy Select Sector SPDR Fund$3,654,980$3,633,206 ▲16,686.3%39,1121.6%ETFBRK.BBerkshire Hathaway$3,577,872$1,512,527 ▲73.2%6,7181.6%FinanceAAPLApple$3,562,604$2,617,641 ▲277.0%16,0381.6%Computer and TechnologyMSFTMicrosoft$3,230,328$1,283,497 ▲65.9%8,6051.4%Computer and TechnologyNVDANVIDIA$2,805,189$362,638 ▲14.8%25,8831.2%Computer and TechnologyAMZNAmazon.com$2,077,639$263,320 ▲14.5%10,9200.9%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$1,926,001$320,182 ▲19.9%38,0410.9%ETFGOOGAlphabet$1,316,534$47,337 ▲3.7%8,4270.6%Computer and TechnologyXOMExxon Mobil$1,252,974$45,076 ▲3.7%10,5350.6%EnergyDFACDimensional U.S. Core Equity 2 ETF$1,074,157$2,639 ▲0.2%32,5600.5%ETFTMPTompkins Financial$1,015,589$20,279 ▲2.0%16,1260.4%FinanceSPYSPDR S&P 500 ETF Trust$963,069$241,606 ▲33.5%1,7220.4%FinanceMETAMeta Platforms$886,943$100,854 ▲12.8%1,5390.4%Computer and TechnologyJPMJPMorgan Chase & Co.$846,637$47,840 ▲6.0%3,4510.4%FinanceJAAAJanus Henderson AAA CLO ETF$845,187$177,841 ▼-17.4%16,6670.4%ETFTSLATesla$759,361$86,044 ▲12.8%2,9300.3%Auto/Tires/TrucksJNJJohnson & Johnson$740,480$226,705 ▲44.1%4,4650.3%MedicalCOSTCostco Wholesale$738,789$36,892 ▲5.3%7810.3%Retail/WholesalePAYXPaychex$698,800$57,706 ▼-7.6%4,5290.3%Business ServicesCSCOCisco Systems$684,946$73,314 ▲12.0%11,0990.3%Computer and TechnologyKOCoca-Cola$665,610$142,375 ▲27.2%9,2940.3%Consumer StaplesMCDMcDonald's$646,254$74,964 ▲13.1%2,0690.3%Retail/WholesaleFBNDFidelity Total Bond ETF$632,912$5,387 ▼-0.8%13,8640.3%ETFFLOTiShares Floating Rate Bond ETF$624,110$22,667 ▼-3.5%12,2250.3%ETFLLYEli Lilly and Company$593,969$48,740 ▲8.9%7190.3%MedicalDFAXDimensional World ex U.S. Core Equity 2 ETF$592,618$1,520 ▲0.3%22,6190.3%ETFMAMastercard$563,736$29,613 ▲5.5%1,0280.2%Business ServicesVIGVanguard Dividend Appreciation ETF$538,189$81,485 ▲17.8%2,7740.2%ETFBACBank of America$521,063$10,641 ▲2.1%12,4870.2%FinanceAVGOBroadcom$516,031$125,073 ▲32.0%3,0820.2%Computer and TechnologyBABoeing$500,735$17,396 ▲3.6%2,9360.2%AerospaceQQQInvesco QQQ$476,030$528,088 ▼-52.6%1,0150.2%FinanceSOSouthern$466,448$60,409 ▼-11.5%5,0730.2%UtilitiesVVisa$458,070$123,017 ▲36.7%1,3070.2%Business ServicesIBMInternational Business Machines$455,543$22,379 ▲5.2%1,8320.2%Computer and TechnologyCATCaterpillar$440,102$33,321 ▼-7.0%1,3340.2%IndustrialsBBYBest Buy$419,656$398,530 ▲1,886.4%5,7010.2%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$418,408$54,969 ▲15.1%7840.2%ETFHDHome Depot$417,465$16,493 ▲4.1%1,1390.2%Retail/WholesaleETNEaton$415,627$37,784 ▼-8.3%1,5290.2%IndustrialsIWMiShares Russell 2000 ETF$408,532$25,733 ▲6.7%2,0480.2%FinancePGProcter & Gamble$399,554$117,566 ▲41.7%2,3450.2%Consumer StaplesBXBlackstone$398,518$5,172 ▲1.3%2,8510.2%FinanceIJHiShares Core S&P Mid-Cap ETF$397,738$130,770 ▼-24.7%6,8160.2%ETFCMGChipotle Mexican Grill$397,563$2,511 ▲0.6%7,9180.2%Retail/WholesaleWMWaste Management$391,578$53,029 ▼-11.9%1,6910.2%Business ServicesGSThe Goldman Sachs Group$384,475$10,923 ▲2.9%7040.2%FinanceUNHUnitedHealth Group$381,231$47,130 ▲14.1%7280.2%MedicalWMTWalmart$372,153$37,224 ▲11.1%4,2390.2%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$367,354$33,582 ▲10.1%2,5160.2%ETFMRKMerck & Co., Inc.$348,827$64,810 ▼-15.7%3,8860.2%MedicalFTECFidelity MSCI Information Technology Index ETF$339,961$484 ▲0.1%2,1080.2%ETFAMGNAmgen$339,152$180,009 ▲113.1%1,0890.1%MedicalNFLXNetflix$336,643$22,381 ▲7.1%3610.1%Consumer DiscretionaryUSBU.S. Bancorp$332,672$53,489 ▼-13.9%7,8800.1%FinanceRTXRTX$312,735$3,709 ▲1.2%2,3610.1%AerospacePKGPackaging Co. of America$306,350$30,100 ▼-8.9%1,5470.1%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$298,259$32,151 ▼-9.7%3,0150.1%FinanceVIGIVanguard International Dividend Appreciation ETF$294,990$1,825 ▲0.6%3,5570.1%ETFLNTAlliant Energy$290,646$48,709 ▼-14.4%4,5170.1%UtilitiesABBVAbbVie$289,866$19,911 ▲7.4%1,3830.1%MedicalCVXChevron$288,933$25,096 ▲9.5%1,7270.1%EnergyPSAPublic Storage$288,170$60,447 ▼-17.3%9630.1%FinanceZBHZimmer Biomet$282,411$1,245 ▼-0.4%2,4950.1%MedicalPRUPrudential Financial$281,266$66,548 ▼-19.1%2,5190.1%FinanceEDConsolidated Edison$268,349$90,998 ▼-25.3%2,4270.1%UtilitiesCBChubb$253,823$11,167 ▲4.6%8410.1%FinanceWFCWells Fargo & Company$242,066$3,733 ▲1.6%3,3720.1%FinanceELVElevance Health$238,285$183,497 ▲334.9%5480.1%MedicalDFUVDimensional US Marketwide Value ETF$238,058$948 ▲0.4%5,7770.1%ETFPEPPepsiCo$233,590$49,926 ▲27.2%1,5580.1%Consumer StaplesNSCNorfolk Southern$229,597$197,610 ▲617.8%9690.1%TransportationIDXXIDEXX Laboratories$227,193$840 ▼-0.4%5410.1%MedicalCRMSalesforce$227,101$13,959 ▲6.5%8460.1%Computer and TechnologyORCLOracle$223,479$15,803 ▲7.6%1,5980.1%Computer and TechnologyVGTVanguard Information Technology ETF$215,031$90,139 ▲72.2%3960.1%ETFIVViShares Core S&P 500 ETF$208,476$21,353 ▲11.4%3710.1%ETFDVYiShares Select Dividend ETF$206,522$7,922 ▼-3.7%1,5380.1%ETFMUMicron Technology$206,168$10,426 ▲5.3%2,3730.1%Computer and TechnologyMSMorgan Stanley$201,852$1,633 ▼-0.8%1,7300.1%FinanceGOOGLAlphabet$192,325$131,721 ▲217.3%1,2440.1%Computer and TechnologyISRGIntuitive Surgical$187,212$9,905 ▲5.6%3780.1%MedicalVTIVanguard Total Stock Market ETF$183,165$1,375 ▼-0.7%6660.1%ETFDISWalt Disney$180,304$2,566 ▼-1.4%1,8270.1%Consumer DiscretionaryICEIntercontinental Exchange$178,699$7,417 ▲4.3%1,0360.1%FinanceGEGE Aerospace$175,420$20,225 ▲13.0%8760.1%IndustrialsTAT&T$174,692$12,444 ▲7.7%6,1770.1%Computer and TechnologyAFLAflac$171,817$6,005 ▲3.6%1,5450.1%FinanceVOVanguard Mid-Cap ETF$170,971$776 ▲0.5%6610.1%ETFABTAbbott Laboratories$169,110$16,447 ▲10.8%1,2750.1%MedicalSTZConstellation Brands$167,227$918 ▲0.6%9110.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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