Rise Advisors, LLC Top Holdings and 13F Report (2025) About Rise Advisors, LLCInvestment ActivityRise Advisors, LLC has $278.82 million in total holdings as of September 30, 2025.Rise Advisors, LLC owns shares of 1,527 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 20.46% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Rise Advisors, LLC has purchased 1,538 new stocks and bought additional shares in 636 stocks.Rise Advisors, LLC sold shares of 141 stocks and completely divested from 104 stocks this quarter.Largest Holdings Vanguard Growth ETF $43,931,727Vanguard Value ETF $41,171,733VANGUARD CORE BOND ETF $17,417,462Janus Henderson Mortgage-Backed Securities ETF $16,459,825Fidelity Total Bond ETF $14,409,823 Largest New Holdings this Quarter 922020748 - VANGUARD CORE BOND ETF $17,417,462 Holding47103U209 - Small/Mid Cap Growth Alpha ETF $13,993,773 Holding33738D747 - FT VEST INVESTMENT GRADE & TARGET INCOME ETF $153,499 Holding92204H400 - VANGUARD NEW YORK TAX-EXEMPT BOND ETF $126,102 Holding36467W109 - GameStop $121,996 Holding Largest Purchases this Quarter VANGUARD CORE BOND ETF 222,133 shares (about $17.42M)Small/Mid Cap Growth Alpha ETF 167,362 shares (about $13.99M)Fidelity Total Bond ETF 281,038 shares (about $13.00M)Vanguard Value ETF 14,671 shares (about $2.74M)Vanguard Growth ETF 5,293 shares (about $2.54M) Largest Sales this Quarter Dimensional Core Fixed Income ETF 633,856 shares (about $27.10M)Dimensional U.S. Targeted Value ETF 233,655 shares (about $13.59M)Citigroup 6,965 shares (about $706.98K)JPMorgan Ultra-Short Income ETF 11,889 shares (about $603.13K)Micron Technology 1,929 shares (about $322.69K) 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 PortfolioSectorVUGVanguard Growth ETF$43,931,727$2,538,572 ▲6.1%91,59915.8%ETFVTVVanguard Value ETF$41,171,733$2,735,992 ▲7.1%220,77214.8%ETFVANGUARD CORE BOND ETF$17,417,462$17,417,462 ▲New Holding222,1336.2%0JMBSJanus Henderson Mortgage-Backed Securities ETF$16,459,825$1,127,363 ▲7.4%360,4085.9%ETFFBNDFidelity Total Bond ETF$14,409,823$12,995,202 ▲918.6%311,6315.2%ETFJSMDSmall/Mid Cap Growth Alpha ETF$13,993,773$13,993,773 ▲New Holding167,3625.0%ManufacturingVNLAJanus Henderson Short Duration Income ETF$10,188,173$142,891 ▲1.4%206,6993.7%ETFFT VEST LADDERED MODERATE BUFFER ETF$9,060,072$1,354,439 ▲17.6%349,8103.2%0XLFFinancial Select Sector SPDR Fund$6,213,160$328,554 ▲5.6%115,3362.2%ETFXLIIndustrial Select Sector SPDR Fund$6,108,080$328,816 ▲5.7%39,6042.2%ETFNVDANVIDIA$4,792,575$18,099 ▼-0.4%25,6861.7%Computer and TechnologyMSFTMicrosoft$4,742,248$220,642 ▲4.9%9,1561.7%Computer and TechnologyAAPLApple$4,243,650$220,000 ▼-4.9%16,6661.5%Computer and TechnologyBRK.BBerkshire Hathaway$4,095,219$78,928 ▲2.0%8,1461.5%FinanceXLEEnergy Select Sector SPDR Fund$3,954,514$296,160 ▲8.1%44,2641.4%ETFAMZNAmazon.com$2,564,578$200,907 ▲8.5%11,6800.9%Retail/WholesaleGOOGAlphabet$2,164,710$110,574 ▲5.4%8,8880.8%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$1,472,185$603,129 ▼-29.1%29,0200.5%ETFTSLATesla$1,310,629$28,908 ▲2.3%2,9470.5%Auto/Tires/TrucksDFACDimensional U.S. Core Equity 2 ETF$1,263,094$3,471 ▲0.3%32,7480.5%ETFSPYSPDR S&P 500 ETF Trust$1,260,485$19,320 ▼-1.5%1,8920.5%FinanceMETAMeta Platforms$1,221,032$65,347 ▲5.7%1,6630.4%Computer and TechnologyJPMJPMorgan Chase & Co.$1,200,680$45,428 ▲3.9%3,8060.4%FinanceXOMExxon Mobil$1,200,272$24,242 ▲2.1%10,6450.4%EnergyAVGOBroadcom$1,098,873$42,226 ▲4.0%3,3310.4%Computer and TechnologyTMPTompkins Financial$1,066,880$1,192 ▼-0.1%16,1140.4%FinanceJNJJohnson & Johnson$837,614$32,080 ▲4.0%4,5170.3%MedicalJAAAJanus Henderson AAA CLO ETF$834,703$23,511 ▼-2.7%16,4380.3%ETFCSCOCisco Systems$759,182$6,089 ▼-0.8%11,0960.3%Computer and TechnologyCOSTCostco Wholesale$726,122$926 ▲0.1%7840.3%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$722,964$4,268 ▲0.6%23,0390.3%ETFBABoeing$653,749$35,612 ▲5.8%3,0290.2%AerospaceBACBank of America$649,698$28,840 ▲4.6%12,5930.2%FinanceIWMiShares Russell 2000 ETF$645,835$110,341 ▲20.6%2,6690.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$617,044$112,678 ▲22.3%1,0350.2%ETFMAMastercard$614,538$40,969 ▲7.1%1,0800.2%Business ServicesCATCaterpillar$614,339$3,339 ▲0.5%1,2880.2%IndustrialsMCDMcDonald's$611,738$14,283 ▲2.4%2,0130.2%Retail/WholesaleFLOTiShares Floating Rate Bond ETF$610,119$6,897 ▲1.1%11,9430.2%ETFKOCocaCola$603,803$7,030 ▼-1.2%9,1040.2%Consumer StaplesVIGVanguard Dividend Appreciation ETF$601,203$2,590 ▲0.4%2,7860.2%ETFETNEaton$578,410$52,005 ▲9.9%1,5460.2%IndustrialsLLYEli Lilly and Company$578,252$19,835 ▲3.6%7580.2%MedicalORCLOracle$573,073$100,667 ▲21.3%2,0380.2%Computer and TechnologyGSThe Goldman Sachs Group$550,906$28,660 ▲5.5%6920.2%FinanceIBMInternational Business Machines$529,113$3,951 ▲0.8%1,8750.2%Computer and TechnologyPAYXPaychex$511,686$26,744 ▼-5.0%4,0370.2%Computer and TechnologyRDVYFirst Trust Rising Dividend Achievers ETF$495,416$114,808 ▲30.2%7,3660.2%ManufacturingQQQInvesco QQQ$484,049$118,310 ▼-19.6%8060.2%FinanceHDHome Depot$471,603$19,853 ▲4.4%1,1640.2%Retail/WholesaleFTECFidelity MSCI Information Technology Index ETF$469,398$444 ▲0.1%2,1130.2%ETFWMTWalmart$469,119$38,337 ▲8.9%4,5520.2%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$462,293$78,904 ▲20.6%3,3220.2%ETFSOSouthern$461,605$7,866 ▼-1.7%4,8710.2%UtilitiesVVisa$459,805$341 ▼-0.1%1,3470.2%Business ServicesNFLXNetflix$453,192$11,989 ▲2.7%3780.2%Consumer DiscretionaryBBYBest Buy$443,407$5,747 ▲1.3%5,8640.2%Retail/WholesaleBXBlackstone$433,144$37,590 ▼-8.0%2,5350.2%FinanceRTXRTX$430,034$6,860 ▲1.6%2,5700.2%AerospacePGProcter & Gamble$385,267$19,517 ▲5.3%2,5070.1%Consumer StaplesGOOGLAlphabet$383,679$58,111 ▲17.8%1,5780.1%Computer and TechnologyMUMicron Technology$374,386$322,695 ▼-46.3%2,2380.1%Computer and TechnologyIDXXIDEXX Laboratories$352,028$7,028 ▼-2.0%5510.1%MedicalABBVAbbVie$335,999$11,115 ▲3.4%1,4510.1%MedicalPALANTIR TECHNOLOGIES INC CL A$329,815$8,574 ▲2.7%1,8080.1%0AGGiShares Core U.S. Aggregate Bond ETF$329,261$13,636 ▲4.3%3,2840.1%FinanceVIGIVanguard International Dividend Appreciation ETF$321,837$1,254 ▲0.4%3,5930.1%ETFAMGNAmgen$317,692$25,675 ▲8.8%1,1260.1%MedicalMRKMerck & Co., Inc.$313,891$2,602 ▲0.8%3,7400.1%MedicalWFCWells Fargo & Company$306,462$30,931 ▲11.2%3,6560.1%FinanceCMGChipotle Mexican Grill$305,329$1,097 ▲0.4%7,7910.1%Retail/WholesaleUSBU.S. Bancorp$304,247$33,010 ▼-9.8%6,2950.1%FinanceVGTVanguard Information Technology ETF$296,671$1,495 ▼-0.5%3970.1%ETFNSCNorfolk Southern$294,769$1,803 ▲0.6%9810.1%TransportationWMWaste Management$292,037$54,122 ▼-15.6%1,3220.1%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$290,827$242,206 ▲498.1%5,8080.1%ETFPKGPackaging Corporation of America$286,476$38,124 ▼-11.7%1,3150.1%IndustrialsMSMorgan Stanley$281,822$4,928 ▲1.8%1,7730.1%FinanceGEGE Aerospace$274,637$6,919 ▲2.6%9130.1%AerospaceDFCFDimensional Core Fixed Income ETF$270,407$27,102,957 ▼-99.0%6,3240.1%ETFCVXChevron$268,537$29,976 ▼-10.0%1,7290.1%EnergyIJHiShares Core S&P Mid-Cap ETF$267,630$23,493 ▼-8.1%4,1010.1%ETFDFUVDimensional US Marketwide Value ETF$260,522$1,162 ▲0.4%5,8300.1%ETFLNTAlliant Energy$258,135$21,640 ▼-7.7%3,8290.1%UtilitiesPEPPepsiCo$257,222$23,869 ▲10.2%1,8320.1%Consumer StaplesIVViShares Core S&P 500 ETF$246,364$4,686 ▼-1.9%3680.1%ETFZBHZimmer Biomet$242,531$1,084 ▲0.4%2,4620.1%MedicalDISWalt Disney$226,598$26,793 ▲13.4%1,9790.1%Consumer DiscretionaryDVYiShares Select Dividend ETF$219,4590.0%1,5440.1%ETFVTIVanguard Total Stock Market ETF$219,363$657 ▲0.3%6680.1%ETFUNHUnitedHealth Group$214,615$9,661 ▼-4.3%6220.1%MedicalPSAPublic Storage$207,430$38,424 ▼-15.6%7180.1%FinanceGE VERNOVA INC COM$207,299$41,214 ▲24.8%3370.1%0CRMSalesforce$202,174$474 ▲0.2%8530.1%Computer and TechnologyEDConsolidated Edison$198,220$25,330 ▼-11.3%1,9720.1%UtilitiesVSTVistra$197,322$1,568 ▲0.8%1,0070.1%UtilitiesNOWServiceNow$196,940$25,768 ▲15.1%2140.1%Computer and TechnologyVOVanguard Mid-Cap ETF$194,928$881 ▲0.5%6640.1%ETFSHOPIFY INC CL A SUB VTG SHS$193,3420.0%1,3010.1%0ABTAbbott Laboratories$190,681$21,023 ▲12.4%1,4240.1%MedicalShowing 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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