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CIK: 0001831316
Total reported value
$355.3M
$355.3M
1233 檔
28.8%
According to the latest 13F quarterly dataset, Rise Advisors, LLC managed an equity portfolio of $355.3M at the end of Q3 2024, spanning 1233 distinct U.S. exchange-listed positions.
In Q3 2024, Rise Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 13.58% | -1.93% | +8.01% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.39% | -1.51% | +5.83% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.91% | -0.02% | +12.54% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 6.74% | — | +11.16% | |
| 5 | VNLA | Janus Henderson Short Durati | ETF-Other | 5.38% | -0.74% | +5.09% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 4.24% | — | +7.81% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 2.50% | — | +4.31% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 2.38% | -0.01% | +6.90% | |
| 9 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 2.08% | — | +6.16% | |
| 10 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.81% | — | +2.60% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | -0.12% | -3.41% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.18% | -1.12% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.24% | -0.95% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.06% | -3.00% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.01% | -2.34% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.65% | -0.17% | +14.52% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.59% | EXIT | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.53% | -0.04% | +0.28% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | -0.04% | +0.33% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.50% | -0.12% | -1.07% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.48% | -0.07% | +10.49% | |
| 22 | TMP | Tompkins Financial CORP | Stock-Other | 0.44% | -0.01% | -0.06% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.08% | +2.62% | |
| 24 | PAYX | Paychex Inc | Stock-Tech | 0.34% | -0.01% | +2.61% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.04% | -0.23% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.08% | +1.07% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.03% | +0.47% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.32% | -0.04% | -5.24% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.02% | +37.17% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.31% | +2.04% | +57.22% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.30% | — | -12.78% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.05% | +2.59% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.29% | -0.04% | +0.70% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.05% | +2.98% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | -0.02% | -3.41% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | -0.02% | -7.11% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | -0.01% | +0.93% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | -0.05% | +2.84% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.05% | +3.45% | |
| 40 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.25% | +0.01% | -4.20% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.25% | -0.03% | +4.15% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.06% | +3.16% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.02% | -2.50% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | -0.01% | -4.09% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.03% | -3.63% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.22% | -0.02% | +4.79% | |
| 47 | PSA | Public Storage | Stock-Real Estate | 0.22% | — | +3.41% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | -0.03% | +0.52% | |
| 49 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.22% | -0.02% | +0.31% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.07% | +6.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.8% | +8.01% | Add |
| 2 | DFCF | Dimensional Core Fixed Inc | +0.6% | +12.54% | Add |
| 3 | PYPL | Paypal Holdings Inc | +0.4% | +2.60% | Add |
| 4 | JMBS | Janus Henderson Mortg Backed | +0.3% | +11.16% | Add |
| 5 | DFAT | Dimensional US Target Value | +0.2% | +7.81% | Add |
| 6 | XLI | Ss Industrial Select Sector | +0.2% | +6.90% | Add |
| 7 | XLF | Ss Financial Select Sector | +0.1% | +4.31% | Add |
| 8 | FBND | Fidelity Total Bond ETF | +0.1% | +57.22% | Add |
| 9 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | +0.1% | +6.16% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +37.17% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +22.01% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | -0.23% | Trim |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.1% | +57.44% | Add |
| 14 | MUB | Ishares National Muni Bond E | 0% | NEW | New buy |
| 15 | TMP | Tompkins Financial CORP | 0% | -0.06% | Trim |
| 16 | MCD | Mcdonald's CORP | 0% | +2.59% | Add |
| 17 | PSA | Public Storage | 0% | +3.41% | Add |
| 18 | BX | Blackstone Inc | 0% | +4.79% | Add |
| 19 | IBM | Intl Business Machines CORP | 0% | +1.26% | Add |
| 20 | SMCI | Super Micro Computer Inc | 0% | NEW | New buy |
| 21 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 22 | JPST | Jpmorgan Ultra-short Income | 0% | +14.52% | Add |
| 23 | META | Meta Platforms Inc-class A | 0% | +2.62% | Add |
| 24 | CAT | Caterpillar Inc | 0% | +2.98% | Add |
| 25 | SO | Southern Co/the | 0% | +4.15% | Add |
| 26 | KO | Coca-cola Co/the | 0% | +2.84% | Add |
| 27 | LNT | Alliant Energy CORP | 0% | +4.96% | Add |
| 28 | ED | Consolidated Edison Inc | 0% | +4.86% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.95% | Trim |
| 30 | PAYX | Paychex Inc | 0% | +2.61% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | +3.45% | Add |
| 32 | USB | US Bancorp | 0% | +4.14% | Add |
| 33 | HD | Home Depot Inc | 0% | -2.50% | Trim |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | — | +10.49% | Add |
| 35 | AAPL | Apple Inc | — | -1.07% | Trim |
| 36 | DFAC | Dimensional US Core Equity 2 | 0% | +0.28% | Add |
| 37 | LRCXEUR | Lam Research CORP | 0% | EXIT | Sold out |
| 38 | VMBS | Vanguard Mortgage-backed Sec | -0.1% | -88.54% | Trim |
| 39 | PEP | Pepsico Inc | -0.1% | -29.17% | Trim |
| 40 | PNC | Pnc Financial Services Group | -0.1% | -55.33% | Trim |
| 41 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | Sold out |
| 42 | BA | Boeing Co/the | -0.1% | -3.11% | Trim |
| 43 | MRK | Merck & Co. Inc. | -0.1% | -3.41% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.2% | -2.34% | Trim |
| 45 | AMZN | Amazon.com Inc | -0.2% | -3.00% | Trim |
| 46 | MSFT | Microsoft CORP | -0.2% | -1.12% | Trim |
| 47 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.2% | -95.34% | Trim |
| 48 | VUG | Vanguard Growth ETF | -0.2% | +5.83% | Add |
| 49 | VNLA | Janus Henderson Short Durati | -0.2% | +5.09% | Add |
| 50 | NVDA | Nvidia CORP | -0.2% | -3.41% | Trim |
According to official SEC Form 13F filings, Rise Advisors, LLC reported a total U.S. public equity portfolio value of $355.3M across 1233 disclosed positions in Q3 2024.
During Q3 2024, Rise Advisors, LLC's top holdings by market value included VTV (13.6%)、VUG (12.4%)、DFCF (10.9%). The largest single position, VTV, represented 13.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, DFCF) accounted for 28.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
MUB
市值: $78.3K
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $137.7K
In Q3 2024, Rise Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 15 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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