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CIK: 0001831316
Total reported value
$355.3M
$355.3M
1501 檔
32.9%
The Q1 2025 SEC filing reveals that Rise Advisors, LLC held a total portfolio value of $355.3M, covering 1501 public equity positions.
In Q1 2025, Rise Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, DFCF) accounted for 32.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 1501 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 15.11% | -1.93% | +14.44% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 13.58% | -1.51% | +18.52% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.51% | -0.02% | +6.04% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 6.35% | — | +8.75% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 5.10% | — | +41.88% | |
| 6 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.40% | -0.74% | +2.39% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 2.35% | — | -1.90% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 2.09% | -0.01% | -0.67% | |
| 9 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 1.82% | -0.94% | — | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 1.62% | -0.76% | +16686.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.24% | +73.23% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.57% | -0.12% | +277.01% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.18% | +65.93% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | -0.12% | +14.85% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.06% | +14.51% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.85% | -0.17% | +19.94% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.01% | +3.73% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.59% | EXIT | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.47% | -0.04% | +0.25% | |
| 20 | TMP | Tompkins Financial CORP | Stock-Other | 0.45% | -0.01% | +2.04% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | -0.02% | +33.49% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.08% | +12.83% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.03% | +5.99% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.37% | -0.07% | -17.38% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.04% | +12.78% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.06% | +44.13% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.08% | +5.26% | |
| 28 | PAYX | Paychex Inc | Stock-Tech | 0.31% | -0.01% | -7.63% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.05% | +11.99% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.29% | -0.05% | +27.21% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.05% | +13.12% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.28% | +2.04% | -0.84% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.28% | -0.04% | -3.50% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | -0.02% | +8.94% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.26% | -0.04% | +0.26% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | -0.03% | +5.54% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | -0.03% | +17.84% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | -0.01% | +2.08% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | — | +31.99% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.22% | -0.03% | +3.60% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | -0.04% | -52.59% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.21% | -0.03% | -11.47% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | -0.01% | +36.72% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | -0.01% | +5.17% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | +0.05% | -7.04% | |
| 46 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.19% | -0.01% | +1886.41% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.18% | +0.12% | +15.12% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.18% | -0.02% | +4.11% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.18% | -0.01% | -8.33% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.18% | +0.07% | +6.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BUFZ | Ft Vest Laddered Moderate Bu | +1.8% | NEW | New buy |
| 2 | XLE | Ss Energy Select Sector | +1.6% | +16686.27% | Add |
| 3 | AAPL | Apple Inc | +1.1% | +277.01% | Add |
| 4 | VTV | Vanguard Value ETF | +1% | +14.44% | Add |
| 5 | DFAT | Dimensional US Target Value | +0.9% | +41.88% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +73.23% | Add |
| 7 | MSFT | Microsoft CORP | +0.4% | +65.93% | Add |
| 8 | BBY | Best Buy Co Inc | +0.2% | +1886.41% | Add |
| 9 | JMBS | Janus Henderson Mortg Backed | +0.1% | +8.75% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | +44.13% | Add |
| 11 | AMGN | Amgen Inc | +0.1% | +113.11% | Add |
| 12 | ELV | Elevance Health Inc | +0.1% | +334.92% | Add |
| 13 | JPST | Jpmorgan Ultra-short Income | +0.1% | +19.94% | Add |
| 14 | NSC | Norfolk Southern CORP | +0.1% | +617.78% | Add |
| 15 | KO | Coca-cola Co/the | +0.1% | +27.21% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +33.49% | Add |
| 17 | V | Visa Inc-class A Shares | +0.1% | +36.72% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +1096.53% | Add |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +41.69% | Add |
| 20 | TROW | T Rowe Price Group Inc | +0.1% | +704.60% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +217.35% | Add |
| 22 | BKNG | Booking Holdings Inc | 0% | NEW | New buy |
| 23 | IWP | Ishares Russell Mid-cap Grow | 0% | NEW | New buy |
| 24 | NEE | Nextera Energy Inc | 0% | +178.65% | Add |
| 25 | MCD | Mcdonald's CORP | 0% | +13.12% | Add |
| 26 | XOM | Exxon Mobil CORP | 0% | +3.73% | Add |
| 27 | CSCO | Cisco Systems Inc | 0% | +11.99% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | +12.83% | Add |
| 29 | IEMG | Ishares Core Msci Emerging | -0.1% | EXIT | Sold out |
| 30 | LYB | LyondellBasell Industries N.V. | -0.1% | -44.36% | Trim |
| 31 | GBNY | Generations Bancorp Ny Inc | -0.1% | EXIT | Sold out |
| 32 | CTSH | Cognizant Tech Solutions-a | -0.1% | -85.51% | Trim |
| 33 | VST | Vistra CORP | -0.1% | -33.80% | Trim |
| 34 | USB | US Bancorp | -0.1% | -13.85% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -15.67% | Trim |
| 36 | DFCF | Dimensional Core Fixed Inc | -0.1% | +6.04% | Add |
| 37 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | EXIT | Sold out |
| 38 | KHC | Kraft Heinz Co/the | -0.1% | -85.69% | Trim |
| 39 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -24.74% | Trim |
| 40 | ETN | Eaton Corporation plc | -0.1% | -8.33% | Trim |
| 41 | IXUS | Ishares Core Intl Stock ETF | -0.1% | EXIT | Sold out |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | -17.38% | Trim |
| 43 | TSLA | Tesla Inc | -0.2% | +12.78% | Add |
| 44 | GOOG | Alphabet Inc-cl C | -0.2% | +3.73% | Add |
| 45 | VUG | Vanguard Growth ETF | -0.2% | +18.52% | Add |
| 46 | NVDA | Nvidia CORP | -0.2% | +14.85% | Add |
| 47 | VNLA | Janus Henderson Short Durati | -0.3% | +2.39% | Add |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -52.59% | Trim |
| 49 | PYPL | Paypal Holdings Inc | -1.6% | -98.37% | Trim |
| 50 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -1.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Rise Advisors, LLC reported a total U.S. public equity portfolio value of $355.3M across 1501 disclosed positions in Q1 2025.
During Q1 2025, Rise Advisors, LLC's top holdings by market value included VTV (15.1%)、VUG (13.6%)、DFCF (11.5%). The largest single position, VTV, represented 15.1% 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.
Top New Position Initiated
BUFZ
市值: $4.1M
Top Position Liquidated / Trimmed
XSOE
前期市值: $3.7M
In Q1 2025, Rise Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 11 holdings, and fully liquidating 5 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.
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