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CIK: 0001831316
Total reported value
$354.7M
$354.7M
1501 檔
33.0%
The Q1 2025 SEC filing reveals that Rise Advisors, LLC held a total portfolio value of $354.7M, covering 1501 public equity positions.
In Q1 2025, Rise Advisors, LLC displayed an active expansion posture, initiating 31 new positions and adding to 82 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, DFCF) accounted for 33.0% 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% | -0.01% | +14.44% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 13.58% | +0.79% | +18.52% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.51% | -0.01% | +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% | -0.02% | +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% | +0.12% | — | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 1.62% | +0.27% | +16686.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.03% | +73.23% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.57% | -0.44% | +277.01% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | +0.42% | +65.93% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.25% | +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% | +0.01% | +19.94% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.03% | +3.73% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | — | +3.73% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.47% | -0.41% | EXIT | |
| 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% | +0.01% | +33.49% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | +0.09% | +12.83% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.02% | +5.99% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.37% | -0.03% | -17.38% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.05% | +12.78% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.07% | +44.13% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | +0.02% | +5.26% | |
| 28 | PAYX | Paychex Inc | Stock-Tech | 0.31% | -0.01% | -7.63% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.02% | +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% | -0.02% | +13.12% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.28% | -0.31% | -0.84% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.28% | -0.18% | EXIT | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | -0.14% | +8.94% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.26% | +0.01% | +0.26% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | — | +5.54% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | -0.01% | +17.84% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | — | +2.08% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | — | +31.99% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.22% | -0.05% | +3.60% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | — | -52.59% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.21% | -0.01% | -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% | -0.05% | +5.17% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | -0.08% | -7.04% | |
| 46 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.19% | +0.02% | +1886.41% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.18% | -0.02% | +15.12% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.18% | — | +4.11% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.18% | +0.02% | -8.33% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.18% | -0.03% | +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 | L | Loews CORP | 0% | NEW | New buy |
| 26 | MCD | Mcdonald's CORP | 0% | +13.12% | Add |
| 27 | VGT | Vanguard Info Tech ETF | 0% | +72.17% | Add |
| 28 | DOV | Dover CORP | 0% | +439.36% | Add |
| 29 | AMT | American Tower CORP | 0% | +108.11% | Add |
| 30 | MOAT | Vaneck Morningstar Wide Moat | 0% | NEW | New buy |
| 31 | XOM | Exxon Mobil CORP | 0% | +3.73% | Add |
| 32 | CSCO | Cisco Systems Inc | 0% | +11.99% | Add |
| 33 | VIG | Vanguard Dividend Apprec ETF | 0% | +17.84% | Add |
| 34 | IBM | Intl Business Machines CORP | 0% | +5.17% | Add |
| 35 | MDT | Medtronic plc | 0% | +93.38% | Add |
| 36 | ABBV | Abbvie Inc | 0% | +7.38% | Add |
| 37 | VYM | Vanguard High Dvd Yield ETF | 0% | +112.80% | Add |
| 38 | CVX | Chevron CORP | 0% | +9.51% | Add |
| 39 | GE | General Electric | 0% | +13.03% | Add |
| 40 | T | At&t Inc | 0% | +7.67% | Add |
| 41 | DUK | Duke Energy CORP | 0% | +68.97% | Add |
| 42 | APO | Apollo Global Management Inc | 0% | NEW | New buy |
| 43 | KMI | Kinder Morgan, Inc. | 0% | +53.87% | Add |
| 44 | RBA | Rb Global Inc | 0% | NEW | New buy |
| 45 | DOCU | Docusign Inc | 0% | +864.58% | Add |
| 46 | META | Meta Platforms Inc-class A | 0% | +12.83% | Add |
| 47 | LLY | Eli Lilly & Co | 0% | +8.94% | Add |
| 48 | UNH | Unitedhealth Group Inc | 0% | +14.11% | Add |
| 49 | XLV | Ss Health Care Select Sector | 0% | +10.06% | Add |
| 50 | PEP | Pepsico Inc | 0% | +27.18% | Add |
According to official SEC Form 13F filings, Rise Advisors, LLC reported a total U.S. public equity portfolio value of $354.7M 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 199 total portfolio adjustments, initiating 31 new buys, adding to 82 positions, trimming 66 holdings, and fully liquidating 20 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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