Rise Advisors, LLC
CIK Number: 0001831316
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ... | 182.50 | -0.35% | 198K | +14.44% | 34.2M | 142.63 | 15.11% | Share |
| 2 | VUG | Vanguard Growth... | 462.61 | -0.3% | 82.86K | +18.52% | 30.72M | 306.29 | 13.58% | Share |
| 3 | DFCF | Dimensional Cor... | 42.83 | +0.45% | 619.16K | +6.04% | 26.04M | 44.47 | 11.51% | Share |
| 4 | JMBS | Janus Henderson... | 45.55 | +0.52% | 317.89K | +8.75% | 14.37M | 45.69 | 6.35% | Share |
| 5 | DFAT | Dimensional U.S... | 59.31 | +0.27% | 224.22K | +41.88% | 11.54M | 48.52 | 5.10% | Share |
| 6 | VNLA | Janus Henderson... | 49.17 | +0.11% | 202.72K | +2.39% | 9.96M | 48.97 | 4.40% | Share |
| 7 | XLF | Financial Selec... | 53.09 | -1.79% | 106.83K | -1.9% | 5.32M | 35.85 | 2.35% | Share |
| 8 | XLI | Industrial Sele... | 150.93 | -0.37% | 36.12K | -0.67% | 4.73M | 106.89 | 2.09% | Share |
| 9 | BUFZ | FT Cboe Vest La... | 25.61 | -0.06% | 175.27K | +100.00% | 4.12M | 23.5 | 1.82% | Share |
| 10 | XLE | Energy Select S... | 87.35 | -1.94% | 39.11K | +16.69K% | 3.65M | 93.26 | 1.61% | Share |
| 11 | BRK-B | Berkshire Hatha... | 499.86 | -1.39% | 6.72K | +73.23% | 3.58M | 414.27 | 1.58% | Share |
| 12 | AAPL | Apple Inc. | 239.69 | -0.04% | 16.04K | +277.01% | 3.56M | 208.86 | 1.57% | Share |
| 13 | MSFT | Microsoft Corpo... | 495.00 | -2.55% | 8.61K | +65.93% | 3.23M | 390.45 | 1.43% | Share |
| 14 | NVDA | NVIDIA Corporat... | 167.02 | -2.7% | 25.88K | +14.85% | 2.81M | 62.19 | 1.24% | Share |
| 15 | AMZN | Amazon.com, Inc... | 232.33 | -1.42% | 10.92K | +14.51% | 2.08M | 170.93 | 0.92% | Share |
| 16 | JPST | JPMorgan Ultra-... | 50.64 | +0.08% | 38.04K | +19.94% | 1.93M | 50.32 | 0.85% | Share |
| 17 | GOOG | Alphabet Inc. | 235.17 | +1.08% | 8.43K | +3.73% | 1.32M | 150.12 | 0.58% | Share |
| 18 | XOM | Exxon Mobil Cor... | 109.25 | -2.81% | 10.54K | +3.73% | 1.25M | 89.94 | 0.55% | Share |
| 19 | DFAC | Dimensional U.S... | 37.91 | -0.3% | 32.56K | +0.25% | 1.07M | 28.93 | 0.47% | Share |
| 20 | TMP | Tompkins Financ... | 69.97 | -1.27% | 16.13K | +2.04% | 1.02M | 83.17 | 0.45% | Share |
| 21 | SPY | SPDR S&P 500 ET... | 647.21 | -0.29% | 1.72K | +33.49% | 963.07K | 505.33 | 0.43% | Share |
| 22 | META | Meta Platforms,... | 752.45 | +0.51% | 1.54K | +12.83% | 886.94K | 471.4 | 0.39% | Share |
| 23 | JPM | JPMorgan Chase ... | 294.56 | -3.05% | 3.45K | +5.99% | 846.64K | 180.48 | 0.37% | Share |
| 24 | JAAA | Janus Henderson... | 50.62 | -0.01% | 16.67K | -17.38% | 845.19K | 50.21 | 0.37% | Share |
| 25 | TSLA | Tesla, Inc. | 350.84 | +3.64% | 2.93K | +12.78% | 759.36K | 242.4 | 0.34% | Share |
| 26 | JNJ | Johnson & Johns... | 178.39 | -0.21% | 4.46K | +44.13% | 740.48K | 163.48 | 0.33% | Share |
| 27 | COST | Costco Wholesal... | 963.48 | +0.79% | 781 | +5.26% | 738.79K | 595.19 | 0.33% | Share |
| 28 | PAYX | Paychex, Inc. | 135.44 | -1.37% | 4.53K | -7.63% | 698.8K | 131.31 | 0.31% | Share |
| 29 | CSCO | Cisco Systems, ... | 66.90 | -1.6% | 11.1K | +11.99% | 684.95K | 52.96 | 0.30% | Share |
| 30 | KO | The Coca-Cola C... | 67.98 | -0.39% | 9.29K | +27.21% | 665.61K | 63.1 | 0.29% | Share |
| 31 | MCD | McDonald's Corp... | 314.46 | -0.8% | 2.07K | +13.12% | 646.25K | 275.53 | 0.29% | Share |
| 32 | FBND | Fidelity Total ... | 46.31 | +0.44% | 13.86K | -0.84% | 632.91K | 50.51 | 0.28% | Share |
| 33 | FLOT | iShares Floatin... | 50.88 | -0.01% | 12.22K | -3.5% | 624.11K | 50.62 | 0.28% | Share |
| 34 | LLY | Eli Lilly and C... | 726.85 | -2.16% | 719 | +8.94% | 593.97K | 579.91 | 0.26% | Share |
| 35 | DFAX | Dimensional Wor... | 30.80 | +0.79% | 22.62K | +0.26% | 592.62K | 25.84 | 0.26% | Share |
| 36 | MA | Mastercard Inco... | 584.12 | -1.93% | 1.03K | +5.54% | 563.74K | 419.72 | 0.25% | Share |
| 37 | VIG | Vanguard Divide... | 211.97 | +0.09% | 2.77K | +17.84% | 538.19K | 175.03 | 0.24% | Share |
| 38 | BAC | Bank of America... | 49.76 | -1.71% | 12.49K | +2.08% | 521.06K | 40.26 | 0.23% | Share |
| 39 | AVGO | Broadcom Inc. | 334.89 | +9.41% | 3.08K | +31.99% | 516.03K | 138.32 | 0.23% | Share |
| 40 | BA | The Boeing Comp... | 229.68 | -0.46% | 2.94K | +3.60% | 500.74K | 196.17 | 0.22% | Share |
| 41 | QQQ | Invesco QQQ Tru... | 576.06 | +0.14% | 1.01K | -52.59% | 476.03K | 320.68 | 0.21% | Share |
| 42 | SO | The Southern Co... | 91.79 | -0.09% | 5.07K | -11.47% | 466.45K | 70.67 | 0.21% | Share |
| 43 | V | Visa Inc. | 343.12 | -2.24% | 1.31K | +36.72% | 458.07K | 285.27 | 0.20% | Share |
| 44 | IBM | International B... | 248.64 | +0.59% | 1.83K | +5.17% | 455.54K | 157.52 | 0.20% | Share |
| 45 | CAT | Caterpillar Inc... | 423.12 | +0.69% | 1.33K | -7.04% | 440.1K | 262.82 | 0.19% | Share |
| 46 | BBY | Best Buy Co., I... | 76.16 | -1.16% | 5.7K | +1.89K% | 419.66K | 74.59 | 0.19% | Share |
| 47 | MDY | SPDR S&P MIDCAP... | 602.98 | +0.48% | 784 | +15.12% | 418.41K | 514.88 | 0.18% | Share |
| 48 | HD | The Home Depot,... | 419.00 | +1.78% | 1.14K | +4.11% | 417.46K | 385.69 | 0.18% | Share |
| 49 | ETN | Eaton Corporati... | 349.03 | +0.23% | 1.53K | -8.33% | 415.63K | 215.73 | 0.18% | Share |
| 50 | IWM | iShares Russell... | 237.73 | +0.48% | 2.05K | +6.72% | 408.53K | 214.35 | 0.18% | Share |
| 51 | PG | The Procter & G... | 160.06 | +0.55% | 2.35K | +41.69% | 399.55K | 159.82 | 0.18% | Share |
| 52 | BX | Blackstone Inc. | 169.98 | +0.05% | 2.85K | +1.31% | 398.52K | 104.9 | 0.18% | Share |
| 53 | IJH | iShares Core S&... | 66.05 | +0.49% | 6.82K | -24.74% | 397.74K | 56.51 | 0.18% | Share |
| 54 | CMG | Chipotle Mexica... | 41.06 | -0.85% | 7.92K | +0.64% | 397.56K | 37.33 | 0.18% | Share |
| 55 | WM | Waste Managemen... | 220.07 | -2.17% | 1.69K | -11.93% | 391.58K | 173.61 | 0.17% | Share |
| 56 | GS | The Goldman Sac... | 738.57 | -1.38% | 704 | +2.92% | 384.48K | 364.55 | 0.17% | Share |
| 57 | UNH | UnitedHealth Gr... | 315.40 | +1.62% | 728 | +14.11% | 381.23K | 502.14 | 0.17% | Share |
| 58 | WMT | Walmart Inc. | 100.52 | -0.41% | 4.24K | +11.11% | 372.15K | 58.47 | 0.16% | Share |
| 59 | XLV | Health Care Sel... | 137.91 | +0.35% | 2.52K | +10.06% | 367.35K | 143.07 | 0.16% | Share |
| 60 | MRK | Merck & Co., In... | 84.70 | +0.78% | 3.89K | -15.67% | 348.83K | 103.56 | 0.15% | Share |
| 61 | FTEC | Fidelity MSCI I... | 207.95 | +0.19% | 2.11K | +0.14% | 339.96K | 132.78 | 0.15% | Share |
| 62 | AMGN | Amgen Inc. | 283.64 | +1.26% | 1.09K | +113.11% | 339.15K | 298.23 | 0.15% | Share |
| 63 | NFLX | Netflix, Inc. | 1243.82 | -1.09% | 361 | +7.12% | 336.64K | 609.26 | 0.15% | Share |
| 64 | USB | U.S. Bancorp | 48.81 | -0.73% | 7.88K | -13.85% | 332.67K | 37.53 | 0.15% | Share |
| 65 | RTX | RTX Corporation | 157.55 | -0.71% | 2.36K | +1.20% | 312.74K | 93.53 | 0.14% | Share |
| 66 | PKG | Packaging Corpo... | 220.31 | +1.66% | 1.55K | -8.95% | 306.35K | 151.52 | 0.14% | Share |
| 67 | AGG | iShares Core U.... | 100.08 | +0.46% | 3.02K | -9.73% | 298.26K | 108.41 | 0.13% | Share |
| 68 | VIGI | Vanguard Intern... | 89.71 | +0.35% | 3.56K | +0.62% | 294.99K | 84.84 | 0.13% | Share |
| 69 | LNT | Alliant Energy ... | 64.62 | -0.15% | 4.52K | -14.35% | 290.65K | 52.37 | 0.13% | Share |
| 70 | ABBV | AbbVie Inc. | 212.53 | -0.22% | 1.38K | +7.38% | 289.87K | 172.89 | 0.13% | Share |
| 71 | CVX | Chevron Corpora... | 153.64 | -2.57% | 1.73K | +9.51% | 288.93K | 150.3 | 0.13% | Share |
| 72 | PSA | Public Storage | 297.83 | +1.92% | 963 | -17.34% | 288.17K | 289.47 | 0.13% | Share |
| 73 | ZBH | Zimmer Biomet H... | 105.69 | +0.89% | 2.5K | -0.44% | 282.41K | 123.99 | 0.12% | Share |
| 74 | PRU | Prudential Fina... | 105.69 | -2.89% | 2.52K | -19.13% | 281.27K | 100.39 | 0.12% | Share |
| 75 | ED | Consolidated Ed... | 98.01 | +0.21% | 2.43K | -25.32% | 268.35K | 90.93 | 0.12% | Share |
| 76 | CB | Chubb Limited | 277.23 | -0.95% | 841 | +4.60% | 253.82K | 219.49 | 0.11% | Share |
| 77 | WFC | Wells Fargo & C... | 78.97 | -3.5% | 3.37K | +1.57% | 242.07K | 53.44 | 0.11% | Share |
| 78 | ELV | Elevance Health... | 313.59 | +1.80% | 548 | +334.92% | 238.28K | 452.68 | 0.11% | Share |
| 79 | DFUV | Dimensional US ... | 44.26 | -0.34% | 5.78K | +0.40% | 238.06K | 31.84 | 0.11% | Share |
| 80 | PEP | PepsiCo, Inc. | 146.39 | -0.34% | 1.56K | +27.18% | 233.59K | 164.6 | 0.10% | Share |
| 81 | NSC | Norfolk Souther... | 277.74 | -0.72% | 969 | +617.78% | 229.6K | 238.92 | 0.10% | Share |
| 82 | IDXX | IDEXX Laborator... | 642.99 | +0.40% | 541 | -0.37% | 227.19K | 570.05 | 0.10% | Share |
| 83 | CRM | Salesforce, Inc... | 250.76 | +2.77% | 846 | +6.55% | 227.1K | 265.51 | 0.10% | Share |
| 84 | ORCL | Oracle Corporat... | 232.80 | +4.39% | 1.6K | +7.61% | 223.48K | 110.47 | 0.10% | Share |
| 85 | VGT | Vanguard Inform... | 698.85 | +0.19% | 396 | +72.17% | 215.03K | 494.16 | 0.10% | Share |
| 86 | IVV | iShares Core S&... | 650.45 | -0.27% | 371 | +11.41% | 208.48K | 487.87 | 0.09% | Share |
| 87 | DVY | iShares Select ... | 141.74 | -0.11% | 1.54K | -3.69% | 206.52K | 122.43 | 0.09% | Share |
| 88 | MU | Micron Technolo... | 131.37 | +5.76% | 2.37K | +5.33% | 206.17K | 85.54 | 0.09% | Share |
| 89 | MS | Morgan Stanley | 148.13 | -1.59% | 1.73K | -0.8% | 201.85K | 94.17 | 0.09% | Share |
| 90 | GOOGL | Alphabet Inc. | 235.00 | +1.16% | 1.24K | +217.35% | 192.32K | 147.59 | 0.09% | Share |
| 91 | ISRG | Intuitive Surgi... | 466.86 | +2.71% | 378 | +5.59% | 187.21K | 374.29 | 0.08% | Share |
| 92 | VTI | Vanguard Total ... | 319.56 | -0.18% | 666 | -0.75% | 183.16K | 242.73 | 0.08% | Share |
| 93 | DIS | The Walt Disney... | 117.95 | -0.72% | 1.83K | -1.4% | 180.3K | 121.31 | 0.08% | Share |
| 94 | ICE | Intercontinenta... | 174.25 | -0.15% | 1.04K | +4.33% | 178.7K | 120.91 | 0.08% | Share |
| 95 | GE | GE Aerospace | 279.38 | -1.02% | 876 | +13.03% | 175.42K | 123.29 | 0.08% | Share |
| 96 | T | AT&T Inc. | 29.61 | +0.08% | 6.18K | +7.67% | 174.69K | 18.79 | 0.08% | Share |
| 97 | AFL | Aflac Incorpora... | 106.90 | -1.52% | 1.54K | +3.62% | 171.82K | 64.39 | 0.08% | Share |
| 98 | VO | Vanguard Mid Ca... | 289.39 | -0.11% | 661 | +0.46% | 170.97K | 253.39 | 0.08% | Share |
| 99 | ABT | Abbott Laborato... | 132.94 | +0.10% | 1.27K | +10.77% | 169.11K | 113.48 | 0.07% | Share |
| 100 | STZ | Constellation B... | 148.48 | +1.78% | 911 | +0.55% | 167.23K | 248.41 | 0.07% | Share |
| 101 | NOW | ServiceNow, Inc... | 914.04 | +1.72% | 208 | -5.88% | 165.6K | 726.37 | 0.07% | Share |
| 102 | GD | General Dynamic... | 322.86 | +0.13% | 607 | +5.38% | 165.38K | 242.22 | 0.07% | Share |
| 103 | QCOM | QUALCOMM Incorp... | 159.84 | +0.08% | 1.05K | +6.72% | 161.01K | 155.82 | 0.07% | Share |
| 104 | ADBE | Adobe Inc. | 348.97 | +1.35% | 410 | +7.05% | 157.25K | 482.79 | 0.07% | Share |
| 105 | LIN | Linde plc | 469.52 | -0.61% | 335 | +8.06% | 155.86K | 454.15 | 0.07% | Share |
| 106 | BMY | Bristol-Myers S... | 47.13 | +0.95% | 2.52K | +24.59% | 153.88K | 55.69 | 0.07% | Share |
| 107 | TDIV | First Trust NAS... | 93.37 | +1.70% | 2.09K | -5.18% | 153.53K | 62.81 | 0.07% | Share |
| 108 | LOW | Lowe's Companie... | 270.00 | +2.05% | 654 | +2.35% | 152.64K | 253.27 | 0.07% | Share |
| 109 | SBUX | Starbucks Corpo... | 85.43 | -1.82% | 1.54K | +1.32% | 150.96K | 97.16 | 0.07% | Share |
| 110 | RDIV | Invesco S&P Ult... | 52.38 | -0.46% | 3.08K | +11.25% | 150.63K | 42.85 | 0.07% | Share |
| 111 | UNP | Union Pacific C... | 220.09 | -1.33% | 635 | -1.55% | 150.01K | 230.47 | 0.07% | Share |
| 112 | INTU | Intuit Inc. | 672.82 | +0.68% | 244 | +11.42% | 149.54K | 596.11 | 0.07% | Share |
| 113 | PGR | The Progressive... | 243.87 | -2.06% | 521 | +7.42% | 147.41K | 192 | 0.07% | Share |
| 114 | PLTR | Palantir Techno... | 153.09 | -1.95% | 1.72K | +1.1K% | 145.42K | 79.09 | 0.06% | Share |
| 115 | VST | Vistra Corp. | 188.02 | -0.9% | 1.23K | -33.8% | 144.19K | 55.68 | 0.06% | Share |
| 116 | NEE | NextEra Energy,... | 70.89 | +0.03% | 1.98K | +178.65% | 140.63K | 67.52 | 0.06% | Share |
| 117 | PANW | Palo Alto Netwo... | 194.46 | +1.10% | 799 | +6.68% | 136.34K | 143.99 | 0.06% | Share |
| 118 | DSI | iShares MSCI KL... | 121.20 | -0.44% | 1.33K | +0.23% | 135.91K | 92.53 | 0.06% | Share |
| 119 | TJX | The TJX Compani... | 139.20 | -1.29% | 1.11K | +3.73% | 135.46K | 97.66 | 0.06% | Share |
| 120 | IJS | iShares S&P Sma... | 111.20 | +0.65% | 1.36K | +0.37% | 132.28K | 102.64 | 0.06% | Share |
| 121 | VZ | Verizon Communi... | 44.38 | +0.45% | 2.9K | +6.77% | 131.57K | 42.2 | 0.06% | Share |
| 122 | TROW | T. Rowe Price G... | 108.16 | -3.01% | 1.4K | +704.60% | 128.58K | 95.37 | 0.06% | Share |
| 123 | TMO | Thermo Fisher S... | 492.57 | +0.63% | 255 | +1.59% | 126.73K | 551.5 | 0.06% | Share |
| 124 | UPS | United Parcel S... | 85.04 | +0.66% | 1.14K | +3.09% | 124.98K | 169 | 0.06% | Share |
| 125 | IYR | iShares U.S. Re... | 97.75 | +1.08% | 1.3K | +0.38% | 124.93K | 113.79 | 0.06% | Share |
| 126 | SHOP | Shopify Inc. | 146.82 | +1.15% | 1.31K | +0.93% | 124.7K | 71.38 | 0.06% | Share |
| 127 | FELV | Fidelity Coving... | 33.12 | -0.36% | 4.01K | +0.48% | 123.29K | 29.1 | 0.05% | Share |
| 128 | TGT | Target Corporat... | 93.19 | +0.52% | 1.18K | +6.03% | 123.06K | 197.06 | 0.05% | Share |
| 129 | MDT | Medtronic plc | 92.89 | +0.04% | 1.34K | +93.38% | 120.8K | 88.02 | 0.05% | Share |
| 130 | AZN | AstraZeneca PLC | 81.70 | -0.1% | 1.63K | -29.49% | 120.03K | 61.38 | 0.05% | Share |
| 131 | UBER | Uber Technologi... | 90.98 | -1.09% | 1.64K | +14.42% | 119.13K | 67.62 | 0.05% | Share |
| 132 | AMT | American Tower ... | 198.32 | +1.66% | 539 | +108.11% | 117.36K | 205.84 | 0.05% | Share |
| 133 | ACN | Accenture plc | 254.97 | +0.80% | 370 | +13.15% | 115.51K | 334.73 | 0.05% | Share |
| 134 | IDU | iShares U.S. Ut... | 106.46 | -0.46% | 1.13K | +15.61% | 114.9K | 90.05 | 0.05% | Share |
| 135 | VYM | Vanguard High D... | 139.56 | +0.19% | 881 | +112.80% | 113.64K | 121.04 | 0.05% | Share |
| 136 | KMI | Kinder Morgan, ... | 26.59 | -0.43% | 3.91K | +53.87% | 111.65K | 22.29 | 0.05% | Share |
| 137 | FICO | Fair Isaac Corp... | 1533.53 | +0.96% | 60 | +1.69% | 110.65K | 955.87 | 0.05% | Share |
| 138 | SYK | Stryker Corpora... | 392.22 | -0.54% | 295 | +6.12% | 109.83K | 324.65 | 0.05% | Share |
| 139 | GM | General Motors ... | 58.28 | +0.23% | 2.29K | -8.4% | 107.69K | 54.43 | 0.05% | Share |
| 140 | WPC | W. P. Carey Inc... | 68.11 | +1.82% | 1.7K | -9.92% | 107.19K | 72.57 | 0.05% | Share |
| 141 | LYB | LyondellBasell ... | 55.08 | +1.44% | 1.52K | -44.36% | 106.98K | 92.88 | 0.05% | Share |
| 142 | AMD | Advanced Micro ... | 151.14 | -6.58% | 1.01K | +16.76% | 103.77K | 169.21 | 0.05% | Share |
| 143 | CARR | Carrier Global ... | 65.54 | +3.15% | 1.63K | -4.63% | 103.08K | 60.34 | 0.05% | Share |
| 144 | PNC | The PNC Financi... | 204.48 | -1.39% | 562 | -2.26% | 98.82K | 177.87 | 0.04% | Share |
| 145 | ZTS | Zoetis Inc. | 153.26 | +0.04% | 591 | +2.96% | 97.28K | 178.69 | 0.04% | Share |
| 146 | EOG | EOG Resources, ... | 117.93 | -3.02% | 757 | +68.60% | 97.04K | 120.43 | 0.04% | Share |
| 147 | CRWD | CrowdStrike Hol... | 417.63 | +1.25% | 275 | -3.51% | 96.96K | 223.21 | 0.04% | Share |
| 148 | FAST | Fastenal Compan... | 47.99 | -4.54% | 1.24K | -0.72% | 96.17K | 67.2 | 0.04% | Share |
| 149 | SPGI | S&P Global Inc. | 537.95 | -0.43% | 188 | +4.44% | 95.71K | 427.97 | 0.04% | Share |
| 150 | CMCSA | Comcast Corpora... | 33.91 | -0.12% | 2.56K | +2.49% | 94.31K | 42.6 | 0.04% | Share |