Rise Advisors, LLC

CIK Number: 0001831316

226.31M
Market Value
1,086
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VTV Vanguard Value ...
176.23
+0.72% 173.02K +6.56% 29.29M 138.28 14.09%
2 VUG Vanguard Growth...
433.78
+0.82% 69.91K +3.82% 28.69M 294.34 13.80%
3 DFCF Dimensional Cor...
42.17
+0.30% 583.9K +10.73% 24.1M 44.62 11.59%
4 JMBS Janus Henderson...
45.06
+0.37% 292.3K -3% 12.91M 45.73 6.21%
5 VNLA Janus Henderson...
49.18
+0.09% 198K -13.5% 9.68M 48.96 4.66%
6 DFAT Dimensional U.S...
53.88
+1.69% 158.03K -0.56% 8.8M 47.27 4.23%
7 XLF Financial Selec...
51.80
+0.75% 108.9K -5.38% 5.26M 35.85 2.53%
8 XLI Industrial Sele...
145.42
+1.14% 36.37K -0.96% 4.79M 106.89 2.30%
9 XSOE WisdomTree Emer...
34.41
+0.54% 122.86K -6.62% 3.74M 34.03 1.80%
10 PYPL PayPal Holdings...
73.22
+0.20% 39.73K -17.74% 3.39M 103.57 1.63%
11 NVDA NVIDIA Corporat...
155.10
+0.51% 22.54K -6.61% 3.03M 55.34 1.46%
12 MSFT Microsoft Corpo...
497.50
+1.06% 5.19K -0.44% 2.19M 400.37 1.05%
13 AMZN Amazon.com, Inc...
217.26
+2.49% 9.54K +0.02% 2.09M 168.13 1.01%
14 BRK-B Berkshire Hatha...
485.71
-0.1% 3.88K +0.23% 1.76M 327.62 0.85%
15 JPST JPMorgan Ultra-...
50.65
+0.07% 31.72K +18.22% 1.6M 50.25 0.77%
16 GOOG Alphabet Inc.
174.38
+1.69% 8.12K -0.81% 1.55M 149.89 0.74%
17 DFAC Dimensional U.S...
35.55
+1.01% 32.48K +0.28% 1.12M 28.92 0.54%
18 QQQ Invesco QQQ Tru...
546.29
+0.95% 2.14K +0.56% 1.09M 320.68 0.53%
19 XOM Exxon Mobil Cor...
110.07
+1.57% 10.16K -0.26% 1.09M 88.86 0.53%
20 TMP Tompkins Financ...
63.43
+2.27% 15.8K -0.05% 1.07M 83.58 0.52%
21 AAPL Apple Inc.
201.21
-0.18% 4.25K -4.45% 1.07M 172.1 0.51%
22 TSLA Tesla, Inc.
326.14
-0.43% 2.6K -1.96% 1.05M 240.25 0.50%
23 JAAA Janus Henderson...
50.72
+0.12% 20.17K +2.13% 1.02M 50.21 0.49%
24 META Meta Platforms,...
726.45
+2.51% 1.36K -0.58% 798.55K 457.94 0.38%
25 JPM JPMorgan Chase ...
288.83
+1.68% 3.26K +2.29% 780.39K 176.6 0.38%
26 SPY SPDR S&P 500 ET...
611.96
+0.80% 1.29K +13.86% 755.75K 487.22 0.36%
27 PAYX Paychex, Inc.
141.10
+2.29% 4.9K -7.79% 687.46K 131.31 0.33%
28 COST Costco Wholesal...
983.03
-0.36% 742 -2.24% 680.24K 576.76 0.33%
29 FLOT iShares Floatin...
50.99
+0.04% 12.67K -2.67% 644.6K 50.62 0.31%
30 FBND Fidelity Total ...
45.88
+0.34% 13.98K +1.01% 627.39K 50.51 0.30%
31 CSCO Cisco Systems, ...
68.97
+1.15% 9.91K -3.88% 586.75K 51.91 0.28%
32 IJH iShares Core S&...
61.88
+1.38% 9.06K -8.87% 564.35K 56.51 0.27%
33 DFAX Dimensional Wor...
29.14
+1.13% 22.56K +0.93% 560.87K 25.84 0.27%
34 ETN Eaton Corporati...
348.68
+1.85% 1.67K -4.08% 553.43K 215.73 0.27%
35 AVGO Broadcom Inc.
270.21
+2.10% 2.33K +2.95% 541.23K 129.01 0.26%
36 BAC Bank of America...
47.51
+1.40% 12.23K -0.42% 537.62K 40.23 0.26%
37 MCD McDonald's Corp...
285.78
+0.08% 1.83K -9.59% 530.25K 270.7 0.26%
38 CAT Caterpillar Inc...
382.01
+2.81% 1.44K -3.56% 520.69K 262.82 0.25%
39 MA Mastercard Inco...
546.24
-0.63% 974 -0.92% 512.98K 412.6 0.25%
40 LLY Eli Lilly and C...
795.71
+0.43% 660 +1.07% 509.89K 557.92 0.25%
41 BA The Boeing Comp...
202.60
+1.86% 2.83K +0.11% 501.62K 197.09 0.24%
42 BX Blackstone Inc.
148.20
+3.22% 2.81K -7.37% 485.21K 104.44 0.23%
43 CMG Chipotle Mexica...
54.24
-1.62% 7.87K -1.34% 474.44K 37.24 0.23%
44 SO The Southern Co...
90.25
-0.16% 5.73K -0.73% 471.73K 70.67 0.23%
45 VIG Vanguard Divide...
203.59
+0.62% 2.35K +0.86% 460.99K 171.65 0.22%
46 MRK Merck & Co., In...
78.92
-0.94% 4.61K -9.63% 458.45K 103.56 0.22%
47 KO The Coca-Cola C...
69.48
-0.21% 7.31K -5.87% 454.9K 60.78 0.22%
48 JNJ Johnson & Johns...
152.17
-0.07% 3.1K -1.15% 447.98K 162.44 0.22%
49 USB U.S. Bancorp
45.64
+1.83% 9.15K -1.44% 437.5K 37.53 0.21%
50 HD The Home Depot,...
363.71
+0.51% 1.09K -12.27% 425.61K 386.48 0.20%
51 IWM iShares Russell...
215.50
+1.67% 1.92K -3.47% 423.98K 215.35 0.20%
52 GS The Goldman Sac...
687.95
+2.70% 684 -2.01% 391.64K 359.24 0.19%
53 FTEC Fidelity MSCI I...
195.38
+0.86% 2.1K -30.67% 389.21K 132.74 0.19%
54 MDY SPDR S&P MIDCAP...
565.37
+1.38% 681 +6.57% 388.09K 512.07 0.19%
55 WM Waste Managemen...
226.77
-0.79% 1.92K -5.84% 387.43K 173.61 0.19%
56 IBM International B...
292.32
+0.43% 1.74K -1.8% 382.89K 152.81 0.18%
57 PKG Packaging Corpo...
187.87
+0.55% 1.7K -3.9% 382.55K 151.52 0.18%
58 PRU Prudential Fina...
106.81
+1.23% 3.12K -5.49% 369.23K 100.39 0.18%
59 PSA Public Storage
288.84
-0.21% 1.17K -8.63% 348.8K 289.47 0.17%
60 WMT Walmart Inc.
96.16
-1.13% 3.81K -4.55% 344.72K 55.21 0.17%
61 AGG iShares Core U....
99.08
+0.28% 3.34K -6.91% 323.67K 108.41 0.16%
62 UNH UnitedHealth Gr...
302.52
+0.17% 638 -0.16% 322.92K 499.09 0.16%
63 XLV Health Care Sel...
134.22
+0.24% 2.29K +46.26% 314.55K 142.78 0.15%
64 LNT Alliant Energy ...
60.30
+0.36% 5.27K -4.59% 311.93K 52.37 0.15%
65 V Visa Inc.
346.26
+0.29% 956 +0.84% 302.23K 261.33 0.15%
66 NFLX Netflix, Inc.
1306.80
+2.47% 337 -2.88% 300.38K 586.24 0.14%
67 ED Consolidated Ed...
98.46
+0.42% 3.25K -4.61% 290.03K 90.93 0.14%
68 VIGI Vanguard Intern...
89.36
+1.32% 3.54K +0.34% 282.75K 84.85 0.14%
69 PG The Procter & G...
158.66
-0.19% 1.66K -22.41% 277.54K 155.4 0.13%
70 RTX RTX Corporation
142.71
+0.94% 2.33K -0.21% 269.98K 93.06 0.13%
71 CRM Salesforce, Inc...
270.60
+1.06% 794 -3.87% 265.58K 265.32 0.13%
72 ZBH Zimmer Biomet H...
91.83
-1.03% 2.51K +0.24% 264.69K 123.99 0.13%
73 VST Vistra Corp.
190.44
+2.21% 1.85K -0.64% 255.7K 55.68 0.12%
74 ORCL Oracle Corporat...
213.02
+1.09% 1.49K +1.50% 247.51K 108.24 0.12%
75 DFUV Dimensional US ...
42.08
+0.97% 5.75K +0.42% 235.44K 31.8 0.11%
76 NOW ServiceNow, Inc...
1012.00
+0.68% 221 +0.45% 234.29K 726.37 0.11%
77 WFC Wells Fargo & C...
79.98
+1.15% 3.32K +0.51% 233.18K 53.15 0.11%
78 ABBV AbbVie Inc.
186.97
+0.85% 1.29K +1.66% 228.81K 170.19 0.11%
79 CVX Chevron Corpora...
144.42
+0.83% 1.58K +1.48% 228.34K 148.69 0.11%
80 IDXX IDEXX Laborator...
528.30
-0.39% 543 -3.89% 224.5K 570.05 0.11%
81 CB Chubb Limited
283.91
+0.39% 804 +0.37% 222.09K 215.69 0.11%
82 MS Morgan Stanley
139.78
+1.50% 1.74K -2.68% 219.26K 94.17 0.11%
83 DVY iShares Select ...
131.96
+0.98% 1.6K -4.2% 209.73K 122.43 0.10%
84 DIS The Walt Disney...
121.64
+1.86% 1.85K 0.00% 206.34K 121.31 0.10%
85 IXUS iShares Core MS...
76.83
+1.05% 3.07K -35.16% 203.17K 70.48 0.10%
86 LYB LyondellBasell ...
58.28
+1.39% 2.73K -4.41% 202.9K 92.88 0.10%
87 STZ Constellation B...
161.30
-0.14% 906 -11.95% 200.23K 248.76 0.10%
88 IVV iShares Core S&...
614.96
+0.82% 333 -6.46% 195.96K 479.43 0.09%
89 VTI Vanguard Total ...
302.04
+0.90% 671 +0.60% 194.48K 242.73 0.09%
90 KHC The Kraft Heinz...
25.79
+0.21% 6.18K -4.85% 189.71K 32.28 0.09%
91 MU Micron Technolo...
126.01
-0.97% 2.25K -0.57% 189.62K 85.47 0.09%
92 ISRG Intuitive Surgi...
534.45
+2.46% 358 +0.85% 186.86K 367.54 0.09%
93 PEP PepsiCo, Inc.
128.20
+0.14% 1.23K +10.16% 186.32K 168.58 0.09%
94 IEFA iShares Core MS...
82.55
+1.22% 2.48K -15.46% 174.42K 74.64 0.08%
95 VO Vanguard Mid Ca...
277.93
+0.78% 658 -0.45% 173.83K 253.37 0.08%
96 TDIV First Trust NAS...
89.20
+0.29% 2.2K +0.55% 172.63K 62.81 0.08%
97 ADBE Adobe Inc.
385.00
-0.66% 383 +1.59% 170.31K 489.79 0.08%
98 LOW Lowe's Companie...
221.42
+0.33% 639 -3.18% 157.61K 253.74 0.08%
99 AFL Aflac Incorpora...
104.00
+1.48% 1.49K -6.05% 154.26K 62.69 0.07%
100 AZN AstraZeneca PLC
70.07
+0.56% 2.32K 0.00% 151.74K 61.38 0.07%
101 GD General Dynamic...
291.49
+1.95% 576 -8.13% 151.64K 240.59 0.07%
102 QCOM QUALCOMM Incorp...
158.18
+1.44% 982 -0.61% 150.93K 155.97 0.07%
103 TGT Target Corporat...
97.57
+0.90% 1.11K -9.74% 150.27K 202.65 0.07%
104 ICE Intercontinenta...
180.94
+0.23% 993 +0.30% 147.98K 118.67 0.07%
105 UNP Union Pacific C...
229.69
+1.27% 645 -10.29% 147.16K 230.47 0.07%
106 IJS iShares S&P Sma...
99.62
+1.53% 1.35K -14.16% 146.85K 102.66 0.07%
107 DSI iShares MSCI KL...
115.03
+0.73% 1.32K +0.30% 145.92K 92.5 0.07%
108 DOW Dow Inc.
27.30
+1.77% 3.59K -24.34% 144K 58.29 0.07%
109 VGT Vanguard Inform...
656.89
+0.75% 230 +1.32% 142.98K 459.37 0.07%
110 CTSH Cognizant Techn...
77.61
+0.82% 1.85K +0.38% 142.19K 68.31 0.07%
111 UPS United Parcel S...
100.72
+1.36% 1.1K -22.34% 138.94K 170.82 0.07%
112 SBUX Starbucks Corpo...
91.88
+0.85% 1.52K +1.00% 138.57K 97.14 0.07%
113 INTU Intuit Inc.
773.08
+2.01% 219 -2.67% 137.76K 594.07 0.07%
114 SHOP Shopify Inc.
113.17
-0.63% 1.29K -16.78% 137.59K 71.15 0.07%
115 AXP American Expres...
311.66
+0.99% 462 -2.33% 137.02K 212.61 0.07%
116 PANW Palo Alto Netwo...
202.23
-1.01% 749 +88.67% 136.29K 142.21 0.07%
117 RDIV Invesco S&P Ult...
47.62
+1.42% 2.77K -3.08% 133.81K 42.17 0.06%
118 GM General Motors ...
49.16
+2.15% 2.5K +0.20% 133.2K 54.43 0.06%
119 AMGN Amgen Inc.
279.05
-0.47% 511 -17.05% 133.11K 283.17 0.06%
120 T AT&T Inc.
28.04
+0.41% 5.74K -0.4% 130.63K 18.06 0.06%
121 TMO Thermo Fisher S...
411.91
+0.31% 251 -1.95% 130.35K 552.36 0.06%
122 ABT Abbott Laborato...
133.70
-2.69% 1.15K -8.07% 130.16K 111.42 0.06%
123 LIN Linde plc
464.83
+1.01% 310 +29.17% 129.77K 453.22 0.06%
124 TJX The TJX Compani...
122.30
-0.15% 1.07K +0.66% 129.49K 96.76 0.06%
125 GE General Electri...
251.50
+0.64% 775 -2.15% 129.32K 113.27 0.06%
126 FELV Fidelity Coving...
31.55
+0.70% 3.99K +0.45% 121.65K 29.09 0.06%
127 IYR iShares U.S. Re...
93.99
-0.09% 1.3K +0.85% 120.97K 113.86 0.06%
128 FICO Fair Isaac Corp...
1818.09
-3.98% 59 0.00% 117.47K 940.81 0.06%
129 CARR Carrier Global ...
72.59
+0.23% 1.71K +0.18% 116.38K 60.34 0.06%
130 PGR The Progressive...
261.70
+0.78% 485 +0.21% 116.11K 185.25 0.06%
131 ACN Accenture plc
296.02
+0.48% 327 -0.3% 115.02K 337.72 0.06%
132 BMY Bristol-Myers S...
46.69
+0.01% 2.02K -6.25% 114.53K 54.39 0.06%
133 PNC The PNC Financi...
185.72
+1.76% 575 +0.88% 110.81K 177.87 0.05%
134 VZ Verizon Communi...
42.13
+0.01% 2.72K -10.63% 108.6K 41.98 0.05%
135 LAMR Lamar Advertisi...
121.23
+1.65% 886 +1.37% 107.86K 117.46 0.05%
136 AMD Advanced Micro ...
143.75
+0.25% 865 -2.92% 104.48K 180.35 0.05%
137 WPC W. P. Carey Inc...
62.99
+0.55% 1.89K +0.59% 102.69K 72.57 0.05%
138 SYK Stryker Corpora...
390.56
-0.43% 278 +1.09% 100.25K 321.74 0.05%
139 IEMG iShares Core MS...
59.96
+0.69% 1.89K -3.28% 98.67K 59.47 0.05%
140 LULU Lululemon Athle...
231.57
+0.02% 258 +0.39% 98.66K 391.4 0.05%
141 CRWD CrowdStrike Hol...
505.58
+2.33% 285 -21.92% 97.52K 223.21 0.05%
142 GLW Corning Incorpo...
51.76
+0.72% 2.01K -3.64% 95.71K 33.69 0.05%
143 IDU iShares U.S. Ut...
103.96
+0.67% 980 +0.62% 94.33K 88.27 0.05%
144 CMCSA Comcast Corpora...
35.22
+1.08% 2.49K -3.67% 93.6K 42.75 0.04%
145 ZTS Zoetis Inc.
155.91
-0.84% 574 -11.56% 93.44K 179.1 0.04%
146 TXN Texas Instrumen...
206.37
+0.48% 480 +1.48% 90.05K 164.78 0.04%
147 FAST Fastenal Compan...
41.34
+0.54% 1.25K +0.73% 89.84K 67.2 0.04%
148 SPGI S&P Global Inc.
515.63
-1.09% 180 -2.17% 89.65K 424.41 0.04%
149 UBER Uber Technologi...
93.11
+2.43% 1.43K +1.42% 86.2K 66.86 0.04%
150 ANET Arista Networks...
101.72
+5.62% 775 +100.00% 85.66K 110.53 0.04%