Rise Advisors, LLC Portfolio Holdings
Q3 2025•1,525 long positions•$278.4M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding1,627 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $43.9M 15.78% | +$2.5M Bought | — 91.6K shares | 86.3K → 91.6K +$2.5M | +6.13% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $41.2M 14.79% | +$2.7M Bought | — 220.8K shares | 206.1K → 220.8K +$2.7M | +7.12% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $17.4M 6.26% | +$17.4M New | — 222.1K shares | 0 → 222.1K +$17.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $16.5M 5.91% | +$1.1M Bought | — 360.4K shares | 335.7K → 360.4K +$1.1M | +7.35% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $14.4M 5.18% | +$13.0M Bought | — 311.6K shares | 30.6K → 311.6K +$13.0M | +918.63% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.0M 5.03% | +$14.0M New | — 167.4K shares | 0 → 167.4K +$14.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $10.2M 3.66% | +$142.9K Bought | — 206.7K shares | 203.8K → 206.7K +$142.9K | +1.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.1M 3.25% | +$1.4M Bought | — 349.8K shares | 297.5K → 349.8K +$1.4M | +17.58% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.2M 2.23% | +$328.6K Bought | — 115.3K shares | 109.2K → 115.3K +$328.6K | +5.58% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.1M 2.19% | +$328.8K Bought | — 39.6K shares | 37.5K → 39.6K +$328.8K | +5.69% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $4.8M 1.72% | -$18.1K Sold | 0.0% 25.7K shares | 25.8K → 25.7K −$18.1K | -0.38% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $4.7M 1.7% | +$220.6K Bought | 0.0% 9.2K shares | 8.7K → 9.2K +$220.6K | +4.88% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $4.2M 1.52% | -$220.0K Sold | 0.0% 16.7K shares | 17.5K → 16.7K −$220.0K | -4.93% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $4.1M 1.47% | +$78.9K Bought | 0.0% 8.1K shares | 8.0K → 8.1K +$78.9K | +1.97% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.0M 1.42% | +$296.2K Bought | — 44.3K shares | 40.9K → 44.3K +$296.2K | +8.1% | — — | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $2.6M 0.921% | +$200.9K Bought | 0.0% 11.7K shares | 10.8K → 11.7K +$200.9K | +8.5% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $2.2M 0.778% | +$110.6K Bought | 0.0% 8.9K shares | 8.4K → 8.9K +$110.6K | +5.38% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.5M 0.529% | -$603.1K Sold | — 29.0K shares | 40.9K → 29.0K −$603.1K | -29.06% | — — | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.3M 0.471% | +$28.9K Bought | 0.0% 2.9K shares | 2.9K → 2.9K +$28.9K | +2.26% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.3M 0.454% | +$3.5K Bought | — 32.7K shares | 32.7K → 32.7K +$3.5K | +0.28% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.3M 0.453% | -$19.3K Sold | — 1.9K shares | 1.9K → 1.9K −$19.3K | -1.51% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $1.2M 0.439% | +$65.3K Bought | 0.0% 1.7K shares | 1.6K → 1.7K +$65.3K | +5.65% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $1.2M 0.431% | +$45.4K Bought | 0.0% 3.8K shares | 3.7K → 3.8K +$45.4K | +3.93% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $1.2M 0.431% | +$24.2K Bought | 0.0% 10.6K shares | 10.4K → 10.6K +$24.2K | +2.06% | $480.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.1M 0.395% | +$42.2K Bought | 0.0% 3.3K shares | 3.2K → 3.3K +$42.2K | +4.0% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Regional Financial Services | $1.1M 0.383% | -$1.2K Sold | 0.112% 16.1K shares | 16.1K → 16.1K −$1.2K | -0.11% | $955.5M Small Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $837.6K 0.301% | +$32.1K Bought | 0.0% 4.5K shares | 4.3K → 4.5K +$32.1K | +3.98% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $834.7K 0.3% | -$23.5K Sold | — 16.4K shares | 16.9K → 16.4K −$23.5K | -2.74% | — — | Q4 2021 Held for 3y 11m | |
Communication Equipment Technology | $759.2K 0.273% | -$6.1K Sold | 0.0% 11.1K shares | 11.2K → 11.1K −$6.1K | -0.8% | $270.48B Mega Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $726.1K 0.261% | +$926.2 Bought | 0.0% 784.0 shares | 783.0 → 784.0 +$926.2 | +0.13% | $410.27B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $723.0K 0.26% | +$4.3K Bought | — 23.0K shares | 22.9K → 23.0K +$4.3K | +0.59% | — — | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $653.7K 0.235% | +$35.6K Bought | 0.0% 3.0K shares | 2.9K → 3.0K +$35.6K | +5.76% | $163.20B Large Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $649.7K 0.233% | +$28.8K Bought | 0.0% 12.6K shares | 12.0K → 12.6K +$28.8K | +4.65% | $382.12B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $645.8K 0.232% | +$110.3K Bought | — 2.7K shares | 2.2K → 2.7K +$110.3K | +20.61% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $617.0K 0.222% | +$112.7K Bought | — 1.0K shares | 846.0 → 1.0K +$112.7K | +22.34% | — — | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $614.5K 0.221% | +$41.0K Bought | 0.0% 1.1K shares | 1.0K → 1.1K +$41.0K | +7.14% | $514.21B Mega Cap | Q4 2021 Held for 3y 11m | |
Agricultural - Machinery Industrials | $614.3K 0.221% | +$3.3K Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$3.3K | +0.55% | $223.53B Mega Cap | Q4 2021 Held for 3y 11m | |
Restaurants Consumer Cyclical | $611.7K 0.22% | +$14.3K Bought | 0.0% 2.0K shares | 2.0K → 2.0K +$14.3K | +2.39% | $216.86B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $610.1K 0.219% | +$6.9K Bought | — 11.9K shares | 11.8K → 11.9K +$6.9K | +1.14% | — — | Q4 2021 Held for 3y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $603.8K 0.217% | -$7.0K Sold | 0.0% 9.1K shares | 9.2K → 9.1K −$7.0K | -1.15% | $285.42B Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $601.2K 0.216% | +$2.6K Bought | — 2.8K shares | 2.8K → 2.8K +$2.6K | +0.43% | — — | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $578.4K 0.208% | +$52.0K Bought | 0.0% 1.5K shares | 1.4K → 1.5K +$52.0K | +9.88% | $145.70B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $578.3K 0.208% | +$19.8K Bought | 0.0% 758.0 shares | 732.0 → 758.0 +$19.8K | +3.55% | $684.00B Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $573.1K 0.206% | +$100.7K Bought | 0.0% 2.0K shares | 1.7K → 2.0K +$100.7K | +21.31% | $801.76B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Capital Markets Financial Services | $550.9K 0.198% | +$28.7K Bought | 0.0% 692.0 shares | 656.0 → 692.0 +$28.7K | +5.49% | $241.07B Mega Cap | Q4 2021 Held for 3y 11m | |
Information Technology Services Technology | $529.1K 0.19% | +$4.0K Bought | 0.0% 1.9K shares | 1.9K → 1.9K +$4.0K | +0.75% | $262.84B Mega Cap | Q4 2021 Held for 3y 11m | |
Staffing & Employment Services Industrials | $511.7K 0.184% | -$26.7K Sold | 0.001% 4.0K shares | 4.2K → 4.0K −$26.7K | -4.97% | $45.6B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $495.4K 0.178% | +$114.8K Bought | — 7.4K shares | 5.7K → 7.4K +$114.8K | +30.16% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $484.0K 0.174% | -$118.3K Sold | — 806.0 shares | 1.0K → 806.0 −$118.3K | -19.64% | — — | Q4 2021 Held for 3y 11m | |
Home Improvement Consumer Cyclical | $471.6K 0.169% | +$19.9K Bought | 0.0% 1.2K shares | 1.1K → 1.2K +$19.9K | +4.39% | $403.32B Mega Cap | Q4 2021 Held for 3y 11m |
