Rise-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NFBK",
  "NWE",
  "AKRO",
  "MMSI",
  "NUVL",
  "AXSM",
  "INDI",
  "ENVX",
  "PINS",
  "RGEN",
  "FIBK",
  "SPSC",
  "ALKS",
  "INSM",
  "TREX",
  "JOBY",
  "KRYS",
  "ARES",
  "HLNE",
  "APPF",
  "RVMD",
  "ITRI",
  "PIPR",
  "AX",
  "FLEX",
  "VRNS",
  "MPWR",
  "MC",
  "FN",
  "MTCH",
  "NVR",
  "IOSP",
  "STEP",
  "ASB",
  "RXO",
  "JAZZ",
  "RDNT",
  "NOVT",
  "KTOS",
  "PLMR",
  "RRX",
  "POOL",
  "KAI",
  "OSK",
  "MASI",
  "PLXS",
  "MGEE",
  "MORN",
  "TROW",
  "NLY",
  "FTAI",
  "RJF",
  "AES",
  "ACHC",
  "AR",
  "ARW",
  "MOS",
  "AFG",
  "AAL",
  "STRL",
  "ENTG",
  "QTWO",
  "AKAM",
  "FLO",
  "BRZE",
  "OLLI",
  "INTA",
  "RBC",
  "HUM",
  "H",
  "CVBF",
  "MP",
  "PCG",
  "AWR",
  "RF",
  "RBA.TO",
  "SMCI",
  "ATR",
  "ATKR",
  "NPO",
  "GATX",
  "MU",
  null,
  null,
  "KRG",
  "JXN",
  "STR",
  "MHO",
  "NXRT",
  "SVC",
  "FNDF",
  "ACN",
  "MDGL",
  "ZS",
  "ITT",
  "KBR",
  "PBH",
  "KBH",
  "MMM",
  "ABNB",
  "ABT",
  "PPBI",
  "ABBV",
  null,
  "ADBE",
  "FLG",
  "A",
  "APD",
  "BABA",
  "MATX",
  "MWA",
  "SBCF",
  "TGTX",
  "JEF",
  null,
  "NGVT",
  "MTSI",
  "JLL",
  "KTB",
  "ALL",
  "ASGN",
  "MOG-A",
  "GOOGL",
  "BOOT",
  "AVT",
  "PTCT",
  "STAA",
  "UTL",
  "VCYT",
  "ATGE",
  "ASO",
  "ASIX",
  "PEB",
  "RUSHA",
  null,
  null,
  "AXP",
  null,
  "VC",
  "ALIT",
  "ALGM",
  "ABG",
  "FOLD",
  "ADMA",
  null,
  "AAT",
  "APOG",
  "AXL",
  "APPN",
  "AFRM",
  "JOE",
  "AMG",
  "APAM",
  "AIG",
  "AMWD",
  "ACA",
  "BATRK",
  "ASML",
  "T",
  "ENOV",
  "BLK",
  "ESAB",
  "AYI",
  "AROC",
  "AM",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "AIT",
  "KMX",
  "ABR",
  "AGX",
  "ACLS",
  "AUB",
  null,
  "DNA",
  "HRI",
  "BGS",
  "HGV",
  "FUL",
  "FLGT",
  "WRB",
  "HNST",
  "BSX",
  "HRB",
  null,
  null,
  "CRS",
  "KAR",
  "VTLE",
  null,
  "LXP",
  "LCII",
  "CCI",
  "COF",
  "KMT",
  "CMI",
  null,
  "LGND",
  "DVAX",
  "CTO",
  "LEG",
  "LC",
  "LMND",
  "DUK",
  null,
  "COOP",
  "EGBN",
  "NVEE",
  "NTST",
  "MAC",
  "D",
  "NTCT",
  "DT",
  "MARA",
  "PRM",
  "NWBI",
  "M",
  "PFS",
  "PRIM",
  "ESS",
  "REZI",
  "PUK",
  "PRME",
  null,
  "EHC",
  "KWR",
  "EFC",
  "RLJ",
  "RDFN",
  "EBAY",
  "PLYM",
  "RL",
  "QS",
  "PII",
  "SJW",
  "PLL",
  "REPX",
  "SAFT",
  "ECG",
  "RC",
  "PRVA",
  "WTRG",
  "FG",
  "FRT",
  "EQH",
  "FUN",
  "SWTX",
  "SMPL",
  null,
  "EQNR",
  "SFBS",
  "TPIC",
  "SIGA",
  "EOG",
  "SIGI",
  "UMH",
  "URBN",
  "EXPE",
  "EXPD",
  "FFIV",
  "UNF",
  null,
  null,
  "LIVN",
  "NE",
  "PNR",
  "FFIN",
  "BKSY",
  "LWLG",
  "FCX",
  "ADPT",
  null,
  "ALGT",
  "PGEN",
  "FITB",
  "IBKR",
  "RMR",
  "KODK",
  "MIRM",
  "NUVB",
  "GD",
  "ABOS",
  "AMTX",
  "GILD",
  "IRDM",
  "GIS",
  "BIRD",
  "AEVA",
  "AMWL",
  "ASPI",
  "HLT",
  "AMSF",
  "AMPY",
  "BNGO",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  "AZN",
  null,
  "MCD",
  "INTU",
  "RPM",
  "FIVE",
  "FBIN",
  "ENLT.TA",
  "BEN",
  "FE",
  "UNP",
  "GBCI",
  "MATV",
  "QCOM",
  "GLPI",
  "GNW",
  "FFWM",
  "SCCO",
  "APGE",
  null,
  "LAMR",
  "ULCC",
  "ISRG",
  "FRSH",
  "AGM",
  "GH",
  "HURN",
  "HUBB",
  "HSBC",
  "HLI",
  "HWM",
  "LEN",
  null,
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "IIPR",
  "RIVN",
  "EMR",
  "BKNG",
  "NBIX",
  "ICE",
  "MUB",
  "META",
  "IE",
  null,
  "LDI",
  "SWIM",
  "MOFG",
  "MIR",
  "MEI",
  "MFIN",
  "MBIN",
  "OPI",
  "OABI",
  "PAYO",
  "IVW",
  "PK",
  "OUST",
  "PDSB",
  "PDM",
  "IJH",
  null,
  null,
  "PSTL",
  "RCKY",
  "RMTI",
  "REI",
  "ROG",
  "SLDP",
  "SWK",
  "TNYA",
  null,
  null,
  "SR",
  "ULBI",
  "SRI",
  "SGRY",
  "UHT",
  "EGY",
  "USAU",
  "STEM",
  null,
  null,
  "IQV",
  "IONQ",
  "WKHS",
  "IOVA",
  null,
  "KNSL",
  "KMI",
  "LHX",
  "LRCX",
  "IWS",
  null,
  null,
  "LIN",
  null,
  "L",
  null,
  null,
  "ENSG",
  "MASS",
  "MPC",
  null,
  "MMC",
  "TLRY",
  "PWR",
  "MRVL",
  null,
  null,
  "MA",
  "EXEL",
  "PODD",
  "MDT",
  null,
  "APA",
  "AMKR",
  "BMI",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MUFG",
  "CORZ",
  "CNR",
  "MS",
  "DX",
  "TMUS",
  "DUOL",
  "DBX",
  "DOCS",
  "NEOG",
  "ENPH",
  "NDAQ",
  "SATS",
  "ELF",
  "ESE",
  "EQIX",
  "ERIE",
  "EQT",
  "EXC",
  "EPM",
  "EVR",
  "EVRG",
  "FSS",
  "EXPO",
  "FCNCA",
  "FICO",
  "FHN",
  "FIS",
  "FND",
  "FLS",
  "FYBR",
  "FTV",
  "HCAT",
  "GE",
  "THG",
  "GPC",
  "HXL",
  "HQY",
  "GLNG",
  "GXO",
  "GWRE",
  "ICUI",
  "NTRS",
  "NI",
  "JELD",
  "INCY",
  "HIG",
  "HES",
  "HAS",
  "HOLX",
  "HRL",
  null,
  null,
  "HOV",
  "FMC",
  "OXY",
  null,
  "ILMN",
  "OMC",
  "ODFL",
  "ORLY",
  "EMN",
  "ADM",
  "PCAR",
  "SMR",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  null,
  null,
  "AMH",
  "IRT",
  "DOC",
  null,
  "NNN",
  "REG",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IJK",
  "IVV",
  null,
  null,
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KB",
  "PSTG",
  "KEYS",
  "MAN",
  "MKC",
  "MDB",
  "MPW",
  "AMGN",
  "KVUE",
  "MAS",
  "PKG",
  "ORA",
  "MSTR",
  "NYT",
  "PARA",
  "DGX",
  "PPG",
  "REGN",
  "RELY",
  "ROK",
  "SPGI",
  null,
  "SOC",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  null,
  null,
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "AA",
  "NEM",
  "PNFP",
  "LAZR",
  "RAPT",
  "MET",
  "PTGX",
  "HL",
  "SM",
  "ALCO",
  "DTM",
  "WMS",
  "PCH",
  "BETR",
  "ASH",
  "SOUN",
  "RCL",
  "FCFS",
  "PCTY",
  "OLP",
  "AVXL",
  "SNEX",
  "EIG",
  "SNV",
  "OGE",
  "ASTS",
  "HOMB",
  "RKLB",
  "MRNA",
  null,
  "VRTS",
  "SCHW",
  "MNST",
  "MCB",
  "SD",
  "EWBC",
  "BMRC",
  "MDU",
  "UMBF",
  "CNXN",
  "SBGI",
  "POR",
  "SHO",
  "SAFE",
  "AEIS",
  "NX",
  "SEM",
  "PNW",
  "STAG",
  "LKQ",
  null,
  "JBL",
  null,
  "NSA",
  "HR",
  "SBAC",
  null,
  "NJR",
  null,
  "AEHR",
  "LPX",
  "CZFS",
  null,
  "PRMB",
  null,
  null,
  "NGG",
  "PKX",
  "EXP",
  "AXTI",
  "EME",
  "VIG",
  null,
  null,
  "OLPX",
  "RNST",
  "LAD",
  null,
  "NVTS",
  "LSCC",
  "LYG",
  null,
  "AHH",
  "TRGP",
  "TENB",
  "MOD",
  "TROX",
  "TXT",
  "TMP",
  "TSCO",
  "NXT",
  "FTHY",
  "PD",
  "LGIH",
  "ULTA",
  "IWO",
  "GKOS",
  "GT",
  "SKX",
  "WY",
  "MTD",
  "GMED",
  "GNL",
  "DFH",
  "GPRO",
  null,
  "GDDY",
  "GMRE",
  "IEF",
  "GL",
  "GGG",
  "VIAV",
  null,
  "TSM",
  "IT",
  "SMG",
  "LRN",
  "GSK",
  "OHI",
  "GPN",
  null,
  "RMD",
  "EAF",
  "THS",
  null,
  "GHC",
  "PR",
  "CHPT",
  null,
  "ETR",
  "FSK",
  "GPI",
  "VTR",
  "VYM",
  "AHR",
  "GEF",
  "DD",
  "VRTX",
  null,
  "EA",
  "GVA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "ANF",
  "AGCO",
  "GPK",
  "GRBK",
  "LOPE",
  "VRT",
  "HEES",
  "HWC",
  "HAE",
  null,
  "SLM",
  "RLI",
  "MEDP",
  "R",
  "MUR",
  "SAIA",
  "RRC",
  "MMS",
  "QLYS",
  "SRPT",
  "MTDR",
  "PRGO",
  "RYAN",
  "RYN",
  "SLGN",
  "SAIC",
  "LFUS",
  "LECO",
  "ST",
  "ONB",
  "PVH",
  "MKSI",
  "LNW",
  "RGLD",
  "NFG",
  "RH",
  "PRI",
  "LITE",
  "MUSA",
  "MLI",
  "PSN",
  "PEN",
  "MAT",
  "MSM",
  "MSA",
  "PBF",
  "TCBI",
  "UGI",
  "VOYA",
  "ATO",
  "ARE",
  "SYNA",
  "ALGN",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "SWX",
  "SSB",
  "VNT",
  "WMG",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "VNO",
  "UAA",
  "SF",
  "APTV",
  "ACGL",
  "STWD",
  "TMHC",
  "BLD",
  "TEX",
  null,
  "TOL",
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "TKR",
  "UBSI",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "X",
  "EL",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "DOV",
  "WAB",
  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "HSIC",
  "EFX",
  "IR",
  "VLY",
  "WEX",
  "AIZ",
  "MIDD",
  "NCLH",
  "OPCH",
  "FOUR",
  "TTC",
  "ROIV",
  "CAH",
  "AEP",
  "BKR",
  "ESNT",
  "CUBI",
  "EFSC",
  "NVST",
  "EBS",
  "CTOS",
  "FHI",
  "ES",
  "FOXF",
  "FCF",
  "INBK",
  "GOOD",
  "IMUX",
  "IESC",
  "INDB",
  "HOFT",
  "HFWA",
  "LAND",
  "HYLN",
  "IDCC",
  null,
  "IPG",
  "IBP",
  null,
  "IFF",
  "EEFT",
  "HMN",
  "INVH",
  "IPI",
  "NSP",
  "KRNT",
  "KN",
  "KNF",
  "LANC",
  "KNTK",
  null,
  "IDXX",
  "KMPR",
  "LSEA",
  "PJT",
  "BIPC",
  null,
  "LSTR",
  "IEX",
  null,
  "AOS",
  "PEG",
  "FDS",
  null,
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "OLN",
  "TTWO",
  "CMS",
  "CLF",
  "IVE",
  "LCID",
  "HCA",
  "PFG",
  "LUV",
  null,
  "PLUG",
  "IVZ",
  "HOG",
  "SBRA",
  null,
  "RMBS",
  "ACIW",
  null,
  "DKS",
  "HII",
  "ELME",
  "KD",
  "REXR",
  "TPL",
  "HIMS",
  "ARMK",
  null,
  "FAF",
  "AAON",
  "ELS",
  null,
  "EGP",
  "NWSA",
  "OGS",
  "TDC",
  "TPH",
  null,
  "HBAN",
  "RGA",
  "DKNG",
  "ACM",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VAL",
  "VMI",
  null,
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOO",
  "VCEL",
  "VLTO",
  "VBTX",
  "VTYX",
  "VTV",
  "VEEV",
  "VRSN",
  "VTRS",
  "V",
  "VKTX",
  "VSH",
  "VST",
  "VICI",
  "WD",
  "WFRD",
  "WASH",
  "WBD",
  "WMT",
  "WBA",
  "WTI",
  "WAT",
  "WSBC",
  "WERN",
  "WCC",
  "WDC",
  "WU",
  "WBS",
  "WFC",
  "WAL",
  "WEN",
  "WST",
  "WLK",
  "WELL",
  "WSR",
  "WSM",
  "WHR",
  "WING",
  "WTFC",
  "WTW",
  "WMB",
  "WWD",
  "WF",
  "WPC",
  "WH",
  "WYNN",
  "XRX",
  "XEL",
  "WK",
  "WDAY",
  "YORW",
  "YUMC",
  "YUM",
  "XPO",
  "YETI",
  "Z",
  "XYL",
  "ZBRA",
  "ZETA",
  "GTM",
  "ENS",
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  "JJSF",
  "DTE",
  null,
  "DY",
  "OPRX",
  "OC",
  "POWI",
  "FNLC",
  "ORC",
  "GRMN",
  "ONTO",
  "PTC",
  "ORGN",
  "HI",
  "CART",
  "GNTX",
  "HPP",
  "NXST",
  null,
  "FNF",
  "POST",
  "NOG",
  "G",
  "FFIC",
  "FR",
  "FOXA",
  "FCN",
  "MTB",
  "HLLY",
  "SITM",
  "JHG",
  "GEN",
  "FLR",
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "FBNC",
  "IHG",
  "EXLS",
  "ALRM",
  "HIW",
  "JBHT",
  "LW",
  "JNPR",
  "KRC",
  "LEA",
  "KEX",
  "KNX",
  "MSCI",
  "MTZ",
  "DEI",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "MHK",
  "KIM",
  "KEY",
  "VAC",
  "LUMN",
  "NDSN",
  "JCI",
  "NXPI",
  "HST",
  null,
  "LH",
  "MOH",
  "KDP",
  "NOV",
  "NWN",
  "ICL",
  "TER",
  "SO",
  "TAK",
  "USPH",
  "TTD",
  "ON",
  "UFPI",
  "SON",
  "TPC",
  "SJM",
  "SPXC",
  "TRMB",
  "PPL",
  "PFGC",
  "TDOC",
  "OTIS",
  "ONL",
  null,
  "SLG",
  "SW",
  "PSX",
  "SSD",
  "PLNT",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "RVTY",
  "SHG",
  "RBLX",
  null,
  "SCI",
  "TDY",
  "RUN",
  "SLAB",
  "SANM",
  "SYY",
  "PTEN",
  "ORI",
  "SHAK",
  "TFX",
  "DINO",
  "LII",
  "MANH",
  "LYV",
  "FTDR",
  "JBGS",
  "TNL",
  "LYB",
  "ZION",
  "HALO",
  "LNTH",
  "UHS",
  "GEV",
  "CHWY",
  "KRO",
  "MELI",
  "OLED",
  "ZBH",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  "MTH",
  "NVT",
  "SPCE",
  "PCVX",
  "IRTC",
  "EXR",
  "GWW",
  "UPST",
  "ESGU",
  "NTAP",
  "PSA",
  "PZZA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "FDX",
  "AME",
  null,
  "ALLY",
  "STLA",
  "STE",
  "MKTX",
  "KMB",
  "LULU",
  "AUR",
  "ATOS",
  "AVNT",
  "ALV",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AVTR",
  "AXTA",
  "AVPT",
  "AZZ",
  "BALL",
  "BAC",
  "BKU",
  "OZK",
  "BBVA",
  "BHB",
  "BK",
  null,
  "BRK-B",
  "BAX",
  "BDX",
  "BHLB",
  "BHE",
  "BRY",
  "BDC",
  "BZH",
  "BRBR",
  "BCBP",
  "BHP",
  "BKH",
  "BJ",
  "BIO",
  "BILL",
  "BLKB",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  "BLFS",
  "BXMT",
  "BPMC",
  "BCC",
  "BE",
  "BA",
  null,
  "BLNK",
  "BLMN",
  "BHF",
  "BOC",
  "EAT",
  "BWA",
  "BMY",
  "BBIO",
  "BCO",
  "BOX",
  "BTI",
  "BRT",
  "BC",
  "BRX",
  "BLDR",
  "BRKR",
  "BR",
  "BG",
  "CACI",
  "CHRW",
  "WHD",
  "CBT",
  "CADE",
  "BWXT",
  "BXP",
  "BURL",
  "CWH",
  "CWT",
  "CALM",
  "CAC",
  "CPB",
  "CDNS",
  "CPT",
  "CWST",
  "CG",
  "CVNA",
  "CARG",
  "CPRI",
  "CNNE",
  "CARR",
  "CCL",
  "CSL",
  "CRI",
  "CBOE",
  "CVCO",
  "CE",
  "CBRE",
  "CDW",
  "CBZ",
  "CASY",
  "CCS",
  "CENX",
  "CNC",
  "CNP",
  "CELH",
  "CF",
  "CAKE",
  "CHX",
  "CC",
  "SKY",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "GTLS",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CIVI",
  "CFG",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CLPR",
  "CIO",
  "CNX",
  "CME",
  null,
  "COKE",
  "KO",
  "CGNX",
  "CNO",
  "CDE",
  "CCOI",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "CNS",
  "CMCO",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "CNDT",
  "CMC",
  "CBU",
  "CAG",
  "COP",
  "CNMD",
  "CVLT",
  "CON",
  "CODI",
  "COMP",
  "CRK",
  "CNXC",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CDP",
  "ED",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CRMD",
  "CRGY",
  "CXT",
  "CRDO",
  "CROX",
  "CUZ",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CUBE",
  "CTS",
  "CFR",
  "CWK",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DH",
  "DVA",
  "CYTK",
  "DAN",
  "DELL",
  "DAR",
  "DAY",
  "DE",
  "DVN",
  "DRH",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DIN",
  "DLB",
  "DCOM",
  "DLR",
  "DOCU",
  "DBRG",
  "DCI",
  "DPZ",
  "RSP",
  "IJT",
  "IJJ",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "TTEK",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  null,
  "APO",
  "MO",
  "MLM",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 1,501
Total Value: 226311422
Accession Number: 0001831316-25-000005
Form Type: 13F-HR
CIK: rise-advisors
Manager Name: Rise-Advisors

Data Enrichment

93% identified

1,399 identified102 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,501 positions • $226.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 76

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922908744

VTV|922908744

Shares:198.0K

Value:$34.2M

% of Portfolio:15.1% ($34.2M/$226.3M)

922908736

VUG|922908736

Shares:82.9K

Value:$30.7M

% of Portfolio:13.6% ($30.7M/$226.3M)

25434V872

Shares:619.2K

Value:$26.0M

% of Portfolio:11.5% ($26.0M/$226.3M)

47103U852

Shares:317.9K

Value:$14.4M

% of Portfolio:6.3% ($14.4M/$226.3M)

25434V609

Shares:224.2K

Value:$11.5M

% of Portfolio:5.1% ($11.5M/$226.3M)

47103U886

Shares:202.7K

Value:$10.0M

% of Portfolio:4.4% ($10.0M/$226.3M)

81369Y605

Shares:106.8K

Value:$5.3M

% of Portfolio:2.4% ($5.3M/$226.3M)

81369Y704

Shares:36.1K

Value:$4.7M

% of Portfolio:2.1% ($4.7M/$226.3M)

33740U729

Shares:175.3K

Value:$4.1M

% of Portfolio:1.8% ($4.1M/$226.3M)

81369Y506

Shares:39.1K

Value:$3.7M

% of Portfolio:1.6% ($3.7M/$226.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.7K

Value:$3.6M

% of Portfolio:1.6% ($3.6M/$226.3M)

Apple Inc.

AAPL|037833100

Shares:16.0K

Value:$3.6M

% of Portfolio:1.6% ($3.6M/$226.3M)

MICROSOFT CORP

MSFT|594918104

Shares:8.6K

Value:$3.2M

% of Portfolio:1.4% ($3.2M/$226.3M)

NVIDIA CORP

NVDA|67066G104

Shares:25.9K

Value:$2.8M

% of Portfolio:1.2% ($2.8M/$226.3M)

AMAZON COM INC

AMZN|023135106

Shares:10.9K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$226.3M)

46641Q837

Shares:38.0K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$226.3M)

Alphabet Inc.

GOOG|02079K107

Shares:8.4K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$226.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:10.5K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$226.3M)

25434V708

DFAC|25434V708

Shares:32.6K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$226.3M)

TOMPKINS FINANCIAL CORP

TMP|890110109

Shares:16.1K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$226.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTVcusip922908744)	198.0K	QoQ +14.43% (+25.0K) YoY +38.49% (+55.0K)	All Managers (Combined)	$34.2M	15.1% ($34.2M/$226.3M)	QoQ +16.76% (+$4.9M) YoY +46.90% (+$10.9M)
(VUGcusip922908736)	82.9K	QoQ +18.51% (+12.9K) YoY +18.90% (+13.2K)	All Managers (Combined)	$30.7M	13.6% ($30.7M/$226.3M)	QoQ +7.07% (+$2.0M) YoY +28.10% (+$6.7M)
(cusip25434V872)✕	619.2K	QoQ +6.03% (+35.3K) YoY +44.02% (+189.3K)	All Managers (Combined)	$26.0M	11.5% ($26.0M/$226.3M)	QoQ +8.06% (+$1.9M) YoY +44.39% (+$8.0M)
(cusip47103U852)✕	317.9K	QoQ +8.75% (+25.6K) YoY +30.54% (+74.4K)	All Managers (Combined)	$14.4M	6.3% ($14.4M/$226.3M)	QoQ +11.26% (+$1.5M) YoY +30.83% (+$3.4M)
(cusip25434V609)✕	224.2K	QoQ +41.87% (+66.2K) YoY +45.23% (+69.8K)	All Managers (Combined)	$11.5M	5.1% ($11.5M/$226.3M)	QoQ +31.24% (+$2.7M) YoY +37.39% (+$3.1M)
(cusip47103U886)✕	202.7K	QoQ +2.38% (+4.7K) YoY +0.64% (+1.3K)	All Managers (Combined)	$10.0M	4.4% ($10.0M/$226.3M)	QoQ +2.89% (+$280.0K) YoY +1.99% (+$194.4K)
(cusip81369Y605)✕	106.8K	QoQ -1.89% (-2.1K) YoY -42.82% (-80.0K)	All Managers (Combined)	$5.3M	2.4% ($5.3M/$226.3M)	QoQ +1.10% (-$58.1K) YoY -32.38% (-$2.5M)
(cusip81369Y704)✕	36.1K	QoQ -0.66% (-243) YoY -1.20% (-440)	All Managers (Combined)	$4.7M	2.1% ($4.7M/$226.3M)	QoQ -1.18% (-$56.9K) YoY +2.80% (-$129.2K)
(cusip33740U729)✕	175.3K	QoQ NEW(+175.3K) YoY NEW(+175.3K)	All Managers (Combined)	$4.1M	1.8% ($4.1M/$226.3M)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
(cusip81369Y506)✕	39.1K	QoQ +16686.26% (+38.9K) YoY +17439.01% (+38.9K)	All Managers (Combined)	$3.7M	1.6% ($3.7M/$226.3M)	QoQ +18243.68% (+$3.6M) YoY +17251.78% (+$3.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.7K	QoQ +73.23% (+2.8K) YoY +67.95% (+2.7K)	All Managers (Combined)	$3.6M	1.6% ($3.6M/$226.3M)	QoQ +103.54% (+$1.8M) YoY +112.70% (+$1.9M)
Apple Inc.(AAPLcusip037833100)	16.0K	QoQ +277.00% (+11.8K) YoY +254.58% (+11.5K)	All Managers (Combined)	$3.6M	1.6% ($3.6M/$226.3M)	QoQ +234.43% (+$2.5M) YoY +359.32% (+$2.8M)
MICROSOFT CORP(MSFTcusip594918104)	8.6K	QoQ +65.92% (+3.4K) YoY +63.59% (+3.3K)	All Managers (Combined)	$3.2M	1.4% ($3.2M/$226.3M)	QoQ +47.78% (+$1.0M) YoY +45.97% (+$1.0M)
NVIDIA CORP(NVDAcusip67066G104)	25.9K	QoQ +14.84% (-3.3K) YoY +928.32% (+23.4K)	All Managers (Combined)	$2.8M	1.2% ($2.8M/$226.3M)	QoQ -7.31% (-$221.3K) YoY +23.33% (+$530.7K)
AMAZON COM INC(AMZNcusip023135106)	10.9K	QoQ +14.51% (-1.4K) YoY +10.03% (+996)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$226.3M)	QoQ -0.69% (-$14.5K) YoY +16.06% (+$287.5K)
(cusip46641Q837)✕	38.0K	QoQ +19.93% (+6.3K) YoY +70.03% (+15.7K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$226.3M)	QoQ +20.55% (+$328.4K) YoY +70.63% (+$797.3K)
Alphabet Inc.(GOOGcusip02079K107)	8.4K	QoQ +3.72% (-303) YoY +0.83% (+70)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$226.3M)	QoQ -14.90% (-$230.6K) YoY +3.46% (+$44.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	10.5K	QoQ +3.73% (+379) YoY +47.79% (+3.4K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$226.3M)	QoQ +14.68% (+$160.5K) YoY +51.22% (+$424.4K)
(DFACcusip25434V708)	32.6K	QoQ +0.24% (-80) YoY +1.11% (+358)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$226.3M)	QoQ -4.39% (-$49.3K) YoY +4.40% (+$45.3K)
TOMPKINS FINANCIAL CORP(TMPcusip890110109)	16.1K	QoQ +2.03% (-322) YoY +1.88% (+299)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$226.3M)	QoQ -5.25% (-$56.4K) YoY +27.59% (+$219.7K)