Rise-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Rise-Advisors
Data Enrichment
93% identified
1,399 identified102 unidentified

Holdings

1,501 positions • $226.3M total value
Manager:
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316092808
Shares:2.1K
Value:$340.0K
% of Portfolio:0.2% ($340.0K/$226.3M)
AMGEN INC
Shares:1.1K
Value:$339.2K
% of Portfolio:0.1% ($339.2K/$226.3M)
NETFLIX INC
Shares:361
Value:$336.6K
% of Portfolio:0.1% ($336.6K/$226.3M)
US BANCORP \DE\
Shares:7.9K
Value:$332.7K
% of Portfolio:0.1% ($332.7K/$226.3M)
RTX Corp
Shares:2.4K
Value:$312.7K
% of Portfolio:0.1% ($312.7K/$226.3M)
PACKAGING CORP OF AMERICA
Shares:1.5K
Value:$306.4K
% of Portfolio:0.1% ($306.4K/$226.3M)
464287226
Shares:3.0K
Value:$298.3K
% of Portfolio:0.1% ($298.3K/$226.3M)
921946810
Shares:3.6K
Value:$295.0K
% of Portfolio:0.1% ($295.0K/$226.3M)
ALLIANT ENERGY CORP
Shares:4.5K
Value:$290.6K
% of Portfolio:0.1% ($290.6K/$226.3M)
AbbVie Inc.
Shares:1.4K
Value:$289.9K
% of Portfolio:0.1% ($289.9K/$226.3M)
CHEVRON CORP
Shares:1.7K
Value:$288.9K
% of Portfolio:0.1% ($288.9K/$226.3M)
Public Storage
Shares:963
Value:$288.2K
% of Portfolio:0.1% ($288.2K/$226.3M)
ZIMMER BIOMET HOLDINGS, INC.
Shares:2.5K
Value:$282.4K
% of Portfolio:0.1% ($282.4K/$226.3M)
PRUDENTIAL FINANCIAL INC
Shares:2.5K
Value:$281.3K
% of Portfolio:0.1% ($281.3K/$226.3M)
CONSOLIDATED EDISON INC
Shares:2.4K
Value:$268.3K
% of Portfolio:0.1% ($268.3K/$226.3M)
Chubb Ltd
Shares:841
Value:$253.8K
% of Portfolio:0.1% ($253.8K/$226.3M)
WELLS FARGO & COMPANY/MN
Shares:3.4K
Value:$242.1K
% of Portfolio:0.1% ($242.1K/$226.3M)
Elevance Health, Inc.
Shares:548
Value:$238.3K
% of Portfolio:0.1% ($238.3K/$226.3M)
25434V724
Shares:5.8K
Value:$238.1K
% of Portfolio:0.1% ($238.1K/$226.3M)
PEPSICO INC
Shares:1.6K
Value:$233.6K
% of Portfolio:0.1% ($233.6K/$226.3M)