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:
Search and click to pin securities to the top
Page 5 of 76
NORFOLK SOUTHERN CORP
Shares:969
Value:$229.6K
% of Portfolio:0.1% ($229.6K/$226.3M)
IDEXX LABORATORIES INC /DE
Shares:541
Value:$227.2K
% of Portfolio:0.1% ($227.2K/$226.3M)
Salesforce, Inc.
Shares:846
Value:$227.1K
% of Portfolio:0.1% ($227.1K/$226.3M)
ORACLE CORP
Shares:1.6K
Value:$223.5K
% of Portfolio:0.1% ($223.5K/$226.3M)
92204A702
Shares:396
Value:$215.0K
% of Portfolio:0.1% ($215.0K/$226.3M)
464287200
Shares:371
Value:$208.5K
% of Portfolio:0.1% ($208.5K/$226.3M)
464287168
Shares:1.5K
Value:$206.5K
% of Portfolio:0.1% ($206.5K/$226.3M)
MICRON TECHNOLOGY INC
Shares:2.4K
Value:$206.2K
% of Portfolio:0.1% ($206.2K/$226.3M)
MORGAN STANLEY
Shares:1.7K
Value:$201.9K
% of Portfolio:0.1% ($201.9K/$226.3M)
Alphabet Inc.
Shares:1.2K
Value:$192.3K
% of Portfolio:0.1% ($192.3K/$226.3M)
INTUITIVE SURGICAL INC
Shares:378
Value:$187.2K
% of Portfolio:0.1% ($187.2K/$226.3M)
922908769
Shares:666
Value:$183.2K
% of Portfolio:0.1% ($183.2K/$226.3M)
Walt Disney Co
Shares:1.8K
Value:$180.3K
% of Portfolio:0.1% ($180.3K/$226.3M)
Intercontinental Exchange, Inc.
Shares:1.0K
Value:$178.7K
% of Portfolio:0.1% ($178.7K/$226.3M)
GENERAL ELECTRIC CO
Shares:876
Value:$175.4K
% of Portfolio:0.1% ($175.4K/$226.3M)
AT&T INC.
Shares:6.2K
Value:$174.7K
% of Portfolio:0.1% ($174.7K/$226.3M)
AFLAC INC
Shares:1.5K
Value:$171.8K
% of Portfolio:0.1% ($171.8K/$226.3M)
922908629
Shares:661
Value:$171.0K
% of Portfolio:0.1% ($171.0K/$226.3M)
ABBOTT LABORATORIES
Shares:1.3K
Value:$169.1K
% of Portfolio:0.1% ($169.1K/$226.3M)
CONSTELLATION BRANDS, INC.
Shares:911
Value:$167.2K
% of Portfolio:0.1% ($167.2K/$226.3M)