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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ServiceNow, Inc.
Shares:208
Value:$165.6K
% of Portfolio:0.1% ($165.6K/$226.3M)
GENERAL DYNAMICS CORP
Shares:607
Value:$165.4K
% of Portfolio:0.1% ($165.4K/$226.3M)
QUALCOMM INC/DE
Shares:1.0K
Value:$161.0K
% of Portfolio:0.1% ($161.0K/$226.3M)
ADOBE INC.
Shares:410
Value:$157.2K
% of Portfolio:0.1% ($157.2K/$226.3M)
LINDE PLC
Shares:335
Value:$155.9K
% of Portfolio:0.1% ($155.9K/$226.3M)
BRISTOL MYERS SQUIBB CO
Shares:2.5K
Value:$153.9K
% of Portfolio:0.1% ($153.9K/$226.3M)
33738R118
Shares:2.1K
Value:$153.5K
% of Portfolio:0.1% ($153.5K/$226.3M)
LOWES COMPANIES INC
Shares:654
Value:$152.6K
% of Portfolio:0.1% ($152.6K/$226.3M)
STARBUCKS CORP
Shares:1.5K
Value:$151.0K
% of Portfolio:0.1% ($151.0K/$226.3M)
46138G656
Shares:3.1K
Value:$150.6K
% of Portfolio:0.1% ($150.6K/$226.3M)
UNION PACIFIC CORP
Shares:635
Value:$150.0K
% of Portfolio:0.1% ($150.0K/$226.3M)
INTUIT INC.
Shares:244
Value:$149.5K
% of Portfolio:0.1% ($149.5K/$226.3M)
PROGRESSIVE CORP/OH/
Shares:521
Value:$147.4K
% of Portfolio:0.1% ($147.4K/$226.3M)
Palantir Technologies Inc.
Shares:1.7K
Value:$145.4K
% of Portfolio:0.1% ($145.4K/$226.3M)
Vistra Corp.
Shares:1.2K
Value:$144.2K
% of Portfolio:0.1% ($144.2K/$226.3M)
NEXTERA ENERGY INC
Shares:2.0K
Value:$140.6K
% of Portfolio:0.1% ($140.6K/$226.3M)
Palo Alto Networks Inc
Shares:799
Value:$136.3K
% of Portfolio:0.1% ($136.3K/$226.3M)
464288570
Shares:1.3K
Value:$135.9K
% of Portfolio:0.1% ($135.9K/$226.3M)
TJX COMPANIES INC /DE/
Shares:1.1K
Value:$135.5K
% of Portfolio:0.1% ($135.5K/$226.3M)
464287879
Shares:1.4K
Value:$132.3K
% of Portfolio:0.1% ($132.3K/$226.3M)