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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VERIZON COMMUNICATIONS INC
Shares:2.9K
Value:$131.6K
% of Portfolio:0.1% ($131.6K/$226.3M)
PRICE T ROWE GROUP INC
Shares:1.4K
Value:$128.6K
% of Portfolio:0.1% ($128.6K/$226.3M)
THERMO FISHER SCIENTIFIC INC.
Shares:255
Value:$126.7K
% of Portfolio:0.1% ($126.7K/$226.3M)
UNITED PARCEL SERVICE INC
Shares:1.1K
Value:$125.0K
% of Portfolio:0.1% ($125.0K/$226.3M)
464287739
Shares:1.3K
Value:$124.9K
% of Portfolio:0.1% ($124.9K/$226.3M)
SHOPIFY INC.
Shares:1.3K
Value:$124.7K
% of Portfolio:0.1% ($124.7K/$226.3M)
31609A107
Shares:4.0K
Value:$123.3K
% of Portfolio:0.1% ($123.3K/$226.3M)
TARGET CORP
Shares:1.2K
Value:$123.1K
% of Portfolio:0.1% ($123.1K/$226.3M)
Medtronic plc
Shares:1.3K
Value:$120.8K
% of Portfolio:0.1% ($120.8K/$226.3M)
ASTRAZENECA PLC
Shares:1.6K
Value:$120.0K
% of Portfolio:0.1% ($120.0K/$226.3M)
Uber Technologies, Inc
Shares:1.6K
Value:$119.1K
% of Portfolio:0.1% ($119.1K/$226.3M)
AMERICAN TOWER CORP /MA/
Shares:539
Value:$117.4K
% of Portfolio:0.1% ($117.4K/$226.3M)
Accenture plc
Shares:370
Value:$115.5K
% of Portfolio:0.1% ($115.5K/$226.3M)
464287697
Shares:1.1K
Value:$114.9K
% of Portfolio:0.1% ($114.9K/$226.3M)
921946406
Shares:881
Value:$113.6K
% of Portfolio:0.1% ($113.6K/$226.3M)
KINDER MORGAN, INC.
Shares:3.9K
Value:$111.6K
% of Portfolio:0.0% ($111.6K/$226.3M)
FAIR ISAAC CORP
Shares:60
Value:$110.7K
% of Portfolio:0.0% ($110.7K/$226.3M)
STRYKER CORP
Shares:295
Value:$109.8K
% of Portfolio:0.0% ($109.8K/$226.3M)
General Motors Co
Shares:2.3K
Value:$107.7K
% of Portfolio:0.0% ($107.7K/$226.3M)
W. P. Carey Inc.
Shares:1.7K
Value:$107.2K
% of Portfolio:0.0% ($107.2K/$226.3M)