Rise Advisors, LLC
CIK Number: 0001831316
226.31M
Market Value
1,088
# of Holdings
6 months
Avg. Holding Period
42.72%
Win Rate
20.02%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ... | 174.03 | +0.37% | 173.02K | +6.56% | 29.29M | 138.28 | 14.09% |
| 2 | VUG | Vanguard Growth... | 423.26 | +1.18% | 69.91K | +3.82% | 28.69M | 294.34 | 13.80% |
| 3 | DFCF | Dimensional Cor... | 41.78 | -0.11% | 583.9K | +10.73% | 24.1M | 44.62 | 11.59% |
| 4 | JMBS | Janus Henderson... | 44.35 | -0.15% | 292.3K | -3% | 12.91M | 45.73 | 6.21% |
| 5 | VNLA | Janus Henderson... | 49.05 | +0.05% | 198K | -13.5% | 9.68M | 48.96 | 4.66% |
| 6 | DFAT | Dimensional U.S... | 53.04 | +0.95% | 158.03K | -0.56% | 8.8M | 47.27 | 4.23% |
| 7 | XLF | Financial Selec... | 50.48 | +1.03% | 108.9K | -5.38% | 5.26M | 35.85 | 2.53% |
| 8 | XLI | Industrial Sele... | 143.49 | +0.59% | 36.37K | -0.96% | 4.79M | 106.89 | 2.30% |
| 9 | XSOE | WisdomTree Emer... | 33.77 | +0.81% | 122.86K | -6.62% | 3.74M | 34.03 | 1.80% |
| 10 | PYPL | PayPal Holdings... | 72.21 | +1.95% | 39.73K | -17.74% | 3.39M | 103.57 | 1.63% |
| 11 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 22.54K | -6.61% | 3.03M | 55.34 | 1.46% |
| 12 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 5.19K | -0.44% | 2.19M | 400.37 | 1.05% |
| 13 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 9.54K | +0.02% | 2.09M | 168.13 | 1.01% |
| 14 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 3.88K | +0.23% | 1.76M | 327.62 | 0.85% |
| 15 | JPST | JPMorgan Ultra-... | 50.53 | +0.02% | 31.72K | +18.22% | 1.6M | 50.25 | 0.77% |
| 16 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 8.12K | -0.81% | 1.55M | 149.89 | 0.74% |
| 17 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 32.48K | +0.28% | 1.12M | 28.92 | 0.54% |
| 18 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 2.14K | +0.56% | 1.09M | 320.68 | 0.53% |
| 19 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 10.16K | -0.26% | 1.09M | 88.86 | 0.53% |
| 20 | TMP | Tompkins Financ... | 60.69 | -0.33% | 15.8K | -0.05% | 1.07M | 83.58 | 0.52% |
| 21 | AAPL | Apple Inc. | 198.10 | +0.84% | 4.25K | -4.45% | 1.07M | 172.1 | 0.51% |
| 22 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 2.6K | -1.96% | 1.05M | 240.25 | 0.50% |
| 23 | JAAA | Janus Henderson... | 50.65 | 0.00% | 20.17K | +2.13% | 1.02M | 50.21 | 0.49% |
| 24 | META | Meta Platforms,... | 701.33 | +2.70% | 1.36K | -0.58% | 798.55K | 457.94 | 0.38% |
| 25 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 3.26K | +2.29% | 780.39K | 176.6 | 0.38% |
| 26 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 1.29K | +13.86% | 755.75K | 487.22 | 0.36% |
| 27 | PAYX | Paychex, Inc. | 153.51 | +0.19% | 4.9K | -7.79% | 687.46K | 131.31 | 0.33% |
| 28 | COST | Costco Wholesal... | 984.10 | -0.62% | 742 | -2.24% | 680.24K | 576.76 | 0.33% |
| 29 | FLOT | iShares Floatin... | 50.91 | +0.05% | 12.67K | -2.67% | 644.6K | 50.62 | 0.31% |
| 30 | FBND | Fidelity Total ... | 45.23 | -0.17% | 13.98K | +1.01% | 627.39K | 50.51 | 0.30% |
| 31 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 9.91K | -3.88% | 586.75K | 51.91 | 0.28% |
| 32 | IJH | iShares Core S&... | 60.66 | +0.67% | 9.06K | -8.87% | 564.35K | 56.51 | 0.27% |
| 33 | DFAX | Dimensional Wor... | 29.23 | +0.64% | 22.56K | +0.93% | 560.87K | 25.84 | 0.27% |
| 34 | ETN | Eaton Corporati... | 337.96 | +4.42% | 1.67K | -4.08% | 553.43K | 215.73 | 0.27% |
| 35 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 2.33K | +2.95% | 541.23K | 129.01 | 0.26% |
| 36 | BAC | Bank of America... | 44.36 | +0.61% | 12.23K | -0.42% | 537.62K | 40.23 | 0.26% |
| 37 | MCD | McDonald's Corp... | 295.94 | -1.98% | 1.83K | -9.59% | 530.25K | 270.7 | 0.26% |
| 38 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 1.44K | -3.56% | 520.69K | 262.82 | 0.25% |
| 39 | MA | Mastercard Inco... | 568.14 | +1.09% | 974 | -0.92% | 512.98K | 412.6 | 0.25% |
| 40 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 660 | +1.07% | 509.89K | 557.92 | 0.25% |
| 41 | BA | The Boeing Comp... | 201.50 | +0.59% | 2.83K | +0.11% | 501.62K | 197.09 | 0.24% |
| 42 | BX | Blackstone Inc. | 137.85 | +1.06% | 2.81K | -7.37% | 485.21K | 104.44 | 0.23% |
| 43 | CMG | Chipotle Mexica... | 52.55 | +4.61% | 7.87K | -1.34% | 474.44K | 37.24 | 0.23% |
| 44 | SO | The Southern Co... | 88.83 | -1.68% | 5.73K | -0.73% | 471.73K | 70.67 | 0.23% |
| 45 | VIG | Vanguard Divide... | 200.94 | +0.24% | 2.35K | +0.86% | 460.99K | 171.65 | 0.22% |
| 46 | MRK | Merck & Co., In... | 80.88 | -1.02% | 4.61K | -9.63% | 458.45K | 103.56 | 0.22% |
| 47 | KO | The Coca-Cola C... | 70.46 | -0.79% | 7.31K | -5.87% | 454.9K | 60.78 | 0.22% |
| 48 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 3.1K | -1.15% | 447.98K | 162.44 | 0.22% |
| 49 | USB | U.S. Bancorp | 43.13 | +0.33% | 9.15K | -1.44% | 437.5K | 37.53 | 0.21% |
| 50 | HD | The Home Depot,... | 353.06 | -0.45% | 1.09K | -12.27% | 425.61K | 386.48 | 0.20% |
| 51 | IWM | iShares Russell... | 210.52 | +0.78% | 1.92K | -3.47% | 423.98K | 215.35 | 0.20% |
| 52 | GS | The Goldman Sac... | 626.86 | +2.17% | 684 | -2.01% | 391.64K | 359.24 | 0.19% |
| 53 | FTEC | Fidelity MSCI I... | 188.34 | +1.53% | 2.1K | -30.67% | 389.21K | 132.74 | 0.19% |
| 54 | MDY | SPDR S&P MIDCAP... | 556.09 | +1.00% | 681 | +6.57% | 388.09K | 512.07 | 0.19% |
| 55 | WM | Waste Managemen... | 234.37 | -0.9% | 1.92K | -5.84% | 387.43K | 173.61 | 0.19% |
| 56 | IBM | International B... | 281.56 | +1.57% | 1.74K | -1.8% | 382.89K | 152.81 | 0.18% |
| 57 | PKG | Packaging Corpo... | 189.31 | +0.40% | 1.7K | -3.9% | 382.55K | 151.52 | 0.18% |
| 58 | PRU | Prudential Fina... | 104.76 | +1.74% | 3.12K | -5.49% | 369.23K | 100.39 | 0.18% |
| 59 | PSA | Public Storage | 294.44 | -0.17% | 1.17K | -8.63% | 348.8K | 289.47 | 0.17% |
| 60 | WMT | Walmart Inc. | 94.23 | -0.22% | 3.81K | -4.55% | 344.72K | 55.21 | 0.17% |
| 61 | AGG | iShares Core U.... | 97.78 | -0.19% | 3.34K | -6.91% | 323.67K | 108.41 | 0.16% |
| 62 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 638 | -0.16% | 322.92K | 499.09 | 0.16% |
| 63 | XLV | Health Care Sel... | 135.62 | -0.38% | 2.29K | +46.26% | 314.55K | 142.78 | 0.15% |
| 64 | LNT | Alliant Energy ... | 60.37 | -1.16% | 5.27K | -4.59% | 311.93K | 52.37 | 0.15% |
| 65 | V | Visa Inc. | 355.07 | +0.63% | 956 | +0.84% | 302.23K | 261.33 | 0.15% |
| 66 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 337 | -2.88% | 300.38K | 586.24 | 0.14% |
| 67 | ED | Consolidated Ed... | 101.48 | -2.39% | 3.25K | -4.61% | 290.03K | 90.93 | 0.14% |
| 68 | VIGI | Vanguard Intern... | 89.91 | -0.06% | 3.54K | +0.34% | 282.75K | 84.85 | 0.14% |
| 69 | PG | The Procter & G... | 160.70 | +0.26% | 1.66K | -22.41% | 277.54K | 155.4 | 0.13% |
| 70 | RTX | RTX Corporation | 146.33 | +0.44% | 2.33K | -0.21% | 269.98K | 93.06 | 0.13% |
| 71 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 794 | -3.87% | 265.58K | 265.32 | 0.13% |
| 72 | ZBH | Zimmer Biomet H... | 92.13 | +0.93% | 2.51K | +0.24% | 264.69K | 123.99 | 0.13% |
| 73 | VST | Vistra Corp. | 177.27 | +2.03% | 1.85K | -0.64% | 255.7K | 55.68 | 0.12% |
| 74 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 1.49K | +1.50% | 247.51K | 108.24 | 0.12% |
| 75 | DFUV | Dimensional US ... | 41.55 | +0.79% | 5.75K | +0.42% | 235.44K | 31.8 | 0.11% |
| 76 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 221 | +0.45% | 234.29K | 726.37 | 0.11% |
| 77 | WFC | Wells Fargo & C... | 72.97 | +0.84% | 3.32K | +0.51% | 233.18K | 53.15 | 0.11% |
| 78 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 1.29K | +1.66% | 228.81K | 170.19 | 0.11% |
| 79 | CVX | Chevron Corpora... | 146.06 | +0.10% | 1.58K | +1.48% | 228.34K | 148.69 | 0.11% |
| 80 | IDXX | IDEXX Laborator... | 528.44 | +1.10% | 543 | -3.89% | 224.5K | 570.05 | 0.11% |
| 81 | CB | Chubb Limited | 286.06 | -0.25% | 804 | +0.37% | 222.09K | 215.69 | 0.11% |
| 82 | MS | Morgan Stanley | 130.65 | +0.90% | 1.74K | -2.68% | 219.26K | 94.17 | 0.11% |
| 83 | DVY | iShares Select ... | 130.55 | -0.49% | 1.6K | -4.2% | 209.73K | 122.43 | 0.10% |
| 84 | DIS | The Walt Disney... | 119.45 | +1.28% | 1.85K | 0.00% | 206.34K | 121.31 | 0.10% |
| 85 | IXUS | iShares Core MS... | 75.92 | -0.92% | 3.07K | -35.16% | 203.17K | 70.48 | 0.10% |
| 86 | LYB | LyondellBasell ... | 61.19 | +1.81% | 2.73K | -4.41% | 202.9K | 92.88 | 0.10% |
| 87 | STZ | Constellation B... | 162.60 | -1.38% | 906 | -11.95% | 200.23K | 248.76 | 0.10% |
| 88 | IVV | iShares Core S&... | 603.05 | +0.54% | 333 | -6.46% | 195.96K | 479.43 | 0.09% |
| 89 | VTI | Vanguard Total ... | 296.15 | +0.88% | 671 | +0.60% | 194.48K | 242.73 | 0.09% |
| 90 | KHC | The Kraft Heinz... | 25.77 | -1.17% | 6.18K | -4.85% | 189.71K | 32.28 | 0.09% |
| 91 | MU | Micron Technolo... | 119.73 | +3.57% | 2.25K | -0.57% | 189.62K | 85.47 | 0.09% |
| 92 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 358 | +0.85% | 186.86K | 367.54 | 0.09% |
| 93 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 1.23K | +10.16% | 186.32K | 168.58 | 0.09% |
| 94 | IEFA | iShares Core MS... | 81.91 | -1.35% | 2.48K | -15.46% | 174.42K | 74.64 | 0.08% |
| 95 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 658 | -0.45% | 173.83K | 253.37 | 0.08% |
| 96 | TDIV | First Trust NAS... | 87.04 | +1.19% | 2.2K | +0.55% | 172.63K | 62.81 | 0.08% |
| 97 | ADBE | Adobe Inc. | 401.12 | +2.41% | 383 | +1.59% | 170.31K | 489.79 | 0.08% |
| 98 | LOW | Lowe's Companie... | 215.74 | -0.7% | 639 | -3.18% | 157.61K | 253.74 | 0.08% |
| 99 | AFL | Aflac Incorpora... | 102.61 | +0.42% | 1.49K | -6.05% | 154.26K | 62.69 | 0.07% |
| 100 | AZN | AstraZeneca PLC | 73.48 | -1.26% | 2.32K | 0.00% | 151.74K | 61.38 | 0.07% |
| 101 | GD | General Dynamic... | 278.85 | -1.47% | 576 | -8.13% | 151.64K | 240.59 | 0.07% |
| 102 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 982 | -0.61% | 150.93K | 155.97 | 0.07% |
| 103 | TGT | Target Corporat... | 97.44 | +2.17% | 1.11K | -9.74% | 150.27K | 202.65 | 0.07% |
| 104 | ICE | Intercontinenta... | 179.54 | +0.62% | 993 | +0.30% | 147.98K | 118.67 | 0.07% |
| 105 | UNP | Union Pacific C... | 224.53 | +0.52% | 645 | -10.29% | 147.16K | 230.47 | 0.07% |
| 106 | IJS | iShares S&P Sma... | 97.60 | +0.62% | 1.35K | -14.16% | 146.85K | 102.66 | 0.07% |
| 107 | DSI | iShares MSCI KL... | 112.95 | +0.67% | 1.32K | +0.30% | 145.92K | 92.5 | 0.07% |
| 108 | DOW | Dow Inc. | 30.55 | +2.17% | 3.59K | -24.34% | 144K | 58.29 | 0.07% |
| 109 | VGT | Vanguard Inform... | 633.02 | +1.56% | 230 | +1.32% | 142.98K | 459.37 | 0.07% |
| 110 | CTSH | Cognizant Techn... | 80.07 | +1.42% | 1.85K | +0.38% | 142.19K | 68.31 | 0.07% |
| 111 | UPS | United Parcel S... | 101.03 | +1.03% | 1.1K | -22.34% | 138.94K | 170.82 | 0.07% |
| 112 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 1.52K | +1.00% | 138.57K | 97.14 | 0.07% |
| 113 | INTU | Intuit Inc. | 767.56 | +1.80% | 219 | -2.67% | 137.76K | 594.07 | 0.07% |
| 114 | SHOP | Shopify Inc. | 108.28 | +2.79% | 1.29K | -16.78% | 137.59K | 71.15 | 0.07% |
| 115 | AXP | American Expres... | 293.96 | +2.14% | 462 | -2.33% | 137.02K | 212.61 | 0.07% |
| 116 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 749 | +88.67% | 136.29K | 142.21 | 0.07% |
| 117 | RDIV | Invesco S&P Ult... | 47.67 | +0.52% | 2.77K | -3.08% | 133.81K | 42.17 | 0.06% |
| 118 | GM | General Motors ... | 49.20 | +1.14% | 2.5K | +0.20% | 133.2K | 54.43 | 0.06% |
| 119 | AMGN | Amgen Inc. | 295.12 | -0.03% | 511 | -17.05% | 133.11K | 283.17 | 0.06% |
| 120 | T | AT&T Inc. | 27.94 | -0.89% | 5.74K | -0.4% | 130.63K | 18.06 | 0.06% |
| 121 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 251 | -1.95% | 130.35K | 552.36 | 0.06% |
| 122 | ABT | Abbott Laborato... | 133.99 | -1.2% | 1.15K | -8.07% | 130.16K | 111.42 | 0.06% |
| 123 | LIN | Linde plc | 465.93 | -0.01% | 310 | +29.17% | 129.77K | 453.22 | 0.06% |
| 124 | TJX | The TJX Compani... | 124.16 | +0.20% | 1.07K | +0.66% | 129.49K | 96.76 | 0.06% |
| 125 | GE | General Electri... | 236.08 | -0.22% | 775 | -2.15% | 129.32K | 113.27 | 0.06% |
| 126 | GBNY | Generations Ban... | 16.57 | +0.42% | 8.06K | 0.00% | 121.75K | 11.4 | 0.06% |
| 127 | FELV | Fidelity Coving... | 31.18 | +0.66% | 3.99K | +0.45% | 121.65K | 29.09 | 0.06% |
| 128 | IYR | iShares U.S. Re... | 94.54 | -0.55% | 1.3K | +0.85% | 120.97K | 113.86 | 0.06% |
| 129 | FICO | Fair Isaac Corp... | 1811.38 | +1.50% | 59 | 0.00% | 117.47K | 940.81 | 0.06% |
| 130 | CARR | Carrier Global ... | 70.87 | -0.52% | 1.71K | +0.18% | 116.38K | 60.34 | 0.06% |
| 131 | PGR | The Progressive... | 266.19 | -0.62% | 485 | +0.21% | 116.11K | 185.25 | 0.06% |
| 132 | ACN | Accenture plc | 313.78 | +0.66% | 327 | -0.3% | 115.02K | 337.72 | 0.06% |
| 133 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 2.02K | -6.25% | 114.53K | 54.39 | 0.06% |
| 134 | PNC | The PNC Financi... | 174.97 | +0.92% | 575 | +0.88% | 110.81K | 177.87 | 0.05% |
| 135 | VZ | Verizon Communi... | 42.42 | -1.37% | 2.72K | -10.63% | 108.6K | 41.98 | 0.05% |
| 136 | LAMR | Lamar Advertisi... | 119.30 | +0.03% | 886 | +1.37% | 107.86K | 117.46 | 0.05% |
| 137 | AMD | Advanced Micro ... | 126.24 | +8.68% | 865 | -2.92% | 104.48K | 180.35 | 0.05% |
| 138 | WPC | W. P. Carey Inc... | 62.74 | -0.95% | 1.89K | +0.59% | 102.69K | 72.57 | 0.05% |
| 139 | SYK | Stryker Corpora... | 376.80 | -0.13% | 278 | +1.09% | 100.25K | 321.74 | 0.05% |
| 140 | IEMG | iShares Core MS... | 58.66 | -0.09% | 1.89K | -3.28% | 98.67K | 59.47 | 0.05% |
| 141 | LULU | Lululemon Athle... | 241.24 | +0.89% | 258 | +0.39% | 98.66K | 391.4 | 0.05% |
| 142 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 285 | -21.92% | 97.52K | 223.21 | 0.05% |
| 143 | GLW | Corning Incorpo... | 50.72 | +2.25% | 2.01K | -3.64% | 95.71K | 33.69 | 0.05% |
| 144 | IDU | iShares U.S. Ut... | 103.36 | -1.16% | 980 | +0.62% | 94.33K | 88.27 | 0.05% |
| 145 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 2.49K | -3.67% | 93.6K | 42.75 | 0.04% |
| 146 | ZTS | Zoetis Inc. | 164.20 | -0.08% | 574 | -11.56% | 93.44K | 179.1 | 0.04% |
| 147 | TXN | Texas Instrumen... | 199.09 | +2.10% | 480 | +1.48% | 90.05K | 164.78 | 0.04% |
| 148 | FAST | Fastenal Compan... | 42.18 | +0.02% | 1.25K | +0.73% | 89.84K | 67.2 | 0.04% |
| 149 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 180 | -2.17% | 89.65K | 424.41 | 0.04% |
| 150 | UBER | Uber Technologi... | 85.05 | +1.33% | 1.43K | +1.42% | 86.2K | 66.86 | 0.04% |