Rise Advisors, LLC has filed its 13F form on January 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $206 Million distributed in 1119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $29.3M, Vanguard Growth ETF with a value of $28.7M, Dimensional ETF Tr Core Fxd In with a value of $24.1M, Janus Detroit Str Tr Henderson with a value of $12.9M, and Janus Henderson Short Duration with a value of $9.68M.
Examining the 13F form we can see an decrease of $745K in the current position value, from $207M to 206M.
Also it can be appreciated an additional of 20 stocks purchases and 1 closed positions.
Below you can find more details about Rise Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$206 Million
ETFs: $142 Million
Financial Services: $14.5 Million
Technology: $13.4 Million
Consumer Cyclical: $7.87 Million
Industrials: $7.22 Million
Healthcare: $5.49 Million
Communication Services: $3.62 Million
Consumer Defensive: $3.37 Million
Other: $8.14 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
