Rise Advisors, LLC Portfolio Holdings
Rise Advisors, LLC
- $206 Million
- Q4 2024
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.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 1,119
- Current Value $206 Million
- Prior Value $207 Million
- Filing
- Period Q4 2024
- Filing Date January 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 20 stocks
- Additional Purchases 513 stocks
- Sold out of 1 stocks
- Reduced holdings in 246 stocks