RA

Rise Advisors, LLC

13F
Rise Advisors, LLC
Last update 2025-01-07 1118 Stocks (15 new)
Value $208.00 Mil Turnover 3 %
Countries:
Top Holdings: VTV(14.09%)VUG(13.80%)DFCF(11.59%)JMBS(6.21%)VNLA(4.66%)
Summary Stock Picks Current Portfolio
Rise Advisors, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV 		Vanguard Value ETF
173,019
29,292.1
+6.56%
14.090
+0.87%
0.020
-2.81%
+1.32%
137,134.2
 
VUG 		Vanguard Growth ETF
69,909
28,693.3
+3.82%
13.800
+0.51%
0.020
-4.15%
-1.59%
150,767.6
 
DFCF 		Dimensional Core Fixed Income ETF
583,897
24,097.4
+10.73%
11.590
+1.12%
0.400
+0.44%
+0.61%
6,583.0
 
JMBS 		Janus Henderson Mortgage-Backed Securities ETF
292,300
12,913.8
-3.00%
6.210
-0.20%
0.280
+0.43%
+0.20%
5,282.5
 
VNLA 		Janus Henderson Short Duration Income ETF
197,995
9,683.9
-13.50%
4.660
-0.73%
0.420
-0.14%
+0.06%
2,574.2
 
DFAT 		Dimensional U.S. Targeted Value ETF
158,034
8,796.2
-0.56%
4.230
-0.02%
0.080
-5.69%
-4.42%
10,471.3
 
XLF 		Financial Select Sector SPDR
108,900
5,263.1
-5.38%
2.530
-0.13%
0.010
-0.95%
+5.26%
50,564.5
 
XLI 		Industrial Select Sector SPDR
36,367
4,791.7
-0.96%
2.300
-0.02%
0.020
+1.85%
+6.48%
20,333.1
 
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
122,855
3,744.6
-6.62%
1.800
-0.14%
0.230
+4.66%
+7.51%
1,763.0
 
PYPL 		PayPal Holdings Inc
39,725
3,390.5
-17.74%
1.630
-0.32%
0.000
-5.19%
-15.28%
70,323.8
Credit Services

Rise Advisors, LLC's Historical Top Holdings Breakdowns

Rise Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFCF 		Dimensional Core Fixed Income ETF2024-12-31Add
+1.12%
●
41.16 ($42.08) 43.26
$41.52
-1.33%
Add 10.73%
583,897
56,582
VTV 		Vanguard Value ETF2024-12-31Add
+0.87%
●
168.32 ($175.52) 181.87
$171.54
-2.27%
Add 6.56%
173,019
10,656
VNLA 		Janus Henderson Short Duration Income ETF2024-12-31Reduce
-0.73%
●
48.82 ($48.97) 49.11
$48.94
-0.06%
Reduce -13.5%
197,995
-30,898
VUG 		Vanguard Growth ETF2024-12-31Add
+0.51%
●
379 ($403.46) 428.11
$403.93
0.12%
Add 3.82%
69,909
2,570
PYPL 		PayPal Holdings Inc2024-12-31Reduce
-0.32%
●
77.25 ($84.18) 91.3
$72.31
-14.10%
Reduce -17.74%
39,725
-8,565
JMBS 		Janus Henderson Mortgage-Backed Securities ETF2024-12-31Reduce
-0.20%
●
44.03 ($45.07) 46.55
$44.27
-1.78%
Reduce -3%
292,300
-9,040
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund2024-12-31Reduce
-0.14%
●
30.48 ($32.01) 34.2
$32.77
2.37%
Reduce -6.62%
122,855
-8,704
XLF 		Financial Select Sector SPDR2024-12-31Reduce
-0.13%
●
44.89 ($48.4) 51.34
$50.87
5.10%
Reduce -5.38%
108,900
-6,197
JPST 		JPMorgan Ultra-Short Income ETF2024-12-31Add
+0.12%
●
50.37 ($50.5) 50.6
$50.47
-0.06%
Add 18.22%
31,717
4,889
NVDA 		NVIDIA Corp2024-12-31Reduce
-0.09%
●
118.85 ($138.16) 148.88
$123.00
-10.97%
Reduce -6.61%
22,537
-1,596

Rise Advisors, LLC Total Holding History ($B)

To

Rise Advisors, LLC's Asset Allocation

To

Rise Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Rise Advisors, LLC's Hypothetical Growth since 2024-12-31

Rise Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Rise Advisors, LLC's Holdings Heat Map

Size field:

Rise Advisors, LLC's Holdings Bubble Chart

Rise Advisors, LLC News

  • 1

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