Rise Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RA Rise Advisors, LLC | Institutional Filer | ▲ 1.21% | $283.7M | 94 |
Current Portfolio Holdings
Showing all 94 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | — | 105K | $46.2M | 16.30% |
| 2 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | — | 472K | $32.5M | 11.46% |
| 3 | VTV | VANGUARD VALUE ETF | — | 153K | $30.1M | 10.61% |
| 4 | VCRB | VANGUARD CORE BOND ETF | — | 301K | $23.3M | 8.19% |
| 5 | BUFZ | FT VEST LADDERED MODERATE BUFFER ETF | — | 699K | $18.4M | 6.49% |
| 6 | LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | — | 937K | $18.2M | 6.42% |
| 7 | JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | — | 192K | $15.4M | 5.43% |
| 8 | FBND | FIDELITY TOTAL BOND ETF | — | 330K | $15.1M | 5.31% |
| 9 | VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | — | 266K | $13.0M | 4.57% |
| 10 | XLE | Energy Select Sector SPDR Fund | — | 107K | $6.3M | 2.22% |
| 11 | NVDA | NVIDIA Corporation | Technology | 25K | $4.3M | 1.52% |
| 12 | AAPL | Apple Inc. | Technology | 17K | $4.3M | 1.50% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 8K | $3.9M | 1.36% |
| 14 | MSFT | Microsoft Corporation | Technology | 9K | $3.2M | 1.12% |
| 15 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | — | 62K | $3.1M | 1.10% |
Showing 1 to 15 of 94 holdings