
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
535,519 | +58,741 | $22,347 |
DFCF | 535,519 | +58,741 | $22,347 |
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126,280 | +10,798 | $17,944 |
VTV | 126,280 | +10,798 | $17,944 |
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60,959 | -7,805 | $17,249 |
VUG | 60,959 | -7,805 | $17,249 |
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174,990 | +25,458 | $8,363 |
VNLA | 174,990 | +25,458 | $8,363 |
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130,186 | +14,283 | $6,039 |
DFAT | 130,186 | +14,283 | $6,039 |
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166,790 | +17,247 | $5,622 |
XLF | 166,790 | +17,247 | $5,622 |
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31,202 | +1,784 | $3,349 |
XLI | 31,202 | +1,784 | $3,349 |
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103,908 | +8,455 | $2,904 |
XSOE | 103,908 | +8,455 | $2,904 |
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12,910 | -12,367 | $2,504 |
AAPL | 12,910 | -12,367 | $2,504 |
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34,900 | +6,459 | $2,329 |
PYPL | 34,900 | +6,459 | $2,329 |
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22,944 | -114,718 | $1,166 |
FLOT | 22,944 | -114,718 | $1,166 |
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21,543 | +10,652 | $1,080 |
JPST | 21,543 | +10,652 | $1,080 |
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$1,017 | ||
BRK.B | 2,981 | -416 | $1,017 |
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2,982 | -143 | $1,016 |
MSFT | 2,982 | -143 | $1,016 |
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3,626 | -70 | $948 |
IJH | 3,626 | -70 | $948 |
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13,826 | -519 | $933 |
IEFA | 13,826 | -519 | $933 |
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17,757 | +8,027 | $885 |
JAAA | 17,757 | +8,027 | $885 |
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15,852 | UNCH | $883 |
TMP | 15,852 | UNCH | $883 |
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8,959 | -217 | $878 |
AGG | 8,959 | -217 | $878 |
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31,906 | +111 | $866 |
DFAC | 31,906 | +111 | $866 |
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2,072 | -80 | $765 |
QQQ | 2,072 | -80 | $765 |
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2,342 | -5,963 | $727 |
HD | 2,342 | -5,963 | $727 |
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6,237 | +131 | $698 |
PAYX | 6,237 | +131 | $698 |
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6,146 | +30 | $659 |
XOM | 6,146 | +30 | $659 |
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4,581 | -87 | $598 |
FTEC | 4,581 | -87 | $598 |
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12,329 | -14 | $575 |
ISTB | 12,329 | -14 | $575 |
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1,319 | -33 | $558 |
NVDA | 1,319 | -33 | $558 |
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3,187 | -21 | $527 |
VBR | 3,187 | -21 | $527 |
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4,492 | -73 | $518 |
MRK | 4,492 | -73 | $518 |
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21,557 | +281 | $502 |
DFAX | 21,557 | +281 | $502 |
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10,994 | +69 | $499 |
FBND | 10,994 | +69 | $499 |
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8,370 | UNCH | $494 |
FAST | 8,370 | UNCH | $494 |
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3,692 | -28 | $481 |
AMZN | 3,692 | -28 | $481 |
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17,889 | -11,838 | $475 |
DKNG | 17,889 | -11,838 | $475 |
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7,525 | +117 | $471 |
IXUS | 7,525 | +117 | $471 |
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2,711 | -80 | $440 |
VIG | 2,711 | -80 | $440 |
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1,809 | -5 | $408 |
LOW | 1,809 | -5 | $408 |
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1,236 | -86 | $369 |
MCD | 1,236 | -86 | $369 |
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2,480 | +4 | $361 |
ZBH | 2,480 | +4 | $361 |
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2,264 | -775 | $356 |
WMT | 2,264 | -775 | $356 |
![]() |
773 | -68 | $345 |
IVV | 773 | -68 | $345 |
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2,526 | -102 | $340 |
ABBV | 2,526 | -102 | $340 |
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3,077 | UNCH | $335 |
ABT | 3,077 | UNCH | $335 |
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8,704 | -558 | $319 |
PFE | 8,704 | -558 | $319 |
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11,095 | -532 | $318 |
BAC | 11,095 | -532 | $318 |
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148 | -6 | $317 |
CMG | 148 | -6 | $317 |
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6,083 | +88 | $315 |
CSCO | 6,083 | +88 | $315 |
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1,674 | +41 | $314 |
IWM | 1,674 | +41 | $314 |
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5,954 | -591 | $293 |
IEMG | 5,954 | -591 | $293 |
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643 | -64 | $285 |
SPY | 643 | -64 | $285 |
See Full List: All Stocks Held By Rise Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Rise Advisors LLC
![]() At 06/30/2023: $129,351 At 03/31/2023: $132,465 Rise Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rise Advisors LLC 13F filings. Link to 13F filings: SEC filings |