IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Rise Advisors, LLC

Q4 2021 Holdings

Filed 2022-02-24 | 650 holdings | $105.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Communication Services Select Sector Spdra Fund(XLC)81369Y852$7.9K1010.0%
Artisan Partners Asset Mgmt in CL A(APAM)04316A108$7.9K1660.0%
Beyond Meat Inc COM(BYND)08862E109$8.0K1220.0%
BM Technologies Inc CL A COM05591L107$8.1K8750.0%
Organon & Co Common Stock(OGN)68622V106$8.1K2660.0%
Invesco DB Oil Fund(DBO)46140H403$8.1K6000.0%
Pegasystems Inc COM(PEGA)705573103$8.4K750.0%
Twilio Inc CL A(TWLO)90138F102$8.4K320.0%
Casella Waste SYS Inc CL A(CWST)147448104$8.5K1000.0%
Digitalocean Hldgs Inc COM(DOCN)25402D102$8.6K1070.0%
LAM Research Corp COM(LRCXEUR)512807108$8.7K120.0%
General MLS Inc COM(GIS)370334104$8.7K1290.0%
Toro Co COM(TTC)891092108$9.0K900.0%
Invesco S&P 500 Equal Weight ETF(RSP)46137V357$9.1K560.0%
Invesco Preferred ETF(PGX)46138E511$9.1K6060.0%
Southern Copper Corp COM(SCCO)84265V105$9.2K1490.0%
Jd.com Inc Spon ADR CL A(JD)47215P106$9.3K1330.0%
Travelers Companies Inc COM(TRV)89417E109$9.3K600.0%
Otis Worldwide Corp COM(OTIS)68902V107$9.4K1080.0%
Tractor Supply Co COM(TSCO)892356106$9.6K400.0%
Unum Group COM(UNM)91529Y106$9.7K3930.0%
Intuit COM(INTU)461202103$9.7K150.0%
Southwest Airls Co COM(LUV)844741108$9.7K2260.0%
Ishares U.S. Medical Devices ETF(IHI)464288810$10.0K1510.0%
Thermo Fisher Scientific Inc COM(TMO)883556102$10.0K150.0%
Toronto Dominion BK ONT COM New(TD)891160509$10.1K1320.0%
Darden Restaurants Inc COM(DRI)237194105$10.3K680.0%
Eaton Corp PLC SHS(ETN)G29183103$10.4K600.0%
BlackRock CR Allocation Income COM(BTZ)092508100$10.4K6940.0%
Amgen Inc COM(AMGN)031162100$10.5K460.0%
HP Inc COM(HPQ)40434L105$10.5K2790.0%
Wayfair Inc CL A(W)94419L101$10.8K570.0%
Zendesk Inc COM98936J101$11.2K1070.0%
Pioneer Diversified High Inc COM(XHNWX)723653101$11.2K7290.0%
Teladoc Health Inc COM(TDOC)87918A105$11.3K1230.0%
Mplx LP COM Unit REP LTD(MPLX)55336V100$11.3K3830.0%
Zillow Group Inc CL C Cap STK(Z)98954M200$11.4K1780.0%
Energy Select Sector Spdr Fund(XLE)81369Y506$11.4K2050.0%
Fastly Inc CL A(FSLY)31188V100$11.4K3210.0%
Blackline Inc COM(BL)09239B109$11.4K1100.0%
Ishares Msci China A ETF(CNYA)46434V514$11.5K2640.0%
Mondelez Intl Inc CL A(MDLZ)609207105$11.6K1750.0%
Align Technology Inc COM(ALGN)016255101$11.8K180.0%
Nice LTD Sponsored ADR(NSY)653656108$11.8K390.0%
Snowflake Inc CL A(SNOW)833445109$11.9K350.0%
Ishares 0-5 Year Tips Bond ETF(STIP)46429B747$12.0K1130.0%
Carrier Global Corporation COM(CARR)14448C104$12.0K2200.0%
Tilray Inc COM CL 2(TLRYEUR)88688T100$12.0K1,7080.0%
Vaneck Gold Miners ETF(GDX)92189F106$12.1K3760.0%
West Pharmaceutical Svsc Inc COM(WST)955306105$12.2K260.0%
PreviousPage 7 of 13Next