Rise Advisors, LLC Purchases in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HTH
Hilltop Holdings Inc.

Financial Services
16
New
$29.57 - $35.74 $473 - $572
16 $0
Fundstrat Granny Shots Us Large Cap ETF
2.5K
New
N/A
2.5K $0
SMMT
Summit Therapeutics Inc.

Healthcare
28
New
$17.61 - $30.02 $493 - $841
28 $0
HUBS
Hubspot Inc

Technology
1
New
$420.79 - $560.9 $421 - $561
1 $0
MTG
Mgic Investment Corp

Financial Services
19
New
$25.06 - $28.92 $476 - $549
19 $0
Karyopharm Therapeutics Inc Com New
131
New
N/A
131 $0
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.81%
$135.05 - $147.0 $135 - $147
124 $17K
KHC
Kraft Heinz CO

Consumer Defensive
9
+ 1.01%
$25.63 - $28.94 $231 - $260
904 $23K
PKI
Perkinelmer Inc

Healthcare
1
+ 0.82%
N/A
123 $14K
Bunge Global Sa Com Shs
1
+ 1.03%
N/A
98 $0
Ftai Aviation LTD Shs
6
+ 3.35%
N/A
185 $0
LUV
Southwest Airlines CO

Industrials
4
+ 0.95%
$29.06 - $37.7 $116 - $151
426 $13K
CUZ
Cousins Properties Inc

Real Estate
5
+ 1.2%
$26.53 - $29.82 $133 - $149
422 $12K
IP
International Paper CO

Consumer Cyclical
10
+ 2.13%
$45.32 - $55.68 $453 - $557
480 $22K
CBSH
Commerce Bancshares Inc

Financial Services
1
+ 0.4%
$58.61 - $66.11 $58.6 - $66.1
254 $15K
NSA
National Storage Affiliates Trust

Real Estate
4
+ 1.61%
$29.44 - $33.3 $118 - $133
253 $7K
NYT
New York Times CO

Communication Services
1
+ 0.28%
$51.43 - $61.95 $51.4 - $62
360 $20K
Vanguard 0 3 Month Treasury Bill ETF
20
+ 1.0%
N/A
2.01K $0
NXRT
Nex Point Residential Trust, Inc.

Real Estate
5
+ 1.54%
$30.55 - $34.72 $153 - $174
329 $10K
NDAQ
Nasdaq, Inc.

Financial Services
6
+ 2.31%
$86.73 - $96.94 $520 - $582
266 $23K
American Integrity Ins Group I Com
29
New
N/A
29 $0
ALLY
Ally Financial Inc.

Financial Services
4
+ 0.76%
$36.95 - $44.58 $148 - $178
529 $20K
Ge Vernova Inc Com
67
+ 24.81%
N/A
337 $0
PAYC
Paycom Software, Inc.

Technology
2
+ 4.76%
$208.14 - $238.8 $416 - $478
44 $9K
TSN
Tyson Foods, Inc.

Consumer Defensive
2
+ 0.97%
$52.3 - $57.69 $105 - $115
208 $11K
Arista Networks Inc Com Shs
17
+ 1.96%
N/A
886 $0
Lenz Therapeutics Inc Com
15
New
N/A
15 $0
Acuren Corp Com
924
New
N/A
924 $0
Sable Offshore Corp Com Shs
17
+ 70.83%
N/A
41 $0
Viper Energy Inc Cl A
301
New
N/A
301 $0
T
At&T Inc.

Communication Services
172
+ 2.73%
$26.94 - $29.62 $4.63K - $5.09K
6.47K $182K
Life360 Inc Com
7
New
N/A
7 $0
Blackrock Inc Com
3
+ 3.45%
N/A
90 $0
Ralliant Corp Com
47
New
N/A
47 $0
BRX
Brixmor Property Group Inc.

Real Estate
5
+ 1.11%
N/A
455 $10K
Ardent Health Inc Com
48
New
N/A
48 $0
Vanguard New York Tax Exempt Bond ETF
1.23K
New
N/A
1.23K $0
Aebi Schmidt Hldg Ag Com
128
New
N/A
128 $0
Alumis Inc Com
103
New
N/A
103 $0
PLAB
Photronics Inc

Technology
26
New
$19.16 - $25.06 $498 - $652
26 $0
MGNI
Magnite, Inc.

Communication Services
22
New
$21.75 - $26.52 $479 - $583
22 $0
Digitalbridge Group Inc Cl A New
1
+ 0.08%
N/A
1.31K $0
Tempus Ai Inc Cl A
8
New
N/A
8 $0
Cg Oncology Inc Com
19
New
N/A
19 $0
VTRS
Viatris Inc

Healthcare
1
+ 0.61%
$8.74 - $10.69 $8.74 - $10.7
166 $1K
GDYN
Grid Dynamics Holdings, Inc.

Technology
62
New
$7.5 - $12.39 $465 - $768
62 $0
KBR
Kbr, Inc.

Industrials
1
+ 0.31%
$45.52 - $51.61 $45.5 - $51.6
322 $15K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3
+ 1.11%
$45.72 - $47.27 $137 - $142
273 $12K
SPT
Sprout Social, Inc.

Technology
33
New
$12.92 - $21.2 $426 - $700
33 $0
Activity Summary
Buys All Purchases 728 New Holdings 92 Increased Positions 636 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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