Rise Advisors, LLC Purchases in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HWM
Howmet Aerospace Inc.

Industrials
7
+ 2.63%
$171.0 - $196.23 $1.2K - $1.37K
273 $53K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
25
+ 1.36%
$14.53 - $17.13 $363 - $428
1.87K $31K
PWR
Quanta Services, Inc.

Industrials
2
+ 1.92%
$372.29 - $421.68 $745 - $843
106 $43K
WTS
Watts Water Technologies Inc

Industrials
1
+ 1.04%
$247.02 - $285.86 $247 - $286
97 $27K
UNP
Union Pacific Corp

Industrials
3
+ 0.58%
$214.91 - $237.16 $645 - $711
519 $122K
ALL
Allstate Corp

Financial Services
9
+ 5.49%
$192.0 - $214.65 $1.73K - $1.93K
173 $37K
XYL
Xylem Inc.

Industrials
5
+ 3.62%
$129.67 - $147.5 $648 - $738
143 $21K
HSY
Hershey CO

Consumer Defensive
3
+ 2.38%
$161.95 - $193.45 $486 - $580
129 $24K
TMUS
T Mobile Us, Inc.

Communication Services
14
+ 4.65%
$226.02 - $259.01 $3.16K - $3.63K
315 $75K
HOOD
Robinhood Markets, Inc.

Technology
13
+ 54.17%
$91.27 - $143.18 $1.19K - $1.86K
37 $5K
K
Kellogg CO

Consumer Defensive
29
+ 17.37%
$76.96 - $82.02 $2.23K - $2.38K
196 $16K
FNF
Fidelity National Financial, Inc.

Financial Services
9
+ 1.83%
$51.22 - $61.07 $461 - $550
500 $30K
TFC
Truist Financial Corp

Financial Services
19
+ 2.4%
$42.83 - $47.07 $814 - $894
810 $37K
OLN
Olin Corp

Basic Materials
4
+ 0.81%
$18.23 - $26.93 $72.9 - $108
498 $12K
JCI
Johnson Controls International PLC

Industrials
12
+ 3.0%
$103.24 - $111.73 $1.24K - $1.34K
412 $45K
D
Dominion Energy, Inc

Utilities
15
+ 2.79%
$56.32 - $62.1 $845 - $932
552 $33K
AFG
American Financial Group Inc

Financial Services
1
+ 0.63%
$122.42 - $145.72 $122 - $146
161 $23K
DASH
Door Dash, Inc.

Communication Services
7
+ 14.89%
$234.5 - $272.5 $1.64K - $1.91K
54 $14K
KBH
Kb Home

Consumer Cyclical
1
+ 0.34%
$52.78 - $67.97 $52.8 - $68
292 $18K
EXP
Eagle Materials Inc

Basic Materials
1
+ 1.47%
$209.12 - $242.26 $209 - $242
69 $16K
O
Realty Income Corp

Real Estate
25
+ 5.18%
$56.13 - $60.79 $1.4K - $1.52K
508 $30K
A
Agilent Technologies, Inc.

Healthcare
5
+ 2.31%
$112.04 - $128.75 $560 - $644
221 $28K
TDY
Teledyne Technologies Inc

Technology
1
+ 3.7%
$509.51 - $586.04 $510 - $586
28 $16K
WFRD
Weatherford International PLC

Energy
1
+ 0.5%
$52.14 - $69.61 $52.1 - $69.6
200 $13K
GILD
Gilead Sciences, Inc.

Healthcare
27
+ 3.44%
$108.22 - $120.47 $2.92K - $3.25K
812 $90K
FOXA
Fox Corp

Communication Services
18
+ 6.72%
$53.87 - $63.06 $970 - $1.14K
286 $18K
HI
Hillenbrand, Inc.

Industrials
3
+ 0.79%
$19.59 - $27.04 $58.8 - $81.1
383 $10K
NUE
Nucor Corp

Basic Materials
10
+ 6.17%
$133.3 - $150.33 $1.33K - $1.5K
172 $23K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
+ 3.53%
$301.44 - $365.84 $1.81K - $2.2K
176 $56K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 0.88%
$181.55 - $209.19 $182 - $209
115 $23K
VTR
Ventas, Inc.

Real Estate
7
+ 2.6%
$62.76 - $69.99 $439 - $490
276 $19K
UMBF
Umb Financial Corp

Financial Services
1
+ 0.4%
$106.84 - $125.59 $107 - $126
253 $29K
WTW
Willis Towers Watson PLC

Financial Services
4
+ 7.14%
$301.83 - $345.45 $1.21K - $1.38K
60 $20K
PCG
Pg&E Corp

Utilities
99
+ 7.43%
$13.0 - $15.73 $1.29K - $1.56K
1.43K $21K
BC
Brunswick Corp

Consumer Cyclical
2
+ 0.74%
$56.64 - $66.85 $113 - $134
271 $17K
ADM
Archer Daniels Midland CO

Consumer Defensive
11
+ 3.18%
$53.54 - $64.21 $589 - $706
357 $21K
TRV
Travelers Companies, Inc.

Financial Services
7
+ 5.15%
$250.62 - $279.43 $1.75K - $1.96K
143 $39K
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 0.57%
$122.23 - $142.77 $122 - $143
177 $24K
SCCO
Southern Copper Corp

Basic Materials
2
+ 1.6%
$90.54 - $121.36 $181 - $243
127 $15K
RJF
Raymond James Financial Inc

Financial Services
3
+ 2.38%
$154.64 - $176.43 $464 - $529
129 $22K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.28%
$102.17 - $110.66 $102 - $111
363 $40K
GNTX
Gentex Corp

Consumer Cyclical
3
+ 0.68%
$22.66 - $29.06 $68 - $87.2
447 $12K
RNR
Renaissancere Holdings LTD

Financial Services
4
+ 3.6%
$231.95 - $253.93 $928 - $1.02K
115 $29K
LECO
Lincoln Electric Holdings Inc

Industrials
1
+ 0.88%
$210.22 - $247.76 $210 - $248
114 $26K
FOLD
Amicus Therapeutics, Inc.

Healthcare
149
+ 15.04%
$5.84 - $8.57 $870 - $1.28K
1.14K $8K
RMD
Resmed Inc

Healthcare
5
+ 5.26%
$252.01 - $293.73 $1.26K - $1.47K
100 $27K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 3.23%
$473.44 - $553.71 $473 - $554
32 $17K
ENB
Enbridge Inc

Energy
2
+ 0.42%
$43.79 - $50.46 $87.6 - $101
482 $24K
DTE
Dte Energy CO

Utilities
6
+ 2.58%
$130.26 - $141.49 $782 - $849
239 $33K
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
Track This Portfolio

Track Rise Advisors, LLC Portfolio

Follow Rise Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email