Rise Advisors, LLC Purchases in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMC
Commercial Metals CO

Basic Materials
2
+ 0.46%
$50.28 - $59.79 $101 - $120
433 $24K
COF
Capital One Financial Corp

Financial Services
14
+ 1.72%
$207.29 - $229.74 $2.9K - $3.22K
827 $175K
DHR
Danaher Corp

Healthcare
16
+ 4.03%
$181.46 - $212.2 $2.9K - $3.4K
413 $81K
DD
Du Pont De Nemours, Inc.

Basic Materials
8
+ 2.74%
$69.9 - $78.26 $559 - $626
300 $23K
LEN
Lennar Corp

Consumer Cyclical
9
+ 5.23%
$107.73 - $142.4 $970 - $1.28K
181 $22K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
3
+ 4.76%
$167.19 - $219.52 $502 - $659
66 $14K
GPN
Global Payments Inc

Industrials
19
+ 11.18%
$77.61 - $90.01 $1.47K - $1.71K
189 $15K
NWE
Northwestern Corp

Utilities
3
+ 1.09%
$51.58 - $58.61 $155 - $176
279 $16K
COIN
Coinbase Global, Inc.

Technology
6
+ 42.86%
$297.99 - $419.78 $1.79K - $2.52K
20 $6K
HIG
Hartford Financial Services Group, Inc.

Financial Services
8
+ 6.06%
$119.73 - $134.7 $958 - $1.08K
140 $18K
DCI
Donaldson CO Inc

Industrials
1
+ 0.6%
$69.82 - $82.14 $69.8 - $82.1
167 $13K
ECL
Ecolab Inc.

Basic Materials
6
+ 4.44%
$259.39 - $285.47 $1.56K - $1.71K
141 $38K
STT
State Street Corp

Financial Services
6
+ 3.64%
$102.01 - $117.25 $612 - $704
171 $19K
EIX
Edison International

Utilities
14
+ 4.9%
$50.42 - $56.35 $706 - $789
300 $16K
ES
Eversource Energy

Utilities
10
+ 4.2%
$62.86 - $71.14 $629 - $711
248 $17K
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 1.0%
$162.08 - $182.1 $162 - $182
101 $18K
HWC
Hancock Whitney Corp

Financial Services
3
+ 0.81%
$57.63 - $64.31 $173 - $193
375 $23K
ADC
Agree Realty Corp

Real Estate
26
+ 15.03%
$70.53 - $75.05 $1.83K - $1.95K
199 $14K
HFWA
Heritage Financial Corp

Financial Services
45
+ 5.16%
$22.13 - $25.73 $996 - $1.16K
917 $22K
SYY
Sysco Corp

Consumer Defensive
8
+ 2.86%
$76.33 - $82.51 $611 - $660
288 $23K
CINF
Cincinnati Financial Corp

Financial Services
6
+ 5.41%
$145.8 - $158.1 $875 - $949
117 $18K
CCL
Carnival Corp

Consumer Cyclical
48
+ 6.02%
$28.37 - $32.49 $1.36K - $1.56K
845 $24K
GL
Globe Life Inc.

Financial Services
7
+ 8.64%
$117.6 - $146.55 $823 - $1.03K
88 $12K
TNL
Travel & Leisure Co.

Consumer Cyclical
2
+ 0.89%
$53.72 - $63.45 $107 - $127
226 $13K
RBLX
Roblox Corp

Communication Services
4
+ 5.88%
$100.65 - $141.56 $403 - $566
72 $9K
POR
Portland General Electric CO

Utilities
5
+ 1.39%
$39.73 - $44.0 $199 - $220
366 $16K
EL
Estee Lauder Companies Inc

Consumer Defensive
7
+ 3.41%
$83.65 - $95.26 $586 - $667
212 $18K
TSCO
Tractor Supply CO

Consumer Cyclical
10
+ 3.15%
$54.08 - $62.65 $541 - $627
327 $18K
MUB
Ishares National Muni Bond ETF

ETFs
6
+ 0.81%
$103.24 - $106.68 $619 - $640
744 $79K
AA
Alcoa Corp

Basic Materials
2
+ 0.33%
$28.4 - $33.85 $56.8 - $67.7
615 $20K
MMM
3 M CO

Industrials
9
+ 2.66%
$144.41 - $160.2 $1.3K - $1.44K
347 $53K
TXN
Texas Instruments Inc

Technology
12
+ 2.12%
N/A
578 $112K
WD
Walker & Dunlop, Inc.

Financial Services
1
+ 0.63%
$72.06 - $87.6 $72.1 - $87.6
159 $13K
ROK
Rockwell Automation, Inc

Industrials
1
+ 1.39%
$328.67 - $358.52 $329 - $359
73 $25K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.21%
$92.26 - $97.51 $92.3 - $97.5
472 $45K
APA
Apa Corp

Energy
27
+ 11.39%
$18.06 - $24.69 $488 - $667
264 $6K
ADSK
Autodesk, Inc.

Technology
6
+ 4.03%
N/A
155 $38K
JHG
Janus Henderson Group PLC

Financial Services
2
+ 0.73%
$39.46 - $45.37 $78.9 - $90.7
275 $12K
TXT
Textron Inc

Industrials
6
+ 2.88%
$77.02 - $87.21 $462 - $523
214 $18K
ALV
Autoliv Inc

Consumer Cyclical
1
+ 0.75%
$110.31 - $127.65 $110 - $128
134 $16K
MET
Metlife Inc

Financial Services
5
+ 0.88%
$73.82 - $82.37 $369 - $412
576 $47K
FANG
Diamondback Energy, Inc.

Energy
8
+ 6.11%
$134.53 - $152.5 $1.08K - $1.22K
139 $19K
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 0.43%
N/A
2.79K $507K
FHN
First Horizon Corp

Financial Services
8
+ 0.78%
$21.16 - $23.23 $169 - $186
1.04K $23K
AES
Aes Corp

Utilities
10
+ 1.34%
$10.77 - $13.94 $108 - $139
758 $9K
SYF
Synchrony Financial

Financial Services
7
+ 2.34%
$67.53 - $76.86 $473 - $538
306 $21K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
7
+ 7.37%
$71.86 - $87.45 $503 - $612
102 $8K
CBU
Community Bank System, Inc.

Financial Services
3
+ 0.43%
$51.46 - $62.05 $154 - $186
706 $41K
FNLC
First Bancorp, Inc

Financial Services
20
+ 1.36%
$24.78 - $27.54 $496 - $551
1.49K $39K
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