Rise Advisors, LLC Purchases in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NKTR
Nektar Therapeutics

Healthcare
20
+ 40.82%
$21.68 - $60.33 $434 - $1.21K
69 $3K
PTC
Ptc Inc.

Technology
2
+ 7.14%
$173.07 - $216.53 $346 - $433
30 $6K
PCH
Potlatchdeltic Corp

Real Estate
1
+ 0.2%
$39.34 - $44.24 $39.3 - $44.2
491 $20K
WBS
Webster Financial Corp

Financial Services
2
+ 0.49%
$55.19 - $62.92 $110 - $126
407 $24K
AME
Ametek Inc

Industrials
3
+ 2.61%
$176.44 - $192.03 $529 - $576
118 $22K
EXC
Exelon Corp

Utilities
15
+ 2.77%
$42.73 - $45.54 $641 - $683
556 $25K
WDAY
Workday, Inc.

Technology
6
+ 2.88%
$213.69 - $247.69 $1.28K - $1.49K
214 $51K
UEC
Uranium Energy Corp

Energy
61
+ 58.1%
$5.92 - $13.89 $361 - $847
166 $2K
AIQ
Global X Funds Global X Artifi

ETFs
1
+ 0.25%
$43.2 - $49.66 $43.2 - $49.7
402 $19K
HOG
Harley Davidson, Inc.

Consumer Cyclical
3
+ 0.68%
$22.95 - $31.03 $68.9 - $93.1
447 $12K
MO
Altria Group, Inc.

Consumer Defensive
19
+ 9.27%
$57.75 - $67.68 $1.1K - $1.29K
224 $14K
SR
Spire Inc

Utilities
3
+ 1.32%
$72.83 - $81.52 $218 - $245
231 $18K
ACGL
Arch Capital Group Ltd.

Financial Services
19
+ 7.92%
$85.61 - $93.54 $1.63K - $1.78K
259 $23K
THO
Thor Industries Inc

Consumer Cyclical
1
+ 0.78%
$88.76 - $112.33 $88.8 - $112
129 $13K
YUM
Yum Brands Inc

Consumer Cyclical
4
+ 0.89%
$139.5 - $153.94 $558 - $616
452 $68K
KRC
Kilroy Realty Corp

Real Estate
5
+ 1.56%
$34.55 - $44.44 $173 - $222
326 $13K
NXPI
Nxp Semiconductors N.V.

Technology
2
+ 1.42%
$205.16 - $239.07 $410 - $478
143 $32K
WTFC
Wintrust Financial Corp

Financial Services
1
+ 0.7%
$122.55 - $139.81 $123 - $140
144 $19K
AEE
Ameren Corp

Utilities
6
+ 4.29%
$95.0 - $104.38 $570 - $626
146 $15K
BKH
Black Hills Corp

Utilities
4
+ 1.47%
$55.87 - $61.62 $223 - $246
277 $17K
NFG
National Fuel Gas CO

Energy
1
+ 0.56%
$82.19 - $93.72 $82.2 - $93.7
179 $16K
SQ
Block, Inc.

Technology
19
New
N/A
19 $1K
UHS
Universal Health Services Inc

Healthcare
6
+ 200.0%
$154.95 - $204.44 $930 - $1.23K
9 $1K
AFRM
Affirm Holdings, Inc.

Technology
6
+ 60.0%
$64.05 - $92.18 $384 - $553
16 $1K
PODD
Insulet Corp

Healthcare
4
+ 7.69%
$277.3 - $352.82 $1.11K - $1.41K
56 $17K
IYH
Ishares Tr

ETFs
1
+ 0.21%
$54.36 - $58.96 $54.4 - $59
471 $27K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3
+ 0.98%
$48.31 - $48.93 $145 - $147
310 $15K
SM
Sm Energy CO

Energy
41
+ 9.76%
$24.97 - $28.98 $1.02K - $1.19K
461 $11K
NJR
New Jersey Resources Corp

Utilities
4
+ 1.11%
$45.05 - $48.15 $180 - $193
363 $17K
ENPH
Enphase Energy, Inc.

Technology
25
+ 250.0%
$30.11 - $42.97 $753 - $1.07K
35 $1K
USAU
U.S. Gold Corp.

Basic Materials
44
+ 68.75%
$10.22 - $16.4 $450 - $722
108 $1K
TTC
Toro CO

Industrials
1
+ 0.49%
$72.64 - $82.54 $72.6 - $82.5
205 $15K
CLX
Clorox CO

Consumer Defensive
9
+ 10.23%
$117.67 - $131.43 $1.06K - $1.18K
97 $11K
HUBB
Hubbell Inc

Industrials
1
+ 3.23%
$410.51 - $450.93 $411 - $451
32 $13K
OC
Owens Corning

Industrials
1
+ 0.62%
$136.56 - $157.69 $137 - $158
163 $23K
CHK
Chesapeake Energy Corp

Energy
5
+ 1.23%
N/A
413 $35K
ALHC
Alignment Healthcare, Inc.

Healthcare
75
New
$11.64 - $17.53 $873 - $1.31K
75 $1K
TTWO
Take Two Interactive Software Inc

Communication Services
2
+ 66.67%
$217.37 - $259.96 $435 - $520
5 $1K
WDFC
Wd 40 CO

Basic Materials
7
New
$195.27 - $233.16 $1.37K - $1.63K
7 $1K
EWBC
East West Bancorp Inc

Financial Services
2
+ 0.74%
$97.41 - $109.7 $195 - $219
272 $28K
WASH
Washington Trust Bancorp Inc

Financial Services
11
+ 1.89%
$26.43 - $30.54 $291 - $336
594 $17K
MSCI
Msci Inc.

Financial Services
3
+ 6.38%
$526.48 - $588.0 $1.58K - $1.76K
50 $28K
ALLE
Allegion PLC

Industrials
3
+ 75.0%
$145.55 - $179.33 $437 - $538
7 $1K
NTAP
Net App, Inc.

Technology
1
+ 0.75%
$101.1 - $126.36 $101 - $126
135 $15K
AVB
Avalonbay Communities Inc

Real Estate
9
+ 15.52%
$182.72 - $204.51 $1.64K - $1.84K
67 $12K
FFIV
F5, Inc.

Technology
2
+ 100.0%
$290.76 - $334.59 $582 - $669
4 $1K
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.43%
$109.11 - $111.88 $109 - $112
234 $26K
SWKS
Skyworks Solutions, Inc.

Technology
7
+ 4.7%
$67.52 - $82.97 $473 - $581
156 $12K
IRM
Iron Mountain Inc

Real Estate
6
+ 3.09%
$89.46 - $104.46 $537 - $627
200 $20K
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