Rise Advisors, LLC Purchases in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEB
Pebblebrook Hotel Trust

Real Estate
1
+ 0.12%
$9.39 - $12.21 $9.39 - $12.2
840 $9K
ATO
Atmos Energy Corp

Utilities
3
+ 30.0%
$151.51 - $170.75 $455 - $512
13 $2K
SUB
Ishares Short Term National Mu

ETFs
2
+ 1.07%
$106.17 - $107.3 $212 - $215
189 $20K
BCBP
Bcb Bancorp Inc

Financial Services
122
New
$8.1 - $9.25 $988 - $1.13K
122 $1K
NTST
Netstreit Corp.

Real Estate
11
+ 1.2%
$16.82 - $18.96 $185 - $209
930 $16K
MC
Moelis & CO

Financial Services
1
+ 0.55%
$64.0 - $77.75 $64 - $77.8
182 $12K
AON
Aon PLC

Financial Services
3
+ 2.29%
$350.91 - $375.27 $1.05K - $1.13K
134 $47K
SWX
Southwest Gas Holdings, Inc.

Utilities
2
+ 0.99%
$72.88 - $79.93 $146 - $160
205 $16K
STE
Steris PLC

Healthcare
2
+ 3.64%
$221.21 - $252.43 $442 - $505
57 $14K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
20
+ 2.37%
$24.04 - $27.04 $481 - $541
864 $22K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
+ 0.6%
$48.04 - $60.86 $48 - $60.9
168 $9K
MSM
Msc Industrial Direct CO Inc

Industrials
1
+ 0.81%
$84.9 - $92.9 $84.9 - $92.9
124 $11K
PPL
Ppl Corp

Utilities
14
+ 29.17%
$33.54 - $37.24 $470 - $521
62 $2K
DDOG
Datadog, Inc.

Technology
3
+ 3.85%
$124.52 - $155.15 $374 - $465
81 $11K
NHI
National Health Investors Inc

Real Estate
13
New
$69.48 - $80.06 $903 - $1.04K
13 $1K
PFE
Pfizer Inc

Healthcare
2
+ 0.2%
$23.29 - $25.88 $46.6 - $51.8
1K $25K
FITB
Fifth Third Bancorp

Financial Services
12
+ 52.17%
$40.91 - $46.28 $491 - $555
35 $1K
PNW
Pinnacle West Capital Corp

Utilities
2
+ 0.4%
$85.87 - $94.45 $172 - $189
503 $45K
PCAR
Paccar Inc

Industrials
6
+ 1.95%
$92.91 - $102.86 $557 - $617
313 $30K
VRTS
Virtus Investment Partners, Inc.

Financial Services
1
+ 1.35%
$187.14 - $213.98 $187 - $214
75 $14K
ONB
Old National Bancorp

Financial Services
7
+ 0.59%
$20.4 - $23.47 $143 - $164
1.2K $26K
Atlantic Intl Corp Com
106
New
N/A
106 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
5
New
$96.73 - $137.09 $484 - $685
5 $0
CSPI
Csp Inc

Technology
43
New
$10.14 - $13.41 $436 - $577
43 $0
JRVR
James River Group Holdings, Ltd.

Financial Services
92
New
$5.08 - $6.0 $467 - $552
92 $0
CXDO
Crexendo, Inc.

Communication Services
87
New
$5.3 - $6.99 $461 - $608
87 $0
Vanguard Core Bond ETF
222K
New
N/A
222K $0
Smurfit Westrock PLC Shs
10
+ 2.83%
N/A
363 $0
CDW
Cdw Corp

Technology
4
+ 5.13%
$156.97 - $182.84 $628 - $731
82 $13K
Lam Research Corp Com New
25
+ 3.14%
N/A
820 $0
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10
+ 2.17%
$18.41 - $20.12 $184 - $201
470 $8K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
6
+ 1.69%
$45.54 - $48.43 $273 - $291
362 $16K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1
+ 0.74%
$122.0 - $138.74 $122 - $139
137 $17K
Sinclair Inc Cl A
3
+ 1.7%
N/A
179 $0
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
17
New
$26.31 - $41.44 $447 - $704
17 $0
IPGP
Ipg Photonics Corp

Technology
7
New
$71.05 - $84.98 $497 - $595
7 $0
G
Genpact LTD

Technology
2
+ 0.6%
$41.06 - $46.13 $82.1 - $92.3
338 $14K
Ft Vest Laddered Moderate Buffer ETF
52.3K
+ 17.58%
N/A
350K $0
MGM
Mgm Resorts International

Consumer Cyclical
13
New
$34.18 - $39.77 $444 - $517
13 $0
Fidelity Enhanced Large Cap Value ETF
17
+ 0.42%
N/A
4.05K $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
+ 4.76%
$422.75 - $485.53 $423 - $486
22 $9K
Southstate Bk Corp Com
351
New
N/A
351 $0
Veralto Corp Com Shs
5
+ 3.65%
N/A
142 $0
BNDX
Vanguard Total International B

ETFs
3
+ 0.55%
$49.0 - $49.51 $147 - $149
550 $27K
AM
Antero Midstream Corp

Energy
7
+ 1.28%
$16.87 - $19.58 $118 - $137
552 $10K
FLS
Flowserve Corp

Industrials
1
+ 0.36%
$51.98 - $57.7 $52 - $57.7
277 $14K
COLL
Collegium Pharmaceutical, Inc

Healthcare
16
New
$29.75 - $39.59 $476 - $633
16 $0
Ft Vest Investment Grade & Target Income ETF
7.52K
New
N/A
7.52K $0
FHI
Federated Hermes, Inc.

Financial Services
10
+ 333.33%
$44.78 - $54.1 $448 - $541
13 $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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