Rise Advisors, LLC Incresed Positions in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LCII
Lci Industries

Consumer Cyclical
1
+ 1.11%
$93.15 - $107.98 $93.2 - $108
91 $8K
Vanguard 0 3 Month Treasury Bill ETF
20
+ 1.0%
N/A
2.01K $0
CBSH
Commerce Bancshares Inc

Financial Services
1
+ 0.4%
$58.61 - $66.11 $58.6 - $66.1
254 $15K
CUZ
Cousins Properties Inc

Real Estate
5
+ 1.2%
$26.53 - $29.82 $133 - $149
422 $12K
Ftai Aviation LTD Shs
6
+ 3.35%
N/A
185 $0
Corpay Inc Com Shs
5
+ 11.9%
N/A
47 $0
LUV
Southwest Airlines CO

Industrials
4
+ 0.95%
$29.06 - $37.7 $116 - $151
426 $13K
Super Micro Computer Inc Com New
10
+ 2.92%
N/A
353 $0
NSA
National Storage Affiliates Trust

Real Estate
4
+ 1.61%
$29.44 - $33.3 $118 - $133
253 $7K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
5
+ 1.54%
$30.55 - $34.72 $153 - $174
329 $10K
CBT
Cabot Corp

Basic Materials
1
+ 0.45%
$72.0 - $82.94 $72 - $82.9
223 $16K
ASH
Ashland Global Holdings Inc

Basic Materials
2
+ 0.93%
$47.62 - $56.6 $95.2 - $113
218 $10K
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.81%
$135.05 - $147.0 $135 - $147
124 $17K
CME
Cme Group Inc.

Financial Services
4
+ 1.85%
$258.83 - $287.1 $1.04K - $1.15K
220 $59K
Ge Vernova Inc Com
67
+ 24.81%
N/A
337 $0
TKR
Timken CO

Industrials
1
+ 0.63%
$73.5 - $81.69 $73.5 - $81.7
159 $11K
Global X Blockchain ETF
1
+ 0.46%
N/A
219 $0
BXP
Boston Properties Inc

Real Estate
2
+ 1.68%
$62.11 - $78.93 $124 - $158
121 $8K
OFC
Corporate Office Properties Trust

Real Estate
6
+ 1.16%
N/A
522 $12K
MTDR
Matador Resources CO

Energy
2
+ 0.56%
$44.93 - $52.55 $89.9 - $105
358 $16K
PWC
Invesco Exchange Traded Fd Tr
2
+ 0.51%
N/A
398 $0
LII
Lennox International Inc

Industrials
1
+ 5.56%
$516.18 - $664.54 $516 - $665
19 $10K
Kenvue Inc Com
33
+ 2.64%
N/A
1.28K $0
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 0.77%
$177.1 - $199.23 $177 - $199
131 $25K
Aptiv PLC Com Shs
6
+ 3.49%
N/A
178 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
11
+ 7.38%
$85.84 - $99.09 $944 - $1.09K
160 $14K
GGG
Graco Inc

Industrials
1
+ 0.38%
$82.58 - $88.81 $82.6 - $88.8
265 $22K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1
+ 0.39%
N/A
257 $16K
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 2.61%
$284.17 - $319.49 $1.14K - $1.28K
157 $48K
VRSN
Verisign Inc

Technology
2
+ 4.35%
$263.02 - $305.98 $526 - $612
48 $13K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4
+ 2.94%
$259.44 - $278.65 $1.04K - $1.11K
140 $36K
Linde PLC Shs
11
+ 3.27%
N/A
347 $0
ST
Sensata Technologies Holding PLC

Technology
2
+ 0.46%
$29.37 - $33.52 $58.7 - $67
436 $13K
KBR
Kbr, Inc.

Industrials
1
+ 0.31%
$45.52 - $51.61 $45.5 - $51.6
322 $15K
EXPD
Expeditors International Of Washington Inc

Industrials
4
+ 400.0%
$111.37 - $124.95 $445 - $500
5 $0
WRE
Washington Real Estate Investment Trust
8
+ 1.16%
N/A
698 $12K
Healthcare Rlty Tr Cl A Com
12
+ 1.31%
N/A
927 $0
JBL
Jabil Inc

Technology
4
+ 5.8%
$202.08 - $234.45 $808 - $938
73 $15K
EFX
Equifax Inc

Industrials
2
+ 2.53%
$234.03 - $265.73 $468 - $531
81 $20K
Ge Healthcare Technologies Inc Common Stock
20
+ 6.19%
N/A
343 $0
KR
Kroger CO

Consumer Defensive
24
+ 6.37%
$64.52 - $74.35 $1.55K - $1.78K
401 $27K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
3
+ 0.53%
$19.08 - $23.53 $57.2 - $70.6
568 $11K
CHRD
Oasis Petroleum Inc.

Energy
2
+ 1.18%
$99.37 - $114.13 $199 - $228
171 $16K
CWT
California Water Service Group

Utilities
1
+ 0.42%
$44.32 - $47.59 $44.3 - $47.6
237 $10K
TRNO
Terreno Realty Corp

Real Estate
1
+ 0.7%
$53.01 - $59.08 $53 - $59.1
144 $8K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5
+ 1.11%
$46.86 - $48.27 $234 - $241
456 $21K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10
+ 2.17%
$18.41 - $20.12 $184 - $201
470 $8K
STAG
Stag Industrial, Inc.

Real Estate
3
+ 1.15%
$34.28 - $36.97 $103 - $111
264 $9K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
9
+ 2.09%
$52.62 - $61.93 $474 - $557
439 $23K
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