Rise Advisors, LLC Incresed Positions in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Labcorp Holdings Inc Com Shs
2
+ 4.55%
N/A
46 $0
Sinclair Inc Cl A
3
+ 1.7%
N/A
179 $0
NOV
Nov Inc.

Energy
5
+ 0.52%
$11.88 - $14.16 $59.4 - $70.8
973 $12K
T
At&T Inc.

Communication Services
172
+ 2.73%
$26.94 - $29.62 $4.63K - $5.09K
6.47K $182K
CDW
Cdw Corp

Technology
4
+ 5.13%
$156.97 - $182.84 $628 - $731
82 $13K
HOLX
Hologic Inc

Healthcare
8
+ 44.44%
$63.26 - $68.98 $506 - $552
26 $1K
Ft Vest Laddered Moderate Buffer ETF
52.3K
+ 17.58%
N/A
350K $0
Cooper Cos Inc Com
7
+ 5.93%
N/A
125 $0
Fidelity Enhanced Large Cap Value ETF
17
+ 0.42%
N/A
4.05K $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3
+ 1.11%
$45.72 - $47.27 $137 - $142
273 $12K
RLJ
Rlj Lodging Trust

Real Estate
21
+ 1.9%
$6.95 - $7.89 $146 - $166
1.12K $8K
RRX
Regal Rexnord Corp

Industrials
1
+ 0.65%
$137.95 - $159.91 $138 - $160
154 $22K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
35
+ 2.58%
$14.49 - $14.86 $507 - $520
1.39K $20K
VTRS
Viatris Inc

Healthcare
1
+ 0.61%
$8.74 - $10.69 $8.74 - $10.7
166 $1K
Sable Offshore Corp Com Shs
17
+ 70.83%
N/A
41 $0
CHE
Chemed Corp

Healthcare
3
+ 10.0%
$412.3 - $483.92 $1.24K - $1.45K
33 $14K
Veralto Corp Com Shs
5
+ 3.65%
N/A
142 $0
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1
+ 0.74%
$122.0 - $138.74 $122 - $139
137 $17K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
15
+ 1.58%
$17.96 - $19.62 $269 - $294
965 $17K
EHC
Encompass Health Corp

Healthcare
1
+ 0.58%
$107.13 - $127.02 $107 - $127
173 $21K
PNM
Pnm Resources Inc

Utilities
3
+ 0.86%
N/A
353 $14K
HBAN
Huntington Bancshares Inc

Financial Services
30
+ 40.54%
$15.87 - $17.88 $476 - $536
104 $1K
BRT
Brt Apartments Corp.

Real Estate
23
+ 1.55%
$14.52 - $16.55 $334 - $381
1.5K $23K
TT
Trane Technologies PLC

Industrials
4
+ 2.14%
$398.96 - $472.54 $1.6K - $1.89K
191 $80K
CCK
Crown Holdings Inc

Consumer Cyclical
1
+ 0.43%
$92.19 - $108.12 $92.2 - $108
234 $22K
EXPO
Exponent Inc

Industrials
1
+ 0.47%
$68.33 - $77.6 $68.3 - $77.6
216 $15K
RC
Ready Capital Corp

Real Estate
101
+ 2.84%
$3.71 - $4.66 $375 - $471
3.66K $14K
SIGI
Selective Insurance Group Inc

Financial Services
7
+ 2.51%
$75.0 - $90.91 $525 - $636
286 $23K
GEF
Greif, Inc

Consumer Cyclical
2
+ 0.93%
$58.87 - $69.85 $118 - $140
216 $12K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
14
+ 0.39%
$86.07 - $90.74 $1.2K - $1.27K
3.59K $321K
CPRT
Copart Inc

Consumer Cyclical
22
+ 4.48%
$44.6 - $49.97 $981 - $1.1K
513 $23K
CAH
Cardinal Health Inc

Healthcare
4
+ 2.88%
$146.04 - $167.63 $584 - $671
143 $22K
SMG
Scotts Miracle Gro CO

Basic Materials
2
+ 1.04%
$55.82 - $70.08 $112 - $140
195 $11K
ON
On Semiconductor Corp

Technology
8
+ 2.45%
$46.98 - $62.45 $376 - $500
335 $16K
DLTR
Dollar Tree, Inc.

Consumer Defensive
9
+ 4.69%
$94.03 - $117.16 $846 - $1.05K
201 $18K
INTA
Intapp, Inc.

Technology
12
+ 10.08%
$35.64 - $48.82 $428 - $586
131 $5K
TRGP
Targa Resources Corp.

Energy
4
+ 2.9%
$160.52 - $174.4 $642 - $698
142 $23K
APO
Apollo Global Management, Inc.

Financial Services
11
+ 3.75%
$131.55 - $156.05 $1.45K - $1.72K
304 $40K
MAR
Marriott International Inc

Consumer Cyclical
5
+ 3.57%
$255.35 - $282.87 $1.28K - $1.41K
145 $37K
KMT
Kennametal Inc

Industrials
6
+ 0.9%
$19.97 - $25.7 $120 - $154
674 $14K
LNG
Cheniere Energy, Inc.

Energy
2
+ 1.11%
$222.68 - $244.28 $445 - $489
182 $42K
CCI
Crown Castle International Corp

Real Estate
5
+ 1.74%
$92.96 - $113.91 $465 - $570
292 $28K
BCC
Boise Cascade CO

Basic Materials
1
+ 1.08%
$76.61 - $93.75 $76.6 - $93.8
94 $7K
ET
Energy Transfer LP

Energy
21
+ 1.25%
$17.11 - $18.16 $359 - $381
1.71K $29K
TTEK
Tetra Tech Inc

Industrials
1
+ 0.17%
$33.1 - $38.34 $33.1 - $38.3
605 $20K
WAT
Waters Corp

Healthcare
6
+ 13.04%
$277.72 - $357.04 $1.67K - $2.14K
52 $15K
HLNE
Hamilton Lane Inc

Financial Services
1
+ 0.66%
$134.79 - $160.88 $135 - $161
152 $20K
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 1.12%
$64.3 - $77.17 $129 - $154
181 $12K
SNV
Synovus Financial Corp

Financial Services
3
+ 0.86%
$46.55 - $59.6 $140 - $179
353 $17K
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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