Rise Advisors, LLC Incresed Positions in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HUM
Humana Inc

Healthcare
12
+ 13.95%
$220.41 - $312.0 $2.64K - $3.74K
98 $25K
OHI
Omega Healthcare Investors Inc

Real Estate
21
+ 4.55%
$36.29 - $43.34 $762 - $910
483 $20K
FISV
Fiserv Inc

Technology
30
+ 8.82%
N/A
370 $46K
WTS
Watts Water Technologies Inc

Industrials
1
+ 1.04%
$247.02 - $285.86 $247 - $286
97 $27K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2
+ 0.74%
$54.83 - $84.09 $110 - $168
274 $21K
MNST
Monster Beverage Corp

Consumer Defensive
28
+ 5.7%
$58.65 - $67.31 $1.64K - $1.88K
519 $34K
WTW
Willis Towers Watson PLC

Financial Services
4
+ 7.14%
$301.83 - $345.45 $1.21K - $1.38K
60 $20K
K
Kellogg CO

Consumer Defensive
29
+ 17.37%
$76.96 - $82.02 $2.23K - $2.38K
196 $16K
DASH
Door Dash, Inc.

Communication Services
7
+ 14.89%
$234.5 - $272.5 $1.64K - $1.91K
54 $14K
HOOD
Robinhood Markets, Inc.

Technology
13
+ 54.17%
$91.27 - $143.18 $1.19K - $1.86K
37 $5K
COF
Capital One Financial Corp

Financial Services
14
+ 1.72%
$207.29 - $229.74 $2.9K - $3.22K
827 $175K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 3.23%
$473.44 - $553.71 $473 - $554
32 $17K
OLN
Olin Corp

Basic Materials
4
+ 0.81%
$18.23 - $26.93 $72.9 - $108
498 $12K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
+ 3.53%
$301.44 - $365.84 $1.81K - $2.2K
176 $56K
GNTX
Gentex Corp

Consumer Cyclical
3
+ 0.68%
$22.66 - $29.06 $68 - $87.2
447 $12K
KBH
Kb Home

Consumer Cyclical
1
+ 0.34%
$52.78 - $67.97 $52.8 - $68
292 $18K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 0.88%
$181.55 - $209.19 $182 - $209
115 $23K
FOXA
Fox Corp

Communication Services
18
+ 6.72%
$53.87 - $63.06 $970 - $1.14K
286 $18K
RJF
Raymond James Financial Inc

Financial Services
3
+ 2.38%
$154.64 - $176.43 $464 - $529
129 $22K
EXP
Eagle Materials Inc

Basic Materials
1
+ 1.47%
$209.12 - $242.26 $209 - $242
69 $16K
TRV
Travelers Companies, Inc.

Financial Services
7
+ 5.15%
$250.62 - $279.43 $1.75K - $1.96K
143 $39K
D
Dominion Energy, Inc

Utilities
15
+ 2.79%
$56.32 - $62.1 $845 - $932
552 $33K
RNR
Renaissancere Holdings LTD

Financial Services
4
+ 3.6%
$231.95 - $253.93 $928 - $1.02K
115 $29K
PCG
Pg&E Corp

Utilities
99
+ 7.43%
$13.0 - $15.73 $1.29K - $1.56K
1.43K $21K
ADM
Archer Daniels Midland CO

Consumer Defensive
11
+ 3.18%
$53.54 - $64.21 $589 - $706
357 $21K
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 0.57%
$122.23 - $142.77 $122 - $143
177 $24K
FNF
Fidelity National Financial, Inc.

Financial Services
9
+ 1.83%
$51.22 - $61.07 $461 - $550
500 $30K
WFRD
Weatherford International PLC

Energy
1
+ 0.5%
$52.14 - $69.61 $52.1 - $69.6
200 $13K
SCCO
Southern Copper Corp

Basic Materials
2
+ 1.6%
$90.54 - $121.36 $181 - $243
127 $15K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.28%
$102.17 - $110.66 $102 - $111
363 $40K
UMBF
Umb Financial Corp

Financial Services
1
+ 0.4%
$106.84 - $125.59 $107 - $126
253 $29K
LECO
Lincoln Electric Holdings Inc

Industrials
1
+ 0.88%
$210.22 - $247.76 $210 - $248
114 $26K
FOLD
Amicus Therapeutics, Inc.

Healthcare
149
+ 15.04%
$5.84 - $8.57 $870 - $1.28K
1.14K $8K
RMD
Resmed Inc

Healthcare
5
+ 5.26%
$252.01 - $293.73 $1.26K - $1.47K
100 $27K
GILD
Gilead Sciences, Inc.

Healthcare
27
+ 3.44%
$108.22 - $120.47 $2.92K - $3.25K
812 $90K
BC
Brunswick Corp

Consumer Cyclical
2
+ 0.74%
$56.64 - $66.85 $113 - $134
271 $17K
DD
Du Pont De Nemours, Inc.

Basic Materials
8
+ 2.74%
$69.9 - $78.26 $559 - $626
300 $23K
AFG
American Financial Group Inc

Financial Services
1
+ 0.63%
$122.42 - $145.72 $122 - $146
161 $23K
DHR
Danaher Corp

Healthcare
16
+ 4.03%
$181.46 - $212.2 $2.9K - $3.4K
413 $81K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.39%
$194.44 - $206.51 $194 - $207
256 $52K
ENB
Enbridge Inc

Energy
2
+ 0.42%
$43.79 - $50.46 $87.6 - $101
482 $24K
O
Realty Income Corp

Real Estate
25
+ 5.18%
$56.13 - $60.79 $1.4K - $1.52K
508 $30K
HI
Hillenbrand, Inc.

Industrials
3
+ 0.79%
$19.59 - $27.04 $58.8 - $81.1
383 $10K
CMC
Commercial Metals CO

Basic Materials
2
+ 0.46%
$50.28 - $59.79 $101 - $120
433 $24K
NUE
Nucor Corp

Basic Materials
10
+ 6.17%
$133.3 - $150.33 $1.33K - $1.5K
172 $23K
TFC
Truist Financial Corp

Financial Services
19
+ 2.4%
$42.83 - $47.07 $814 - $894
810 $37K
JCI
Johnson Controls International PLC

Industrials
12
+ 3.0%
$103.24 - $111.73 $1.24K - $1.34K
412 $45K
DTE
Dte Energy CO

Utilities
6
+ 2.58%
$130.26 - $141.49 $782 - $849
239 $33K
TDY
Teledyne Technologies Inc

Technology
1
+ 3.7%
$509.51 - $586.04 $510 - $586
28 $16K
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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