Rise Advisors, LLC Incresed Positions in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
9
+ 5.23%
$107.73 - $142.4 $970 - $1.28K
181 $22K
VTR
Ventas, Inc.

Real Estate
7
+ 2.6%
$62.76 - $69.99 $439 - $490
276 $19K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
3
+ 4.76%
$167.19 - $219.52 $502 - $659
66 $14K
TSCO
Tractor Supply CO

Consumer Cyclical
10
+ 3.15%
$54.08 - $62.65 $541 - $627
327 $18K
BKH
Black Hills Corp

Utilities
4
+ 1.47%
$55.87 - $61.62 $223 - $246
277 $17K
AES
Aes Corp

Utilities
10
+ 1.34%
$10.77 - $13.94 $108 - $139
758 $9K
TXN
Texas Instruments Inc

Technology
12
+ 2.12%
N/A
578 $112K
ADSK
Autodesk, Inc.

Technology
6
+ 4.03%
N/A
155 $38K
WDAY
Workday, Inc.

Technology
6
+ 2.88%
$213.69 - $247.69 $1.28K - $1.49K
214 $51K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.21%
$92.26 - $97.51 $92.3 - $97.5
472 $45K
MO
Altria Group, Inc.

Consumer Defensive
19
+ 9.27%
$57.75 - $67.68 $1.1K - $1.29K
224 $14K
APA
Apa Corp

Energy
27
+ 11.39%
$18.06 - $24.69 $488 - $667
264 $6K
POR
Portland General Electric CO

Utilities
5
+ 1.39%
$39.73 - $44.0 $199 - $220
366 $16K
HIG
Hartford Financial Services Group, Inc.

Financial Services
8
+ 6.06%
$119.73 - $134.7 $958 - $1.08K
140 $18K
SYY
Sysco Corp

Consumer Defensive
8
+ 2.86%
$76.33 - $82.51 $611 - $660
288 $23K
DCI
Donaldson CO Inc

Industrials
1
+ 0.6%
$69.82 - $82.14 $69.8 - $82.1
167 $13K
ECL
Ecolab Inc.

Basic Materials
6
+ 4.44%
$259.39 - $285.47 $1.56K - $1.71K
141 $38K
TNL
Travel & Leisure Co.

Consumer Cyclical
2
+ 0.89%
$53.72 - $63.45 $107 - $127
226 $13K
MUB
Ishares National Muni Bond ETF

ETFs
6
+ 0.81%
$103.24 - $106.68 $619 - $640
744 $79K
MMM
3 M CO

Industrials
9
+ 2.66%
$144.41 - $160.2 $1.3K - $1.44K
347 $53K
AME
Ametek Inc

Industrials
3
+ 2.61%
$176.44 - $192.03 $529 - $576
118 $22K
COIN
Coinbase Global, Inc.

Technology
6
+ 42.86%
$297.99 - $419.78 $1.79K - $2.52K
20 $6K
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 0.43%
N/A
2.79K $507K
CIVI
Civitas Resources, Inc.

Energy
23
+ 5.71%
$27.85 - $37.37 $641 - $860
426 $13K
TERN
Terns Pharmaceuticals, Inc.

Healthcare
83
+ 22.93%
$3.91 - $8.18 $325 - $679
445 $3K
MET
Metlife Inc

Financial Services
5
+ 0.88%
$73.82 - $82.37 $369 - $412
576 $47K
NWE
Northwestern Corp

Utilities
3
+ 1.09%
$51.58 - $58.61 $155 - $176
279 $16K
PTC
Ptc Inc.

Technology
2
+ 7.14%
$173.07 - $216.53 $346 - $433
30 $6K
WD
Walker & Dunlop, Inc.

Financial Services
1
+ 0.63%
$72.06 - $87.6 $72.1 - $87.6
159 $13K
UEC
Uranium Energy Corp

Energy
61
+ 58.1%
$5.92 - $13.89 $361 - $847
166 $2K
SYF
Synchrony Financial

Financial Services
7
+ 2.34%
$67.53 - $76.86 $473 - $538
306 $21K
ROK
Rockwell Automation, Inc

Industrials
1
+ 1.39%
$328.67 - $358.52 $329 - $359
73 $25K
PCH
Potlatchdeltic Corp

Real Estate
1
+ 0.2%
$39.34 - $44.24 $39.3 - $44.2
491 $20K
SR
Spire Inc

Utilities
3
+ 1.32%
$72.83 - $81.52 $218 - $245
231 $18K
CBU
Community Bank System, Inc.

Financial Services
3
+ 0.43%
$51.46 - $62.05 $154 - $186
706 $41K
FANG
Diamondback Energy, Inc.

Energy
8
+ 6.11%
$134.53 - $152.5 $1.08K - $1.22K
139 $19K
ES
Eversource Energy

Utilities
10
+ 4.2%
$62.86 - $71.14 $629 - $711
248 $17K
EIX
Edison International

Utilities
14
+ 4.9%
$50.42 - $56.35 $706 - $789
300 $16K
RBLX
Roblox Corp

Communication Services
4
+ 5.88%
$100.65 - $141.56 $403 - $566
72 $9K
HFWA
Heritage Financial Corp

Financial Services
45
+ 5.16%
$22.13 - $25.73 $996 - $1.16K
917 $22K
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 1.0%
$162.08 - $182.1 $162 - $182
101 $18K
AEE
Ameren Corp

Utilities
6
+ 4.29%
$95.0 - $104.38 $570 - $626
146 $15K
ADC
Agree Realty Corp

Real Estate
26
+ 15.03%
$70.53 - $75.05 $1.83K - $1.95K
199 $14K
KRC
Kilroy Realty Corp

Real Estate
5
+ 1.56%
$34.55 - $44.44 $173 - $222
326 $13K
CCL
Carnival Corp

Consumer Cyclical
48
+ 6.02%
$28.37 - $32.49 $1.36K - $1.56K
845 $24K
HOG
Harley Davidson, Inc.

Consumer Cyclical
3
+ 0.68%
$22.95 - $31.03 $68.9 - $93.1
447 $12K
THO
Thor Industries Inc

Consumer Cyclical
1
+ 0.78%
$88.76 - $112.33 $88.8 - $112
129 $13K
FHN
First Horizon Corp

Financial Services
8
+ 0.78%
$21.16 - $23.23 $169 - $186
1.04K $23K
AIQ
Global X Funds Global X Artifi

ETFs
1
+ 0.25%
$43.2 - $49.66 $43.2 - $49.7
402 $19K
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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