Rise Advisors, LLC Incresed Positions in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VICI
Vici Properties Inc.

Real Estate
30
+ 6.82%
$31.43 - $33.93 $943 - $1.02K
470 $15K
ATO
Atmos Energy Corp

Utilities
3
+ 30.0%
$151.51 - $170.75 $455 - $512
13 $2K
PEB
Pebblebrook Hotel Trust

Real Estate
1
+ 0.12%
$9.39 - $12.21 $9.39 - $12.2
840 $9K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1
+ 1.05%
$103.48 - $109.86 $103 - $110
96 $10K
OC
Owens Corning

Industrials
1
+ 0.62%
$136.56 - $157.69 $137 - $158
163 $23K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
20
+ 2.37%
$24.04 - $27.04 $481 - $541
864 $22K
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.43%
$109.11 - $111.88 $109 - $112
234 $26K
MTB
M&T Bank Corp

Financial Services
1
+ 0.93%
$183.74 - $204.05 $184 - $204
109 $21K
EW
Edwards Lifesciences Corp

Healthcare
21
+ 4.69%
$73.75 - $81.83 $1.55K - $1.72K
469 $36K
PK
Park Hotels & Resorts Inc.

Real Estate
17
+ 2.23%
$10.17 - $12.13 $173 - $206
780 $8K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3
+ 0.98%
$48.31 - $48.93 $145 - $147
310 $15K
SM
Sm Energy CO

Energy
41
+ 9.76%
$24.97 - $28.98 $1.02K - $1.19K
461 $11K
DVAX
Dynavax Technologies Corp

Healthcare
46
+ 2.09%
$9.36 - $11.36 $431 - $523
2.25K $22K
AGX
Argan Inc

Industrials
2
+ 50.0%
$202.53 - $271.07 $405 - $542
6 $1K
TFX
Teleflex Inc

Healthcare
4
+ 5.56%
$109.79 - $132.5 $439 - $530
76 $9K
PNW
Pinnacle West Capital Corp

Utilities
2
+ 0.4%
$85.87 - $94.45 $172 - $189
503 $45K
NTAP
Net App, Inc.

Technology
1
+ 0.75%
$101.1 - $126.36 $101 - $126
135 $15K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
7
+ 1.02%
$22.89 - $23.7 $160 - $166
690 $16K
CHK
Chesapeake Energy Corp

Energy
5
+ 1.23%
N/A
413 $35K
FR
First Industrial Realty Trust Inc

Real Estate
2
+ 0.99%
$47.58 - $52.64 $95.2 - $105
205 $10K
SWK
Stanley Black & Decker, Inc.

Industrials
1
+ 0.88%
$66.98 - $79.52 $67 - $79.5
115 $8K
WRB
Berkley W R Corp

Financial Services
7
+ 25.93%
$67.78 - $76.62 $474 - $536
34 $2K
FITB
Fifth Third Bancorp

Financial Services
12
+ 52.17%
$40.91 - $46.28 $491 - $555
35 $1K
EQIX
Equinix Inc

Real Estate
3
+ 5.26%
$756.7 - $811.13 $2.27K - $2.43K
60 $46K
SCI
Service Corp International

Consumer Cyclical
7
+ 2.44%
$75.63 - $83.25 $529 - $583
294 $24K
CNP
Centerpoint Energy Inc

Utilities
14
+ 4.39%
$35.77 - $39.16 $501 - $548
333 $12K
EWBC
East West Bancorp Inc

Financial Services
2
+ 0.74%
$97.41 - $109.7 $195 - $219
272 $28K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3
+ 0.72%
$47.76 - $48.46 $143 - $145
420 $20K
VRTS
Virtus Investment Partners, Inc.

Financial Services
1
+ 1.35%
$187.14 - $213.98 $187 - $214
75 $14K
PPL
Ppl Corp

Utilities
14
+ 29.17%
$33.54 - $37.24 $470 - $521
62 $2K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1
+ 0.76%
$109.55 - $124.15 $110 - $124
132 $15K
DDOG
Datadog, Inc.

Technology
3
+ 3.85%
$124.52 - $155.15 $374 - $465
81 $11K
HUBB
Hubbell Inc

Industrials
1
+ 3.23%
$410.51 - $450.93 $411 - $451
32 $13K
WASH
Washington Trust Bancorp Inc

Financial Services
11
+ 1.89%
$26.43 - $30.54 $291 - $336
594 $17K
NTST
Netstreit Corp.

Real Estate
11
+ 1.2%
$16.82 - $18.96 $185 - $209
930 $16K
LXP
Lxp Industrial Trust

Real Estate
17
+ 1.53%
$7.75 - $9.34 $132 - $159
1.13K $10K
TTWO
Take Two Interactive Software Inc

Communication Services
2
+ 66.67%
$217.37 - $259.96 $435 - $520
5 $1K
NJR
New Jersey Resources Corp

Utilities
4
+ 1.11%
$45.05 - $48.15 $180 - $193
363 $17K
ZM
Zoom Video Communications, Inc.

Technology
12
+ 15.0%
$69.77 - $86.83 $837 - $1.04K
92 $7K
AFRM
Affirm Holdings, Inc.

Technology
6
+ 60.0%
$64.05 - $92.18 $384 - $553
16 $1K
USAU
U.S. Gold Corp.

Basic Materials
44
+ 68.75%
$10.22 - $16.4 $450 - $722
108 $1K
DEI
Douglas Emmett Inc

Real Estate
6
+ 1.03%
$14.06 - $16.91 $84.4 - $101
589 $9K
DLR
Digital Realty Trust, Inc.

Real Estate
8
+ 4.08%
$161.21 - $180.02 $1.29K - $1.44K
204 $35K
POWL
Powell Industries Inc

Industrials
2
+ 33.33%
$205.47 - $304.3 $411 - $609
8 $2K
FAF
First American Financial Corp

Financial Services
2
+ 0.83%
$54.73 - $68.13 $109 - $136
244 $15K
IRM
Iron Mountain Inc

Real Estate
6
+ 3.09%
$89.46 - $104.46 $537 - $627
200 $20K
AVB
Avalonbay Communities Inc

Real Estate
9
+ 15.52%
$182.72 - $204.51 $1.64K - $1.84K
67 $12K
DECK
Deckers Outdoor Corp

Consumer Cyclical
9
+ 8.82%
$95.32 - $123.91 $858 - $1.12K
111 $11K
MSCI
Msci Inc.

Financial Services
3
+ 6.38%
$526.48 - $588.0 $1.58K - $1.76K
50 $28K
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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