Rise Advisors, LLC Purchases and Sells in Q1 2025

Rise Advisors, LLC

$220 Million
Q1 2025

Top Buys

Incresed Positions

382 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	25K + 14.44%	$167.73 - $179.21 $4.19M - $4.48M	198K $34.2M
XLE	38.9K + 16686.27%	$85.7 - $93.96 $3.33M - $3.65M	39.1K $3.66M
DFAT	66.2K + 41.88%	$50.44 - $58.1 $3.34M - $3.85M	224K $11.5M
AAPL	11.8K + 277.01%	$209.68 - $247.1 $2.47M - $2.91M	16K $3.56M
VUG	12.9K + 18.52%	$369.1 - $427.61 $4.78M - $5.54M	82.9K $30.7M
DFCF	35.3K + 6.04%	$40.79 - $42.32 $1.44M - $1.49M	619K $26M

New Holdings

466 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKNG	20 New	$4295.4 - $5141.88 $85.9K - $103K	20 $92K
IWP	780 New	$114.9 - $139.6 $89.6K - $109K	780 $91K
L	937 New	$81.13 - $91.91 $76K - $86.1K	937 $86K
MOAT	758 New	N/A	758 $65K
APO	309 New	$126.01 - $172.06 $38.9K - $53.2K	309 $42K
SSB	351 New	$89.4 - $108.33 $31.4K - $38K	351 $32K

Top Sells

Reduced Positions

580 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PYPL	-39.1K - 98.37%	$65.15 - $91.81 $2.55M - $3.59M	646 $42K
QQQ	-1.13K - 52.59%	$468.34 - $539.52 $527K - $607K	1.02K $475K
JAAA	-3.51K - 17.38%	$50.48 - $51.04 $177K - $179K	16.7K $845K
IJH	-2.24K - 24.74%	$57.21 - $65.8 $128K - $147K	6.82K $397K
KHC	-5.29K - 85.69%	$28.51 - $32.22 $151K - $171K	884 $26K
ETN	-139 - 8.33%	$271.83 - $371.23 $37.8K - $51.6K	1.53K $415K

Activity Summary All Purchases 848 New Holdings 466 Increased Positions 382 All Sells 580 Reductions 580 Sold out 0 Calls 0 Puts 0

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