Rise Advisors, LLC Purchases in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Sagimet Biosciences Inc Com Ser A
306
New
N/A
306 $0
Unusual Machs Inc Com Shs
72
New
N/A
72 $0
SRRK
Scholar Rock Holding Corp

Healthcare
16
New
$24.47 - $36.39 $392 - $582
16 $0
CTRA
Coterra Energy Inc.

Energy
19
+ 51.35%
$22.6 - $29.07 $429 - $552
56 $1K
Sezzle Inc Com
9
New
N/A
9 $0
LANC
Lancaster Colony Corp

Consumer Defensive
1
+ 1.23%
$159.67 - $192.9 $160 - $193
82 $14K
SPG
Simon Property Group Inc

Real Estate
6
+ 2.27%
$140.37 - $171.44 $842 - $1.03K
270 $43K
NECB
North East Community Bancorp, Inc.

Financial Services
21
New
$20.74 - $24.08 $436 - $506
21 $0
STRO
Sutro Biopharma, Inc.

Healthcare
769
New
$0.52 - $1.3 $400 - $1K
769 $0
GERN
Geron Corp

Healthcare
362
New
$1.18 - $1.62 $427 - $586
362 $0
Mineralys Therapeutics Inc Com
62
New
N/A
62 $0
Bullfrog Ai Hldgs Inc Com
909
New
N/A
909 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
13
+ 9.56%
$91.57 - $110.76 $1.19K - $1.44K
149 $14K
Intuitive Machines Inc Class A Com
67
New
N/A
67 $0
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4
+ 0.89%
$46.41 - $47.7 $186 - $191
451 $21K
Linde PLC Shs
1
+ 0.3%
N/A
336 $0
OXYWS
Occidental Pete Corp Wt Exp 08
18
New
N/A
18 $0
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.6%
$33.13 - $40.67 $33.1 - $40.7
169 $6K
IXG
Ishares Global Fin'L ETF

ETFs
1
+ 1.41%
$90.79 - $110.82 $90.8 - $111
72 $7K
TKR
Timken CO

Industrials
1
+ 0.64%
$57.34 - $74.03 $57.3 - $74
158 $11K
JEF
Jefferies Financial Group Inc.

Financial Services
3
+ 0.83%
$41.06 - $56.09 $123 - $168
363 $19K
FRT
Federal Realty Investment Trust

Real Estate
5
+ 100.0%
$83.56 - $99.08 $418 - $495
10 $0
Veralto Corp Com Shs
6
+ 4.58%
N/A
137 $0
SLGN
Silgan Holdings Inc

Consumer Cyclical
1
+ 0.51%
$45.48 - $56.15 $45.5 - $56.2
199 $10K
OFC
Corporate Office Properties Trust

Real Estate
6
+ 1.18%
N/A
516 $12K
LOVE
Lovesac CO

Consumer Cyclical
25
New
$12.47 - $21.34 $312 - $534
25 $0
MAC
Macerich CO

Real Estate
6
+ 1.22%
$13.24 - $17.71 $79.4 - $106
497 $8K
VFC
V F Corp

Consumer Cyclical
68
New
$9.74 - $16.39 $662 - $1.11K
68 $0
OPRT
Oportun Financial Corp

Financial Services
94
New
$4.11 - $7.45 $386 - $700
94 $0
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
12
+ 2.68%
$17.17 - $19.9 $206 - $239
460 $8K
MRNA
Moderna, Inc.

Healthcare
18
+ 4.76%
$23.65 - $28.54 $426 - $514
396 $10K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3
+ 0.99%
$47.89 - $48.65 $144 - $146
307 $14K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
5
New
$89.28 - $103.69 $446 - $518
5 $0
LUV
Southwest Airlines CO

Industrials
3
+ 0.72%
$24.04 - $34.36 $72.1 - $103
422 $13K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
6
+ 1.71%
$45.92 - $50.78 $276 - $305
356 $16K
RLI
Rli Corp

Financial Services
1
+ 0.51%
$71.27 - $80.82 $71.3 - $80.8
197 $14K
ADC
Agree Realty Corp

Real Estate
2
+ 1.17%
$70.68 - $79.12 $141 - $158
173 $12K
RGEN
Repligen Corp

Healthcare
1
+ 0.79%
$108.89 - $145.23 $109 - $145
127 $15K
M
Macy'S, Inc.

Consumer Cyclical
10
+ 1.39%
$10.02 - $13.19 $100 - $132
728 $8K
FAF
First American Financial Corp

Financial Services
2
+ 0.83%
$54.11 - $67.0 $108 - $134
242 $14K
BRT
Brt Apartments Corp.

Real Estate
22
+ 1.51%
$14.95 - $16.6 $329 - $365
1.48K $23K
EXPO
Exponent Inc

Industrials
1
+ 0.47%
$72.88 - $81.75 $72.9 - $81.8
215 $16K
RPM
Rpm International Inc

Basic Materials
1
+ 0.46%
$96.97 - $117.58 $97 - $118
219 $24K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7
+ 0.92%
$24.32 - $27.87 $170 - $195
764 $20K
WY
Weyerhaeuser CO

Real Estate
3
+ 0.7%
$24.69 - $29.48 $74.1 - $88.4
430 $11K
NWE
Northwestern Corp

Utilities
3
+ 1.1%
$50.8 - $59.51 $152 - $179
276 $14K
GNTX
Gentex Corp

Consumer Cyclical
2
+ 0.45%
$20.83 - $23.52 $41.7 - $47
444 $9K
JJSF
J&J Snack Foods Corp

Consumer Defensive
6
+ 7.69%
$111.46 - $136.93 $669 - $822
84 $9K
EXC
Exelon Corp

Utilities
4
+ 0.74%
$42.2 - $47.37 $169 - $189
541 $23K
Activity Summary
Buys All Purchases 750 New Holdings 163 Increased Positions 587 Sells All Sells 235 Reductions 235 Sold out 0 Options Calls 0 Puts 0
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