Rise Advisors, LLC Purchases in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SIGI
Selective Insurance Group Inc

Financial Services
1
+ 0.36%
$82.37 - $92.83 $82.4 - $92.8
279 $24K
POR
Portland General Electric CO

Utilities
4
+ 1.12%
$39.96 - $44.75 $160 - $179
361 $14K
AAON
Aaon, Inc.

Industrials
6
+ 3.53%
$71.78 - $106.87 $431 - $641
176 $12K
CNO
Cno Financial Group, Inc.

Financial Services
28
+ 6.11%
$36.12 - $42.37 $1.01K - $1.19K
486 $18K
SJM
J M Smucker CO

Consumer Defensive
8
+ 7.55%
$94.41 - $118.52 $755 - $948
114 $11K
TECH
Bio Techne Corp

Healthcare
1
+ 0.56%
$46.66 - $58.38 $46.7 - $58.4
181 $9K
IYR
Ishares Tr

ETFs
7
+ 0.54%
$84.48 - $96.25 $591 - $674
1.31K $123K
DLB
Dolby Laboratories, Inc.

Industrials
1
+ 0.79%
$69.36 - $81.21 $69.4 - $81.2
127 $9K
SON
Sonoco Products CO

Consumer Cyclical
3
+ 1.27%
$40.6 - $47.93 $122 - $144
240 $10K
DVY
Ishares Tr

ETFs
6
+ 0.39%
$118.37 - $134.86 $710 - $809
1.54K $205K
NOC
Northrop Grumman Corp

Industrials
1
+ 1.33%
$456.3 - $540.39 $456 - $540
76 $37K
LPX
Louisiana Pacific Corp

Industrials
1
+ 0.68%
$81.16 - $95.48 $81.2 - $95.5
149 $12K
MKC
Mccormick & CO Inc

Consumer Defensive
1
+ 0.56%
$71.11 - $82.25 $71.1 - $82.3
179 $13K
WPC
W. P. Carey Inc.

Real Estate
17
+ 1.0%
$56.12 - $64.53 $954 - $1.1K
1.72K $106K
PRI
Primerica, Inc.

Financial Services
1
+ 1.64%
$244.39 - $290.62 $244 - $291
62 $16K
OGE
Oge Energy Corp.

Utilities
3
+ 0.91%
$42.23 - $46.38 $127 - $139
332 $14K
HOG
Harley Davidson, Inc.

Consumer Cyclical
3
+ 0.68%
$20.82 - $25.94 $62.5 - $77.8
444 $10K
BAX
Baxter International Inc

Healthcare
2
+ 0.53%
$27.8 - $34.02 $55.6 - $68
376 $11K
BKH
Black Hills Corp

Utilities
3
+ 1.11%
$55.66 - $61.75 $167 - $185
273 $15K
OHI
Omega Healthcare Investors Inc

Real Estate
8
+ 1.76%
$35.55 - $39.05 $284 - $312
462 $16K
SR
Spire Inc

Utilities
2
+ 0.88%
$71.03 - $79.07 $142 - $158
228 $16K
PSX
Phillips 66

Energy
2
+ 0.8%
$92.87 - $125.73 $186 - $251
251 $29K
ELS
Equity Lifestyle Properties Inc

Real Estate
11
+ 3.51%
$61.46 - $68.02 $676 - $748
324 $19K
AVNT
Avient Corp

Basic Materials
16
+ 3.75%
$28.93 - $39.01 $463 - $624
443 $14K
CC
Chemours CO

Basic Materials
19
+ 2.98%
$9.4 - $13.06 $179 - $248
657 $7K
ACGL
Arch Capital Group Ltd.

Financial Services
5
+ 2.13%
$84.99 - $96.82 $425 - $484
240 $21K
NJR
New Jersey Resources Corp

Utilities
3
+ 0.84%
$44.23 - $49.97 $133 - $150
359 $16K
FR
First Industrial Realty Trust Inc

Real Estate
2
+ 1.0%
$43.07 - $54.05 $86.1 - $108
203 $9K
SWK
Stanley Black & Decker, Inc.

Industrials
2
+ 1.79%
$55.86 - $76.98 $112 - $154
114 $7K
WASH
Washington Trust Bancorp Inc

Financial Services
12
+ 2.1%
$26.08 - $30.06 $313 - $361
583 $16K
CWT
California Water Service Group

Utilities
2
+ 0.85%
$44.67 - $51.36 $89.3 - $103
236 $10K
IYH
Ishares Tr

ETFs
2
+ 0.43%
$53.97 - $60.17 $108 - $120
470 $26K
EIX
Edison International

Utilities
4
+ 1.42%
$48.32 - $59.92 $193 - $240
286 $14K
IYE
Ishares Tr

ETFs
3
+ 0.64%
$40.36 - $49.67 $121 - $149
470 $21K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2
+ 2.15%
$67.83 - $92.33 $136 - $185
95 $6K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
468
+ 1418.18%
$87.84 - $1441.89 $41.1K - $675K
501 $45K
CBT
Cabot Corp

Basic Materials
1
+ 0.45%
$72.47 - $84.35 $72.5 - $84.4
222 $16K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
5
+ 1.57%
$32.45 - $40.68 $162 - $203
324 $10K
WD
Walker & Dunlop, Inc.

Financial Services
2
+ 1.28%
$66.0 - $85.06 $132 - $170
158 $11K
NSA
National Storage Affiliates Trust

Real Estate
5
+ 2.05%
$31.82 - $39.04 $159 - $195
249 $7K
WLK
Westlake Corp

Basic Materials
1
+ 1.22%
$69.83 - $102.01 $69.8 - $102
83 $6K
DTE
Dte Energy CO

Utilities
1
+ 0.43%
$127.39 - $139.49 $127 - $139
233 $30K
AES
Aes Corp

Utilities
9
+ 1.22%
$9.63 - $12.55 $86.7 - $113
748 $7K
TSN
Tyson Foods, Inc.

Consumer Defensive
1
+ 0.49%
$54.33 - $63.56 $54.3 - $63.6
206 $11K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.81%
$42.44 - $49.08 $1.06K - $1.23K
3.11K $148K
GMRE
Global Medical Reit Inc.

Real Estate
41
+ 2.8%
$6.16 - $8.72 $253 - $358
1.51K $10K
CAG
Conagra Brands Inc.

Consumer Defensive
89
+ 16.79%
$20.4 - $26.78 $1.82K - $2.38K
619 $12K
ACN
Accenture PLC

Technology
9
+ 2.43%
$279.23 - $323.21 $2.51K - $2.91K
379 $113K
NOV
Nov Inc.

Energy
21
+ 2.22%
$11.11 - $15.41 $233 - $324
968 $12K
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
Track This Portfolio

Track Rise Advisors, LLC Portfolio

Follow Rise Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email