Rise Advisors, LLC Purchases in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SYNA
Synaptics Inc

Technology
30
+ 15.31%
$42.92 - $66.11 $1.29K - $1.98K
226 $14K
WHR
Whirlpool Corp

Consumer Cyclical
2
+ 1.33%
$75.71 - $101.42 $151 - $203
152 $15K
MTD
Mettler Toledo International Inc

Healthcare
2
+ 14.29%
$970.15 - $1216.57 $1.94K - $2.43K
16 $18K
GSIT
Gsi Technology Inc

Technology
738
New
$1.8 - $3.68 $1.33K - $2.72K
738 $2K
FNLC
First Bancorp, Inc

Financial Services
22
+ 1.52%
$22.6 - $25.42 $497 - $559
1.47K $37K
CADE
Cadence Bank

Financial Services
8
+ 0.98%
$26.42 - $32.41 $211 - $259
821 $26K
WBS
Webster Financial Corp

Financial Services
5
+ 1.25%
$41.76 - $54.91 $209 - $275
405 $22K
SRE
Sempra Energy

Utilities
4
+ 0.91%
$63.78 - $78.91 $255 - $316
444 $33K
AFG
American Financial Group Inc

Financial Services
19
+ 13.48%
$116.9 - $132.12 $2.22K - $2.51K
160 $20K
GNW
Genworth Financial Inc

Financial Services
141
+ 9.85%
$6.12 - $7.89 $863 - $1.11K
1.57K $12K
SCHR
Schwab Intermediate Term Us Tr

ETFs
43
+ 5.13%
$24.54 - $25.07 $1.06K - $1.08K
881 $22K
PVH
Pvh Corp.

Consumer Cyclical
16
+ 10.74%
$60.5 - $87.28 $968 - $1.4K
165 $11K
FHN
First Horizon Corp

Financial Services
8
+ 0.78%
$16.21 - $21.2 $130 - $170
1.03K $21K
AMBA
Ambarella Inc

Technology
43
New
$40.3 - $69.3 $1.73K - $2.98K
43 $2K
SF
Stifel Financial Corp

Financial Services
1
+ 0.49%
$76.49 - $103.78 $76.5 - $104
207 $21K
TD
Toronto Dominion Bank

Financial Services
30
New
$55.71 - $73.45 $1.67K - $2.2K
30 $2K
ORN
Orion Group Holdings Inc

Industrials
288
New
$5.03 - $9.2 $1.45K - $2.65K
288 $2K
CMC
Commercial Metals CO

Basic Materials
2
+ 0.47%
$39.2 - $50.67 $78.4 - $101
431 $21K
ANSS
Ansys Inc

Technology
3
+ 6.67%
$284.19 - $351.22 $853 - $1.05K
48 $16K
MODV
Modiv Care Inc

Healthcare
380
New
$0.89 - $4.16 $338 - $1.58K
380 $1K
PNFP
Pinnacle Financial Partners Inc

Financial Services
5
+ 2.76%
$87.19 - $111.51 $436 - $558
186 $20K
ACLS
Axcelis Technologies Inc

Technology
14
+ 175.0%
$42.42 - $70.92 $594 - $993
22 $1K
SNOW
Snowflake Inc.

Technology
6
New
$130.53 - $223.77 $783 - $1.34K
6 $1K
CHK
Chesapeake Energy Corp

Energy
15
+ 3.82%
N/A
408 $34K
CL
Colgate Palmolive CO

Consumer Defensive
31
+ 6.24%
$87.57 - $96.0 $2.71K - $2.98K
528 $47K
WF
Woori Financial Group Inc.

Financial Services
25
+ 833.33%
$30.46 - $49.73 $762 - $1.24K
28 $1K
AXS
Axis Capital Holdings LTD

Financial Services
15
New
$87.23 - $106.93 $1.31K - $1.6K
15 $1K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
2
+ 1.39%
$50.86 - $73.83 $102 - $148
146 $10K
CAR
Avis Budget Group, Inc.

Industrials
7
New
$62.86 - $179.3 $440 - $1.26K
7 $1K
INDI
Indie Semiconductor, Inc.

Technology
340
+ 223.68%
$1.6 - $3.84 $544 - $1.31K
492 $1K
BIO
Bio Rad Laboratories, Inc.

Healthcare
2
+ 3.28%
$216.56 - $256.68 $433 - $513
63 $15K
VTRS
Viatris Inc

Healthcare
58
+ 54.21%
$7.26 - $9.12 $421 - $529
165 $1K
LOB
Live Oak Bancshares, Inc.

Financial Services
38
New
$23.17 - $30.04 $880 - $1.14K
38 $1K
APP
App Lovin Corp

Technology
4
New
$219.37 - $417.89 $877 - $1.67K
4 $1K
UCTT
Ultra Clean Holdings, Inc.

Technology
46
New
$17.84 - $22.81 $821 - $1.05K
46 $1K
XLY
Select Sector Spdr Consumer Di

ETFs
5
+ 125.0%
$176.34 - $218.59 $882 - $1.09K
9 $1K
TERN
Terns Pharmaceuticals, Inc.

Healthcare
362
New
$2.0 - $4.1 $724 - $1.48K
362 $1K
CCI
Crown Castle International Corp

Real Estate
16
+ 5.9%
$94.83 - $107.06 $1.52K - $1.71K
287 $29K
WMS
Advanced Drainage Systems, Inc.

Industrials
5
+ 3.33%
$96.79 - $123.55 $484 - $618
155 $17K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.74%
$233.83 - $276.34 $234 - $276
136 $36K
NFG
National Fuel Gas CO

Energy
1
+ 0.56%
$73.0 - $86.01 $73 - $86
178 $15K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1
+ 1.79%
$153.99 - $182.0 $154 - $182
57 $10K
GGG
Graco Inc

Industrials
1
+ 0.38%
$74.02 - $87.26 $74 - $87.3
264 $22K
PFE
Pfizer Inc

Healthcare
70
+ 7.53%
$21.59 - $24.84 $1.51K - $1.74K
1K $24K
ALLY
Ally Financial Inc.

Financial Services
4
+ 0.77%
$30.09 - $38.95 $120 - $156
525 $20K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.39%
$168.34 - $195.42 $168 - $195
255 $49K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1
+ 0.74%
$105.8 - $131.55 $106 - $132
136 $17K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
70
New
$14.29 - $26.02 $1K - $1.82K
70 $1K
PSIX
Power Solutions International, Inc.

Industrials
18
New
$18.7 - $68.01 $337 - $1.22K
18 $1K
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