Rise Advisors, LLC Purchases in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHYF
Shyft Group, Inc.

Industrials
124
New
$7.13 - $12.64 $884 - $1.57K
124 $1K
PI
Impinj Inc

Technology
11
New
$62.54 - $125.05 $688 - $1.38K
11 $1K
SHBI
Shore Bancshares Inc

Financial Services
74
New
$11.78 - $15.72 $872 - $1.16K
74 $1K
KEY
Keycorp

Financial Services
31
+ 5.96%
$13.23 - $17.42 $410 - $540
551 $9K
UNM
Unum Group

Financial Services
16
+ 4.97%
$70.48 - $82.91 $1.13K - $1.33K
338 $27K
LCII
Lci Industries

Consumer Cyclical
1
+ 1.12%
$75.07 - $92.4 $75.1 - $92.4
90 $8K
AMPY
Amplify Energy Corp.

Energy
303
+ 146.38%
$2.3 - $3.86 $697 - $1.17K
510 $1K
SCHO
Schwab Short Term Us Treasury

ETFs
33
+ 5.23%
$24.19 - $24.45 $798 - $807
664 $16K
MXL
Maxlinear Inc

Technology
92
New
$9.15 - $14.32 $842 - $1.32K
92 $1K
PDSB
Pds Biotechnology Corp

Healthcare
515
+ 158.46%
$0.94 - $1.79 $484 - $922
840 $1K
JHG
Janus Henderson Group PLC

Financial Services
3
+ 1.11%
$29.47 - $38.84 $88.4 - $117
273 $10K
ADP
Automatic Data Processing Inc

Industrials
3
+ 1.29%
$276.76 - $326.81 $830 - $980
236 $72K
DEO
Diageo PLC

Consumer Defensive
18
New
$99.86 - $115.75 $1.8K - $2.08K
18 $1K
SNA
Snap On Inc

Industrials
2
+ 100.0%
$292.36 - $342.2 $585 - $684
4 $1K
MRAM
Everspin Technologies Inc

Technology
202
New
$4.4 - $6.39 $889 - $1.29K
202 $1K
UFCS
United Fire Group Inc

Financial Services
36
New
$25.7 - $29.65 $925 - $1.07K
36 $1K
AMRC
Ameresco, Inc.

Industrials
82
New
$8.66 - $16.53 $710 - $1.36K
82 $1K
VSH
Vishay Intertechnology Inc

Technology
95
+ 4750.0%
$10.57 - $15.97 $1K - $1.52K
97 $1K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
16
+ 1.71%
$16.37 - $18.59 $262 - $297
950 $17K
TNL
Travel & Leisure Co.

Consumer Cyclical
2
+ 0.9%
$38.78 - $51.89 $77.6 - $104
224 $11K
NTST
Netstreit Corp.

Real Estate
11
+ 1.21%
$14.61 - $16.95 $161 - $186
919 $15K
UHT
Universal Health Realty Income Trust

Real Estate
33
+ 9.04%
$36.71 - $41.51 $1.21K - $1.37K
398 $15K
DIOD
Diodes Inc

Technology
24
New
$34.26 - $52.89 $822 - $1.27K
24 $1K
BHB
Bar Harbor Bankshares

Financial Services
5
+ 1.08%
$27.37 - $31.26 $137 - $156
468 $14K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
35
+ 2.64%
$13.21 - $14.85 $462 - $520
1.36K $20K
PEAK
Healthpeak Properties, Inc.

Real Estate
87
+ 145.0%
N/A
147 $2K
NKTR
Nektar Therapeutics

Healthcare
49
New
$0.49 - $29.68 $24 - $1.45K
49 $1K
HL
Hecla Mining CO

Basic Materials
1
+ 0.05%
$4.54 - $6.45 $4.54 - $6.45
1.89K $11K
OZK
Bank Ozk

Financial Services
2
+ 9.09%
$37.58 - $47.34 $75.2 - $94.7
24 $1K
ACMR
Acm Research, Inc.

Technology
52
New
$18.33 - $26.51 $953 - $1.38K
52 $1K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
2
+ 0.59%
$38.16 - $46.72 $76.3 - $93.4
343 $15K
SYY
Sysco Corp

Consumer Defensive
1
+ 0.36%
$68.0 - $75.91 $68 - $75.9
280 $21K
CUBE
Cube Smart

Real Estate
17
+ 4.57%
$35.88 - $43.68 $610 - $743
389 $16K
NI
Nisource Inc.

Utilities
23
+ 1.73%
$37.11 - $40.64 $854 - $935
1.35K $54K
SCCO
Southern Copper Corp

Basic Materials
3
+ 2.46%
$75.63 - $104.64 $227 - $314
125 $12K
MTBC
Care Cloud, Inc.

Healthcare
360
New
N/A
360 $1K
ES
Eversource Energy

Utilities
2
+ 0.85%
$54.25 - $65.89 $109 - $132
238 $15K
Penguin Solutions Inc Com
93
New
N/A
93 $0
TECK
Teck Resources LTD

Basic Materials
6
New
$29.05 - $41.48 $174 - $249
6 $0
Vanguard 0 3 Month Treasury Bill ETF
1.99K
New
N/A
1.99K $0
Fidelity Enhanced Large Cap Value ETF
19
+ 0.47%
N/A
4.03K $0
STWD
Starwood Property Trust, Inc.

Real Estate
13
+ 2.72%
$17.28 - $20.41 $225 - $265
491 $9K
UL
Unilever PLC

Consumer Defensive
4
+ 200.0%
$57.9 - $65.43 $232 - $262
6 $0
ABC
Amerisourcebergen Corp

Healthcare
2
+ 2.0%
N/A
102 $18K
TTC
Toro CO

Industrials
1
+ 0.49%
$63.51 - $77.8 $63.5 - $77.8
204 $14K
Ft Vest Laddered Moderate Buffer ETF
122K
+ 69.74%
N/A
298K $0
Sandisk Corp Com
15
+ 1500.0%
N/A
16 $0
MOH
Molina Healthcare, Inc.

Healthcare
4
+ 9.09%
$290.25 - $353.24 $1.16K - $1.41K
48 $14K
TAP
Molson Coors Beverage CO

Consumer Defensive
18
New
$47.24 - $62.46 $850 - $1.12K
18 $0
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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