Rise Advisors, LLC Purchases in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SNAP
Snap Inc

Communication Services
57
New
$7.23 - $9.21 $412 - $525
57 $0
Sinclair Inc Cl A
3
+ 1.73%
N/A
176 $0
OKTA
Okta, Inc.

Technology
10
New
$91.24 - $127.3 $912 - $1.27K
10 $0
GRWG
Grow Generation Corp.

Consumer Cyclical
463
New
$0.87 - $1.34 $403 - $620
463 $0
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1
+ 0.3%
N/A
338 $19K
Korro Bio Inc Com
29
New
N/A
29 $0
FE
Firstenergy Corp

Utilities
14
+ 1.06%
$38.31 - $43.17 $536 - $604
1.33K $53K
FFIN
First Financial Bankshares Inc

Financial Services
3
+ 0.53%
$31.3 - $37.48 $93.9 - $112
573 $20K
EXR
Extra Space Storage Inc.

Real Estate
1
+ 0.78%
$126.61 - $152.99 $127 - $153
129 $19K
KBE
Spdr S&P Bank ETF

ETFs
1
+ 1.45%
$45.85 - $55.78 $45.9 - $55.8
70 $3K
BC
Brunswick Corp

Consumer Cyclical
2
+ 0.75%
$41.93 - $58.37 $83.9 - $117
269 $14K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
8
+ 1.19%
$22.43 - $23.23 $179 - $186
683 $15K
TRNO
Terreno Realty Corp

Real Estate
1
+ 0.7%
$51.18 - $63.89 $51.2 - $63.9
143 $8K
Smith Douglas Homes Corp Com Shs Cl A
26
New
N/A
26 $0
Rapport Therapeutics Inc Com
50
New
N/A
50 $0
Astera Labs Inc Com
23
New
N/A
23 $0
Mbx Biosciences Inc Com
68
New
N/A
68 $0
BRX
Brixmor Property Group Inc.

Real Estate
5
+ 1.12%
N/A
450 $10K
Reddit Inc Cl A
5
New
N/A
5 $0
ATO
Atmos Energy Corp

Utilities
3
+ 42.86%
$145.06 - $162.66 $435 - $488
10 $1K
Ge Vernova Inc Com
31
+ 12.97%
N/A
270 $0
XLB
Select Sector Spdr Fd Material

ETFs
1
New
$74.27 - $88.92 $74.3 - $88.9
1 $0
PEB
Pebblebrook Hotel Trust

Real Estate
1
+ 0.12%
$7.71 - $10.59 $7.71 - $10.6
839 $8K
CNOB
Connect One Bancorp, Inc.

Financial Services
40
New
$20.95 - $24.78 $838 - $991
40 $0
FSK
Fs Kkr Capital Corp

Financial Services
0
New
$17.95 - $21.5 $0 - $0
0 $0
Nano Nuclear Energy Inc Com
21
New
N/A
21 $0
KRE
Spdr S&P Regional Banking ETF

ETFs
8
New
$48.81 - $59.48 $390 - $476
8 $0
ONB
Old National Bancorp

Financial Services
8
+ 0.68%
$17.95 - $22.57 $144 - $181
1.19K $25K
AEE
Ameren Corp

Utilities
1
+ 0.72%
$94.23 - $101.68 $94.2 - $102
140 $13K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2
+ 0.74%
$52.22 - $73.66 $104 - $147
272 $17K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
53
New
$8.47 - $12.18 $449 - $646
53 $0
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4
+ 4.88%
$97.29 - $105.63 $389 - $423
86 $8K
DCI
Donaldson CO Inc

Industrials
1
+ 0.61%
$59.18 - $71.02 $59.2 - $71
166 $11K
XLP
Consumer Staples Sector Spdr

ETFs
6
+ 150.0%
N/A
10 $0
SIG
Signet Jewelers LTD

Consumer Cyclical
9
New
$50.77 - $82.74 $457 - $745
9 $0
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
47
New
$8.91 - $14.41 $419 - $677
47 $0
Tectonic Therapeutic Inc Com
28
New
N/A
28 $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 1.49%
$77.94 - $79.5 $77.9 - $79.5
68 $5K
HRB
H&R Block Inc

Consumer Cyclical
3
+ 1.12%
$54.32 - $63.04 $163 - $189
272 $14K
American Healthcare Reit Inc Com Shs
35
+ 11.22%
N/A
347 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
1
+ 0.54%
$126.62 - $154.26 $127 - $154
187 $23K
MMS
Maximus, Inc.

Industrials
1
+ 0.4%
$65.54 - $76.8 $65.5 - $76.8
254 $17K
Nukkleus Inc Com New
30
New
N/A
30 $0
CNC
Centene Corp

Healthcare
27
+ 8.28%
$53.4 - $64.29 $1.44K - $1.74K
353 $19K
ROL
Rollins Inc

Consumer Cyclical
9
+ 36.0%
$50.65 - $58.58 $456 - $527
34 $1K
LNC
Lincoln National Corp

Financial Services
17
New
$28.95 - $37.27 $492 - $634
17 $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
2
+ 100.0%
$37.08 - $42.26 $74.2 - $84.5
4 $0
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.82%
$133.82 - $151.96 $134 - $152
123 $17K
FREL
Fidelity Covington Tr Msci Rea

ETFs
2
+ 1.02%
$24.18 - $27.61 $48.4 - $55.2
198 $5K
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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