Rise Advisors, LLC Incresed Positions in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
7
+ 5.88%
$151.29 - $173.13 $1.06K - $1.21K
126 $20K
LSTR
Landstar System Inc

Industrials
1
+ 1.27%
$131.55 - $151.93 $132 - $152
80 $11K
WRB
Berkley W R Corp

Financial Services
7
+ 35.0%
$64.28 - $75.17 $450 - $526
27 $1K
PPBI
Pacific Premier Bancorp Inc

Financial Services
2
+ 4.76%
$18.35 - $22.87 $36.7 - $45.7
44 $0
INDB
Independent Bank Corp

Financial Services
2
+ 12.5%
$53.62 - $65.63 $107 - $131
18 $1K
O
Realty Income Corp

Real Estate
6
+ 1.26%
$52.27 - $58.52 $314 - $351
483 $27K
PNM
Pnm Resources Inc

Utilities
3
+ 0.86%
N/A
350 $14K
ETR
Entergy Corp

Utilities
8
+ 3.09%
$79.01 - $86.61 $632 - $693
267 $22K
FREL
Fidelity Covington Tr Msci Rea

ETFs
2
+ 1.02%
$24.18 - $27.61 $48.4 - $55.2
198 $5K
Coherent Corp Com
4
+ 1.2%
N/A
336 $0
Tko Group Holdings Inc Cl A
1
+ 0.68%
N/A
148 $0
BRKR
Bruker Corp

Healthcare
1
+ 0.31%
$35.5 - $42.18 $35.5 - $42.2
321 $13K
PWC
Invesco Exchange Traded Fd Tr
1
+ 0.25%
N/A
396 $0
OGN
Organon & Co.

Healthcare
53
+ 39.85%
$8.04 - $14.72 $426 - $780
186 $1K
HNST
Honest Company, Inc.

Consumer Cyclical
16
+ 17.78%
$4.18 - $5.51 $66.9 - $88.2
106 $0
Aptiv PLC Com Shs
17
+ 10.97%
N/A
172 $0
STLA
Stellantis N.V.

Consumer Cyclical
11
+ 6.88%
$8.53 - $11.27 $93.8 - $124
171 $1K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1
+ 0.39%
N/A
256 $16K
FE
Firstenergy Corp

Utilities
14
+ 1.06%
$38.31 - $43.17 $536 - $604
1.33K $53K
STAG
Stag Industrial, Inc.

Real Estate
2
+ 0.77%
$30.08 - $37.02 $60.2 - $74
261 $9K
TECH
Bio Techne Corp

Healthcare
1
+ 0.56%
$46.66 - $58.38 $46.7 - $58.4
181 $9K
ELS
Equity Lifestyle Properties Inc

Real Estate
11
+ 3.51%
$61.46 - $68.02 $676 - $748
324 $19K
ENS
Ener Sys

Industrials
1
+ 0.63%
$78.52 - $100.4 $78.5 - $100
161 $13K
LUV
Southwest Airlines CO

Industrials
3
+ 0.72%
$24.04 - $34.36 $72.1 - $103
422 $13K
FAF
First American Financial Corp

Financial Services
2
+ 0.83%
$54.11 - $67.0 $108 - $134
242 $14K
LPX
Louisiana Pacific Corp

Industrials
1
+ 0.68%
$81.16 - $95.48 $81.2 - $95.5
149 $12K
NWE
Northwestern Corp

Utilities
3
+ 1.1%
$50.8 - $59.51 $152 - $179
276 $14K
AAON
Aaon, Inc.

Industrials
6
+ 3.53%
$71.78 - $106.87 $431 - $641
176 $12K
CC
Chemours CO

Basic Materials
19
+ 2.98%
$9.4 - $13.06 $179 - $248
657 $7K
WASH
Washington Trust Bancorp Inc

Financial Services
12
+ 2.1%
$26.08 - $30.06 $313 - $361
583 $16K
WY
Weyerhaeuser CO

Real Estate
3
+ 0.7%
$24.69 - $29.48 $74.1 - $88.4
430 $11K
NJR
New Jersey Resources Corp

Utilities
3
+ 0.84%
$44.23 - $49.97 $133 - $150
359 $16K
GNTX
Gentex Corp

Consumer Cyclical
2
+ 0.45%
$20.83 - $23.52 $41.7 - $47
444 $9K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7
+ 0.92%
$24.32 - $27.87 $170 - $195
764 $20K
BRT
Brt Apartments Corp.

Real Estate
22
+ 1.51%
$14.95 - $16.6 $329 - $365
1.48K $23K
SON
Sonoco Products CO

Consumer Cyclical
3
+ 1.27%
$40.6 - $47.93 $122 - $144
240 $10K
SJM
J M Smucker CO

Consumer Defensive
8
+ 7.55%
$94.41 - $118.52 $755 - $948
114 $11K
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
BKH
Black Hills Corp

Utilities
3
+ 1.11%
$55.66 - $61.75 $167 - $185
273 $15K
CNO
Cno Financial Group, Inc.

Financial Services
28
+ 6.11%
$36.12 - $42.37 $1.01K - $1.19K
486 $18K
WPC
W. P. Carey Inc.

Real Estate
17
+ 1.0%
$56.12 - $64.53 $954 - $1.1K
1.72K $106K
EXC
Exelon Corp

Utilities
4
+ 0.74%
$42.2 - $47.37 $169 - $189
541 $23K
CWT
California Water Service Group

Utilities
2
+ 0.85%
$44.67 - $51.36 $89.3 - $103
236 $10K
OHI
Omega Healthcare Investors Inc

Real Estate
8
+ 1.76%
$35.55 - $39.05 $284 - $312
462 $16K
BAX
Baxter International Inc

Healthcare
2
+ 0.53%
$27.8 - $34.02 $55.6 - $68
376 $11K
PRI
Primerica, Inc.

Financial Services
1
+ 1.64%
$244.39 - $290.62 $244 - $291
62 $16K
RPM
Rpm International Inc

Basic Materials
1
+ 0.46%
$96.97 - $117.58 $97 - $118
219 $24K
EXPO
Exponent Inc

Industrials
1
+ 0.47%
$72.88 - $81.75 $72.9 - $81.8
215 $16K
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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