Rise Advisors, LLC Incresed Positions in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CARR
Carrier Global Corp

Industrials
132
+ 8.12%
$55.55 - $75.83 $7.33K - $10K
1.76K $128K
AXP
American Express CO

Financial Services
21
+ 6.42%
$231.39 - $318.98 $4.86K - $6.7K
348 $111K
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 1.08%
$498.8 - $620.9 $2K - $2.48K
375 $232K
KMB
Kimberly Clark Corp

Consumer Defensive
197
+ 100.0%
$126.84 - $145.22 $25K - $28.6K
394 $50K
WEC
Wec Energy Group, Inc.

Utilities
224
+ 151.35%
$102.24 - $109.76 $22.9K - $24.6K
372 $38K
TT
Trane Technologies PLC

Industrials
7
+ 3.89%
$315.21 - $437.41 $2.21K - $3.06K
187 $81K
NSC
Norfolk Southern Corp

Industrials
6
+ 0.62%
$206.34 - $257.46 $1.24K - $1.54K
975 $249K
V
Visa Inc.

Financial Services
41
+ 3.14%
$308.27 - $373.31 $12.6K - $15.3K
1.35K $478K
IDU
Ishares Tr U S Utils ETF

ETFs
141
+ 12.44%
$93.98 - $106.11 $13.3K - $15K
1.27K $133K
IYF
Ishares Tr

ETFs
137
+ 60.35%
$99.23 - $120.99 $13.6K - $16.6K
364 $44K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3
+ 0.23%
$91.62 - $116.16 $275 - $348
1.33K $154K
LHX
L3 Harris Technologies, Inc.

Industrials
25
+ 8.96%
$200.21 - $256.99 $5.01K - $6.42K
304 $76K
FIX
Comfort Systems Usa Inc

Industrials
4
+ 5.13%
$296.51 - $536.21 $1.19K - $2.14K
82 $43K
RNST
Renasant Corp

Financial Services
511
+ 25550.0%
$27.68 - $36.52 $14.1K - $18.7K
513 $18K
ADI
Analog Devices Inc

Technology
31
+ 11.03%
$164.6 - $238.02 $5.1K - $7.38K
312 $74K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.13%
$104.34 - $138.68 $104 - $139
781 $108K
CRS
Carpenter Technology Corp

Industrials
3
+ 1.76%
$151.3 - $276.38 $454 - $829
173 $47K
CRDO
Credo Technology Group Holding LTD

Technology
39
+ 15.85%
$33.3 - $95.05 $1.3K - $3.71K
285 $26K
AUB
Atlantic Union Bankshares Corp

Financial Services
494
+ 1764.29%
$23.85 - $32.24 $11.8K - $15.9K
522 $16K
DXCM
Dexcom Inc

Healthcare
20
+ 2.56%
$59.83 - $87.57 $1.2K - $1.75K
800 $69K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
16
+ 7.48%
$49.95 - $128.54 $799 - $2.06K
230 $28K
HST
Host Hotels & Resorts, Inc.

Real Estate
968
+ 1308.11%
$12.7 - $16.07 $12.3K - $15.6K
1.04K $16K
TEX
Terex Corp

Industrials
241
+ 65.31%
$32.21 - $48.33 $7.76K - $11.6K
610 $28K
FN
Fabrinet

Technology
6
+ 4.65%
$171.03 - $298.93 $1.03K - $1.79K
135 $39K
VZ
Verizon Communications Inc

Communication Services
470
+ 16.21%
$41.67 - $45.62 $19.6K - $21.4K
3.37K $145K
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.29%
$69.06 - $91.24 $207 - $274
1.02K $93K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.12%
$82.96 - $110.1 $83 - $110
820 $90K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
133
+ 4.41%
$96.84 - $99.46 $12.9K - $13.2K
3.15K $312K
XEL
Xcel Energy Inc

Utilities
200
+ 62.89%
$65.65 - $72.39 $13.1K - $14.5K
518 $35K
MCHP
Microchip Technology Inc

Technology
73
+ 22.19%
$35.34 - $71.6 $2.58K - $5.23K
402 $28K
AMCR
Amcor PLC

Consumer Cyclical
1.62K
+ 48.51%
$8.57 - $9.81 $13.9K - $15.9K
4.95K $45K
IBKR
Interactive Brokers Group, Inc.

Financial Services
647
+ 300.93%
$50.53 - $212.53 $32.7K - $138K
862 $47K
MPWR
Monolithic Power Systems Inc

Technology
9
+ 29.03%
$455.19 - $737.73 $4.1K - $6.64K
40 $29K
GLW
Corning Inc

Technology
6
+ 0.36%
$39.07 - $52.59 $234 - $316
1.69K $88K
CDNS
Cadence Design Systems Inc

Technology
8
+ 4.6%
$231.64 - $323.08 $1.85K - $2.58K
182 $56K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
234
+ 1.4%
$49.79 - $50.75 $11.7K - $11.9K
16.9K $857K
UPRO
Proshares Trust Proshares Ultr

ETFs
2
+ 0.28%
$50.65 - $91.44 $101 - $183
720 $65K
EMR
Emerson Electric CO

Industrials
21
+ 5.95%
$94.15 - $133.33 $1.98K - $2.8K
374 $49K
NRG
Nrg Energy, Inc.

Utilities
12
+ 8.16%
$83.61 - $162.67 $1K - $1.95K
159 $25K
JCI
Johnson Controls International PLC

Industrials
2
+ 0.5%
$71.14 - $105.62 $142 - $211
400 $42K
FLR
Fluor Corp

Industrials
28
+ 4.49%
$30.86 - $51.42 $864 - $1.44K
651 $33K
PSTG
Pure Storage, Inc.

Technology
34
+ 5.62%
$37.18 - $57.58 $1.26K - $1.96K
639 $36K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
30
+ 25.42%
$87.64 - $143.29 $2.63K - $4.3K
148 $21K
SNPS
Synopsys Inc

Technology
4
+ 4.3%
$380.9 - $517.66 $1.52K - $2.07K
97 $49K
PEG
Public Service Enterprise Group Inc

Utilities
95
+ 34.3%
$77.13 - $84.18 $7.33K - $8K
372 $31K
TXN
Texas Instruments Inc

Technology
43
+ 8.22%
N/A
566 $110K
NKE
Nike, Inc.

Consumer Cyclical
30
+ 3.05%
$53.27 - $72.04 $1.6K - $2.16K
1.01K $71K
CSX
Csx Corp

Industrials
37
+ 1.43%
$26.69 - $32.91 $988 - $1.22K
2.63K $85K
MKSI
Mks Instruments Inc

Technology
50
+ 28.9%
$58.78 - $100.27 $2.94K - $5.01K
223 $22K
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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