Rise Advisors, LLC Incresed Positions in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
66
+ 22.37%
$224.68 - $282.71 $14.8K - $18.7K
361 $100K
NEE
Nextera Energy Inc

Utilities
296
+ 15.55%
$69.77 - $77.54 $20.7K - $23K
2.2K $166K
INTC
Intel Corp

Technology
24
+ 0.89%
$19.31 - $35.5 $463 - $852
2.73K $91K
GM
General Motors CO

Consumer Cyclical
38
+ 1.64%
$48.89 - $61.24 $1.86K - $2.33K
2.36K $143K
AMGN
Amgen Inc

Healthcare
91
+ 8.79%
$271.18 - $309.22 $24.7K - $28.1K
1.13K $317K
APD
Air Products & Chemicals, Inc.

Basic Materials
113
+ 43.97%
$265.78 - $299.3 $30K - $33.8K
370 $100K
AMD
Advanced Micro Devices Inc

Technology
30
+ 2.85%
$134.8 - $184.42 $4.04K - $5.53K
1.08K $175K
PNC
Pnc Financial Services Group, Inc.

Financial Services
95
+ 18.77%
$185.88 - $207.44 $17.7K - $19.7K
601 $120K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
187
+ 53.28%
$108.46 - $120.63 $20.3K - $22.6K
538 $63K
CRWD
Crowd Strike Holdings, Inc.

Technology
60
+ 26.43%
$412.46 - $514.1 $24.7K - $30.8K
287 $140K
APH
Amphenol Corp

Technology
21
+ 2.48%
$97.39 - $125.4 $2.05K - $2.63K
869 $107K
PANW
Palo Alto Networks Inc

Technology
114
+ 15.99%
$167.06 - $208.19 $19K - $23.7K
827 $168K
NEM
Newmont Corp

Basic Materials
30
+ 4.34%
$57.35 - $85.25 $1.72K - $2.56K
722 $60K
MRK
Merck & Co., Inc.

Healthcare
31
+ 0.84%
$77.6 - $87.37 $2.41K - $2.71K
3.74K $313K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
11
+ 0.45%
$90.62 - $107.71 $997 - $1.18K
2.46K $242K
SLB
Schlumberger Limited

Energy
554
+ 63.9%
$32.37 - $37.31 $17.9K - $20.7K
1.42K $48K
WDC
Western Digital Corp

Technology
20
+ 6.78%
$63.84 - $120.06 $1.28K - $2.4K
315 $37K
FAST
Fastenal CO

Industrials
24
+ 0.97%
$42.47 - $50.39 $1.02K - $1.21K
2.51K $122K
ABT
Abbott Laboratories

Healthcare
157
+ 12.39%
$120.51 - $136.62 $18.9K - $21.4K
1.42K $190K
WBD
Warner Bros. Discovery, Inc.

Communication Services
63
+ 3.16%
$10.78 - $19.82 $679 - $1.25K
2.05K $40K
LHX
L3 Harris Technologies, Inc.

Industrials
7
+ 2.3%
$252.18 - $305.41 $1.77K - $2.14K
311 $94K
PSTG
Pure Storage, Inc.

Technology
9
+ 1.41%
$54.47 - $88.29 $490 - $795
648 $54K
BKR
Baker Hughes CO

Energy
36
+ 2.25%
$38.68 - $50.55 $1.39K - $1.82K
1.64K $79K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.3%
$303.93 - $329.86 $608 - $660
668 $219K
KLAC
Kla Corp

Technology
2
+ 2.38%
$843.9 - $1078.6 $1.69K - $2.16K
86 $92K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
136
+ 4.32%
$97.75 - $100.75 $13.3K - $13.7K
3.28K $329K
IJS
Ishares S&P Smallcap 600 Value

ETFs
4
+ 0.3%
$98.99 - $112.2 $396 - $449
1.33K $147K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
26
+ 0.45%
$41.91 - $44.87 $1.09K - $1.17K
5.83K $260K
UPRO
Proshares Trust Proshares Ultr

ETFs
3
+ 0.42%
$91.26 - $112.39 $274 - $337
723 $80K
UTHR
United Therapeutics Corp

Healthcare
2
+ 2.11%
$274.7 - $438.75 $549 - $878
97 $40K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3
+ 0.23%
$115.96 - $125.95 $348 - $378
1.33K $167K
STX
Seagate Technology Holdings PLC

Technology
6
+ 4.55%
$142.01 - $236.06 $852 - $1.42K
138 $32K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
34
+ 6.79%
$89.32 - $107.82 $3.04K - $3.67K
535 $57K
AZN
Astrazeneca PLC

Healthcare
10
+ 0.61%
$68.72 - $82.11 $687 - $821
1.64K $126K
UBER
Uber Technologies, Inc

Technology
52
+ 3.15%
$86.91 - $99.57 $4.52K - $5.18K
1.7K $166K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1
+ 0.12%
$56.32 - $68.81 $56.3 - $68.8
863 $59K
WELL
Welltower Inc.

Real Estate
16
+ 4.29%
$150.71 - $178.14 $2.41K - $2.85K
389 $69K
OLED
Universal Display Corp Pa

Technology
104
+ 53.33%
$134.16 - $161.44 $14K - $16.8K
299 $42K
NOC
Northrop Grumman Corp

Industrials
4
+ 5.26%
$498.9 - $609.32 $2K - $2.44K
80 $48K
AFL
Aflac Inc

Financial Services
13
+ 0.84%
$98.09 - $111.7 $1.28K - $1.45K
1.56K $174K
HL
Hecla Mining CO

Basic Materials
1
+ 0.05%
$5.59 - $12.1 $5.59 - $12.1
1.89K $22K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.45%
$279.83 - $293.74 $839 - $881
664 $195K
URI
United Rentals, Inc.

Industrials
3
+ 6.82%
$774.14 - $975.23 $2.32K - $2.93K
47 $44K
EME
Emcor Group, Inc.

Industrials
1
+ 1.1%
$530.88 - $655.83 $531 - $656
92 $59K
QCOM
Qualcomm Inc

Technology
21
+ 2.04%
$145.84 - $173.55 $3.06K - $3.64K
1.05K $174K
CVS
Cvs Health Corp

Healthcare
46
+ 4.16%
$58.75 - $76.5 $2.7K - $3.52K
1.15K $86K
WPC
W. P. Carey Inc.

Real Estate
9
+ 0.52%
$61.29 - $68.7 $552 - $618
1.72K $116K
DHI
Horton D R Inc

Consumer Cyclical
10
+ 5.38%
$129.82 - $184.04 $1.3K - $1.84K
196 $33K
DIS
Walt Disney CO

Communication Services
234
+ 13.41%
$112.25 - $124.0 $26.3K - $29K
1.98K $226K
Activity Summary
Buys All Purchases 728 New Holdings 92 Increased Positions 636 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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