Rise Advisors, LLC Incresed Positions in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
498
+ 24.59%
$53.9 - $63.11 $26.8K - $31.4K
2.52K $153K
ABT
Abbott Laboratories

Healthcare
124
+ 10.77%
$111.1 - $140.22 $13.8K - $17.4K
1.28K $169K
NFLX
Netflix Inc

Communication Services
24
+ 7.12%
$828.4 - $1058.6 $19.9K - $25.4K
361 $336K
DOCU
Docusign, Inc.

Technology
415
+ 864.58%
$74.7 - $97.7 $31K - $40.5K
463 $37K
UBER
Uber Technologies, Inc

Technology
206
+ 14.42%
$63.17 - $81.49 $13K - $16.8K
1.64K $119K
CSX
Csx Corp

Industrials
1.2K
+ 86.35%
$29.11 - $33.67 $35K - $40.5K
2.59K $76K
DFAX
Dimensional ETF Tr
58
+ 0.26%
$24.45 - $27.2 $1.42K - $1.58K
22.6K $592K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
103
+ 15.12%
$522.96 - $601.18 $53.9K - $61.9K
784 $418K
ICE
Intercontinental Exchange, Inc.

Financial Services
43
+ 4.33%
$142.8 - $176.36 $6.14K - $7.58K
1.04K $178K
CB
Chubb LTD

Financial Services
37
+ 4.6%
$257.71 - $301.99 $9.54K - $11.2K
841 $253K
WDAY
Workday, Inc.

Technology
133
+ 177.33%
$233.53 - $277.82 $31.1K - $37K
208 $48K
WMT
Walmart Inc.

Consumer Defensive
424
+ 11.11%
$84.5 - $105.05 $35.8K - $44.5K
4.24K $372K
TMUS
T Mobile Us, Inc.

Communication Services
57
+ 23.27%
$211.3 - $272.83 $12K - $15.6K
302 $80K
F
Ford Motor CO

Consumer Cyclical
2.51K
+ 316.52%
$9.12 - $10.43 $22.9K - $26.2K
3.3K $33K
CVS
Cvs Health Corp

Healthcare
8
+ 0.74%
$44.22 - $68.64 $354 - $549
1.09K $73K
ITW
Illinois Tool Works Inc

Industrials
99
+ 71.22%
$244.9 - $274.48 $24.2K - $27.2K
238 $59K
VZ
Verizon Communications Inc

Communication Services
184
+ 6.77%
$37.81 - $46.49 $6.96K - $8.55K
2.9K $131K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.81K
+ 1012.29%
$9.47 - $11.46 $17.2K - $20.8K
1.99K $21K
AJG
Arthur J. Gallagher & Co.

Financial Services
39
+ 34.51%
$275.89 - $345.24 $10.8K - $13.5K
152 $52K
IDU
Ishares Tr U S Utils ETF

ETFs
153
+ 15.61%
$95.33 - $102.77 $14.6K - $15.7K
1.13K $114K
SCHW
Schwab Charles Corp

Financial Services
209
+ 25.74%
$71.24 - $83.64 $14.9K - $17.5K
1.02K $79K
IP
International Paper CO

Consumer Cyclical
346
+ 281.3%
$49.38 - $60.09 $17.1K - $20.8K
469 $25K
DELL
Dell Technologies Inc.

Technology
207
+ 5175.0%
$90.34 - $124.66 $18.7K - $25.8K
211 $19K
BSX
Boston Scientific Corp

Healthcare
103
+ 13.9%
$89.38 - $106.18 $9.21K - $10.9K
844 $85K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14
+ 9.15%
$402.49 - $513.76 $5.63K - $7.19K
167 $80K
WELL
Welltower Inc.

Real Estate
69
+ 23.31%
$124.05 - $156.86 $8.56K - $10.8K
365 $55K
GILD
Gilead Sciences, Inc.

Healthcare
16
+ 2.09%
$89.14 - $117.41 $1.43K - $1.88K
783 $87K
AFL
Aflac Inc

Financial Services
54
+ 3.62%
$100.99 - $111.19 $5.45K - $6K
1.55K $171K
INTC
Intel Corp

Technology
524
+ 23.79%
$19.1 - $27.39 $10K - $14.4K
2.73K $61K
MU
Micron Technology Inc

Technology
120
+ 5.33%
$86.89 - $109.38 $10.4K - $13.1K
2.37K $206K
PCH
Potlatchdeltic Corp

Real Estate
347
+ 246.1%
$38.35 - $47.34 $13.3K - $16.4K
488 $22K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
312
+ 11.25%
$47.27 - $50.52 $14.7K - $15.8K
3.09K $150K
DE
Deere & CO

Industrials
17
+ 9.94%
$408.57 - $509.27 $6.95K - $8.66K
188 $88K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
88
+ 880.0%
$175.5 - $209.86 $15.4K - $18.5K
98 $17K
AEP
American Electric Power CO Inc

Utilities
78
+ 22.74%
$90.32 - $109.27 $7.04K - $8.52K
421 $46K
CBOE
Cboe Global Markets, Inc.

Financial Services
65
+ 3250.0%
$190.84 - $226.29 $12.4K - $14.7K
67 $15K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
+ 9.8%
$208.48 - $244.03 $5.21K - $6.1K
280 $68K
GD
General Dynamics Corp

Industrials
31
+ 5.38%
$241.94 - $272.58 $7.5K - $8.45K
607 $165K
AIT
Applied Industrial Technologies Inc

Industrials
70
+ 111.11%
$218.93 - $269.18 $15.3K - $18.8K
133 $29K
BK
Bank Of New York Mellon Corp

Financial Services
138
+ 41.69%
$75.42 - $88.95 $10.4K - $12.3K
469 $39K
DRI
Darden Restaurants Inc

Consumer Cyclical
49
+ 32.24%
$180.02 - $208.56 $8.82K - $10.2K
201 $41K
CI
Cigna Corp

Healthcare
13
+ 7.83%
$274.49 - $329.0 $3.57K - $4.28K
179 $58K
ENSG
Ensign Group, Inc

Healthcare
106
+ 113.98%
$125.4 - $148.86 $13.3K - $15.8K
199 $25K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
22
+ 0.62%
$78.97 - $85.82 $1.74K - $1.89K
3.56K $295K
HWM
Howmet Aerospace Inc.

Industrials
66
+ 32.35%
$110.79 - $139.39 $7.31K - $9.2K
270 $35K
INTU
Intuit Inc

Technology
25
+ 11.42%
$555.63 - $630.23 $13.9K - $15.8K
244 $149K
IVV
Ishares Core S&P 500 ETF

ETFs
38
+ 11.41%
$554.06 - $615.85 $21.1K - $23.4K
371 $208K
SBUX
Starbucks Corp

Consumer Cyclical
20
+ 1.32%
$91.75 - $115.81 $1.84K - $2.32K
1.54K $150K
CME
Cme Group Inc.

Financial Services
18
+ 9.14%
$225.82 - $266.54 $4.06K - $4.8K
215 $57K
Activity Summary
Buys All Purchases 848 New Holdings 466 Increased Positions 382 Sells All Sells 580 Reductions 580 Sold out 0 Options Calls 0 Puts 0
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