Rise Advisors, LLC Incresed Positions in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
33
+ 32.35%
$232.43 - $265.13 $7.67K - $8.75K
135 $35K
MDLZ
Mondelez International, Inc.

Consumer Defensive
77
+ 10.56%
$56.12 - $68.15 $4.32K - $5.25K
806 $54K
ADP
Automatic Data Processing Inc

Industrials
28
+ 13.66%
$286.85 - $318.64 $8.03K - $8.92K
233 $71K
OLED
Universal Display Corp Pa

Technology
87
+ 87.88%
$139.48 - $161.59 $12.1K - $14.1K
186 $25K
AON
Aon PLC

Financial Services
18
+ 16.07%
$348.44 - $409.32 $6.27K - $7.37K
130 $51K
TDG
Trans Digm Group Inc

Industrials
3
+ 5.36%
$1251.32 - $1394.11 $3.75K - $4.18K
59 $81K
CBU
Community Bank System, Inc.

Financial Services
229
+ 48.83%
$56.08 - $67.99 $12.8K - $15.6K
698 $39K
ILMN
Illumina, Inc.

Healthcare
224
+ 173.64%
$79.34 - $144.22 $17.8K - $32.3K
353 $28K
ROP
Roper Technologies Inc

Industrials
10
+ 20.83%
$502.71 - $593.81 $5.03K - $5.94K
58 $34K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 3.13%
$1187.71 - $1432.58 $1.19K - $1.43K
33 $47K
QCOM
Qualcomm Inc

Technology
66
+ 6.72%
$151.94 - $175.86 $10K - $11.6K
1.05K $160K
GPC
Genuine Parts CO

Consumer Cyclical
88
+ 101.15%
$115.91 - $129.02 $10.2K - $11.4K
175 $20K
DVAX
Dynavax Technologies Corp

Healthcare
749
+ 51.41%
$12.39 - $14.4 $9.28K - $10.8K
2.21K $28K
RSG
Republic Services, Inc.

Industrials
22
+ 23.4%
$200.09 - $242.16 $4.4K - $5.33K
116 $28K
CHK
Chesapeake Energy Corp

Energy
107
+ 37.41%
N/A
393 $33K
SYK
Stryker Corp

Healthcare
17
+ 6.12%
$355.18 - $399.9 $6.04K - $6.8K
295 $109K
DVN
Devon Energy Corp

Energy
100
+ 8.46%
$33.15 - $38.55 $3.32K - $3.85K
1.28K $47K
OTIS
Otis Worldwide Corp

Industrials
13
+ 1.82%
$90.77 - $104.01 $1.18K - $1.35K
729 $75K
CTAS
Cintas Corp

Industrials
24
+ 13.71%
$182.09 - $208.14 $4.37K - $5K
199 $40K
WFC
Wells Fargo & Company

Financial Services
52
+ 1.57%
$66.78 - $81.42 $3.47K - $4.23K
3.37K $242K
MCK
Mckesson Corp

Healthcare
2
+ 2.7%
$566.21 - $672.99 $1.13K - $1.35K
76 $51K
KLAC
Kla Corp

Technology
6
+ 7.59%
$636.62 - $777.63 $3.82K - $4.67K
85 $57K
NLOK
Norton Life Lock Inc.

Technology
381
+ 19.24%
N/A
2.36K $50K
PLD
Prologis, Inc.

Real Estate
44
+ 8.84%
$103.59 - $124.04 $4.56K - $5.46K
542 $60K
TXN
Texas Instruments Inc

Technology
43
+ 8.96%
N/A
523 $101K
FOLD
Amicus Therapeutics, Inc.

Healthcare
933
+ 1608.62%
$8.16 - $9.85 $7.61K - $9.19K
991 $8K
DUOL
Duolingo, Inc.

Technology
24
+ 43.64%
$272.49 - $441.39 $6.54K - $10.6K
79 $24K
AAL
American Airlines Group Inc.

Industrials
647
+ 72.53%
N/A
1.54K $16K
CL
Colgate Palmolive CO

Consumer Defensive
67
+ 15.58%
$85.68 - $97.5 $5.74K - $6.53K
497 $46K
AMP
Ameriprise Financial Inc

Financial Services
17
+ 45.95%
$472.29 - $575.13 $8.03K - $9.78K
54 $26K
C
Citigroup Inc

Financial Services
91
+ 9.13%
$67.23 - $84.63 $6.12K - $7.7K
1.09K $77K
PNW
Pinnacle West Capital Corp

Utilities
10
+ 2.01%
$81.76 - $95.25 $818 - $953
508 $48K
TJX
Tjx Companies Inc

Consumer Cyclical
40
+ 3.73%
$112.81 - $126.16 $4.51K - $5.05K
1.11K $135K
SPGI
S&P Global Inc.

Financial Services
8
+ 4.44%
$478.26 - $543.77 $3.83K - $4.35K
188 $95K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 1.79%
$296.7 - $345.55 $593 - $691
114 $39K
VNQ
Vanguard Specialized Funds Van

ETFs
55
+ 19.78%
$85.55 - $94.34 $4.71K - $5.19K
333 $30K
FISV
Fiserv Inc

Technology
43
+ 13.56%
N/A
360 $45K
UPST
Upstart Holdings, Inc.

Financial Services
161
+ 110.27%
$46.03 - $88.77 $7.41K - $14.3K
307 $14K
RC
Ready Capital Corp

Real Estate
1.75K
+ 102.4%
$4.9 - $7.05 $8.58K - $12.3K
3.46K $17K
MSI
Motorola Solutions, Inc.

Technology
17
+ 20.73%
$411.73 - $482.1 $7K - $8.2K
99 $43K
HLNE
Hamilton Lane Inc

Financial Services
40
+ 36.04%
$137.87 - $170.18 $5.51K - $6.81K
151 $22K
EA
Electronic Arts Inc.

Communication Services
36
+ 29.03%
$116.53 - $146.29 $4.2K - $5.27K
160 $23K
PCAR
Paccar Inc

Industrials
66
+ 25.58%
$96.91 - $112.51 $6.4K - $7.43K
324 $31K
DG
Dollar General Corp

Consumer Defensive
21
+ 7.84%
$68.44 - $87.93 $1.44K - $1.85K
289 $25K
ETR
Entergy Corp

Utilities
23
+ 9.75%
$75.26 - $87.89 $1.73K - $2.02K
259 $22K
KR
Kroger CO

Consumer Defensive
52
+ 15.71%
$58.36 - $67.72 $3.03K - $3.52K
383 $25K
OXY
Occidental Petroleum Corp

Energy
91
+ 26.53%
$45.45 - $52.7 $4.14K - $4.8K
434 $21K
NI
Nisource Inc.

Utilities
25
+ 1.91%
$35.57 - $41.23 $889 - $1.03K
1.33K $53K
MARA
Marathon Digital Holdings, Inc.

Financial Services
226
+ 69.33%
N/A
552 $12K
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
Track This Portfolio

Track Rise Advisors, LLC Portfolio

Follow Rise Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email