Rise Advisors, LLC Incresed Positions in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 9.52%
$456.74 - $568.03 $1.83K - $2.27K
46 $26K
MCK
Mckesson Corp

Healthcare
1
+ 1.32%
$652.83 - $732.78 $653 - $733
77 $56K
TYL
Tyler Technologies Inc

Technology
8
+ 28.57%
$521.68 - $592.84 $4.17K - $4.74K
36 $21K
ILMN
Illumina, Inc.

Healthcare
1
+ 0.28%
$70.3 - $95.41 $70.3 - $95.4
354 $33K
AEIS
Advanced Energy Industries Inc

Industrials
4
+ 4.3%
$79.03 - $133.84 $316 - $535
97 $12K
WMB
Williams Companies, Inc.

Energy
22
+ 3.01%
$54.33 - $62.87 $1.2K - $1.38K
753 $47K
OTIS
Otis Worldwide Corp

Industrials
73
+ 10.01%
$90.88 - $104.3 $6.63K - $7.61K
802 $79K
DOV
Dover Corp

Industrials
1
+ 0.2%
$151.14 - $186.7 $151 - $187
508 $93K
INCY
Incyte Corp

Healthcare
33
+ 18.54%
$55.17 - $71.22 $1.82K - $2.35K
211 $14K
AMT
American Tower Corp

Real Estate
9
+ 1.67%
$203.96 - $228.19 $1.84K - $2.05K
548 $121K
LMT
Lockheed Martin Corp

Industrials
3
+ 1.86%
$430.82 - $486.45 $1.29K - $1.46K
164 $75K
FTNT
Fortinet, Inc.

Technology
5
+ 1.22%
$84.71 - $108.69 $424 - $543
415 $43K
XLV
Select Sector Spdr Fund Health

ETFs
239
+ 9.5%
$128.77 - $144.3 $30.8K - $34.5K
2.76K $371K
VRT
Vertiv Holdings CO

Industrials
44
+ 440.0%
N/A
54 $4K
ITT
Itt Inc.

Industrials
1
+ 0.83%
$112.67 - $157.95 $113 - $158
122 $19K
TTEK
Tetra Tech Inc

Industrials
1
+ 0.17%
$28.01 - $36.25 $28 - $36.3
604 $21K
DTM
Dt Midstream, Inc.

Energy
3
+ 1.06%
$87.23 - $109.91 $262 - $330
285 $31K
DD
Du Pont De Nemours, Inc.

Basic Materials
69
+ 30.94%
$55.13 - $75.25 $3.8K - $5.19K
292 $20K
OXY
Occidental Petroleum Corp

Energy
183
+ 42.17%
$36.11 - $49.33 $6.61K - $9.03K
617 $25K
FSLR
First Solar, Inc.

Technology
8
+ 10.53%
$120.38 - $192.98 $963 - $1.54K
84 $13K
DINO
Hf Sinclair Corp

Energy
6
+ 1.31%
$25.91 - $41.85 $155 - $251
465 $19K
MNST
Monster Beverage Corp

Consumer Defensive
42
+ 9.35%
$55.01 - $64.24 $2.31K - $2.7K
491 $30K
EWBC
East West Bancorp Inc

Financial Services
8
+ 3.05%
$71.03 - $101.75 $568 - $814
270 $27K
GWW
W.W. Grainger, Inc.

Industrials
2
+ 8.7%
$919.93 - $1101.66 $1.84K - $2.2K
25 $26K
COIN
Coinbase Global, Inc.

Technology
10
+ 250.0%
$151.47 - $375.07 $1.51K - $3.75K
14 $4K
ARMK
Aramark

Industrials
1
+ 0.18%
$30.39 - $42.1 $30.4 - $42.1
543 $22K
MSTR
Microstrategy Inc

Technology
9
+ 225.0%
$237.95 - $421.61 $2.14K - $3.79K
13 $5K
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.43%
$74.88 - $91.97 $150 - $184
471 $43K
PODD
Insulet Corp

Healthcare
5
+ 10.64%
$238.57 - $327.47 $1.19K - $1.64K
52 $16K
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 1.0%
$186.58 - $225.78 $373 - $452
203 $44K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1
+ 0.79%
$153.22 - $199.8 $153 - $200
127 $23K
F
Ford Motor CO

Consumer Cyclical
53
+ 1.6%
$8.69 - $10.85 $461 - $575
3.36K $36K
CSL
Carlisle Companies Inc

Industrials
1
+ 1.22%
$317.1 - $408.5 $317 - $409
83 $30K
PTC
Ptc Inc.

Technology
21
+ 300.0%
$136.74 - $173.24 $2.87K - $3.64K
28 $4K
CMCSA
Comcast Corp

Communication Services
166
+ 6.49%
$32.84 - $36.72 $5.45K - $6.1K
2.72K $97K
ST
Sensata Technologies Holding PLC

Technology
2
+ 0.46%
$17.69 - $30.11 $35.4 - $60.2
434 $13K
IRM
Iron Mountain Inc

Real Estate
2
+ 1.04%
$76.93 - $105.25 $154 - $211
194 $19K
UAL
United Airlines Holdings, Inc.

Industrials
10
+ 3.82%
$56.15 - $84.23 $562 - $842
272 $21K
APA
Apa Corp

Energy
163
+ 220.27%
$14.03 - $21.24 $2.29K - $3.46K
237 $4K
CVS
Cvs Health Corp

Healthcare
14
+ 1.28%
$60.04 - $70.18 $841 - $983
1.11K $76K
TPR
Tapestry, Inc.

Consumer Cyclical
8
+ 5.06%
$60.6 - $87.81 $485 - $702
166 $14K
XLC
Select Sector Spdr Tr Communic

ETFs
26
+ 288.89%
$86.13 - $108.53 $2.24K - $2.82K
35 $3K
VMC
Vulcan Materials CO

Basic Materials
4
+ 5.26%
$226.49 - $276.01 $906 - $1.1K
80 $20K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 1.85%
$422.19 - $533.73 $422 - $534
55 $29K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.41%
$86.93 - $109.64 $86.9 - $110
247 $27K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 2.86%
$452.51 - $568.19 $453 - $568
36 $19K
STT
State Street Corp

Financial Services
1
+ 0.61%
$75.33 - $106.34 $75.3 - $106
165 $17K
SWKS
Skyworks Solutions, Inc.

Technology
24
+ 19.2%
$49.2 - $74.95 $1.18K - $1.8K
149 $11K
EQT
Eqt Corp

Energy
19
+ 4.82%
$46.11 - $60.44 $876 - $1.15K
413 $24K
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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