Rise Advisors, LLC Incresed Positions in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCI
Johnson Controls International PLC

Industrials
12
+ 3.11%
$76.12 - $90.6 $913 - $1.09K
398 $31K
FANG
Diamondback Energy, Inc.

Energy
9
+ 7.44%
$139.9 - $180.18 $1.26K - $1.62K
130 $20K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.65%
$58.32 - $65.09 $58.3 - $65.1
154 $9K
ADI
Analog Devices Inc

Technology
19
+ 7.25%
$201.56 - $243.82 $3.83K - $4.63K
281 $56K
ROG
Rogers Corp

Technology
67
+ 62.62%
$67.53 - $102.68 $4.52K - $6.88K
174 $11K
ADSK
Autodesk, Inc.

Technology
3
+ 2.42%
N/A
127 $31K
SM
Sm Energy CO

Energy
121
+ 33.61%
$27.15 - $44.69 $3.29K - $5.41K
481 $14K
CHD
Church & Dwight CO Inc

Consumer Defensive
10
+ 7.94%
$101.42 - $113.2 $1.01K - $1.13K
136 $14K
ALB
Albemarle Corp

Basic Materials
41
+ 36.94%
$69.95 - $97.49 $2.87K - $4K
152 $10K
OLN
Olin Corp

Basic Materials
180
+ 49.18%
$23.36 - $34.41 $4.2K - $6.19K
546 $13K
SRE
Sempra Energy

Utilities
96
+ 27.91%
$67.85 - $87.67 $6.51K - $8.42K
440 $31K
NET
Cloudflare, Inc.

Technology
4
+ 66.67%
$110.71 - $176.5 $443 - $706
10 $1K
BIIB
Biogen Inc.

Healthcare
22
+ 17.46%
$133.43 - $153.27 $2.94K - $3.37K
148 $20K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2
+ 0.4%
$47.33 - $47.92 $94.7 - $95.8
506 $24K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
203
+ 10.14%
N/A
2.21K $15K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
30
+ 7.77%
$25.93 - $29.28 $778 - $878
416 $11K
AKAM
Akamai Technologies Inc

Technology
11
+ 8.87%
N/A
135 $12K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
33
+ 2.56%
$14.31 - $14.8 $472 - $488
1.32K $19K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3
+ 0.68%
$45.92 - $47.58 $138 - $143
447 $21K
CMCSA
Comcast Corp

Communication Services
62
+ 2.49%
$33.19 - $38.23 $2.06K - $2.37K
2.56K $94K
IYH
Ishares Tr

ETFs
1
+ 0.21%
$58.32 - $62.76 $58.3 - $62.8
468 $28K
XYL
Xylem Inc.

Industrials
3
+ 2.22%
$114.02 - $132.04 $342 - $396
138 $16K
PINS
Pinterest, Inc.

Communication Services
16
+ 4.43%
$29.79 - $40.0 $477 - $640
377 $11K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.41%
$182.82 - $196.21 $183 - $196
247 $46K
Canopy Growth Corp Com New
10
+ 4.37%
N/A
239 $0
Janus Henderson Securitized Income ETF
6
+ 0.94%
N/A
644 $0
SCHO
Schwab Short Term Us Treasury

ETFs
4
+ 0.64%
$24.1 - $24.34 $96.4 - $97.4
631 $15K
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.42%
$105.3 - $106.24 $105 - $106
241 $25K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.4%
$185.78 - $198.58 $186 - $199
254 $48K
CDAY
Ceridian Hcm Holding Inc.

Technology
9
+ 6.38%
N/A
150 $9K
Fidelity Enhanced Large Cap Value ETF
19
+ 0.48%
N/A
4.01K $0
WAT
Waters Corp

Healthcare
1
+ 2.17%
$362.16 - $417.28 $362 - $417
47 $17K
Smurfit Westrock PLC Shs
61
+ 20.89%
N/A
353 $0
IEF
Ishares Barclays

ETFs
1
+ 1.15%
$91.17 - $95.39 $91.2 - $95.4
88 $8K
BNDX
Vanguard Total International B

ETFs
2
+ 0.37%
$48.33 - $49.5 $96.7 - $99
543 $26K
Ge Vernova Inc Com
47
+ 24.48%
N/A
239 $0
MSCI
Msci Inc.

Financial Services
2
+ 4.17%
$541.46 - $628.34 $1.08K - $1.26K
50 $28K
Linde PLC Shs
25
+ 8.06%
N/A
335 $0
LEN
Lennar Corp

Consumer Cyclical
32
+ 22.86%
$113.93 - $141.54 $3.65K - $4.53K
172 $19K
EMN
Eastman Chemical CO

Basic Materials
6
+ 1.57%
$87.05 - $103.47 $522 - $621
389 $34K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1
+ 1.43%
$35.35 - $42.74 $35.4 - $42.7
71 $2K
Digitalbridge Group Inc Cl A New
1
+ 0.08%
N/A
1.31K $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
5
+ 0.75%
$22.42 - $23.22 $112 - $116
675 $15K
Arista Networks Inc Com Shs
85
+ 10.97%
N/A
860 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
37
+ 28.68%
$48.65 - $66.04 $1.8K - $2.44K
166 $8K
PFE
Pfizer Inc

Healthcare
52
+ 5.92%
$25.01 - $27.13 $1.3K - $1.41K
930 $23K
IR
Ingersoll Rand Inc.

Industrials
33
+ 14.86%
$79.44 - $94.23 $2.62K - $3.11K
255 $20K
PHM
Pultegroup Inc

Consumer Cyclical
14
+ 10.77%
$101.09 - $118.51 $1.42K - $1.66K
144 $14K
Nextracker Inc Class A Com
312
+ 153.69%
N/A
515 $0
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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