Rise Advisors, LLC Incresed Positions in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ODFL
Old Dominion Freight Line, Inc.

Industrials
6
+ 3.7%
$161.13 - $209.29 $967 - $1.26K
168 $27K
STT
State Street Corp

Financial Services
2
+ 1.23%
$84.47 - $102.23 $169 - $204
164 $14K
BRT
Brt Apartments Corp.

Real Estate
20
+ 1.39%
$16.94 - $18.87 $339 - $377
1.46K $24K
GEF
Greif, Inc

Consumer Cyclical
2
+ 0.95%
$54.57 - $62.45 $109 - $125
212 $11K
SNPS
Synopsys Inc

Technology
10
+ 12.05%
$428.58 - $551.54 $4.29K - $5.52K
93 $39K
DHI
Horton D R Inc

Consumer Cyclical
14
+ 8.14%
$125.29 - $147.65 $1.75K - $2.07K
186 $23K
NXPI
Nxp Semiconductors N.V.

Technology
7
+ 4.9%
$189.99 - $245.86 $1.33K - $1.72K
150 $28K
GIS
General Mills Inc

Consumer Defensive
22
+ 3.6%
$57.56 - $65.3 $1.27K - $1.44K
633 $37K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.33%
$157.71 - $180.77 $158 - $181
306 $49K
BHB
Bar Harbor Bankshares

Financial Services
5
+ 1.09%
$29.04 - $33.44 $145 - $167
463 $13K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.21%
$82.81 - $92.93 $82.8 - $92.9
469 $39K
THS
Tree House Foods, Inc.

Consumer Defensive
49
+ 14.08%
$26.2 - $35.54 $1.28K - $1.74K
397 $10K
EQIX
Equinix Inc

Real Estate
6
+ 12.24%
$803.0 - $959.97 $4.82K - $5.76K
55 $44K
CMI
Cummins Inc

Industrials
3
+ 4.0%
$312.92 - $386.07 $939 - $1.16K
78 $24K
ET
Energy Transfer LP

Energy
44
+ 1.62%
$17.26 - $21.08 $759 - $928
2.76K $51K
RLJ
Rlj Lodging Trust

Real Estate
16
+ 1.51%
$7.89 - $10.07 $126 - $161
1.08K $8K
MRNA
Moderna, Inc.

Healthcare
73
+ 23.93%
$28.35 - $47.53 $2.07K - $3.47K
378 $10K
TDC
Teradata Corp

Technology
30
+ 7.83%
$21.95 - $32.78 $659 - $983
413 $9K
HOG
Harley Davidson, Inc.

Consumer Cyclical
4
+ 0.92%
$24.13 - $30.02 $96.5 - $120
441 $11K
KMT
Kennametal Inc

Industrials
6
+ 0.95%
$21.0 - $24.68 $126 - $148
637 $13K
ASH
Ashland Global Holdings Inc

Basic Materials
1
+ 0.47%
$55.87 - $73.16 $55.9 - $73.2
214 $12K
ISCV
Ishares Morningstar Small Cap

ETFs
3
+ 0.46%
$58.11 - $66.0 $174 - $198
657 $38K
URI
United Rentals, Inc.

Industrials
1
+ 2.5%
$594.17 - $789.56 $594 - $790
41 $25K
A
Agilent Technologies, Inc.

Healthcare
5
+ 2.37%
$116.69 - $152.6 $583 - $763
216 $25K
MCHP
Microchip Technology Inc

Technology
7
+ 2.17%
$48.41 - $64.3 $339 - $450
329 $15K
BRKR
Bruker Corp

Healthcare
32
+ 11.11%
$41.74 - $62.95 $1.34K - $2.01K
320 $13K
AAT
American Assets Trust, Inc.

Real Estate
10
+ 1.56%
$19.65 - $26.32 $197 - $263
652 $13K
UMBF
Umb Financial Corp

Financial Services
1
+ 0.4%
$98.0 - $122.56 $98 - $123
251 $25K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.46%
$251.87 - $277.95 $756 - $834
661 $170K
FSLR
First Solar, Inc.

Technology
7
+ 10.14%
$126.34 - $197.73 $884 - $1.38K
76 $9K
ABNB
Airbnb, Inc.

Consumer Cyclical
9
+ 3.28%
$119.38 - $161.42 $1.07K - $1.45K
283 $33K
NEOG
Neogen Corp

Healthcare
157
+ 14.59%
$8.43 - $13.07 $1.32K - $2.05K
1.23K $10K
PCG
Pg&E Corp

Utilities
37
+ 2.86%
$15.16 - $20.4 $561 - $755
1.33K $22K
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 1.59%
$497.6 - $606.74 $1.99K - $2.43K
255 $126K
TT
Trane Technologies PLC

Industrials
6
+ 3.45%
$332.0 - $400.86 $1.99K - $2.41K
180 $60K
LMT
Lockheed Martin Corp

Industrials
6
+ 3.87%
$423.19 - $506.29 $2.54K - $3.04K
161 $71K
DDOG
Datadog, Inc.

Technology
5
+ 5.05%
$98.68 - $151.89 $493 - $759
104 $10K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.22%
$81.62 - $96.63 $81.6 - $96.6
456 $37K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.27%
$121.0 - $142.28 $121 - $142
367 $45K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.36%
$120.24 - $134.3 $240 - $269
557 $67K
EIX
Edison International

Utilities
31
+ 12.35%
$50.06 - $80.01 $1.55K - $2.48K
282 $16K
FNLC
First Bancorp, Inc

Financial Services
20
+ 1.4%
$24.51 - $27.11 $490 - $542
1.45K $35K
AMAT
Applied Materials Inc

Technology
30
+ 6.26%
$145.06 - $195.51 $4.35K - $5.87K
509 $73K
RLI
Rli Corp

Financial Services
71
+ 56.8%
$71.75 - $163.21 $5.09K - $11.6K
196 $15K
DLR
Digital Realty Trust, Inc.

Real Estate
4
+ 2.16%
$142.1 - $183.56 $568 - $734
189 $27K
LOW
Lowes Companies Inc

Consumer Cyclical
15
+ 2.35%
$222.66 - $268.42 $3.34K - $4.03K
654 $152K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2
+ 0.75%
$59.37 - $95.63 $119 - $191
270 $17K
AXON
Axon Enterprise, Inc.

Industrials
2
+ 2.15%
$496.65 - $710.01 $993 - $1.42K
95 $49K
DXCM
Dexcom Inc

Healthcare
14
+ 1.83%
$67.74 - $90.75 $948 - $1.27K
780 $53K
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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