Rise Advisors, LLC Incresed Positions in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CUBE
Cube Smart

Real Estate
17
+ 4.57%
$35.88 - $43.68 $610 - $743
389 $16K
WMS
Advanced Drainage Systems, Inc.

Industrials
5
+ 3.33%
$96.79 - $123.55 $484 - $618
155 $17K
SCCO
Southern Copper Corp

Basic Materials
3
+ 2.46%
$75.63 - $104.64 $227 - $314
125 $12K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1
+ 1.79%
$153.99 - $182.0 $154 - $182
57 $10K
PEAK
Healthpeak Properties, Inc.

Real Estate
87
+ 145.0%
N/A
147 $2K
NI
Nisource Inc.

Utilities
23
+ 1.73%
$37.11 - $40.64 $854 - $935
1.35K $54K
CCI
Crown Castle International Corp

Real Estate
16
+ 5.9%
$94.83 - $107.06 $1.52K - $1.71K
287 $29K
NET
Cloudflare, Inc.

Technology
3
+ 30.0%
$97.08 - $195.83 $291 - $587
13 $2K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
2
+ 0.59%
$38.16 - $46.72 $76.3 - $93.4
343 $15K
MSM
Msc Industrial Direct CO Inc

Industrials
1
+ 0.82%
$70.15 - $85.48 $70.2 - $85.5
123 $10K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9
+ 5.42%
$51.1 - $53.29 $460 - $480
175 $9K
BIO
Bio Rad Laboratories, Inc.

Healthcare
2
+ 3.28%
$216.56 - $256.68 $433 - $513
63 $15K
UMBF
Umb Financial Corp

Financial Services
1
+ 0.4%
$86.4 - $107.99 $86.4 - $108
252 $26K
ADP
Automatic Data Processing Inc

Industrials
3
+ 1.29%
$276.76 - $326.81 $830 - $980
236 $72K
TNL
Travel & Leisure Co.

Consumer Cyclical
2
+ 0.9%
$38.78 - $51.89 $77.6 - $104
224 $11K
PNFP
Pinnacle Financial Partners Inc

Financial Services
5
+ 2.76%
$87.19 - $111.51 $436 - $558
186 $20K
NTST
Netstreit Corp.

Real Estate
11
+ 1.21%
$14.61 - $16.95 $161 - $186
919 $15K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
35
+ 2.64%
$13.21 - $14.85 $462 - $520
1.36K $20K
WF
Woori Financial Group Inc.

Financial Services
25
+ 833.33%
$30.46 - $49.73 $762 - $1.24K
28 $1K
HL
Hecla Mining CO

Basic Materials
1
+ 0.05%
$4.54 - $6.45 $4.54 - $6.45
1.89K $11K
ES
Eversource Energy

Utilities
2
+ 0.85%
$54.25 - $65.89 $109 - $132
238 $15K
MO
Altria Group, Inc.

Consumer Defensive
11
+ 5.67%
$55.56 - $60.91 $611 - $670
205 $12K
XLY
Select Sector Spdr Consumer Di

ETFs
5
+ 125.0%
$176.34 - $218.59 $882 - $1.09K
9 $1K
D
Dominion Energy, Inc

Utilities
6
+ 1.13%
$49.66 - $58.0 $298 - $348
537 $30K
JHG
Janus Henderson Group PLC

Financial Services
3
+ 1.11%
$29.47 - $38.84 $88.4 - $117
273 $10K
EQIX
Equinix Inc

Real Estate
2
+ 3.64%
$740.07 - $914.43 $1.48K - $1.83K
57 $45K
BHB
Bar Harbor Bankshares

Financial Services
5
+ 1.08%
$27.37 - $31.26 $137 - $156
468 $14K
HRI
Herc Holdings Inc

Industrials
9
+ 13.04%
$102.34 - $142.19 $921 - $1.28K
78 $10K
SCI
Service Corp International

Consumer Cyclical
1
+ 0.35%
$73.58 - $81.65 $73.6 - $81.7
287 $23K
VRTS
Virtus Investment Partners, Inc.

Financial Services
1
+ 1.37%
$143.2 - $185.33 $143 - $185
74 $13K
SYY
Sysco Corp

Consumer Defensive
1
+ 0.36%
$68.0 - $75.91 $68 - $75.9
280 $21K
Kenvue Inc Com
9
+ 0.73%
N/A
1.25K $0
Ge Vernova Inc Com
31
+ 12.97%
N/A
270 $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
2
+ 100.0%
$37.08 - $42.26 $74.2 - $84.5
4 $0
MEI
Methode Electronics Inc

Technology
78
+ 2600.0%
$5.35 - $9.51 $417 - $742
81 $0
WFRD
Weatherford International PLC

Energy
1
+ 0.51%
$39.17 - $54.26 $39.2 - $54.3
199 $10K
Sandisk Corp Com
15
+ 1500.0%
N/A
16 $0
THG
Hanover Insurance Group, Inc.

Financial Services
3
+ 3.09%
$150.66 - $178.04 $452 - $534
100 $16K
FFIN
First Financial Bankshares Inc

Financial Services
3
+ 0.53%
$31.3 - $37.48 $93.9 - $112
573 $20K
TLT
Ishares Barclays 20+ Year Trea

ETFs
20
+ 4.19%
$83.97 - $92.85 $1.68K - $1.86K
497 $43K
EXR
Extra Space Storage Inc.

Real Estate
1
+ 0.78%
$126.61 - $152.99 $127 - $153
129 $19K
AR
Antero Resources Corp

Energy
16
+ 2.68%
$31.92 - $43.78 $511 - $700
612 $24K
KBE
Spdr S&P Bank ETF

ETFs
1
+ 1.45%
$45.85 - $55.78 $45.9 - $55.8
70 $3K
SHG
Shinhan Financial Group CO LTD

Financial Services
6
+ 300.0%
N/A
8 $0
BC
Brunswick Corp

Consumer Cyclical
2
+ 0.75%
$41.93 - $58.37 $83.9 - $117
269 $14K
CTRA
Coterra Energy Inc.

Energy
19
+ 51.35%
$22.6 - $29.07 $429 - $552
56 $1K
LANC
Lancaster Colony Corp

Consumer Defensive
1
+ 1.23%
$159.67 - $192.9 $160 - $193
82 $14K
American Healthcare Reit Inc Com Shs
35
+ 11.22%
N/A
347 $0
Fidelity Enhanced Large Cap Value ETF
19
+ 0.47%
N/A
4.03K $0
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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