Rise Advisors, LLC Incresed Positions in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GPS
Gap Inc

Consumer Cyclical
4
+ 0.78%
N/A
514 $10K
IXG
Ishares Global Fin'L ETF

ETFs
1
+ 1.41%
$90.79 - $110.82 $90.8 - $111
72 $7K
PII
Polaris Inc.

Consumer Cyclical
6
+ 1.85%
$31.97 - $42.61 $192 - $256
331 $13K
IEF
Ishares Barclays

ETFs
4
+ 4.55%
$93.15 - $96.56 $373 - $386
92 $8K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1
+ 0.3%
N/A
338 $19K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2
+ 0.74%
$52.22 - $73.66 $104 - $147
272 $17K
MTN
Vail Resorts Inc

Consumer Cyclical
1
+ 1.09%
$131.42 - $164.64 $131 - $165
93 $14K
Veralto Corp Com Shs
6
+ 4.58%
N/A
137 $0
Sinclair Inc Cl A
3
+ 1.73%
N/A
176 $0
Arista Networks Inc Com Shs
9
+ 1.05%
N/A
869 $0
MOH
Molina Healthcare, Inc.

Healthcare
4
+ 9.09%
$290.25 - $353.24 $1.16K - $1.41K
48 $14K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
12
+ 2.68%
$17.17 - $19.9 $206 - $239
460 $8K
ROST
Ross Stores, Inc.

Consumer Cyclical
1
+ 0.54%
$126.62 - $154.26 $127 - $154
187 $23K
KB
Kb Financial Group Inc.

Financial Services
3
+ 100.0%
$46.88 - $82.59 $141 - $248
6 $0
TTC
Toro CO

Industrials
1
+ 0.49%
$63.51 - $77.8 $63.5 - $77.8
204 $14K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3
+ 0.99%
$47.89 - $48.65 $144 - $146
307 $14K
Janus Henderson Securitized Income ETF
145
+ 22.52%
N/A
789 $0
Ft Vest Laddered Moderate Buffer ETF
122K
+ 69.74%
N/A
298K $0
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.26%
$96.91 - $113.0 $194 - $226
785 $87K
TPIC
Tpi Composites, Inc

Industrials
176
+ 39.64%
$0.68 - $1.36 $120 - $239
620 $0
PRGO
Perrigo CO PLC

Healthcare
6
+ 1.32%
$24.36 - $27.91 $146 - $167
462 $12K
HUM
Humana Inc

Healthcare
4
+ 4.88%
$224.93 - $295.04 $900 - $1.18K
86 $21K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4
+ 4.88%
$97.29 - $105.63 $389 - $423
86 $8K
DCI
Donaldson CO Inc

Industrials
1
+ 0.61%
$59.18 - $71.02 $59.2 - $71
166 $11K
CHD
Church & Dwight CO Inc

Consumer Defensive
13
+ 9.56%
$91.57 - $110.76 $1.19K - $1.44K
149 $14K
Digitalbridge Group Inc Cl A New
2
+ 0.15%
N/A
1.31K $0
VLY
Valley National Bancorp

Financial Services
3
+ 0.14%
$7.87 - $9.2 $23.6 - $27.6
2.11K $18K
ORI
Old Republic International Corp

Financial Services
16
+ 4.05%
$35.25 - $39.79 $564 - $637
411 $15K
XLU
Utilities Sector Spdr

ETFs
2
+ 200.0%
$73.09 - $82.77 $146 - $166
3 $0
Ftai Aviation LTD Shs
11
+ 6.55%
N/A
179 $0
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 0.78%
$168.32 - $209.71 $168 - $210
130 $25K
RE
Everest Re Group LTD

Financial Services
1
+ 3.7%
N/A
28 $10K
HRB
H&R Block Inc

Consumer Cyclical
3
+ 1.12%
$54.32 - $63.04 $163 - $189
272 $14K
CUZ
Cousins Properties Inc

Real Estate
5
+ 1.21%
$25.15 - $30.53 $126 - $153
417 $12K
CNP
Centerpoint Energy Inc

Utilities
2
+ 0.63%
$35.5 - $39.05 $71 - $78.1
319 $11K
MMS
Maximus, Inc.

Industrials
1
+ 0.4%
$65.54 - $76.8 $65.5 - $76.8
254 $17K
ONB
Old National Bancorp

Financial Services
8
+ 0.68%
$17.95 - $22.57 $144 - $181
1.19K $25K
PKX
Posco Holdings Inc.

Basic Materials
1
+ 50.0%
$41.43 - $49.85 $41.4 - $49.9
3 $0
LXP
Lxp Industrial Trust

Real Estate
20
+ 1.83%
$7.22 - $8.85 $144 - $177
1.11K $9K
SONY
Sony Group Corp

Technology
1
+ 0.38%
$21.24 - $26.88 $21.2 - $26.9
262 $6K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2
+ 0.94%
$167.22 - $212.42 $334 - $425
214 $42K
RLJ
Rlj Lodging Trust

Real Estate
24
+ 2.22%
$6.35 - $7.98 $152 - $192
1.1K $8K
STWD
Starwood Property Trust, Inc.

Real Estate
13
+ 2.72%
$17.28 - $20.41 $225 - $265
491 $9K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
8
+ 1.19%
$22.43 - $23.23 $179 - $186
683 $15K
KBR
Kbr, Inc.

Industrials
1
+ 0.31%
$46.2 - $56.12 $46.2 - $56.1
321 $15K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 2.0%
N/A
102 $18K
BKU
Bank United, Inc.

Financial Services
2
+ 7.69%
$29.48 - $36.33 $59 - $72.7
28 $0
AIG
American International Group, Inc.

Financial Services
1
+ 0.3%
$77.56 - $87.72 $77.6 - $87.7
330 $28K
XLP
Consumer Staples Sector Spdr

ETFs
6
+ 150.0%
N/A
10 $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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