Rise Advisors, LLC Incresed Positions in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UAL
United Airlines Holdings, Inc.

Industrials
11
+ 4.38%
$69.05 - $110.52 $760 - $1.22K
262 $18K
PPG
Ppg Industries Inc

Basic Materials
5
+ 0.79%
$107.44 - $124.29 $537 - $621
636 $69K
GS
Goldman Sachs Group Inc

Financial Services
20
+ 2.92%
$524.81 - $672.19 $10.5K - $13.4K
704 $384K
FICO
Fair Isaac Corp

Technology
1
+ 1.69%
$1695.35 - $2030.47 $1.7K - $2.03K
60 $110K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.12%
$92.45 - $106.69 $92.5 - $107
819 $76K
NKE
Nike, Inc.

Consumer Cyclical
50
+ 5.36%
$63.29 - $81.72 $3.16K - $4.09K
982 $62K
HD
Home Depot, Inc.

Consumer Cyclical
45
+ 4.11%
$347.25 - $424.87 $15.6K - $19.1K
1.14K $417K
PCVX
Vaxcyte, Inc.

Healthcare
33
+ 14.41%
$37.76 - $92.13 $1.25K - $3.04K
262 $9K
ARES
Ares Management Corp

Financial Services
2
+ 0.66%
$140.19 - $198.28 $280 - $397
304 $44K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.31%
$165.25 - $224.62 $165 - $225
328 $54K
DAL
Delta Air Lines, Inc.

Industrials
38
+ 5.01%
$43.6 - $69.06 $1.66K - $2.62K
797 $34K
ADBE
Adobe Inc.

Technology
27
+ 7.05%
$377.84 - $464.11 $10.2K - $12.5K
410 $157K
SHOP
Shopify Inc.

Technology
12
+ 0.93%
$90.59 - $129.31 $1.09K - $1.55K
1.31K $124K
IJS
Ishares S&P Smallcap 600 Value

ETFs
5
+ 0.37%
$96.3 - $112.23 $482 - $561
1.36K $132K
UPS
United Parcel Service Inc

Industrials
34
+ 3.09%
$109.66 - $136.26 $3.73K - $4.63K
1.14K $124K
AMZN
Amazon Com Inc

Consumer Cyclical
1.38K
+ 14.51%
$190.26 - $242.06 $263K - $335K
10.9K $2.08M
BAC
Bank Of America Corp

Financial Services
255
+ 2.08%
$39.61 - $47.74 $10.1K - $12.2K
12.5K $521K
IWM
Ishares Russell 2000 ETF

ETFs
129
+ 6.72%
$198.1 - $229.79 $25.6K - $29.6K
2.05K $408K
ORCL
Oracle Corp

Technology
113
+ 7.61%
$139.81 - $186.47 $15.8K - $21.1K
1.6K $223K
AVGO
Broadcom Inc.

Technology
747
+ 31.99%
$167.43 - $244.7 $125K - $183K
3.08K $516K
TGT
Target Corp

Consumer Defensive
67
+ 6.03%
$103.65 - $142.5 $6.94K - $9.55K
1.18K $123K
STZ
Constellation Brands, Inc.

Consumer Defensive
5
+ 0.55%
$161.05 - $222.93 $805 - $1.11K
911 $167K
CRM
Salesforce, Inc.

Technology
52
+ 6.55%
$268.36 - $359.95 $14K - $18.7K
846 $227K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
80
+ 0.25%
$32.42 - $36.13 $2.59K - $2.89K
32.6K $1.07M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3
+ 0.14%
$161.27 - $192.3 $484 - $577
2.11K $339K
TMP
Tompkins Financial Corp

Financial Services
322
+ 2.04%
$62.44 - $72.73 $20.1K - $23.4K
16.1K $1.02M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50
+ 0.64%
$47.79 - $59.89 $2.39K - $2.99K
7.92K $397K
BX
Blackstone Inc.

Financial Services
37
+ 1.31%
$136.53 - $186.74 $5.05K - $6.91K
2.85K $398K
NVDA
Nvidia Corp

Technology
3.35K
+ 14.85%
$106.98 - $149.43 $358K - $500K
25.9K $2.81M
GOOG
Alphabet Inc.

Communication Services
303
+ 3.73%
$156.06 - $207.71 $47.3K - $62.9K
8.43K $1.32M
TSLA
Tesla, Inc.

Consumer Cyclical
332
+ 12.78%
$222.15 - $428.22 $73.8K - $142K
2.93K $759K
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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