Rise Advisors, LLC Reduced Holdings in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
-39.1K
- 98.37%
$65.15 - $91.81 $2.55M - $3.59M
646 $42K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.13K
- 52.59%
$468.34 - $539.52 $527K - $607K
1.02K $475K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-3.51K
- 17.38%
$50.48 - $51.04 $177K - $179K
16.7K $845K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.24K
- 24.74%
$57.21 - $65.8 $128K - $147K
6.82K $397K
KHC
Kraft Heinz CO

Consumer Defensive
-5.29K
- 85.69%
$28.51 - $32.22 $151K - $171K
884 $26K
ETN
Eaton Corp PLC

Industrials
-139
- 8.33%
$271.83 - $371.23 $37.8K - $51.6K
1.53K $415K
CTSH
Cognizant Technology Solutions Corp

Technology
-1.58K
- 85.51%
$75.32 - $90.7 $119K - $143K
268 $20K
VST
Vistra Corp.

Utilities
-627
- 33.8%
$108.49 - $191.89 $68K - $120K
1.23K $144K
MRK
Merck & Co., Inc.

Healthcare
-722
- 15.67%
$83.01 - $101.02 $59.9K - $72.9K
3.89K $348K
USB
Us Bancorp \De\

Financial Services
-1.27K
- 13.85%
$40.92 - $50.9 $51.8K - $64.5K
7.88K $332K
PRU
Prudential Financial Inc

Financial Services
-596
- 19.13%
$105.04 - $122.33 $62.6K - $72.9K
2.52K $281K
CAT
Caterpillar Inc

Industrials
-101
- 7.04%
$326.75 - $407.63 $33K - $41.2K
1.33K $439K
PKG
Packaging Corp Of America

Consumer Cyclical
-152
- 8.95%
$192.03 - $242.13 $29.2K - $36.8K
1.55K $306K
NOW
Service Now, Inc.

Technology
-13
- 5.88%
$783.83 - $1170.39 $10.2K - $15.2K
208 $165K
DOW
Dow Inc.

Basic Materials
-1.46K
- 40.69%
$34.36 - $41.92 $50.2K - $61.2K
2.13K $74K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-280
- 71.43%
$111.56 - $223.11 $31.2K - $62.5K
112 $12K
GDDY
Go Daddy Inc.

Technology
-294
- 73.13%
$172.13 - $214.35 $50.6K - $63K
108 $19K
PSA
Public Storage

Real Estate
-202
- 17.34%
$288.99 - $313.98 $58.4K - $63.4K
963 $288K
XLI
Industrial Sector Spdr

ETFs
-243
- 0.67%
$128.78 - $141.67 $31.3K - $34.4K
36.1K $4.73M
MSTR
Microstrategy Inc

Technology
-186
- 97.89%
$239.27 - $396.5 $44.5K - $73.7K
4 $1K
ASML
Asml Holding Nv

Technology
-71
- 64.55%
$662.63 - $776.99 $47K - $55.2K
39 $25K
AXP
American Express CO

Financial Services
-135
- 29.22%
$255.39 - $325.87 $34.5K - $44K
327 $87K
HSBC
Hsbc Holdings PLC

Financial Services
-935
- 99.79%
$48.68 - $61.58 $45.5K - $57.6K
2 $0
TM
Toyota Motor Corp

Consumer Cyclical
-239
- 99.17%
$176.53 - $195.35 $42.2K - $46.7K
2 $0
CR
Crane Holdings, Co.

Industrials
-290
- 98.64%
$150.33 - $175.81 $43.6K - $51K
4 $0
BHE
Benchmark Electronics Inc

Technology
-902
- 99.78%
$37.74 - $48.97 $34K - $44.2K
2 $0
LII
Lennox International Inc

Industrials
-64
- 75.29%
$553.05 - $666.93 $35.4K - $42.7K
21 $11K
PFS
Provident Financial Services Inc

Financial Services
-1.98K
- 97.25%
$16.35 - $19.59 $32.4K - $38.8K
56 $0
FIX
Comfort Systems Usa Inc

Industrials
-60
- 43.48%
$313.26 - $550.27 $18.8K - $33K
78 $25K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-27
- 10.47%
$283.06 - $421.16 $7.64K - $11.4K
231 $65K
CVNA
Carvana Co.

Consumer Cyclical
-154
- 97.47%
$166.52 - $285.33 $25.6K - $43.9K
4 $0
UL
Unilever PLC

Consumer Defensive
-573
- 99.65%
$54.72 - $60.29 $31.4K - $34.5K
2 $0
AZN
Astrazeneca PLC

Healthcare
-683
- 29.49%
$65.37 - $77.96 $44.6K - $53.2K
1.63K $120K
SHEL
Shell PLC

Energy
-546
- 61.14%
$62.84 - $73.29 $34.3K - $40K
347 $25K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-2.64K
- 99.96%
$11.66 - $14.98 $30.8K - $39.6K
1 $0
SONY
Sony Group Corp

Technology
-1.49K
- 85.06%
$19.88 - $25.64 $29.5K - $38.1K
261 $6K
PSTG
Pure Storage, Inc.

Technology
-317
- 34.38%
$44.27 - $72.37 $14K - $22.9K
605 $26K
VBR
Vanguard Small Cap Value ETF

ETFs
-135
- 33.92%
$183.02 - $207.75 $24.7K - $28K
263 $48K
AVT
Avnet Inc

Technology
-580
- 98.98%
$46.61 - $54.65 $27K - $31.7K
6 $0
MFG
Mizuho Financial Group Inc

Financial Services
-5.63K
- 99.98%
$4.83 - $6.04 $27.2K - $34K
1 $0
EFSC
Enterprise Financial Services Corp

Financial Services
-479
- 99.58%
$53.74 - $61.95 $25.7K - $29.7K
2 $0
GM
General Motors CO

Consumer Cyclical
-210
- 8.4%
$45.22 - $54.92 $9.5K - $11.5K
2.29K $107K
BHP
Bhp Group LTD

Basic Materials
-533
- 99.81%
$48.18 - $52.11 $25.7K - $27.8K
1 $0
DIS
Walt Disney CO

Communication Services
-26
- 1.4%
$96.87 - $114.0 $2.52K - $2.96K
1.83K $180K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-1.93K
- 99.95%
$12.89 - $15.19 $24.8K - $29.3K
1 $0
LAD
Lithia Motors Inc

Consumer Cyclical
-43
- 22.4%
$285.59 - $385.71 $12.3K - $16.6K
149 $43K
OLP
One Liberty Properties Inc

Real Estate
-932
- 99.79%
$25.14 - $27.51 $23.4K - $25.6K
2 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-325
- 9.73%
$95.85 - $99.25 $31.2K - $32.3K
3.02K $298K
EQT
Eqt Corp

Energy
-620
- 61.14%
$46.16 - $54.25 $28.6K - $33.6K
394 $21K
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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