Rise Advisors, LLC Reduced Holdings in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROK
Rockwell Automation, Inc

Industrials
-4
- 5.26%
$255.29 - $303.75 $1.02K - $1.22K
72 $18K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-33
- 7.75%
$58.09 - $67.05 $1.92K - $2.21K
393 $23K
TKR
Timken CO

Industrials
-40
- 20.3%
$69.85 - $83.79 $2.79K - $3.35K
157 $11K
EW
Edwards Lifesciences Corp

Healthcare
-36
- 7.44%
$67.95 - $76.19 $2.45K - $2.74K
448 $32K
MLM
Martin Marietta Materials Inc

Basic Materials
-3
- 7.89%
$460.39 - $552.64 $1.38K - $1.66K
35 $16K
DD
Du Pont De Nemours, Inc.

Basic Materials
-35
- 13.57%
$72.7 - $84.32 $2.54K - $2.95K
223 $16K
SMPL
Simply Good Foods CO

Consumer Defensive
-42
- 13.59%
$32.98 - $39.5 $1.39K - $1.66K
267 $9K
WOLF
Wolfspeed, Inc.

Technology
-353
- 67.75%
$2.59 - $7.48 $914 - $2.64K
168 $0
HUBB
Hubbell Inc

Industrials
-1
- 3.13%
$330.91 - $456.86 $331 - $457
31 $10K
UNM
Unum Group

Financial Services
-77
- 19.3%
$71.8 - $83.34 $5.53K - $6.42K
322 $26K
CHRD
Oasis Petroleum Inc.

Energy
-15
- 8.29%
$101.34 - $127.78 $1.52K - $1.92K
166 $18K
TSN
Tyson Foods, Inc.

Consumer Defensive
-75
- 26.79%
$54.27 - $63.81 $4.07K - $4.79K
205 $13K
MTB
M&T Bank Corp

Financial Services
-10
- 8.47%
$170.47 - $201.98 $1.7K - $2.02K
108 $19K
TRGP
Targa Resources Corp.

Energy
-38
- 21.23%
$178.44 - $217.22 $6.78K - $8.25K
141 $28K
POOL
Pool Corp

Industrials
-7
- 20.0%
$314.92 - $364.31 $2.2K - $2.55K
28 $8K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-10
- 11.36%
$122.15 - $153.79 $1.22K - $1.54K
78 $10K
CHE
Chemed Corp

Healthcare
-10
- 25.0%
$521.84 - $615.32 $5.22K - $6.15K
30 $18K
MKC
Mccormick & CO Inc

Consumer Defensive
-58
- 24.58%
$71.24 - $84.73 $4.13K - $4.91K
178 $14K
DVY
Ishares Tr

ETFs
-59
- 3.69%
$128.58 - $138.1 $7.59K - $8.15K
1.54K $206K
ZI
Zoom Info Technologies Inc.

Technology
-226
- 21.12%
$9.43 - $12.01 $2.13K - $2.71K
844 $8K
CHTR
Charter Communications, Inc.

Communication Services
-15
- 18.07%
$334.89 - $384.77 $5.02K - $5.77K
68 $25K
ALKS
Alkermes Plc.

Healthcare
-160
- 31.68%
$28.08 - $36.0 $4.49K - $5.76K
345 $11K
BRX
Brixmor Property Group Inc.

Real Estate
-161
- 26.57%
N/A
445 $10K
BPMC
Blueprint Medicines Corp

Healthcare
-22
- 14.1%
$86.69 - $115.63 $1.91K - $2.54K
134 $11K
JBT
John Bean Technologies Corp

Industrials
-11
- 10.68%
$121.81 - $131.22 $1.34K - $1.44K
92 $11K
FE
Firstenergy Corp

Utilities
-82
- 5.86%
$37.95 - $43.5 $3.11K - $3.57K
1.32K $53K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-87
- 25.59%
$88.0 - $115.5 $7.66K - $10K
253 $28K
CACI
Caci International Inc

Technology
-5
- 9.09%
N/A
50 $21K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-148
- 52.86%
$10.61 - $16.49 $1.57K - $2.44K
132 $1K
TRNO
Terreno Realty Corp

Real Estate
-42
- 22.83%
$57.4 - $68.5 $2.41K - $2.88K
142 $8K
CLX
Clorox CO

Consumer Defensive
-4
- 4.55%
$141.76 - $162.89 $567 - $652
84 $12K
BHF
Brighthouse Financial, Inc.

Financial Services
-81
- 26.56%
$45.74 - $62.97 $3.7K - $5.1K
224 $12K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-44
- 4.39%
$71.17 - $73.66 $3.13K - $3.24K
958 $70K
NNN
National Retail Properties, Inc.

Real Estate
-45
- 13.01%
$38.0 - $43.19 $1.71K - $1.94K
301 $12K
ALRM
Alarm.Com Holdings, Inc.

Technology
-25
- 15.34%
$55.65 - $63.82 $1.39K - $1.6K
138 $7K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-30
- 15.15%
$37.35 - $43.35 $1.12K - $1.3K
168 $6K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-28
- 18.06%
$73.82 - $89.02 $2.07K - $2.49K
127 $10K
PKI
Perkinelmer Inc

Healthcare
-18
- 12.86%
N/A
122 $14K
RMD
Resmed Inc

Healthcare
-8
- 7.77%
$219.7 - $257.65 $1.76K - $2.06K
95 $21K
LANC
Lancaster Colony Corp

Consumer Defensive
-17
- 17.35%
$166.07 - $196.44 $2.82K - $3.34K
81 $14K
PRGO
Perrigo CO PLC

Healthcare
-100
- 17.99%
$23.5 - $29.47 $2.35K - $2.95K
456 $12K
OSK
Oshkosh Corp

Industrials
-21
- 7.81%
$89.56 - $116.4 $1.88K - $2.44K
248 $23K
SWK
Stanley Black & Decker, Inc.

Industrials
-25
- 18.25%
$76.43 - $90.41 $1.91K - $2.26K
112 $8K
MAN
Manpower Group Inc.

Industrials
-39
- 16.25%
$53.77 - $62.66 $2.1K - $2.44K
201 $11K
BLDR
Builders First Source, Inc.

Industrials
-2
- 2.44%
$122.8 - $173.51 $246 - $347
80 $9K
SYY
Sysco Corp

Consumer Defensive
-10
- 3.46%
$70.0 - $77.13 $700 - $771
279 $20K
CBRE
Cbre Group, Inc.

Real Estate
-14
- 6.83%
$121.79 - $147.13 $1.71K - $2.06K
191 $24K
DLB
Dolby Laboratories, Inc.

Industrials
-34
- 21.25%
$76.37 - $87.32 $2.6K - $2.97K
126 $10K
MCO
Moodys Corp

Financial Services
-3
- 3.26%
$437.8 - $527.48 $1.31K - $1.58K
89 $41K
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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