Rise Advisors, LLC Reduced Holdings in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TYL
Tyler Technologies Inc

Technology
-2
- 6.67%
$553.41 - $646.74 $1.11K - $1.29K
28 $16K
SBAC
Sba Communications Corp

Real Estate
-9
- 11.69%
$192.76 - $224.91 $1.73K - $2.02K
68 $14K
AVB
Avalonbay Communities Inc

Real Estate
-4
- 6.45%
$207.86 - $228.08 $831 - $912
58 $12K
HES
Hess Corp

Energy
-34
- 18.68%
$135.42 - $160.52 $4.6K - $5.46K
148 $23K
STLD
Steel Dynamics Inc

Basic Materials
-6
- 6.25%
N/A
90 $8K
WTW
Willis Towers Watson PLC

Financial Services
-5
- 8.2%
$306.61 - $340.78 $1.53K - $1.7K
56 $18K
AWK
American Water Works Company, Inc.

Utilities
-23
- 15.86%
$121.01 - $149.31 $2.78K - $3.43K
122 $17K
PEG
Public Service Enterprise Group Inc

Utilities
-6
- 2.12%
$78.2 - $90.39 $469 - $542
277 $22K
BALL
Ball Corp

Consumer Cyclical
-13
- 5.65%
$49.04 - $56.53 $638 - $735
217 $11K
ABC
Amerisourcebergen Corp

Healthcare
-4
- 3.85%
N/A
100 $18K
LHX
L3 Harris Technologies, Inc.

Industrials
-6
- 2.11%
$194.65 - $222.86 $1.17K - $1.34K
279 $58K
CTVA
Corteva, Inc.

Basic Materials
-55
- 12.01%
$55.94 - $66.15 $3.08K - $3.64K
403 $25K
CRWD
Crowd Strike Holdings, Inc.

Technology
-10
- 3.51%
$308.86 - $455.36 $3.09K - $4.55K
275 $96K
SAIC
Science Applications International Corp

Technology
-14
- 9.79%
$95.77 - $119.82 $1.34K - $1.68K
129 $14K
EXR
Extra Space Storage Inc.

Real Estate
-10
- 7.25%
$143.8 - $161.28 $1.44K - $1.61K
128 $19K
MPWR
Monolithic Power Systems Inc

Technology
-1
- 3.13%
$565.7 - $720.25 $566 - $720
31 $17K
HSY
Hershey CO

Consumer Defensive
-10
- 7.75%
$144.74 - $186.36 $1.45K - $1.86K
119 $20K
TSCO
Tractor Supply CO

Consumer Cyclical
-26
- 7.41%
$51.66 - $57.94 $1.34K - $1.51K
325 $17K
FCFS
First Cash Holdings, Inc.

Financial Services
-31
- 17.42%
$102.59 - $120.32 $3.18K - $3.73K
147 $17K
CPRT
Copart Inc

Consumer Cyclical
-4
- 0.81%
$52.3 - $59.83 $209 - $239
491 $27K
EFX
Equifax Inc

Industrials
-1
- 1.25%
$235.63 - $278.34 $236 - $278
79 $19K
AES
Aes Corp

Utilities
-65
- 8.08%
$9.93 - $13.23 $645 - $860
739 $9K
MSM
Msc Industrial Direct CO Inc

Industrials
-25
- 17.01%
$74.45 - $83.08 $1.86K - $2.08K
122 $9K
ZM
Zoom Video Communications, Inc.

Technology
-2
- 2.44%
$72.23 - $88.64 $144 - $177
80 $5K
BR
Broadridge Financial Solutions, Inc.

Technology
-12
- 18.18%
$221.46 - $244.83 $2.66K - $2.94K
54 $13K
DTE
Dte Energy CO

Utilities
-48
- 17.14%
$117.6 - $138.27 $5.64K - $6.64K
232 $32K
CWST
Casella Waste Systems Inc

Industrials
-21
- 8.9%
$104.2 - $115.86 $2.19K - $2.43K
215 $23K
Primo Brands Corporation Class A Com Shs
-558
- 60.98%
N/A
357 $0
Aptiv PLC Com Shs
-52
- 25.12%
N/A
155 $0
Concentra Group Holdings Paren Common Stock
-329
- 99.7%
N/A
1 $0
EBAY
Ebay Inc

Consumer Cyclical
-38
- 10.7%
$61.61 - $70.93 $2.34K - $2.7K
317 $21K
MPC
Marathon Petroleum Corp

Energy
-13
- 4.18%
$134.72 - $159.03 $1.75K - $2.07K
298 $43K
Ftai Aviation LTD Shs
-30
- 15.15%
N/A
168 $0
Crane Company Common Stock
-42
- 28.97%
N/A
103 $0
Corpay Inc Com Shs
-10
- 19.23%
N/A
42 $0
Gsk PLC Sponsored Adr
-585
- 99.66%
N/A
2 $0
Solventum Corp Com Shs
-82
- 92.13%
N/A
7 $0
Knife River Corp Common Stock
-21
- 8.5%
N/A
226 $0
Veralto Corp Com Shs
-22
- 14.38%
N/A
131 $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
-3
- 12.0%
$402.33 - $489.71 $1.21K - $1.47K
22 $10K
Healthcare Rlty Tr Cl A Com
-875
- 49.44%
N/A
895 $0
Bunge Global Sa Com Shs
-140
- 30.11%
N/A
325 $0
Coherent Corp Com
-95
- 22.25%
N/A
332 $0
NTST
Netstreit Corp.

Real Estate
-139
- 13.28%
$13.64 - $15.85 $1.9K - $2.2K
908 $14K
X
United States Steel Corp

Basic Materials
-140
- 22.69%
$30.47 - $43.0 $4.27K - $6.02K
477 $20K
Super Micro Computer Inc Com New
-1.28K
- 75.59%
N/A
414 $0
BRO
Brown & Brown, Inc.

Financial Services
-30
- 18.87%
$100.54 - $124.4 $3.02K - $3.73K
129 $16K
Te Connectivity PLC Ord Shs
-148
- 52.86%
N/A
132 $0
EXC
Exelon Corp

Utilities
-107
- 16.61%
$37.3 - $46.08 $3.99K - $4.93K
537 $24K
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
Track This Portfolio

Track Rise Advisors, LLC Portfolio

Follow Rise Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email