Rise Advisors, LLC Reduced Holdings in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VKTX
Viking Therapeutics, Inc.

Healthcare
-150
- 78.13%
$23.09 - $42.09 $3.46K - $6.31K
42 $1K
ISCV
Ishares Morningstar Small Cap

ETFs
-81
- 19.71%
$61.33 - $67.87 $4.97K - $5.5K
330 $21K
GIS
General Mills Inc

Consumer Defensive
-47
- 7.34%
$48.44 - $53.83 $2.28K - $2.53K
593 $29K
WHR
Whirlpool Corp

Consumer Cyclical
-12
- 7.89%
$77.47 - $110.59 $930 - $1.33K
140 $11K
GOOD
Gladstone Commercial Corp

Real Estate
-35
- 3.85%
$12.21 - $14.62 $427 - $512
873 $10K
XLK
Technology Sector Spdr

ETFs
-23
- 19.83%
$250.97 - $282.66 $5.77K - $6.5K
93 $26K
KMPR
Kemper Corp

Financial Services
-15
- 7.73%
$48.42 - $64.74 $726 - $971
179 $9K
CSX
Csx Corp

Industrials
-317
- 12.05%
$32.05 - $36.52 $10.2K - $11.6K
2.31K $82K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-4
- 2.15%
$86.13 - $119.63 $345 - $479
182 $17K
NOG
Northern Oil & Gas, Inc.

Energy
-57
- 12.0%
$23.13 - $31.07 $1.32K - $1.77K
418 $10K
XLC
Select Sector Spdr Tr Communic

ETFs
-26
- 74.29%
$105.99 - $119.41 $2.76K - $3.1K
9 $1K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-5
- 5.95%
$95.27 - $119.44 $476 - $597
79 $7K
UNM
Unum Group

Financial Services
-5
- 1.48%
$68.55 - $82.12 $343 - $411
333 $25K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
-397
- 51.36%
$1.29 - $1.68 $512 - $667
376 $0
CCS
Century Communities, Inc.

Consumer Cyclical
-9
- 50.0%
$56.29 - $69.8 $507 - $628
9 $0
LPI
Laredo Petroleum, Inc.

Energy
-27
- 48.21%
N/A
29 $1K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-18
- 3.02%
$52.39 - $53.11 $943 - $956
578 $30K
AXS
Axis Capital Holdings LTD

Financial Services
-10
- 66.67%
$93.33 - $102.44 $933 - $1.02K
5 $0
XLY
Select Sector Spdr Consumer Di

ETFs
-5
- 55.56%
$216.09 - $242.18 $1.08K - $1.21K
4 $0
SNA
Snap On Inc

Industrials
-2
- 50.0%
$313.01 - $346.53 $626 - $693
2 $0
INDB
Independent Bank Corp

Financial Services
-16
- 88.89%
$62.06 - $72.84 $993 - $1.17K
2 $0
UHT
Universal Health Realty Income Trust

Real Estate
-19
- 4.77%
$38.01 - $42.04 $722 - $799
379 $14K
BHF
Brighthouse Financial, Inc.

Financial Services
-1
- 0.45%
$43.36 - $57.59 $43.4 - $57.6
223 $11K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-26
- 2.95%
$24.69 - $25.26 $642 - $657
855 $21K
SCHO
Schwab Short Term Us Treasury

ETFs
-19
- 2.86%
$24.23 - $24.42 $460 - $464
645 $15K
MRNA
Moderna, Inc.

Healthcare
-18
- 4.55%
$23.51 - $34.67 $423 - $624
378 $9K
PEAK
Healthpeak Properties, Inc.

Real Estate
-87
- 59.18%
N/A
60 $1K
UFCS
United Fire Group Inc

Financial Services
-18
- 50.0%
$26.11 - $32.5 $470 - $585
18 $0
JKHY
Henry Jack & Associates Inc

Technology
-3
- 33.33%
$148.45 - $182.09 $445 - $546
6 $0
VSH
Vishay Intertechnology Inc

Technology
-51
- 52.58%
$13.76 - $17.88 $702 - $912
46 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1
- 0.93%
$185.65 - $214.38 $186 - $214
107 $21K
XRX
Xerox Holdings Corp

Technology
-104
- 39.54%
$3.62 - $6.65 $376 - $692
159 $0
AAT
American Assets Trust, Inc.

Real Estate
-41
- 5.73%
$18.7 - $21.32 $767 - $874
674 $13K
CUBE
Cube Smart

Real Estate
-8
- 2.06%
$38.71 - $43.34 $310 - $347
381 $15K
XLU
Utilities Sector Spdr

ETFs
-2
- 66.67%
$81.14 - $87.32 $162 - $175
1 $0
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-5
- 2.86%
$52.55 - $54.37 $263 - $272
170 $9K
SJM
J M Smucker CO

Consumer Defensive
-8
- 7.02%
$102.24 - $113.2 $818 - $906
106 $11K
ELS
Equity Lifestyle Properties Inc

Real Estate
-6
- 1.85%
$58.43 - $62.12 $351 - $373
318 $19K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2
- 2.33%
$98.52 - $103.93 $197 - $208
84 $8K
IEF
Ishares Barclays

ETFs
-2
- 2.17%
$93.91 - $97.26 $188 - $195
90 $8K
PR
Permian Resources Corporation

Energy
-22
- 1.52%
$12.8 - $14.51 $282 - $319
1.43K $19K
CPB
Campbell Soup CO

Consumer Defensive
-14
- 5.02%
$30.41 - $34.03 $426 - $476
265 $8K
ROL
Rollins Inc

Consumer Cyclical
-9
- 26.47%
$55.05 - $58.74 $495 - $529
25 $1K
Easterly Govt Pptys Inc Com Shs
-18
- 3.3%
N/A
527 $0
ATKR
Atkore Inc.

Industrials
-8
- 33.33%
$53.85 - $79.64 $431 - $637
16 $1K
NNN
National Retail Properties, Inc.

Real Estate
-10
- 2.91%
$40.68 - $44.1 $407 - $441
334 $14K
MPW
Medical Properties Trust Inc

Real Estate
-209
- 99.05%
$3.98 - $5.13 $832 - $1.07K
2 $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
-8
- 4.04%
$26.84 - $28.32 $215 - $227
190 $5K
MEI
Methode Electronics Inc

Technology
-78
- 96.3%
$6.16 - $10.39 $480 - $810
3 $0
Activity Summary
Buys All Purchases 728 New Holdings 92 Increased Positions 636 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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