Rise Advisors, LLC Reduced Holdings in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WF
Woori Financial Group Inc.

Financial Services
-788
- 99.62%
$31.09 - $35.8 $24.5K - $28.2K
3 $0
PLXS
Plexus Corp

Technology
-144
- 66.67%
$120.51 - $170.49 $17.4K - $24.6K
72 $9K
FCF
First Commonwealth Financial Corp

Financial Services
-1.4K
- 99.93%
$15.37 - $17.13 $21.5K - $23.9K
1 $0
BDC
Belden Inc.

Technology
-186
- 53.6%
$99.82 - $122.07 $18.6K - $22.7K
161 $16K
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.25K
- 95.41%
N/A
60 $1K
CTS
Cts Corp

Technology
-439
- 99.77%
$41.45 - $52.95 $18.2K - $23.2K
1 $0
BRBR
Bellring Brands, Inc.

Consumer Defensive
-295
- 54.13%
$65.4 - $79.39 $19.3K - $23.4K
250 $18K
SHG
Shinhan Financial Group CO LTD

Financial Services
-680
- 99.71%
N/A
2 $0
WSM
Williams Sonoma Inc

Consumer Cyclical
-90
- 26.47%
$158.1 - $217.71 $14.2K - $19.6K
250 $39K
ONTO
Onto Innovation Inc.

Technology
-97
- 46.19%
$121.34 - $224.5 $11.8K - $21.8K
113 $13K
KB
Kb Financial Group Inc.

Financial Services
-394
- 99.24%
$53.14 - $62.87 $20.9K - $24.8K
3 $0
LNT
Alliant Energy Corp

Utilities
-757
- 14.35%
$56.66 - $66.04 $42.9K - $50K
4.52K $290K
ED
Consolidated Edison Inc

Utilities
-823
- 25.32%
$88.0 - $110.59 $72.4K - $91K
2.43K $268K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-132
- 52.8%
$96.88 - $148.78 $12.8K - $19.6K
118 $11K
AEIS
Advanced Energy Industries Inc

Industrials
-158
- 62.95%
$94.8 - $131.54 $15K - $20.8K
93 $8K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-56
- 20.74%
$62.41 - $133.91 $3.49K - $7.5K
214 $13K
LYG
Lloyds Banking Group PLC

Financial Services
-7.36K
- 99.99%
$2.58 - $3.9 $19K - $28.7K
1 $0
AGM
Federal Agricultural Mortgage Corp

Financial Services
-99
- 97.06%
$182.78 - $209.07 $18.1K - $20.7K
3 $0
BURL
Burlington Stores, Inc.

Consumer Cyclical
-47
- 27.33%
$228.41 - $293.71 $10.7K - $13.8K
125 $29K
SNX
Td Synnex Corp

Technology
-152
- 52.41%
$103.96 - $144.69 $15.8K - $22K
138 $14K
MANH
Manhattan Associates Inc

Technology
-30
- 18.87%
$163.5 - $295.1 $4.91K - $8.85K
129 $22K
CVBF
Cvb Financial Corp

Financial Services
-889
- 94.68%
$18.42 - $21.2 $16.4K - $18.8K
50 $0
VSH
Vishay Intertechnology Inc

Technology
-1.2K
- 99.83%
$15.9 - $19.1 $19.1K - $22.9K
2 $0
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-444
- 3.5%
$50.87 - $51.09 $22.6K - $22.7K
12.2K $624K
NBIX
Neurocrine Biosciences Inc

Healthcare
-99
- 28.95%
$107.22 - $153.29 $10.6K - $15.2K
243 $26K
NGG
National Grid PLC

Utilities
-323
- 99.69%
$56.13 - $65.61 $18.1K - $21.2K
1 $0
NTAP
Net App, Inc.

Technology
-136
- 51.32%
$87.84 - $126.3 $11.9K - $17.2K
129 $11K
UTHR
United Therapeutics Corp

Healthcare
-43
- 31.16%
$304.42 - $380.78 $13.1K - $16.4K
95 $29K
TDIV
First Trust Nasdaq Technology

ETFs
-114
- 5.18%
$73.39 - $83.95 $8.37K - $9.57K
2.09K $153K
GLW
Corning Inc

Technology
-333
- 16.53%
$44.91 - $54.25 $15K - $18.1K
1.68K $76K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-704
- 99.58%
$25.31 - $30.02 $17.8K - $21.1K
3 $0
NWBI
Northwest Bancshares, Inc.

Financial Services
-1.49K
- 99.87%
$11.78 - $13.39 $17.6K - $20K
2 $0
HBAN
Huntington Bancshares Inc

Financial Services
-1.18K
- 94.1%
$14.28 - $17.39 $16.9K - $20.5K
74 $1K
INDB
Independent Bank Corp

Financial Services
-296
- 94.87%
$60.31 - $70.29 $17.9K - $20.8K
16 $1K
WSR
Whitestone Reit

Real Estate
-1.34K
- 99.26%
$13.25 - $14.58 $17.8K - $19.6K
10 $0
FITB
Fifth Third Bancorp

Financial Services
-445
- 95.09%
$37.48 - $44.96 $16.7K - $20K
23 $0
LFUS
Littelfuse Inc

Technology
-68
- 54.84%
$196.74 - $255.16 $13.4K - $17.4K
56 $11K
LAMR
Lamar Advertising CO

Real Estate
-98
- 11.06%
$110.65 - $132.9 $10.8K - $13K
788 $89K
MTZ
Mastec Inc

Industrials
-54
- 9.18%
$108.66 - $160.79 $5.87K - $8.68K
534 $62K
EQNR
Equinor Asa

Energy
-793
- 99.5%
$22.37 - $26.45 $17.7K - $21K
4 $0
MS
Morgan Stanley

Financial Services
-14
- 0.8%
$111.68 - $141.08 $1.56K - $1.98K
1.73K $201K
CNS
Cohen & Steers, Inc.

Financial Services
-194
- 98.48%
$75.52 - $92.6 $14.7K - $18K
3 $0
OZK
Bank Ozk

Financial Services
-385
- 94.59%
$41.71 - $53.1 $16.1K - $20.4K
22 $0
SANM
Sanmina Corp

Technology
-248
- 67.39%
$73.38 - $90.52 $18.2K - $22.4K
120 $9K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-758
- 53.76%
$21.75 - $24.28 $16.5K - $18.4K
652 $14K
EME
Emcor Group, Inc.

Industrials
-23
- 20.18%
$361.16 - $535.99 $8.31K - $12.3K
91 $33K
ERIE
Erie Indemnity CO

Financial Services
-44
- 67.69%
$377.62 - $450.61 $16.6K - $19.8K
21 $8K
RNST
Renasant Corp

Financial Services
-515
- 99.61%
$33.29 - $39.39 $17.1K - $20.3K
2 $0
CNXN
Pc Connection Inc

Technology
-249
- 99.2%
$59.79 - $74.22 $14.9K - $18.5K
2 $0
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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