Rise Advisors, LLC Reduced Holdings in Q3 2025

Rise Advisors, LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4
- 5.88%
$78.96 - $80.04 $316 - $320
64 $5K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2
- 50.0%
$40.94 - $42.85 $81.9 - $85.7
2 $0
MTH
Meritage Homes Corp

Consumer Cyclical
-7
- 4.55%
$67.34 - $82.83 $471 - $580
147 $10K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-269
- 8.65%
$47.78 - $52.76 $12.9K - $14.2K
2.84K $148K
AAL
American Airlines Group Inc.

Industrials
-41
- 2.71%
N/A
1.47K $16K
RE
Everest Re Group LTD

Financial Services
-1
- 3.57%
N/A
27 $10K
Mineralys Therapeutics Inc Com
-25
- 40.32%
N/A
37 $0
FRT
Federal Realty Investment Trust

Real Estate
-5
- 50.0%
$90.61 - $102.67 $453 - $513
5 $0
NFBK
Northfield Bancorp, Inc.

Financial Services
-86
- 5.63%
$10.4 - $12.22 $894 - $1.05K
1.44K $17K
CNO
Cno Financial Group, Inc.

Financial Services
-11
- 2.26%
$35.49 - $40.41 $390 - $445
475 $18K
AVNT
Avient Corp

Basic Materials
-10
- 2.26%
$31.57 - $37.86 $316 - $379
433 $14K
XLP
Consumer Staples Sector Spdr

ETFs
-6
- 60.0%
N/A
4 $0
Janus Henderson Securitized Income ETF
-19
- 2.41%
N/A
770 $0
PVH
Pvh Corp.

Consumer Cyclical
-16
- 9.7%
$70.6 - $89.52 $1.13K - $1.43K
149 $12K
COLB
Columbia Banking System, Inc.

Financial Services
-20
- 3.06%
$23.26 - $27.31 $465 - $546
633 $16K
WEX
Wex Inc.

Technology
-2
- 1.82%
$149.2 - $176.26 $298 - $353
108 $17K
IWS
Ishares Russell Midcap Value E

ETFs
-7
- 3.47%
$132.83 - $140.61 $930 - $984
195 $27K
RGEN
Repligen Corp

Healthcare
-4
- 3.15%
$111.43 - $134.0 $446 - $536
123 $16K
ORI
Old Republic International Corp

Financial Services
-10
- 2.43%
$35.74 - $42.47 $357 - $425
401 $17K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2
- 1.98%
$534.91 - $598.71 $1.07K - $1.2K
99 $55K
CC
Chemours CO

Basic Materials
-74
- 11.26%
$11.5 - $17.53 $851 - $1.3K
583 $9K
OXY
Occidental Petroleum Corp

Energy
-6
- 0.97%
$42.54 - $48.1 $255 - $289
611 $28K
HPQ
Hp Inc

Technology
-5
- 0.49%
$24.45 - $29.35 $122 - $147
1.01K $27K
AMAT
Applied Materials Inc

Technology
-49
- 7.66%
$156.25 - $204.95 $7.66K - $10K
591 $121K
CMI
Cummins Inc

Industrials
-12
- 12.9%
$327.85 - $426.39 $3.93K - $5.12K
81 $34K
DUK
Duke Energy Corp

Utilities
-2
- 0.25%
$116.31 - $125.93 $233 - $252
784 $97K
PKG
Packaging Corp Of America

Consumer Cyclical
-175
- 11.74%
$191.41 - $220.25 $33.5K - $38.5K
1.32K $286K
LSCC
Lattice Semiconductor Corp

Technology
-20
- 5.87%
$48.73 - $74.71 $975 - $1.49K
321 $23K
SO
Southern CO

Utilities
-83
- 1.68%
$90.83 - $96.0 $7.54K - $7.97K
4.87K $461K
LNT
Alliant Energy Corp

Utilities
-321
- 7.73%
$60.76 - $67.41 $19.5K - $21.6K
3.83K $258K
UNH
Unitedhealth Group Inc

Healthcare
-28
- 4.31%
$237.77 - $353.61 $6.66K - $9.9K
622 $214K
IVV
Ishares Core S&P 500 ETF

ETFs
-7
- 1.87%
$620.67 - $670.08 $4.34K - $4.69K
368 $246K
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.15%
$215.01 - $273.02 $215 - $273
655 $164K
BX
Blackstone Inc.

Financial Services
-220
- 7.99%
$152.77 - $188.68 $33.6K - $41.5K
2.54K $433K
VGT
Vanguard Information Technolog

ETFs
-2
- 0.5%
$656.44 - $753.15 $1.31K - $1.51K
397 $296K
IDXX
Idexx Laboratories Inc

Healthcare
-11
- 1.96%
$514.61 - $682.78 $5.66K - $7.51K
551 $352K
TMP
Tompkins Financial Corp

Financial Services
-18
- 0.11%
$62.34 - $71.09 $1.12K - $1.28K
16.1K $1.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
-29
- 1.51%
$617.65 - $666.84 $17.9K - $19.3K
1.89K $1.26M
AAPL
Apple Inc.

Technology
-864
- 4.93%
$202.38 - $256.87 $175K - $222K
16.7K $4.24M
NVDA
Nvidia Corp

Technology
-97
- 0.38%
$153.3 - $186.58 $14.9K - $18.1K
25.7K $4.79M
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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