Rise Advisors, LLC Reduced Holdings in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
REZI
Resideo Technologies, Inc.

Industrials
-542
- 95.42%
$16.92 - $23.77 $9.17K - $12.9K
26 $0
CMCO
Columbus Mckinnon Corp

Industrials
-310
- 84.47%
$15.95 - $37.61 $4.94K - $11.7K
57 $0
SAFT
Safety Insurance Group Inc

Financial Services
-163
- 97.02%
$75.27 - $82.53 $12.3K - $13.5K
5 $0
JBL
Jabil Inc

Technology
-84
- 56.38%
$130.51 - $173.33 $11K - $14.6K
65 $8K
SNV
Synovus Financial Corp

Financial Services
-220
- 37.48%
$43.7 - $56.87 $9.61K - $12.5K
367 $17K
GGG
Graco Inc

Industrials
-146
- 35.7%
$80.53 - $87.54 $11.8K - $12.8K
263 $21K
HPE
Hewlett Packard Enterprise CO

Technology
-281
- 20.63%
$14.77 - $24.42 $4.15K - $6.86K
1.08K $16K
SAIA
Saia Inc

Industrials
-15
- 21.74%
$349.29 - $508.47 $5.24K - $7.63K
54 $18K
JBGS
Jbg Smith Properties

Real Estate
-904
- 99.67%
$14.0 - $16.11 $12.7K - $14.6K
3 $0
H
Hyatt Hotels Corp

Consumer Cyclical
-63
- 42.57%
$120.83 - $166.34 $7.61K - $10.5K
85 $10K
VNT
Vontier Corp

Technology
-292
- 48.34%
$32.1 - $40.32 $9.37K - $11.8K
312 $10K
CMS
Cms Energy Corp

Utilities
-178
- 90.36%
$64.99 - $75.11 $11.6K - $13.4K
19 $1K
OGE
Oge Energy Corp.

Utilities
-334
- 50.38%
$39.76 - $46.32 $13.3K - $15.5K
329 $15K
AZZ
Azz Inc

Industrials
-151
- 99.34%
$82.13 - $99.01 $12.4K - $15K
1 $0
AMKR
Amkor Technology, Inc.

Technology
-448
- 90.14%
$18.06 - $26.73 $8.09K - $12K
49 $0
USFD
Us Foods Holding Corp.

Consumer Defensive
-168
- 29.95%
$63.38 - $72.02 $10.6K - $12.1K
393 $25K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-259
- 59.27%
$44.87 - $56.71 $11.6K - $14.7K
178 $8K
DEI
Douglas Emmett Inc

Real Estate
-561
- 48.11%
$15.39 - $18.94 $8.63K - $10.6K
605 $9K
MDU
Mdu Resources Group Inc

Industrials
-705
- 99.72%
$16.45 - $18.61 $11.6K - $13.1K
2 $0
VNO
Vornado Realty Trust

Real Estate
-247
- 38.59%
$35.4 - $43.26 $8.74K - $10.7K
393 $14K
EXPD
Expeditors International Of Washington Inc

Industrials
-108
- 93.1%
$109.09 - $126.48 $11.8K - $13.7K
8 $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
-13
- 2.26%
$168.84 - $202.89 $2.19K - $2.64K
562 $98K
CGNX
Cognex Corp

Technology
-262
- 36.29%
$29.83 - $41.02 $7.82K - $10.7K
460 $13K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-59
- 21.69%
$103.02 - $140.69 $6.08K - $8.3K
213 $22K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-57
- 11.11%
$102.49 - $119.96 $5.84K - $6.84K
456 $47K
DAN
Dana Inc

Consumer Cyclical
-1K
- 93.13%
$11.27 - $16.88 $11.3K - $16.9K
74 $0
WU
Western Union CO

Financial Services
-1.21K
- 99.92%
$10.24 - $11.62 $12.4K - $14.1K
1 $0
MTDR
Matador Resources CO

Energy
-181
- 35.56%
$44.79 - $63.77 $8.11K - $11.5K
328 $16K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-75
- 35.71%
$119.87 - $145.05 $8.99K - $10.9K
135 $16K
ABR
Arbor Realty Trust Inc

Real Estate
-892
- 99.78%
$11.68 - $13.98 $10.4K - $12.5K
2 $0
WDC
Western Digital Corp

Technology
-108
- 29.11%
$40.43 - $72.03 $4.37K - $7.78K
263 $10K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-285
- 98.62%
$38.51 - $45.32 $11K - $12.9K
4 $0
MORN
Morningstar, Inc.

Financial Services
-26
- 34.21%
$282.49 - $334.73 $7.34K - $8.7K
50 $14K
WFRD
Weatherford International PLC

Energy
-97
- 32.88%
$51.89 - $74.8 $5.03K - $7.26K
198 $10K
GTLS
Chart Industries Inc

Industrials
-20
- 11.05%
$141.99 - $218.35 $2.84K - $4.37K
161 $23K
TTEK
Tetra Tech Inc

Industrials
-121
- 16.71%
$28.26 - $42.58 $3.42K - $5.15K
603 $17K
PUK
Prudential PLC

Financial Services
-716
- 99.86%
$14.54 - $21.92 $10.4K - $15.7K
1 $0
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-10
- 43.48%
$1227.6 - $1458.46 $12.3K - $14.6K
13 $17K
SCI
Service Corp International

Consumer Cyclical
-132
- 31.58%
$75.99 - $84.16 $10K - $11.1K
286 $22K
CUZ
Cousins Properties Inc

Real Estate
-344
- 45.5%
$28.06 - $31.21 $9.65K - $10.7K
412 $12K
ACM
Aecom

Industrials
-69
- 21.84%
$92.54 - $111.05 $6.39K - $7.66K
247 $22K
INCY
Incyte Corp

Healthcare
-132
- 42.58%
$60.0 - $75.26 $7.92K - $9.93K
178 $10K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-51
- 19.17%
$161.03 - $235.53 $8.21K - $12K
215 $35K
FLR
Fluor Corp

Industrials
-47
- 7.01%
$34.29 - $55.28 $1.61K - $2.6K
623 $22K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-57
- 18.94%
$80.4 - $106.5 $4.58K - $6.07K
244 $19K
VEA
Vanguard Ftse Developed Market

ETFs
-261
- 29.59%
$47.4 - $52.99 $12.4K - $13.8K
621 $31K
ARMK
Aramark

Industrials
-242
- 30.87%
$34.13 - $39.63 $8.26K - $9.59K
542 $18K
RRX
Regal Rexnord Corp

Industrials
-32
- 17.3%
$113.85 - $167.1 $3.64K - $5.35K
153 $17K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-19
- 33.93%
$435.02 - $515.95 $8.27K - $9.8K
37 $17K
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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