Rise Advisors, LLC Reduced Holdings in Q1 2025

Rise Advisors, LLC

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOV
Nov Inc.

Energy
-418
- 30.62%
$13.99 - $16.43 $5.85K - $6.87K
947 $14K
ENPH
Enphase Energy, Inc.

Technology
-82
- 82.0%
$52.87 - $73.51 $4.34K - $6.03K
18 $1K
AMG
Affiliated Managers Group, Inc.

Financial Services
-18
- 19.35%
$154.65 - $189.71 $2.78K - $3.41K
75 $12K
THG
Hanover Insurance Group, Inc.

Financial Services
-40
- 29.2%
$147.13 - $174.61 $5.89K - $6.98K
97 $16K
CBT
Cabot Corp

Basic Materials
-36
- 14.01%
$81.12 - $92.51 $2.92K - $3.33K
221 $18K
TTD
Trade Desk, Inc.

Technology
-14
- 21.88%
$53.59 - $126.58 $750 - $1.77K
50 $2K
SO
Southern CO

Utilities
-657
- 11.47%
$80.96 - $92.96 $53.2K - $61.1K
5.07K $466K
UAA
Under Armour, Inc.

Consumer Cyclical
-361
- 24.11%
$6.25 - $8.66 $2.26K - $3.13K
1.14K $7K
LECO
Lincoln Electric Holdings Inc

Industrials
-26
- 18.71%
$180.51 - $216.81 $4.69K - $5.64K
113 $21K
CWT
California Water Service Group

Utilities
-123
- 34.45%
$41.88 - $48.46 $5.15K - $5.96K
234 $11K
ROLL
Rbc Bearings Inc

Industrials
-22
- 26.19%
N/A
62 $15K
SLAB
Silicon Laboratories Inc.

Technology
-35
- 21.88%
$112.57 - $158.7 $3.94K - $5.55K
125 $14K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
-427
- 99.3%
$7.17 - $12.89 $3.06K - $5.5K
3 $0
RMBS
Rambus Inc

Technology
-80
- 17.98%
$51.55 - $68.59 $4.12K - $5.49K
365 $18K
GXO
Gxo Logistics, Inc.

Industrials
-67
- 15.99%
$36.31 - $46.18 $2.43K - $3.09K
352 $13K
AFG
American Financial Group Inc

Financial Services
-30
- 17.54%
$119.82 - $138.45 $3.59K - $4.15K
141 $18K
VMC
Vulcan Materials CO

Basic Materials
-11
- 12.64%
$220.9 - $277.54 $2.43K - $3.05K
76 $17K
MAC
Macerich CO

Real Estate
-171
- 25.83%
$15.88 - $20.87 $2.72K - $3.57K
491 $8K
WEX
Wex Inc.

Technology
-13
- 10.74%
$148.29 - $186.78 $1.93K - $2.43K
108 $16K
MAT
Mattel Inc

Consumer Cyclical
-330
- 30.96%
$17.73 - $21.94 $5.85K - $7.24K
736 $14K
CNP
Centerpoint Energy Inc

Utilities
-172
- 35.17%
$30.87 - $36.25 $5.31K - $6.24K
317 $11K
MMS
Maximus, Inc.

Industrials
-39
- 13.36%
$64.34 - $79.68 $2.51K - $3.11K
253 $17K
HAL
Halliburton CO

Energy
-103
- 15.19%
$24.15 - $29.9 $2.49K - $3.08K
575 $14K
WD
Walker & Dunlop, Inc.

Financial Services
-28
- 15.22%
$82.09 - $96.76 $2.3K - $2.71K
156 $13K
LUV
Southwest Airlines CO

Industrials
-136
- 24.5%
$28.18 - $34.84 $3.83K - $4.74K
419 $14K
GMRE
Global Medical Reit Inc.

Real Estate
-717
- 32.86%
$7.52 - $9.08 $5.39K - $6.51K
1.47K $12K
NEM
Newmont Corp

Basic Materials
-312
- 31.52%
$37.79 - $48.39 $11.8K - $15.1K
678 $32K
OFC
Corporate Office Properties Trust

Real Estate
-180
- 26.09%
N/A
510 $12K
LNTH
Lantheus Holdings, Inc.

Healthcare
-66
- 21.36%
$78.23 - $110.01 $5.16K - $7.26K
243 $23K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
-84
- 19.13%
$33.7 - $43.19 $2.83K - $3.63K
355 $13K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-80
- 24.77%
$31.92 - $38.83 $2.55K - $3.11K
243 $8K
ALGN
Align Technology Inc

Healthcare
-8
- 14.81%
$158.86 - $234.89 $1.27K - $1.88K
46 $7K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-16
- 9.88%
$416.48 - $494.72 $6.66K - $7.92K
146 $71K
LXP
Lxp Industrial Trust

Real Estate
-514
- 31.99%
$7.72 - $9.22 $3.97K - $4.74K
1.09K $9K
PK
Park Hotels & Resorts Inc.

Real Estate
-93
- 10.14%
$10.68 - $14.19 $993 - $1.32K
824 $8K
AR
Antero Resources Corp

Energy
-223
- 27.23%
$33.64 - $41.42 $7.5K - $9.24K
596 $24K
VVV
Valvoline Inc

Energy
-103
- 23.9%
$34.44 - $40.19 $3.55K - $4.14K
328 $11K
QLYS
Qualys, Inc.

Technology
-12
- 7.59%
$121.57 - $147.7 $1.46K - $1.77K
146 $18K
DFS
Discover Financial Services

Financial Services
-13
- 2.31%
$152.99 - $203.25 $1.99K - $2.64K
550 $93K
CSGP
Costar Group, Inc.

Real Estate
-112
- 15.34%
$69.29 - $80.37 $7.76K - $9K
618 $48K
CVLT
Commvault Systems Inc

Technology
-38
- 19.19%
$146.82 - $187.9 $5.58K - $7.14K
160 $25K
CMC
Commercial Metals CO

Basic Materials
-53
- 11.0%
$43.22 - $53.05 $2.29K - $2.81K
429 $19K
KMPR
Kemper Corp

Financial Services
-54
- 23.38%
$62.81 - $69.5 $3.39K - $3.75K
177 $11K
TFC
Truist Financial Corp

Financial Services
-70
- 8.22%
$39.48 - $48.15 $2.76K - $3.37K
782 $32K
FTV
Fortive Corp

Technology
-46
- 22.66%
$71.82 - $82.98 $3.3K - $3.82K
157 $11K
KAI
Kadant Inc

Industrials
-12
- 32.43%
$335.28 - $398.39 $4.02K - $4.78K
25 $8K
ANSS
Ansys Inc

Technology
-8
- 15.09%
$316.56 - $360.36 $2.53K - $2.88K
45 $14K
GWW
W.W. Grainger, Inc.

Industrials
-1
- 4.17%
$953.54 - $1132.42 $954 - $1.13K
23 $22K
MIDD
Middleby Corp

Industrials
-36
- 23.53%
$133.93 - $172.89 $4.82K - $6.22K
117 $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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