Rise Advisors, LLC Sells in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-78
- 10.71%
$274.35 - $599.47 $21.4K - $46.8K
650 $202K
XOM
Exxon Mobil Corp

Energy
-105
- 1.0%
$99.93 - $119.04 $10.5K - $12.5K
10.4K $1.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.36K
- 34.55%
$51.16 - $62.02 $120K - $146K
4.46K $276K
TROW
Price T Rowe Group Inc

Financial Services
-1.21K
- 86.71%
$80.27 - $98.06 $97.4K - $119K
186 $17K
PAYX
Paychex Inc

Industrials
-281
- 6.2%
$137.01 - $159.78 $38.5K - $44.9K
4.25K $617K
JNJ
Johnson & Johnson

Healthcare
-121
- 2.71%
$146.36 - $159.82 $17.7K - $19.3K
4.34K $663K
MCD
Mcdonalds Corp

Consumer Cyclical
-103
- 4.98%
$285.55 - $321.23 $29.4K - $33.1K
1.97K $574K
BMY
Bristol Myers Squibb CO

Healthcare
-608
- 24.1%
$44.12 - $59.6 $26.8K - $36.2K
1.92K $88K
TDIV
First Trust Nasdaq Technology

ETFs
-1.04K
- 49.81%
$64.41 - $90.17 $66.9K - $93.7K
1.05K $94K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-44
- 1.76%
$90.21 - $112.66 $3.97K - $4.96K
2.45K $223K
MDT
Medtronic PLC

Healthcare
-594
- 44.2%
$80.68 - $88.86 $47.9K - $52.8K
750 $65K
AMGN
Amgen Inc

Healthcare
-54
- 4.96%
$262.28 - $309.85 $14.2K - $16.7K
1.04K $288K
ED
Consolidated Edison Inc

Utilities
-203
- 8.36%
$98.05 - $113.3 $19.9K - $23K
2.22K $223K
LNT
Alliant Energy Corp

Utilities
-367
- 8.12%
$58.79 - $64.85 $21.6K - $23.8K
4.15K $250K
PSA
Public Storage

Real Estate
-112
- 11.63%
$266.31 - $309.77 $29.8K - $34.7K
851 $249K
PRU
Prudential Financial Inc

Financial Services
-222
- 8.81%
$95.12 - $112.71 $21.1K - $25K
2.3K $246K
PPG
Ppg Industries Inc

Basic Materials
-314
- 49.37%
$91.66 - $115.04 $28.8K - $36.1K
322 $36K
WM
Waste Management Inc

Industrials
-124
- 7.33%
$216.47 - $242.1 $26.8K - $30K
1.57K $358K
UNP
Union Pacific Corp

Industrials
-119
- 18.74%
$208.27 - $238.46 $24.8K - $28.4K
516 $118K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-166
- 10.92%
$53.23 - $70.65 $8.84K - $11.7K
1.35K $78K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-13
- 5.1%
$390.26 - $489.06 $5.07K - $6.36K
242 $98K
STZ
Constellation Brands, Inc.

Consumer Defensive
-50
- 5.49%
$160.0 - $195.62 $8K - $9.78K
861 $140K
IWD
Ishares Russell 1000 Val ETF

ETFs
-148
- 59.92%
$166.82 - $194.23 $24.7K - $28.7K
99 $19K
PKG
Packaging Corp Of America

Consumer Cyclical
-57
- 3.68%
$175.97 - $201.36 $10K - $11.5K
1.49K $280K
CB
Chubb LTD

Financial Services
-57
- 6.78%
$274.32 - $302.46 $15.6K - $17.2K
784 $227K
DOW
Dow Inc.

Basic Materials
-306
- 14.38%
$25.81 - $34.89 $7.9K - $10.7K
1.82K $48K
ENB
Enbridge Inc

Energy
-544
- 53.13%
$41.09 - $47.16 $22.4K - $25.7K
480 $21K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-417
- 3.41%
$50.1 - $51.02 $20.9K - $21.3K
11.8K $602K
BP
Bp PLC

Energy
-628
- 98.43%
$26.11 - $33.81 $16.4K - $21.2K
10 $0
ET
Energy Transfer LP

Energy
-1.08K
- 39.05%
$15.65 - $18.93 $16.9K - $20.4K
1.68K $30K
VEA
Vanguard Ftse Developed Market

ETFs
-442
- 71.18%
$45.65 - $57.01 $20.2K - $25.2K
179 $10K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-261
- 57.24%
$73.7 - $90.98 $19.2K - $23.7K
195 $17K
UPS
United Parcel Service Inc

Industrials
-105
- 9.24%
$91.92 - $110.2 $9.65K - $11.6K
1.03K $104K
DVN
Devon Energy Corp

Energy
-386
- 30.11%
$26.8 - $37.92 $10.3K - $14.6K
896 $28K
ZTS
Zoetis Inc.

Healthcare
-79
- 13.37%
$144.41 - $170.3 $11.4K - $13.5K
512 $79K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-36
- 24.66%
$419.99 - $501.97 $15.1K - $18.1K
110 $53K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-156
- 42.51%
$108.87 - $133.04 $17K - $20.8K
211 $28K
USB
Us Bancorp \De\

Financial Services
-902
- 11.45%
$36.4 - $45.76 $32.8K - $41.3K
6.98K $315K
ALV
Autoliv Inc

Consumer Cyclical
-204
- 60.53%
$76.77 - $113.1 $15.7K - $23.1K
133 $14K
KO
Coca Cola CO

Consumer Defensive
-84
- 0.9%
$68.37 - $73.9 $5.74K - $6.21K
9.21K $651K
ISCV
Ishares Morningstar Small Cap

ETFs
-246
- 37.44%
$51.37 - $61.54 $12.6K - $15.1K
411 $25K
APD
Air Products & Chemicals, Inc.

Basic Materials
-34
- 11.68%
$248.61 - $294.96 $8.45K - $10K
257 $72K
SO
Southern CO

Utilities
-119
- 2.35%
$84.91 - $92.56 $10.1K - $11K
4.95K $454K
TGT
Target Corp

Consumer Defensive
-39
- 3.31%
$88.76 - $105.77 $3.46K - $4.13K
1.14K $112K
TIP
Ishares Tr Tips Bd ETF

ETFs
-87
- 27.19%
$107.93 - $110.97 $9.39K - $9.65K
233 $25K
SBUX
Starbucks Corp

Consumer Cyclical
-2
- 0.13%
$79.69 - $99.41 $159 - $199
1.54K $140K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-105
- 23.03%
$90.56 - $109.49 $9.51K - $11.5K
351 $38K
HD
Home Depot, Inc.

Consumer Cyclical
-24
- 2.11%
$335.24 - $380.78 $8.05K - $9.14K
1.12K $408K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-171
- 14.97%
$48.13 - $49.85 $8.23K - $8.52K
971 $47K
Activity Summary
Buys All Purchases 750 New Holdings 163 Increased Positions 587 Sells All Sells 235 Reductions 235 Sold out 0 Options Calls 0 Puts 0
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