Rise Advisors, LLC Sells in Q2 2025

Rise Advisors, LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
-1
- 0.33%
$220.99 - $268.54 $221 - $269
301 $71K
NEE
Nextera Energy Inc

Utilities
-80
- 4.03%
$64.11 - $75.0 $5.13K - $6K
1.9K $132K
YUM
Yum Brands Inc

Consumer Cyclical
-20
- 4.27%
$138.36 - $161.45 $2.77K - $3.23K
448 $66K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.6%
$421.16 - $509.5 $421 - $510
166 $73K
SUB
Ishares Short Term National Mu

ETFs
-54
- 22.41%
$104.77 - $106.34 $5.66K - $5.74K
187 $19K
NLOK
Norton Life Lock Inc.

Technology
-232
- 9.83%
N/A
2.13K $45K
TPL
Texas Pacific Land Corp

Energy
-1
- 7.14%
$1036.28 - $1430.55 $1.04K - $1.43K
13 $13K
LAMR
Lamar Advertising CO

Real Estate
-91
- 11.55%
$102.35 - $121.67 $9.31K - $11.1K
697 $84K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-89
- 17.59%
$47.02 - $47.83 $4.18K - $4.26K
417 $19K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-196
- 67.35%
$23.55 - $27.67 $4.62K - $5.42K
95 $2K
FTV
Fortive Corp

Technology
-14
- 8.92%
$52.13 - $74.29 $730 - $1.04K
143 $7K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-56
- 9.96%
$149.76 - $186.42 $8.39K - $10.4K
506 $94K
OLN
Olin Corp

Basic Materials
-52
- 9.52%
$17.96 - $24.7 $934 - $1.28K
494 $9K
TJX
Tjx Companies Inc

Consumer Cyclical
-49
- 4.41%
$119.13 - $135.03 $5.84K - $6.62K
1.06K $131K
DOCU
Docusign, Inc.

Technology
-34
- 7.34%
$70.35 - $93.84 $2.39K - $3.19K
429 $33K
SM
Sm Energy CO

Energy
-61
- 12.68%
$20.39 - $30.52 $1.24K - $1.86K
420 $10K
PNW
Pinnacle West Capital Corp

Utilities
-7
- 1.38%
$88.3 - $95.43 $618 - $668
501 $44K
DHR
Danaher Corp

Healthcare
-3
- 0.75%
$174.64 - $205.16 $524 - $615
397 $78K
KODK
Eastman Kodak CO

Industrials
-620
- 84.93%
$5.3 - $6.7 $3.29K - $4.15K
110 $0
IR
Ingersoll Rand Inc.

Industrials
-39
- 15.29%
$66.75 - $84.94 $2.6K - $3.31K
216 $17K
LPI
Laredo Petroleum, Inc.

Energy
-52
- 48.15%
N/A
56 $2K
FICO
Fair Isaac Corp

Technology
-1
- 1.67%
$1503.62 - $2206.01 $1.5K - $2.21K
59 $107K
GRMN
Garmin LTD

Technology
-10
- 8.85%
$173.63 - $218.07 $1.74K - $2.18K
103 $21K
FISV
Fiserv Inc

Technology
-20
- 5.56%
N/A
340 $42K
VNQ
Vanguard Specialized Funds Van

ETFs
-28
- 8.41%
$79.79 - $91.42 $2.23K - $2.56K
305 $27K
CIVI
Civitas Resources, Inc.

Energy
-18
- 4.28%
$24.28 - $35.09 $437 - $632
403 $11K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-35
- 89.74%
$60.29 - $71.77 $2.11K - $2.51K
4 $0
ALB
Albemarle Corp

Basic Materials
-11
- 7.24%
$50.76 - $72.25 $558 - $795
141 $8K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-10
- 8.93%
$100.44 - $129.37 $1K - $1.29K
102 $10K
PCAR
Paccar Inc

Industrials
-17
- 5.25%
$86.4 - $99.09 $1.47K - $1.68K
307 $29K
MSI
Motorola Solutions, Inc.

Technology
-1
- 1.01%
$394.72 - $440.39 $395 - $440
98 $41K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-35
- 11.48%
$45.2 - $46.6 $1.58K - $1.63K
270 $12K
KBH
Kb Home

Consumer Cyclical
-6
- 2.02%
$50.15 - $58.93 $301 - $354
291 $15K
TDOC
Teladoc Health, Inc.

Healthcare
-150
- 78.95%
$6.51 - $8.71 $977 - $1.31K
40 $0
STAA
Staar Surgical CO

Healthcare
-10
- 16.67%
$15.09 - $20.27 $151 - $203
50 $0
ORGN
Origin Materials, Inc.

Basic Materials
-1.04K
- 59.33%
$0.42 - $0.85 $437 - $884
713 $0
VBR
Vanguard Small Cap Value ETF

ETFs
-21
- 7.98%
$162.76 - $195.77 $3.42K - $4.11K
242 $47K
USAU
U.S. Gold Corp.

Basic Materials
-60
- 48.39%
$7.91 - $14.11 $475 - $847
64 $0
TSCO
Tractor Supply CO

Consumer Cyclical
-8
- 2.46%
$47.86 - $55.77 $383 - $446
317 $16K
LCID
Lucid Group, Inc.

Consumer Cyclical
-222
- 36.63%
$2.1 - $2.96 $466 - $657
384 $0
GDDY
Go Daddy Inc.

Technology
-8
- 7.41%
$162.11 - $192.36 $1.3K - $1.54K
100 $18K
MUB
Ishares National Muni Bond ETF

ETFs
-7
- 0.94%
$102.31 - $105.8 $716 - $741
738 $77K
PAYC
Paycom Software, Inc.

Technology
-4
- 8.7%
$193.07 - $265.71 $772 - $1.06K
42 $9K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-1
- 4.55%
$430.72 - $497.52 $431 - $498
21 $9K
SRI
Stoneridge Inc

Consumer Cyclical
-238
- 66.67%
$3.61 - $7.04 $859 - $1.68K
119 $0
LII
Lennox International Inc

Industrials
-3
- 14.29%
$508.76 - $605.77 $1.53K - $1.82K
18 $10K
PLUG
Plug Power Inc

Industrials
-318
- 13.72%
$0.7 - $1.49 $223 - $474
2K $2K
FFWM
First Foundation Inc.

Financial Services
-99
- 50.25%
$4.61 - $5.42 $456 - $537
98 $0
CRK
Comstock Resources Inc

Energy
-54
- 66.67%
$17.12 - $30.74 $924 - $1.66K
27 $0
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
Track This Portfolio

Track Rise Advisors, LLC Portfolio

Follow Rise Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email