Rise Advisors, LLC
Follow13F filer, CIK 1831316, ROCHESTER, NY
Rise Advisors, LLC reported $251,855,995 across 1,539 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-08. Its ten largest share positions make up 64.37% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001831316-25-000006
- Period
- 2025-06-30
- Reported value
- $252M
- Holdings
- 1,539
- Top 10 weight
- 64.37%
- New
- 162
- Sold out
- 124
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BUFZadded | +122,241 | $3.05M |
| VUGadded | +3,450 | $1.51M |
| VTVadded | +8,102 | $1.43M |
| DFCFadded | +21,022 | $888K |
| JMBSadded | +17,837 | $804K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IJHreduced | -2,355 | -$146K |
| TROWreduced | -1,214 | -$117K |
| DISCOVER FINL SVCSexited | -550 | -$94K |
| TDIVreduced | -1,039 | -$93.6K |
| MDTreduced | -594 | -$51.8K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001831316-25-000006, largest first. % of portfolio is the value over $251,855,995, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| HMNHORACE MANN EDUCATORS CORP N | 2 | $96 | <0.01% | 0 | Timeline | ||
| EQNREQUINOR ASA | 4 | $92 | <0.01% | 0 | Timeline | ||
| WERNWERNER ENTERPRISES INC | 3 | $90 | <0.01% | 0 | Timeline | ||
| NGGNATIONAL GRID PLC | 1 | $89 | <0.01% | 0 | Timeline | ||
| XLBSELECT SECTOR SPDR TR | 1 | $88 | <0.01% | new | Timeline | ||
| CNMDCONMED CORP | 2 | $85 | <0.01% | 0 | Timeline | ||
| SBCFSEACOAST BKG CORP FLA | 3 | $77 | <0.01% | 0 | Timeline | ||
| BHEBENCHMARK ELECTRS INC | 2 | $69 | <0.01% | 0 | Timeline | ||
| CRICARTERS INC | 2 | $66 | <0.01% | 0 | Timeline | ||
| CTSCTS CORP | 1 | $61 | <0.01% | 0 | Timeline | ||
| WSBCWESBANCO INC | 2 | $61 | <0.01% | 0 | Timeline | ||
| RYNRAYONIER INC | 3 | $56 | <0.01% | +1 | Timeline | ||
| HRLHORMEL FOODS CORP | 2 | $55 | <0.01% | 0 | Timeline | ||
| SEMSELECT MED HLDGS CORP | 4 | $54 | <0.01% | 0 | Timeline | ||
| BHPBHP BILLITON LIMITED | 1 | $50 | <0.01% | 0 | Timeline | ||
| JBGSJBG SMITH PPTYS | 3 | $44 | <0.01% | 0 | Timeline | ||
| OLPONE LIBERTY PPTYS INC | 2 | $42 | <0.01% | 0 | Timeline | ||
| CMCOCOLUMBUS MCKINNON CORP N Y | 2 | $35 | <0.01% | -55 | Timeline | ||
| PUKPRUDENTIAL PLC | 1 | $33 | <0.01% | 0 | Timeline | ||
| DRHDIAMONDROCK HOSPITALITY CO | 4 | $29 | <0.01% | 0 | Timeline | ||
| NWBINORTHWEST BANCSHARES INC | 2 | $27 | <0.01% | 0 | Timeline | ||
| MDUMDU RES GROUP INC | 2 | $26 | <0.01% | 0 | Timeline | ||
| BLMNBLOOMIN BRANDS INC | 3 | $25 | <0.01% | 0 | Timeline | ||
| FCFFIRST COMWLTH FINL CORP PA | 2 | $24 | <0.01% | +1 | Timeline | ||
| ICLICL GROUP LTD | 3 | $23 | <0.01% | 0 | Timeline | ||
| SHOSUNSTONE HOTEL INVS INC NEW | 3 | $23 | <0.01% | 0 | Timeline | ||
| CONCONCENTRA GROUP HOLDINGS PAR | 1 | $21 | <0.01% | 0 | Timeline | ||
| BBVABANCO BILBAO VIZCAYA ARGENTA | 1 | $20 | <0.01% | 0 | Timeline | ||
| ABRARBOR REALTY TRUST INC | 2 | $20 | <0.01% | 0 | Timeline | ||
| GNLGLOBAL NET LEASE INC | 2 | $17 | <0.01% | 0 | Timeline | ||
| TAKTAKEDA PHARMACEUTICAL CO LTD | 1 | $16 | <0.01% | 0 | Timeline | ||
| MUFGMITSUBISHI UFJ FINANCIAL GRO | 1 | $14 | <0.01% | 0 | Timeline | ||
| VODVODAFONE GROUP PLC | 1 | $13 | <0.01% | 0 | Timeline | ||
| ERICTELEFONAKTIEBOLAGET LM ERICS | 1 | $11 | <0.01% | 0 | Timeline | ||
| WUWESTERN UN CO | 1 | $11 | <0.01% | 0 | Timeline | ||
| BODITHE BEACHBODY COMPANY INC | 2 | $8 | <0.01% | 0 | Timeline | ||
| MFGMIZUHO FINANCIAL GROUP INC | 1 | $7 | <0.01% | 0 | Timeline | ||
| LYGLLOYDS BANKING GROUP PLC | 1 | $4 | <0.01% | 0 | Timeline | ||
| FSKFS KKR CAP CORP | 0 | $0 | 0% | 0 | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. | Timeline |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 124. All 124
| Security | Shares before | Value before | Type |
|---|---|---|---|
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 550 | $94K | shares |
| SHELSHELL PLC | 347 | $25.4K | shares |
| UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW | 477 | $20.2K | shares |
| FIRST BANCSHARES INC MISSFIRST BANCSHARES INC MISS | 508 | $17.2K | shares |
| SANDY SPRING BANCORP INCSANDY SPRING BANCORP INC | 562 | $15.7K | shares |
| BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC | 209 | $14.6K | shares |
| SCHXSCHWAB STRATEGIC TR | 652 | $14.4K | shares |
| AAPUDIREXION SHARES ETF TRUST | 485 | $13.6K | shares |
| BEACON ROOFING SUPPLY INCBEACON ROOFING SUPPLY INC | 101 | $12.5K | shares |
| ROCKET LAB USA INCROCKET LAB USA INC | 668 | $11.9K | shares |
| H&E EQUIPMENT SERVICES INCH&E EQUIPMENT SERVICES INC | 109 | $10.3K | shares |
| PATTERSON COS INCPATTERSON COS INC | 301 | $9.4K | shares |
| KRNTKORNIT DIGITAL LTD | 312 | $5.95K | shares |
| UDNINVESCO DB US DLR INDEX TR | 287 | $5.03K | shares |
| OABIOMNIAB INC | 1,725 | $4.14K | shares |
| RSPINVESCO EXCHANGE TRADED FD T | 21 | $3.67K | shares |
| BTIBRITISH AMERN TOB PLC | 71 | $2.94K | shares |
| APPNAPPIAN CORP | 97 | $2.79K | shares |
| FNDFSCHWAB STRATEGIC TR | 59 | $2.12K | shares |
| FMCFMC CORP | 42 | $1.77K | shares |
| CECELANESE CORP DEL | 27 | $1.53K | shares |
| JELDJELD-WEN HLDG INC | 256 | $1.53K | shares |
| IEIVANHOE ELECTRIC INC | 252 | $1.46K | shares |
| MCBMETROPOLITAN BK HLDG CORP | 26 | $1.46K | shares |
| HPPHUDSON PAC PPTYS INC | 488 | $1.44K | shares |
| CENXCENTURY ALUM CO | 76 | $1.41K | shares |
| EGBNEAGLE BANCORPORATION INC | 66 | $1.39K | shares |
| DFHDREAM FINDERS HOMES INC | 61 | $1.38K | shares |
| MATVMATIV HOLDINGS INC | 216 | $1.35K | shares |
| TROXTRONOX HOLDINGS PLC | 191 | $1.34K | shares |
| FFICFLUSHING FINL CORP | 105 | $1.33K | shares |
| INBKFIRST INTERNET BANCORP | 49 | $1.31K | shares |
| SLDPSOLID POWER INC | 1,247 | $1.31K | shares |
| BZHBEAZER HOMES USA INC | 64 | $1.3K | shares |
| GPROGOPRO INC | 1,919 | $1.27K | shares |
| DCHDAUCH CORP | 285 | $1.16K | shares |
| PRMEPRIME MEDICINE INC | 575 | $1.14K | shares |
| AMWLAMERICAN WELL CORP | 145 | $1.14K | shares |
| AVXLANAVEX LIFE SCIENCES CORP | 125 | $1.07K | shares |
| OPITQOFFICE PPTYS INCOME TR COM SHS | 2,284 | $1.04K | shares |
| CIOCITY OFFICE REIT INC | 200 | $1.04K | shares |
| EPMEVOLUTION PETE CORP | 200 | $1.04K | shares |
| AXAXOS FINANCIAL INC | 16 | $1.03K | shares |
| LAZRQLUMINAR TECHNOLOGIES INC. COM | 190 | $1.02K | shares |
| SWIMLATHAM GROUP INC | 159 | $1.02K | shares |
| TPCTUTOR PERINI CORP | 44 | $1.02K | shares |
| EBSEMERGENT BIOSOLUTIONS INC | 207 | $1.01K | shares |
| SIGASIGA TECHNOLOGIES INC | 182 | $997 | shares |
| SFBSSERVISFIRST BANCSHARES INC | 12 | $991 | shares |
| GRBKGREEN BRICK PARTNERS INC | 17 | $991 | shares |
| BGSB & G FOODS INC | 144 | $989 | shares |
| BCBPBCB BANCORP INC | 99 | $976 | shares |
| SDSANDRIDGE ENERGY INC | 84 | $959 | shares |
| SGRYSURGERY PARTNERS INC | 40 | $950 | shares |
| IMUXIMMUNIC INC | 862 | $940 | shares |
| CZFSCITIZENS FINL SVCS INC | 16 | $929 | shares |
| FIBKFIRST INTST BANCSYSTEM INC | 32 | $917 | shares |
| JOBYJOBY AVIATION INC | 152 | $915 | shares |
| BLFSBIOLIFE SOLUTIONS INC | 40 | $914 | shares |
| NXQUANEX BLDG PRODS CORP | 49 | $911 | shares |
| DINDINE BRANDS GLOBAL INC | 39 | $908 | shares |
| EGYVAALCO ENERGY INC | 238 | $895 | shares |
| AKROAKERO THERAPEUTICS INC | 22 | $891 | shares |
| MBINMERCHANTS BANCORP IND | 24 | $888 | shares |
| ADPTADAPTIVE BIOTECHNOLOGIES COR | 119 | $884 | shares |
| NUVBNUVATION BIO INC | 497 | $875 | shares |
| RFREGIONS FINANCIAL CORP NEW | 40 | $869 | shares |
| XYZBLOCK INC | 16 | $869 | shares |
| LGIHLGI HOMES INC | 13 | $864 | shares |
| KROKRONOS WORLDWIDE INC | 113 | $845 | shares |
| PGENPRECIGEN INC | 565 | $842 | shares |
| QSQUANTUMSCAPE CORP | 202 | $840 | shares |
| AMWDAMERICAN WOODMARK CORP | 14 | $824 | shares |
| CHRWC H ROBINSON WORLDWIDE IN | 8 | $819 | shares |
| UDRUDR INC | 18 | $813 | shares |
| WISDOMTREE TRWISDOMTREE TR | 31 | $801 | shares |
| RCKYROCKY BRANDS INC | 45 | $782 | shares |
| BRYBerry Corp | 241 | $774 | shares |
| SPCEVIRGIN GALACTIC HOLDINGS INC | 254 | $770 | shares |
| LWLGLIGHTWAVE LOGIC INC | 746 | $765 | shares |
| LANDSEA HOMES CORPLANDSEA HOMES CORP | 119 | $764 | shares |
| HOFTHOOKER FURNISHINGS CORPORATI | 76 | $763 | shares |
| IIPRINNOVATIVE INDL PPTYS INC | 14 | $757 | shares |
| ALGTALLEGIANT TRAVEL CO | 13 | $671 | shares |
| IOVAIOVANCE BIOTHERAPEUTICS INC | 187 | $623 | shares |
| CRMDCORMEDIX INC | 96 | $591 | shares |
| ULCCFRONTIER GROUP HLDGS INC | 133 | $577 | shares |
| BWABORGWARNER INC | 19 | $544 | shares |
| RAPT THERAPEUTICS INCRAPT THERAPEUTICS INC | 435 | $531 | shares |
| ONLORION PROPERTIES INC | 242 | $518 | shares |
| MPMP MATERIALS CORP | 21 | $513 | shares |
| GNRCGENERAC HLDGS INC | 4 | $507 | shares |
| BETRBETTER HOME & FINANCE HOLDIN | 46 | $502 | shares |
| WYNNWYNN RESORTS LTD | 6 | $501 | shares |
| SVCSERVICE PPTYS TR | 189 | $493 | shares |
| BIRDSMARTBIRD INC | 76 | $489 | shares |
| CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC | 796 | $482 | shares |
| WKHSWKHS | 260 | $478 | shares |
| BLNKBLINK CHARGING CO | 516 | $474 | shares |
| LVSLAS VEGAS SANDS CORP | 12 | $464 | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001831316-25-000006 | base | 2025-07-08 | acceptance time not in the bulk data set |