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Rise Advisors, LLC

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13F 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

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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.

Back to all 1,539 share positions

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DISCOVER FINL SVCSDISCOVER FINL SVCS550$94Kshares
SHELSHELL PLC347$25.4Kshares
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW477$20.2Kshares
FIRST BANCSHARES INC MISSFIRST BANCSHARES INC MISS508$17.2Kshares
SANDY SPRING BANCORP INCSANDY SPRING BANCORP INC562$15.7Kshares
BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC209$14.6Kshares
SCHXSCHWAB STRATEGIC TR652$14.4Kshares
AAPUDIREXION SHARES ETF TRUST485$13.6Kshares
BEACON ROOFING SUPPLY INCBEACON ROOFING SUPPLY INC101$12.5Kshares
ROCKET LAB USA INCROCKET LAB USA INC668$11.9Kshares
H&E EQUIPMENT SERVICES INCH&E EQUIPMENT SERVICES INC109$10.3Kshares
PATTERSON COS INCPATTERSON COS INC301$9.4Kshares
KRNTKORNIT DIGITAL LTD312$5.95Kshares
UDNINVESCO DB US DLR INDEX TR287$5.03Kshares
OABIOMNIAB INC1,725$4.14Kshares
RSPINVESCO EXCHANGE TRADED FD T21$3.67Kshares
BTIBRITISH AMERN TOB PLC71$2.94Kshares
APPNAPPIAN CORP97$2.79Kshares
FNDFSCHWAB STRATEGIC TR59$2.12Kshares
FMCFMC CORP42$1.77Kshares
CECELANESE CORP DEL27$1.53Kshares
JELDJELD-WEN HLDG INC256$1.53Kshares
IEIVANHOE ELECTRIC INC252$1.46Kshares
MCBMETROPOLITAN BK HLDG CORP26$1.46Kshares
HPPHUDSON PAC PPTYS INC488$1.44Kshares
CENXCENTURY ALUM CO76$1.41Kshares
EGBNEAGLE BANCORPORATION INC66$1.39Kshares
DFHDREAM FINDERS HOMES INC61$1.38Kshares
MATVMATIV HOLDINGS INC216$1.35Kshares
TROXTRONOX HOLDINGS PLC191$1.34Kshares
FFICFLUSHING FINL CORP105$1.33Kshares
INBKFIRST INTERNET BANCORP49$1.31Kshares
SLDPSOLID POWER INC1,247$1.31Kshares
BZHBEAZER HOMES USA INC64$1.3Kshares
GPROGOPRO INC1,919$1.27Kshares
DCHDAUCH CORP285$1.16Kshares
PRMEPRIME MEDICINE INC575$1.14Kshares
AMWLAMERICAN WELL CORP145$1.14Kshares
AVXLANAVEX LIFE SCIENCES CORP125$1.07Kshares
OPITQOFFICE PPTYS INCOME TR COM SHS2,284$1.04Kshares
CIOCITY OFFICE REIT INC200$1.04Kshares
EPMEVOLUTION PETE CORP200$1.04Kshares
AXAXOS FINANCIAL INC16$1.03Kshares
LAZRQLUMINAR TECHNOLOGIES INC. COM190$1.02Kshares
SWIMLATHAM GROUP INC159$1.02Kshares
TPCTUTOR PERINI CORP44$1.02Kshares
EBSEMERGENT BIOSOLUTIONS INC207$1.01Kshares
SIGASIGA TECHNOLOGIES INC182$997shares
SFBSSERVISFIRST BANCSHARES INC12$991shares
GRBKGREEN BRICK PARTNERS INC17$991shares
BGSB & G FOODS INC144$989shares
BCBPBCB BANCORP INC99$976shares
SDSANDRIDGE ENERGY INC84$959shares
SGRYSURGERY PARTNERS INC40$950shares
IMUXIMMUNIC INC862$940shares
CZFSCITIZENS FINL SVCS INC16$929shares
FIBKFIRST INTST BANCSYSTEM INC32$917shares
JOBYJOBY AVIATION INC152$915shares
BLFSBIOLIFE SOLUTIONS INC40$914shares
NXQUANEX BLDG PRODS CORP49$911shares
DINDINE BRANDS GLOBAL INC39$908shares
EGYVAALCO ENERGY INC238$895shares
AKROAKERO THERAPEUTICS INC22$891shares
MBINMERCHANTS BANCORP IND24$888shares
ADPTADAPTIVE BIOTECHNOLOGIES COR119$884shares
NUVBNUVATION BIO INC497$875shares
RFREGIONS FINANCIAL CORP NEW40$869shares
XYZBLOCK INC16$869shares
LGIHLGI HOMES INC13$864shares
KROKRONOS WORLDWIDE INC113$845shares
PGENPRECIGEN INC565$842shares
QSQUANTUMSCAPE CORP202$840shares
AMWDAMERICAN WOODMARK CORP14$824shares
CHRWC H ROBINSON WORLDWIDE IN8$819shares
UDRUDR INC18$813shares
WISDOMTREE TRWISDOMTREE TR31$801shares
RCKYROCKY BRANDS INC45$782shares
BRYBerry Corp241$774shares
SPCEVIRGIN GALACTIC HOLDINGS INC254$770shares
LWLGLIGHTWAVE LOGIC INC746$765shares
LANDSEA HOMES CORPLANDSEA HOMES CORP119$764shares
HOFTHOOKER FURNISHINGS CORPORATI76$763shares
IIPRINNOVATIVE INDL PPTYS INC14$757shares
ALGTALLEGIANT TRAVEL CO13$671shares
IOVAIOVANCE BIOTHERAPEUTICS INC187$623shares
CRMDCORMEDIX INC96$591shares
ULCCFRONTIER GROUP HLDGS INC133$577shares
BWABORGWARNER INC19$544shares
RAPT THERAPEUTICS INCRAPT THERAPEUTICS INC435$531shares
ONLORION PROPERTIES INC242$518shares
MPMP MATERIALS CORP21$513shares
GNRCGENERAC HLDGS INC4$507shares
BETRBETTER HOME & FINANCE HOLDIN46$502shares
WYNNWYNN RESORTS LTD6$501shares
SVCSERVICE PPTYS TR189$493shares
BIRDSMARTBIRD INC76$489shares
CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC796$482shares
WKHSWKHS260$478shares
BLNKBLINK CHARGING CO516$474shares
LVSLAS VEGAS SANDS CORP12$464shares
REZIRESIDEO TECHNOLOGIES INC26$460shares
WTIW & T OFFSHORE INC296$459shares
HLLYHOLLEY INC173$445shares
FOXFFOX FACTORY HLDG CORP19$443shares
BMRCBANK OF MARIN BANCORP20$441shares
AMTXAEMETIS INC251$437shares
Atossa Therapeutics IncAtossa Therapeutics Inc650$437shares
FGF&G ANNUITIES & LIFE INC12$433shares
ABOSACUMEN PHARMACEUTICALS INC373$410shares
PIEDMONT LITHIUM INCPIEDMONT LITHIUM INC65$410shares
CLPRCLIPPER RLTY INC105$403shares
NGVTINGEVITY CORP10$396shares
ENVXENOVIX CORPORATION53$389shares
LDILOANDEPOT INC314$374shares
STEM INCSTEM INC1,015$356shares
RUNSUNRUN INC60$352shares
SOLID BIOSCIENCES INC COM N…SOLID BIOSCIENCES INC COM NEW95$352shares
TILRAY INCTILRAY INC500$329shares
BNGOBIONANO GENOMICS INC106$296shares
DNAGINKGO BIOWORKS HOLDINGS INC49$279shares
TNYATENAYA THERAPEUTICS INC485$276shares
QURATE RETAIL INCQURATE RETAIL INC1,302$262shares
CNBSAMPLIFY ETF TR12$203shares
SBFMSUNSHINE BIOPHARMA INC1$2shares

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001831316-25-000006 base2025-07-08acceptance time not in the bulk data set