Rational Advisors LLC Incresed Positions in Q4 2024

Rational Advisors LLC

  • $882 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
139K
+ 35.88%
$74.89 - $82.93 $10.4M - $11.5M
526K $39.8M
IVV
Ishares Core S&P 500 ETF

ETFs
9.79K
+ 10.71%
$570.51 - $610.59 $5.59M - $5.98M
101K $59.6M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
170K
+ 47.38%
$26.08 - $27.65 $4.43M - $4.7M
529K $13.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
600
+ 54.55%
$4100.99 - $5300.34 $2.46M - $3.18M
1.7K $8.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.76K
+ 362.43%
$567.81 - $607.81 $2.14M - $2.29M
4.8K $2.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.3K
+ 8.71%
$521.84 - $558.82 $1.72M - $1.84M
41.1K $22.1M
GOOGL
Alphabet Inc.

Communication Services
5.61K
+ 19.64%
$161.86 - $196.66 $909K - $1.1M
34.2K $6.47M
DIS
Walt Disney CO

Communication Services
10.3K
+ 72.54%
$92.39 - $117.6 $952K - $1.21M
24.5K $2.73M
XLF
Financial Sector Spdr

ETFs
16.2K
+ 2167.82%
$44.89 - $51.34 $729K - $834K
17K $820K
WMT
Walmart Inc.

Consumer Defensive
1.94K
+ 3.35%
$79.1 - $95.7 $154K - $186K
59.9K $5.41M
NEE
Nextera Energy Inc

Utilities
8.01K
+ 1564.45%
$69.77 - $85.43 $559K - $684K
8.52K $610K
CAT
Caterpillar Inc

Industrials
1.55K
+ 1188.46%
$360.37 - $416.88 $557K - $644K
1.68K $607K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.63K
+ 191.76%
$172.07 - $207.36 $452K - $545K
4K $789K
PLD
Prologis, Inc.

Real Estate
5.24K
+ 2062.99%
$101.4 - $126.96 $531K - $665K
5.49K $580K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.73K
+ 178.64%
$81.68 - $82.93 $387K - $393K
7.38K $605K
SLB
Schlumberger Limited

Energy
8.09K
+ 1782.38%
$36.83 - $45.59 $298K - $369K
8.55K $327K
AVGO
Broadcom Inc.

Technology
506
+ 17.8%
$159.67 - $250.0 $80.8K - $127K
3.35K $776K
GLW
Corning Inc

Technology
1.51K
+ 42.34%
$44.11 - $49.76 $66.4K - $74.9K
5.06K $240K
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 98.04%
$181.96 - $405.9 $218K - $487K
2.42K $440K
Shift4 Pmts Inc
2.64M
+ 51.2%
N/A
7.8M $0
Shopify Inc
4.27M
+ 182.32%
N/A
6.61M $0
Ventas Rlty LTD Partnership
2.38M
+ 74.38%
N/A
5.58M $0
Southwest Airls CO
2.01M
+ 136.73%
N/A
3.48M $0
Tyler Tex Indpt Sch Dist
2.3M
+ 51.8%
N/A
6.74M $0
Wells Fargo CO New
2K
+ 37.04%
N/A
7.4K $0
American Wtr Cap Corp
2.08M
+ 59.77%
N/A
5.56M $0
Apollo Global Mgmt Inc
8K
+ 8.71%
N/A
99.9K $0
Bank America Corp
2K
+ 38.11%
N/A
7.25K $0
Dexcom Inc
2.96M
+ 47.82%
N/A
9.15M $0
Draftkings Inc New
5.3M
+ 158.21%
N/A
8.65M $0
Etsy Inc
3.24M
+ 89.75%
N/A
6.85M $0
Hewlett Packard Enterprise C
40K
+ 51.88%
N/A
117K $0
Alliant Energy Corp
2.11M
+ 42.45%
N/A
7.08M $0
Okta Inc
2.46M
+ 63.5%
N/A
6.34M $0
Ppl Cap Fdg Inc
2.19M
+ 35.78%
N/A
8.31M $0
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
98K
+ 30.28%
$22.02 - $46.16 $2.16M - $4.52M
422K $9.31M
Activity Summary
Buys All Purchases 53 New Holdings 16 Increased Positions 37 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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