Rise Advisors, LLC Purchases in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KRC
Kilroy Realty Corp

Real Estate
7
+ 1.46%
$37.51 - $43.55 $263 - $305
487 $19K
CUZ
Cousins Properties Inc

Real Estate
8
+ 1.07%
$28.63 - $31.94 $229 - $256
756 $23K
SPG
Simon Property Group Inc

Real Estate
6
+ 2.11%
$167.23 - $183.84 $1K - $1.1K
290 $49K
VMC
Vulcan Materials CO

Basic Materials
3
+ 3.57%
$237.95 - $292.31 $714 - $877
87 $22K
CNP
Centerpoint Energy Inc

Utilities
3
+ 0.62%
$28.58 - $32.66 $85.7 - $98
489 $15K
TYL
Tyler Technologies Inc

Technology
1
+ 3.45%
$576.64 - $635.69 $577 - $636
30 $17K
IP
International Paper CO

Consumer Cyclical
1
+ 0.82%
$46.64 - $59.57 $46.6 - $59.6
123 $6K
MCO
Moodys Corp

Financial Services
2
+ 2.22%
$454.04 - $500.88 $908 - $1K
92 $43K
GPS
Gap Inc

Consumer Cyclical
5
+ 0.63%
N/A
794 $16K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1
+ 0.48%
$174.04 - $205.27 $174 - $205
210 $37K
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 2.67%
$262.86 - $294.75 $526 - $590
77 $21K
FAST
Fastenal CO

Industrials
9
+ 0.73%
$69.99 - $84.35 $630 - $759
1.25K $89K
STT
State Street Corp

Financial Services
1
+ 0.62%
$85.96 - $100.78 $86 - $101
162 $15K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 3.13%
$209.64 - $236.44 $419 - $473
66 $14K
MSI
Motorola Solutions, Inc.

Technology
1
+ 1.23%
$449.08 - $504.6 $449 - $505
82 $37K
FNDF
Schwab Fundamental Intl Large

ETFs
59
New
$32.92 - $37.15 $1.94K - $2.19K
59 $1K
R
Ryder System Inc

Industrials
1
+ 0.69%
$138.78 - $170.03 $139 - $170
146 $22K
ROST
Ross Stores, Inc.

Consumer Cyclical
4
+ 2.19%
$138.59 - $156.61 $554 - $626
187 $28K
AFG
American Financial Group Inc

Financial Services
6
+ 3.64%
$126.81 - $149.08 $761 - $894
171 $23K
SCI
Service Corp International

Consumer Cyclical
2
+ 0.48%
$73.36 - $88.6 $147 - $177
418 $33K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2
+ 0.75%
$76.53 - $94.19 $153 - $188
268 $22K
KODK
Eastman Kodak CO

Industrials
50
+ 7.29%
$4.5 - $7.45 $225 - $373
736 $4K
PH
Parker Hannifin Corp

Industrials
1
+ 1.45%
$621.74 - $709.46 $622 - $709
70 $44K
RLJ
Rlj Lodging Trust

Real Estate
18
+ 1.72%
$8.77 - $10.68 $158 - $192
1.06K $10K
TXN
Texas Instruments Inc

Technology
7
+ 1.48%
N/A
480 $93K
NWSA
News Corp

Communication Services
2
+ 0.36%
$25.68 - $29.86 $51.4 - $59.7
555 $15K
KMPR
Kemper Corp

Financial Services
1
+ 0.43%
$59.0 - $72.1 $59 - $72.1
231 $15K
TROW
Price T Rowe Group Inc

Financial Services
2
+ 1.16%
$106.48 - $124.69 $213 - $249
174 $19K
HI
Hillenbrand, Inc.

Industrials
2
+ 0.76%
$25.38 - $34.77 $50.8 - $69.5
265 $8K
M
Macy'S, Inc.

Consumer Cyclical
10
+ 1.09%
$14.56 - $18.1 $146 - $181
926 $15K
LII
Lennox International Inc

Industrials
1
+ 1.19%
$589.36 - $678.43 $589 - $678
85 $51K
PR
Permian Resources Corporation

Energy
17
+ 0.92%
$13.41 - $16.21 $228 - $276
1.86K $26K
CTRA
Coterra Energy Inc.

Energy
4
+ 0.65%
$22.71 - $27.63 $90.8 - $111
619 $15K
AEE
Ameren Corp

Utilities
2
+ 0.85%
$85.81 - $94.98 $172 - $190
237 $21K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.99%
$225.97 - $266.66 $226 - $267
102 $24K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.41%
$100.18 - $109.1 $100 - $109
246 $25K
AM
Antero Midstream Corp

Energy
19
+ 1.51%
$14.22 - $15.97 $270 - $303
1.28K $19K
VRTS
Virtus Investment Partners, Inc.

Financial Services
1
+ 1.72%
$203.34 - $250.89 $203 - $251
59 $13K
SYK
Stryker Corp

Healthcare
3
+ 1.09%
$345.14 - $392.15 $1.04K - $1.18K
278 $100K
CHD
Church & Dwight CO Inc

Consumer Defensive
6
+ 5.0%
$99.11 - $112.25 $595 - $674
126 $13K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
5
+ 0.71%
$25.57 - $30.9 $128 - $155
707 $19K
BMI
Badger Meter Inc

Technology
1
+ 1.1%
$199.06 - $237.67 $199 - $238
92 $19K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1
+ 0.95%
$104.34 - $118.84 $104 - $119
106 $11K
IEF
Ishares Barclays

ETFs
1
+ 1.16%
$92.08 - $98.18 $92.1 - $98.2
87 $8K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2
+ 1.83%
$33.39 - $37.66 $66.8 - $75.3
111 $3K
Lam Research Corp Com New
745
New
N/A
745 $0
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
1
+ 8.33%
$93.27 - $105.01 $93.3 - $105
13 $1K
MUB
Ishares National Muni Bond ETF

ETFs
20
+ 2.77%
$105.78 - $108.7 $2.12K - $2.17K
741 $78K
CVX
Chevron Corp

Energy
23
+ 1.48%
$141.15 - $162.53 $3.25K - $3.74K
1.58K $228K
Activity Summary
Buys All Purchases 533 New Holdings 20 Increased Positions 513 Sells All Sells 247 Reductions 246 Sold out 1 Options Calls 0 Puts 0
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