Rise Advisors, LLC Purchases in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NJR
New Jersey Resources Corp

Utilities
5
+ 0.88%
$45.17 - $51.61 $226 - $258
572 $26K
IT
Gartner Inc

Technology
1
+ 2.22%
$481.22 - $551.8 $481 - $552
46 $22K
Fidelity Enhanced Large Cap Value ETF
18
+ 0.45%
N/A
3.99K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
37
+ 3.37%
$49.79 - $51.14 $1.84K - $1.89K
1.14K $56K
ALLY
Ally Financial Inc.

Financial Services
6
+ 0.75%
$34.12 - $39.98 $205 - $240
805 $28K
Brookfield Infrastructure Corp Com Sb Vtg Shs A
363
New
N/A
363 $0
SDG
Ishares Trust Ishares Msci Glo

ETFs
1
+ 3.23%
$71.56 - $85.77 $71.6 - $85.8
32 $2K
MEI
Methode Electronics Inc

Technology
12
+ 1.62%
$8.72 - $14.02 $105 - $168
754 $8K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.24%
$126.68 - $134.74 $127 - $135
414 $52K
Arista Networks Inc Com Shs
775
New
N/A
775 $0
Proshares Short S&P500
7
New
N/A
7 $0
Gsk PLC Sponsored Adr
6
+ 1.03%
N/A
587 $0
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.22%
$90.66 - $99.46 $90.7 - $99.5
455 $41K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2
+ 1.23%
$51.33 - $53.74 $103 - $107
165 $8K
APA
Apa Corp

Energy
29
+ 6.74%
$20.47 - $27.07 $594 - $785
459 $10K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
21
+ 2.67%
$17.41 - $19.29 $366 - $405
808 $14K
CNS
Cohen & Steers, Inc.

Financial Services
2
+ 1.03%
$90.53 - $106.6 $181 - $213
197 $18K
AIG
American International Group, Inc.

Financial Services
2
+ 0.53%
$70.0 - $79.22 $140 - $158
376 $27K
SR
Spire Inc

Utilities
4
+ 1.19%
$62.24 - $73.38 $249 - $294
339 $22K
WBAT
Wisdomtree Tr Wisdomtree Batte

ETFs
1
+ 3.33%
$26.51 - $29.62 $26.5 - $29.6
31 $0
INGR
Ingredion Inc

Consumer Defensive
1
+ 0.52%
$132.76 - $154.86 $133 - $155
195 $26K
APAM
Artisan Partners Asset Management Inc.

Financial Services
4
+ 1.4%
$41.74 - $49.17 $167 - $197
289 $12K
Healthcare Rlty Tr Cl A Com
29
+ 1.67%
N/A
1.77K $0
WRE
Washington Real Estate Investment Trust
14
+ 1.06%
N/A
1.34K $23K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 2.7%
$516.5 - $619.58 $517 - $620
38 $19K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.51%
$40.82 - $45.39 $40.8 - $45.4
198 $8K
SLG
Sl Green Realty Corp

Real Estate
2
+ 0.85%
$66.24 - $81.13 $132 - $162
236 $16K
APOG
Apogee Enterprises, Inc.

Industrials
1
+ 0.44%
$68.43 - $87.22 $68.4 - $87.2
230 $16K
Primo Brands Corporation Class A Com Shs
915
New
N/A
915 $0
Sinclair Inc Cl A
2
+ 1.19%
N/A
170 $0
Janus Henderson Securitized Income ETF
638
New
N/A
638 $0
CRVL
Corvel Corp

Financial Services
86
+ 200.0%
$111.26 - $370.61 $9.57K - $31.9K
129 $14K
OLP
One Liberty Properties Inc

Real Estate
15
+ 1.63%
$26.35 - $30.15 $395 - $452
934 $25K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2
+ 0.44%
N/A
455 $29K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1
+ 1.25%
$99.04 - $109.59 $99 - $110
81 $8K
TSN
Tyson Foods, Inc.

Consumer Defensive
2
+ 0.72%
$57.14 - $64.54 $114 - $129
280 $16K
Aptiv PLC Com Shs
207
New
N/A
207 $0
BRX
Brixmor Property Group Inc.

Real Estate
6
+ 1.0%
N/A
606 $13K
Concentra Group Holdings Paren Common Stock
330
New
N/A
330 $0
PWC
Invesco Exchange Traded Fd Tr
1
+ 0.26%
N/A
393 $0
Smurfit Westrock PLC Shs
292
New
N/A
292 $0
WASH
Washington Trust Bancorp Inc

Financial Services
17
+ 1.79%
$30.4 - $39.92 $517 - $679
967 $30K
XLY
Select Sector Spdr Consumer Di

ETFs
4
New
$194.8 - $239.43 $779 - $958
4 $0
XLE
Energy Sector Spdr

ETFs
6
+ 2.64%
$83.32 - $97.27 $500 - $584
233 $19K
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.43%
$87.25 - $95.52 $175 - $191
468 $41K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8
+ 1.44%
$51.54 - $52.55 $412 - $420
562 $29K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
203
+ 200.99%
$27.54 - $83.04 $5.59K - $16.9K
304 $8K
CLX
Clorox CO

Consumer Defensive
1
+ 1.15%
$156.51 - $169.74 $157 - $170
88 $14K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
9
+ 0.89%
N/A
1.02K $10K
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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