Rise Advisors, LLC Purchases in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AA
Alcoa Corp

Basic Materials
2
+ 0.29%
$36.62 - $47.42 $73.2 - $94.8
695 $26K
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.97%
N/A
104 $19K
STLD
Steel Dynamics Inc

Basic Materials
4
+ 4.35%
N/A
96 $9K
SNX
Td Synnex Corp

Technology
1
+ 0.35%
$114.71 - $125.79 $115 - $126
290 $34K
XLC
Select Sector Spdr Tr Communic

ETFs
9
New
$89.66 - $102.16 $807 - $919
9 $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
9
+ 1.36%
$22.65 - $23.8 $204 - $214
670 $15K
CRI
Carters Inc

Consumer Cyclical
2
+ 1.31%
$50.33 - $67.47 $101 - $135
155 $8K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
11
+ 2.74%
$26.63 - $30.23 $293 - $333
412 $10K
FFIN
First Financial Bankshares Inc

Financial Services
3
+ 0.4%
$35.49 - $43.05 $106 - $129
745 $26K
HAL
Halliburton CO

Energy
4
+ 0.59%
$25.77 - $31.99 $103 - $128
678 $18K
EXC
Exelon Corp

Utilities
7
+ 1.1%
$36.22 - $40.97 $254 - $287
644 $24K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.4%
$189.5 - $206.17 $190 - $206
253 $48K
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.31%
$106.33 - $110.69 $106 - $111
320 $34K
ARMK
Aramark

Industrials
2
+ 0.26%
$37.25 - $42.22 $74.5 - $84.4
784 $29K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
9
+ 1.74%
$46.46 - $51.66 $418 - $465
525 $25K
DCI
Donaldson CO Inc

Industrials
1
+ 0.35%
$67.28 - $78.27 $67.3 - $78.3
286 $19K
BDC
Belden Inc.

Technology
1
+ 0.29%
$112.15 - $131.43 $112 - $131
347 $39K
OHI
Omega Healthcare Investors Inc

Real Estate
11
+ 1.62%
$37.51 - $42.56 $413 - $468
689 $26K
IR
Ingersoll Rand Inc.

Industrials
5
+ 2.3%
$90.46 - $105.35 $452 - $527
222 $20K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.41%
$183.23 - $199.79 $183 - $200
246 $45K
SM
Sm Energy CO

Energy
2
+ 0.56%
$36.59 - $46.03 $73.2 - $92.1
360 $13K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
475
+ 104.63%
$18.41 - $40.87 $8.74K - $19.4K
929 $17K
STWD
Starwood Property Trust, Inc.

Real Estate
28
+ 2.41%
$18.95 - $20.37 $531 - $570
1.19K $22K
SWX
Southwest Gas Holdings, Inc.

Utilities
2
+ 0.64%
$67.87 - $79.16 $136 - $158
316 $22K
AVT
Avnet Inc

Technology
3
+ 0.51%
$52.09 - $57.69 $156 - $173
586 $30K
F
Ford Motor CO

Consumer Cyclical
2
+ 0.25%
$9.69 - $11.4 $19.4 - $22.8
793 $7K
PCH
Potlatchdeltic Corp

Real Estate
2
+ 1.44%
$38.4 - $44.89 $76.8 - $89.8
141 $5K
PNW
Pinnacle West Capital Corp

Utilities
5
+ 1.01%
$84.03 - $94.52 $420 - $473
498 $42K
KFY
Korn Ferry

Industrials
1
+ 0.47%
$66.56 - $79.4 $66.6 - $79.4
213 $14K
OSK
Oshkosh Corp

Industrials
1
+ 0.37%
$93.84 - $115.52 $93.8 - $116
269 $25K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
15
+ 5.51%
$16.71 - $18.84 $251 - $283
287 $4K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
37
+ 1.96%
$13.01 - $14.43 $481 - $534
1.93K $25K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.27%
$134.53 - $150.65 $135 - $151
366 $49K
IRDM
Iridium Communications Inc.

Communication Services
3
+ 0.52%
$27.32 - $33.54 $82 - $101
578 $16K
LANC
Lancaster Colony Corp

Consumer Defensive
1
+ 1.03%
$172.18 - $200.28 $172 - $200
98 $16K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
31
+ 2.63%
$9.25 - $10.62 $287 - $329
1.21K $11K
GGG
Graco Inc

Industrials
1
+ 0.25%
$81.45 - $92.29 $81.5 - $92.3
409 $34K
GEF
Greif, Inc

Consumer Cyclical
2
+ 0.96%
$60.32 - $72.15 $121 - $144
210 $12K
EHC
Encompass Health Corp

Healthcare
1
+ 0.35%
$92.35 - $103.77 $92.4 - $104
285 $26K
CNXC
Concentrix Corp

Technology
1
+ 0.52%
$37.26 - $52.63 $37.3 - $52.6
192 $8K
OXY
Occidental Petroleum Corp

Energy
2
+ 0.59%
$45.36 - $55.91 $90.7 - $112
343 $16K
KMT
Kennametal Inc

Industrials
4
+ 0.64%
$23.74 - $31.23 $95 - $125
631 $15K
WDS
Woodside Energy Group LTD

Energy
31
+ 3.72%
$14.38 - $18.32 $446 - $568
864 $13K
FAF
First American Financial Corp

Financial Services
3
+ 0.9%
$61.55 - $70.63 $185 - $212
336 $20K
WAFD
Washington Federal Inc

Financial Services
4
+ 0.68%
$31.95 - $38.06 $128 - $152
592 $19K
ABR
Arbor Realty Trust Inc

Real Estate
25
+ 2.88%
$13.66 - $15.64 $342 - $391
894 $12K
BXP
Boston Properties Inc

Real Estate
2
+ 1.14%
$73.33 - $89.72 $147 - $179
178 $13K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
33
+ 2.62%
$14.43 - $15.02 $476 - $496
1.29K $18K
GNTX
Gentex Corp

Consumer Cyclical
2
+ 0.35%
$28.6 - $31.34 $57.2 - $62.7
576 $16K
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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