Rise Advisors, LLC Incresed Positions in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
1
+ 0.06%
$24.84 - $30.54 $24.8 - $30.5
1.6K $45K
EMR
Emerson Electric CO

Industrials
1
+ 0.31%
$108.13 - $134.33 $108 - $134
321 $39K
SNV
Synovus Financial Corp

Financial Services
5
+ 0.86%
$42.5 - $58.73 $213 - $294
587 $30K
ONB
Old National Bancorp

Financial Services
10
+ 0.62%
$17.94 - $23.23 $179 - $232
1.63K $35K
BSX
Boston Scientific Corp

Healthcare
10
+ 1.37%
$83.62 - $91.5 $836 - $915
741 $66K
OKE
Oneok Inc

Energy
9
+ 2.49%
$92.28 - $117.05 $831 - $1.05K
371 $37K
SCHV
Schwab Strategic Tr Us Large C

ETFs
259
+ 835.48%
$25.79 - $80.4 $6.68K - $20.8K
290 $7K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
28
+ 1.07%
$9.95 - $12.23 $279 - $342
2.65K $31K
PNC
Pnc Financial Services Group, Inc.

Financial Services
5
+ 0.88%
$178.39 - $215.0 $892 - $1.08K
575 $110K
HSBC
Hsbc Holdings PLC

Financial Services
19
+ 2.07%
$43.83 - $49.51 $833 - $941
937 $46K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.12%
$94.43 - $105.47 $94.4 - $105
818 $83K
RRC
Range Resources Corp

Energy
1
+ 0.15%
$29.77 - $36.41 $29.8 - $36.4
671 $24K
GATX
Gatx Corp

Industrials
1
+ 0.6%
$128.5 - $165.82 $129 - $166
168 $26K
CVBF
Cvb Financial Corp

Financial Services
10
+ 1.08%
$17.39 - $24.0 $174 - $240
939 $20K
TJX
Tjx Companies Inc

Consumer Cyclical
7
+ 0.66%
$112.15 - $127.2 $785 - $890
1.07K $129K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
24
+ 1.32%
$12.27 - $15.41 $294 - $370
1.84K $26K
EW
Edwards Lifesciences Corp

Healthcare
7
+ 1.47%
$64.54 - $75.92 $452 - $531
484 $35K
NI
Nisource Inc.

Utilities
9
+ 0.69%
$33.74 - $38.25 $304 - $344
1.31K $48K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
94
+ 22.93%
$47.26 - $48.18 $4.44K - $4.53K
504 $23K
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.41%
$206.1 - $246.94 $206 - $247
245 $54K
MFG
Mizuho Financial Group Inc

Financial Services
68
+ 1.22%
$4.05 - $5.26 $275 - $358
5.63K $27K
EQIX
Equinix Inc

Real Estate
1
+ 2.08%
$865.69 - $985.0 $866 - $985
49 $46K
SLM
Slm Corp

Financial Services
4
+ 0.51%
$21.37 - $28.14 $85.5 - $113
789 $21K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
2
+ 1.03%
$72.67 - $99.25 $145 - $199
197 $17K
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 0.86%
N/A
2.35K $428K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2
+ 1.11%
$229.83 - $258.46 $460 - $517
182 $44K
EVR
Evercore Inc.

Financial Services
1
+ 0.86%
$247.66 - $315.67 $248 - $316
117 $32K
WTFC
Wintrust Financial Corp

Financial Services
1
+ 0.49%
$104.15 - $138.5 $104 - $139
204 $25K
JHG
Janus Henderson Group PLC

Financial Services
4
+ 0.86%
$37.65 - $45.66 $151 - $183
471 $20K
SF
Stifel Financial Corp

Financial Services
1
+ 0.37%
$93.4 - $117.72 $93.4 - $118
270 $28K
EFSC
Enterprise Financial Services Corp

Financial Services
2
+ 0.42%
$49.0 - $61.38 $98 - $123
481 $27K
CBSH
Commerce Bancshares Inc

Financial Services
21
+ 5.24%
$57.04 - $74.36 $1.2K - $1.56K
422 $26K
CPRT
Copart Inc

Consumer Cyclical
9
+ 1.85%
$51.36 - $63.8 $462 - $574
495 $28K
CME
Cme Group Inc.

Financial Services
3
+ 1.55%
$221.17 - $246.02 $664 - $738
197 $45K
SONY
Sony Group Corp

Technology
1.4K
+ 399.14%
$17.53 - $96.8 $24.5K - $135K
1.75K $36K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
2
+ 0.46%
$38.7 - $51.36 $77.4 - $103
437 $20K
TNL
Travel & Leisure Co.

Consumer Cyclical
5
+ 1.05%
$45.26 - $56.28 $226 - $281
482 $24K
CADE
Cadence Bank

Financial Services
9
+ 0.75%
$30.54 - $39.29 $275 - $354
1.22K $41K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.33%
$153.8 - $176.52 $154 - $177
305 $50K
MTDR
Matador Resources CO

Energy
2
+ 0.39%
$50.33 - $60.91 $101 - $122
509 $28K
FLS
Flowserve Corp

Industrials
2
+ 0.52%
$51.87 - $62.0 $104 - $124
384 $22K
AEIS
Advanced Energy Industries Inc

Industrials
1
+ 0.4%
$101.71 - $122.72 $102 - $123
251 $29K
UMBF
Umb Financial Corp

Financial Services
1
+ 0.4%
$101.15 - $127.6 $101 - $128
250 $28K
G
Genpact LTD

Technology
2
+ 0.39%
$38.17 - $46.82 $76.3 - $93.6
509 $21K
FHI
Federated Hermes, Inc.

Financial Services
3
+ 0.77%
$36.01 - $43.31 $108 - $130
393 $16K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.36%
$124.61 - $133.96 $249 - $268
555 $71K
MTB
M&T Bank Corp

Financial Services
1
+ 0.85%
$172.48 - $221.95 $172 - $222
118 $22K
SRE
Sempra Energy

Utilities
2
+ 0.58%
$80.81 - $94.77 $162 - $190
344 $30K
VNO
Vornado Realty Trust

Real Estate
11
+ 1.75%
$38.63 - $45.76 $425 - $503
640 $26K
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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