Rise Advisors, LLC Incresed Positions in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
2
+ 1.46%
$253.56 - $278.5 $507 - $557
139 $35K
SDG
Ishares Trust Ishares Msci Glo

ETFs
1
+ 3.23%
$71.56 - $85.77 $71.6 - $85.8
32 $2K
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 0.66%
$201.26 - $231.95 $201 - $232
152 $32K
HES
Hess Corp

Energy
4
+ 2.25%
$127.66 - $148.65 $511 - $595
182 $24K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1
+ 0.95%
$104.34 - $118.84 $104 - $119
106 $11K
APOG
Apogee Enterprises, Inc.

Industrials
1
+ 0.44%
$68.43 - $87.22 $68.4 - $87.2
230 $16K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2
+ 1.83%
$33.39 - $37.66 $66.8 - $75.3
111 $3K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.51%
$40.82 - $45.39 $40.8 - $45.4
198 $8K
PRGO
Perrigo CO PLC

Healthcare
6
+ 1.09%
$24.18 - $28.91 $145 - $173
556 $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
PWC
Invesco Exchange Traded Fd Tr
1
+ 0.26%
N/A
393 $0
WASH
Washington Trust Bancorp Inc

Financial Services
17
+ 1.79%
$30.4 - $39.92 $517 - $679
967 $30K
Corpay Inc Com Shs
1
+ 1.96%
N/A
52 $0
INGR
Ingredion Inc

Consumer Defensive
1
+ 0.52%
$132.76 - $154.86 $133 - $155
195 $26K
WBAT
Wisdomtree Tr Wisdomtree Batte

ETFs
1
+ 3.33%
$26.51 - $29.62 $26.5 - $29.6
31 $0
ORI
Old Republic International Corp

Financial Services
5
+ 0.77%
$34.4 - $38.98 $172 - $195
656 $23K
SR
Spire Inc

Utilities
4
+ 1.19%
$62.24 - $73.38 $249 - $294
339 $22K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
37
+ 3.37%
$49.79 - $51.14 $1.84K - $1.89K
1.14K $56K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2
+ 0.44%
N/A
455 $29K
SHG
Shinhan Financial Group CO LTD

Financial Services
5
+ 0.74%
N/A
682 $23K
Healthcare Rlty Tr Cl A Com
29
+ 1.67%
N/A
1.77K $0
CMCO
Columbus Mckinnon Corp

Industrials
1
+ 0.27%
$31.42 - $40.59 $31.4 - $40.6
367 $13K
PNM
Pnm Resources Inc

Utilities
5
+ 0.94%
N/A
536 $22K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
1
+ 5.0%
$20.92 - $23.57 $20.9 - $23.6
21 $0
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 2.7%
$516.5 - $619.58 $517 - $620
38 $19K
TFC
Truist Financial Corp

Financial Services
9
+ 1.07%
$41.51 - $48.1 $374 - $433
852 $36K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
9
+ 0.89%
N/A
1.02K $10K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
1
+ 8.33%
$93.27 - $105.01 $93.3 - $105
13 $1K
ISCV
Ishares Morningstar Small Cap

ETFs
4
+ 0.62%
$62.21 - $69.5 $249 - $278
654 $41K
NJR
New Jersey Resources Corp

Utilities
5
+ 0.88%
$45.17 - $51.61 $226 - $258
572 $26K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
2
+ 0.43%
$49.84 - $59.6 $99.7 - $119
464 $24K
WRE
Washington Real Estate Investment Trust
14
+ 1.06%
N/A
1.34K $23K
Gsk PLC Sponsored Adr
6
+ 1.03%
N/A
587 $0
SNX
Td Synnex Corp

Technology
1
+ 0.35%
$114.71 - $125.79 $115 - $126
290 $34K
FISV
Fiserv Inc

Technology
2
+ 0.63%
N/A
317 $39K
CVX
Chevron Corp

Energy
23
+ 1.48%
$141.15 - $162.53 $3.25K - $3.74K
1.58K $228K
MUB
Ishares National Muni Bond ETF

ETFs
20
+ 2.77%
$105.78 - $108.7 $2.12K - $2.17K
741 $78K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2
+ 2.94%
$34.25 - $37.94 $68.5 - $75.9
70 $2K
SCHA
Schwab Strategic Tr Us Small C

ETFs
204
+ 100.99%
$25.33 - $51.16 $5.17K - $10.4K
406 $10K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.24%
$126.68 - $134.74 $127 - $135
414 $52K
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.97%
N/A
104 $19K
Linde PLC Shs
70
+ 29.17%
N/A
310 $0
SLGN
Silgan Holdings Inc

Consumer Cyclical
2
+ 0.55%
$50.6 - $57.53 $101 - $115
368 $19K
CMS
Cms Energy Corp

Utilities
2
+ 1.03%
$65.76 - $71.94 $132 - $144
197 $13K
Sinclair Inc Cl A
2
+ 1.19%
N/A
170 $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
9
+ 1.36%
$22.65 - $23.8 $204 - $214
670 $15K
OFC
Corporate Office Properties Trust

Real Estate
6
+ 0.88%
N/A
690 $16K
MEI
Methode Electronics Inc

Technology
12
+ 1.62%
$8.72 - $14.02 $105 - $168
754 $8K
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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