Rise Advisors, LLC Incresed Positions in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KMT
Kennametal Inc

Industrials
4
+ 0.64%
$23.74 - $31.23 $95 - $125
631 $15K
LANC
Lancaster Colony Corp

Consumer Defensive
1
+ 1.03%
$172.18 - $200.28 $172 - $200
98 $16K
FFIN
First Financial Bankshares Inc

Financial Services
3
+ 0.4%
$35.49 - $43.05 $106 - $129
745 $26K
KFY
Korn Ferry

Industrials
1
+ 0.47%
$66.56 - $79.4 $66.6 - $79.4
213 $14K
SNPS
Synopsys Inc

Technology
2
+ 2.47%
$485.36 - $588.0 $971 - $1.18K
83 $40K
NYT
New York Times CO

Communication Services
1
+ 0.19%
$52.01 - $56.83 $52 - $56.8
522 $27K
SM
Sm Energy CO

Energy
2
+ 0.56%
$36.59 - $46.03 $73.2 - $92.1
360 $13K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
9
+ 1.31%
$40.76 - $47.74 $367 - $430
697 $29K
RC
Ready Capital Corp

Real Estate
59
+ 3.58%
$6.71 - $7.57 $396 - $447
1.71K $11K
PNW
Pinnacle West Capital Corp

Utilities
5
+ 1.01%
$84.03 - $94.52 $420 - $473
498 $42K
IRDM
Iridium Communications Inc.

Communication Services
3
+ 0.52%
$27.32 - $33.54 $82 - $101
578 $16K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
33
+ 2.62%
$14.43 - $15.02 $476 - $496
1.29K $18K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
31
+ 2.63%
$9.25 - $10.62 $287 - $329
1.21K $11K
STWD
Starwood Property Trust, Inc.

Real Estate
28
+ 2.41%
$18.95 - $20.37 $531 - $570
1.19K $22K
IR
Ingersoll Rand Inc.

Industrials
5
+ 2.3%
$90.46 - $105.35 $452 - $527
222 $20K
EIX
Edison International

Utilities
2
+ 0.8%
$77.93 - $88.36 $156 - $177
251 $20K
OHI
Omega Healthcare Investors Inc

Real Estate
11
+ 1.62%
$37.51 - $42.56 $413 - $468
689 $26K
F
Ford Motor CO

Consumer Cyclical
2
+ 0.25%
$9.69 - $11.4 $19.4 - $22.8
793 $7K
WDS
Woodside Energy Group LTD

Energy
31
+ 3.72%
$14.38 - $18.32 $446 - $568
864 $13K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
8
+ 1.9%
$11.46 - $17.04 $91.7 - $136
430 $5K
EHC
Encompass Health Corp

Healthcare
1
+ 0.35%
$92.35 - $103.77 $92.4 - $104
285 $26K
NVT
N Vent Electric PLC

Industrials
2
+ 0.46%
$67.69 - $79.19 $135 - $158
433 $29K
ADC
Agree Realty Corp

Real Estate
3
+ 1.12%
$69.44 - $77.65 $208 - $233
270 $19K
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
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.52%
$128.08 - $140.32 $128 - $140
193 $24K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4
+ 1.34%
$45.17 - $47.23 $181 - $189
303 $13K
GEF
Greif, Inc

Consumer Cyclical
2
+ 0.96%
$60.32 - $72.15 $121 - $144
210 $12K
FIS
Fidelity National Information Services, Inc.

Technology
2
+ 0.51%
$80.14 - $90.95 $160 - $182
391 $31K
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
ABR
Arbor Realty Trust Inc

Real Estate
25
+ 2.88%
$13.66 - $15.64 $342 - $391
894 $12K
WSO
Watsco Inc

Industrials
1
+ 1.12%
$466.57 - $568.78 $467 - $569
90 $42K
CNXC
Concentrix Corp

Technology
1
+ 0.52%
$37.26 - $52.63 $37.3 - $52.6
192 $8K
BDC
Belden Inc.

Technology
1
+ 0.29%
$112.15 - $131.43 $112 - $131
347 $39K
AVT
Avnet Inc

Technology
3
+ 0.51%
$52.09 - $57.69 $156 - $173
586 $30K
OSK
Oshkosh Corp

Industrials
1
+ 0.37%
$93.84 - $115.52 $93.8 - $116
269 $25K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
475
+ 104.63%
$18.41 - $40.87 $8.74K - $19.4K
929 $17K
OXY
Occidental Petroleum Corp

Energy
2
+ 0.59%
$45.36 - $55.91 $90.7 - $112
343 $16K
GNTX
Gentex Corp

Consumer Cyclical
2
+ 0.35%
$28.6 - $31.34 $57.2 - $62.7
576 $16K
BXP
Boston Properties Inc

Real Estate
2
+ 1.14%
$73.33 - $89.72 $147 - $179
178 $13K
EEM
Ishares Msci Emerging Markets

ETFs
3
+ 1.95%
$41.82 - $47.36 $125 - $142
157 $6K
WAFD
Washington Federal Inc

Financial Services
4
+ 0.68%
$31.95 - $38.06 $128 - $152
592 $19K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
37
+ 1.96%
$13.01 - $14.43 $481 - $534
1.93K $25K
WEN
Wendy'S CO

Consumer Cyclical
14
+ 1.52%
$16.26 - $20.42 $228 - $286
935 $15K
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.31%
$106.33 - $110.69 $106 - $111
320 $34K
TRNO
Terreno Realty Corp

Real Estate
1
+ 0.55%
$58.62 - $66.94 $58.6 - $66.9
184 $10K
ON
On Semiconductor Corp

Technology
8
+ 3.11%
$63.05 - $74.7 $504 - $598
265 $16K
PEG
Public Service Enterprise Group Inc

Utilities
2
+ 0.71%
$81.87 - $94.51 $164 - $189
283 $23K
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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