Rise Advisors, LLC Incresed Positions in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PHM
Pultegroup Inc

Consumer Cyclical
5
+ 4.0%
$108.86 - $149.04 $544 - $745
130 $14K
NTST
Netstreit Corp.

Real Estate
15
+ 1.45%
$13.84 - $16.74 $208 - $251
1.05K $14K
ASH
Ashland Global Holdings Inc

Basic Materials
1
+ 0.47%
$70.93 - $87.79 $70.9 - $87.8
213 $15K
FLO
Flowers Foods Inc

Consumer Defensive
13
+ 1.15%
$20.4 - $23.31 $265 - $303
1.15K $23K
WD
Walker & Dunlop, Inc.

Financial Services
1
+ 0.55%
$95.69 - $116.27 $95.7 - $116
184 $17K
AEP
American Electric Power CO Inc

Utilities
4
+ 1.18%
$90.91 - $102.21 $364 - $409
343 $31K
HPQ
Hp Inc

Technology
8
+ 0.81%
$32.46 - $39.3 $260 - $314
1K $32K
TEX
Terex Corp

Industrials
1
+ 0.31%
$45.07 - $58.61 $45.1 - $58.6
324 $14K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.39%
$75.95 - $88.05 $76 - $88.1
258 $19K
OMC
Omnicom Group Inc.

Communication Services
1
+ 0.72%
$85.82 - $105.47 $85.8 - $105
139 $11K
CWT
California Water Service Group

Utilities
2
+ 0.56%
$45.33 - $54.6 $90.7 - $109
357 $16K
EL
Estee Lauder Companies Inc

Consumer Defensive
1
+ 0.63%
$62.74 - $97.24 $62.7 - $97.2
161 $12K
VEA
Vanguard Ftse Developed Market

ETFs
13
+ 1.5%
$47.57 - $52.44 $618 - $682
882 $42K
BALL
Ball Corp

Consumer Cyclical
1
+ 0.44%
$54.84 - $67.94 $54.8 - $67.9
230 $12K
TDIV
First Trust Nasdaq Technology

ETFs
12
+ 0.55%
$78.03 - $82.13 $936 - $986
2.2K $172K
HOG
Harley Davidson, Inc.

Consumer Cyclical
2
+ 0.46%
$29.69 - $38.02 $59.4 - $76
437 $13K
CHX
Champion X Corp

Energy
3
+ 0.31%
$25.79 - $32.51 $77.4 - $97.5
972 $26K
HSY
Hershey CO

Consumer Defensive
1
+ 0.78%
$168.67 - $193.65 $169 - $194
129 $21K
IYH
Ishares Tr

ETFs
1
+ 0.21%
$57.53 - $65.24 $57.5 - $65.2
467 $27K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
24
+ 0.42%
$40.38 - $44.35 $969 - $1.06K
5.75K $235K
CSX
Csx Corp

Industrials
21
+ 1.53%
$31.58 - $36.88 $663 - $774
1.39K $44K
WFRD
Weatherford International PLC

Energy
1
+ 0.34%
$67.1 - $94.33 $67.1 - $94.3
295 $21K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6
+ 1.39%
$75.65 - $83.47 $454 - $501
438 $33K
PZZA
Papa Johns International Inc

Consumer Cyclical
1
+ 0.52%
$38.91 - $58.21 $38.9 - $58.2
193 $7K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 0.71%
$97.29 - $122.68 $97.3 - $123
141 $13K
DUK
Duke Energy Corp

Utilities
4
+ 0.93%
$105.76 - $120.76 $423 - $483
435 $46K
RNR
Renaissancere Holdings LTD

Financial Services
1
+ 0.77%
$241.97 - $287.47 $242 - $287
131 $32K
RYN
Rayonier Inc

Real Estate
6
+ 1.1%
$25.89 - $32.34 $155 - $194
550 $14K
KBR
Kbr, Inc.

Industrials
1
+ 0.25%
$55.19 - $72.02 $55.2 - $72
396 $22K
SLB
Schlumberger Limited

Energy
5
+ 0.61%
$36.83 - $45.59 $184 - $228
825 $31K
ACGL
Arch Capital Group Ltd.

Financial Services
10
+ 4.95%
$88.71 - $114.86 $887 - $1.15K
212 $19K
WY
Weyerhaeuser CO

Real Estate
2
+ 0.52%
$27.21 - $33.7 $54.4 - $67.4
388 $10K
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 1.9%
$90.22 - $102.31 $722 - $818
430 $39K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6
+ 0.66%
$67.29 - $73.38 $404 - $440
914 $62K
NSA
National Storage Affiliates Trust

Real Estate
8
+ 1.7%
$37.2 - $47.44 $298 - $380
479 $18K
ADI
Analog Devices Inc

Technology
4
+ 1.55%
$206.35 - $236.48 $825 - $946
262 $55K
DINO
Hf Sinclair Corp

Energy
6
+ 1.35%
$33.69 - $47.67 $202 - $286
452 $15K
O
Realty Income Corp

Real Estate
6
+ 1.39%
$51.76 - $64.71 $311 - $388
438 $23K
DEA
Easterly Government Properties, Inc.

Real Estate
40
+ 2.12%
$10.93 - $14.48 $437 - $579
1.93K $21K
NUE
Nucor Corp

Basic Materials
4
+ 2.96%
$115.78 - $167.74 $463 - $671
139 $16K
LEG
Leggett & Platt Inc

Consumer Cyclical
4
+ 0.45%
$9.5 - $13.67 $38 - $54.7
898 $8K
WLK
Westlake Corp

Basic Materials
1
+ 0.88%
$113.23 - $148.98 $113 - $149
115 $13K
WF
Woori Financial Group Inc.

Financial Services
7
+ 0.89%
$31.21 - $37.04 $218 - $259
791 $24K
MAN
Manpower Group Inc.

Industrials
6
+ 2.56%
$56.82 - $74.28 $341 - $446
240 $13K
NXPI
Nxp Semiconductors N.V.

Technology
2
+ 1.42%
$207.27 - $255.58 $415 - $511
143 $29K
CTAS
Cintas Corp

Industrials
2
+ 1.16%
$182.7 - $226.47 $365 - $453
175 $31K
HRB
H&R Block Inc

Consumer Cyclical
2
+ 0.5%
$52.14 - $63.36 $104 - $127
400 $21K
EXR
Extra Space Storage Inc.

Real Estate
2
+ 1.47%
$142.35 - $178.32 $285 - $357
138 $20K
OLN
Olin Corp

Basic Materials
2
+ 0.55%
$33.13 - $47.98 $66.3 - $96
366 $12K
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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