Rise Advisors, LLC Reduced Holdings in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
-30.9K
- 13.5%
$48.82 - $49.11 $1.51M - $1.52M
198K $9.68M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-9.04K
- 3.0%
$44.03 - $46.65 $398K - $422K
292K $12.9M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-8.7K
- 6.62%
$30.48 - $34.2 $265K - $298K
123K $3.74M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-8.57K
- 17.74%
$77.25 - $91.3 $662K - $782K
39.7K $3.39M
XLI
Industrial Sector Spdr

ETFs
-351
- 0.96%
$131.76 - $143.99 $46.2K - $50.5K
36.4K $4.79M
VBR
Vanguard Small Cap Value ETF

ETFs
-719
- 64.37%
$197.36 - $217.3 $142K - $156K
398 $78K
IXUS
Ishares Tr

ETFs
-1.67K
- 35.16%
$65.95 - $72.56 $110K - $121K
3.07K $203K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-931
- 30.67%
$170.03 - $192.78 $158K - $179K
2.11K $389K
MRK
Merck & Co., Inc.

Healthcare
-491
- 9.63%
$96.31 - $114.76 $47.3K - $56.3K
4.61K $458K
DOW
Dow Inc.

Basic Materials
-1.15K
- 24.34%
$39.1 - $55.34 $45.1K - $63.9K
3.59K $143K
KO
Coca Cola CO

Consumer Defensive
-456
- 5.87%
$61.74 - $71.71 $28.2K - $32.7K
7.31K $454K
XOM
Exxon Mobil Corp

Energy
-26
- 0.26%
$105.51 - $125.37 $2.74K - $3.26K
10.2K $1.09M
PG
Procter & Gamble CO

Consumer Defensive
-478
- 22.41%
$161.05 - $179.7 $77K - $85.9K
1.66K $277K
MCD
Mcdonalds Corp

Consumer Cyclical
-194
- 9.59%
$288.47 - $316.54 $56K - $61.4K
1.83K $530K
HD
Home Depot, Inc.

Consumer Cyclical
-153
- 12.27%
$385.02 - $431.37 $58.9K - $66K
1.09K $425K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-126
- 4.41%
$72.97 - $96.75 $9.19K - $12.2K
2.73K $202K
ED
Consolidated Edison Inc

Utilities
-157
- 4.61%
$88.87 - $107.38 $14K - $16.9K
3.25K $289K
STZ
Constellation Brands, Inc.

Consumer Defensive
-123
- 11.95%
$219.66 - $257.62 $27K - $31.7K
906 $200K
AMGN
Amgen Inc

Healthcare
-105
- 17.05%
$258.78 - $328.31 $27.2K - $34.5K
511 $133K
CAT
Caterpillar Inc

Industrials
-53
- 3.56%
$360.37 - $416.88 $19.1K - $22.1K
1.44K $520K
IDXX
Idexx Laboratories Inc

Healthcare
-22
- 3.89%
$406.92 - $495.42 $8.95K - $10.9K
543 $224K
JNJ
Johnson & Johnson

Healthcare
-36
- 1.15%
$143.34 - $165.86 $5.16K - $5.97K
3.1K $448K
MSFT
Microsoft Corp

Technology
-23
- 0.44%
$406.35 - $454.46 $9.35K - $10.5K
5.19K $2.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-882
- 8.87%
$61.68 - $67.87 $54.4K - $59.9K
9.06K $564K
UPS
United Parcel Service Inc

Industrials
-317
- 22.34%
$122.65 - $138.35 $38.9K - $43.9K
1.1K $138K
IEFA
Ishares Tr

ETFs
-454
- 15.46%
$70.06 - $77.43 $31.8K - $35.2K
2.48K $174K
UNH
Unitedhealth Group Inc

Healthcare
-1
- 0.16%
$485.52 - $625.25 $486 - $625
638 $322K
SO
Southern CO

Utilities
-42
- 0.73%
$81.5 - $94.15 $3.42K - $3.95K
5.73K $471K
MELI
Mercadolibre Inc

Consumer Cyclical
-22
- 68.75%
$1666.0 - $2117.3 $36.7K - $46.6K
10 $17K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.09K
- 42.03%
$35.32 - $44.84 $38.4K - $48.7K
1.5K $55K
MU
Micron Technology Inc

Technology
-13
- 0.57%
$84.16 - $113.41 $1.09K - $1.47K
2.25K $189K
DFAT
Dimensional ETF Tr U S Target

ETFs
-891
- 0.56%
$54.54 - $61.04 $48.6K - $54.4K
158K $8.8M
TGT
Target Corp

Consumer Defensive
-120
- 9.74%
$121.59 - $160.69 $14.6K - $19.3K
1.11K $150K
AMD
Advanced Micro Devices Inc

Technology
-26
- 2.92%
$118.88 - $172.8 $3.09K - $4.49K
865 $104K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-248
- 6.91%
$96.64 - $101.23 $24K - $25.1K
3.34K $323K
KHC
Kraft Heinz CO

Consumer Defensive
-315
- 4.85%
$30.1 - $36.02 $9.48K - $11.3K
6.18K $189K
GD
General Dynamics Corp

Industrials
-51
- 8.13%
$260.28 - $314.03 $13.3K - $16K
576 $151K
WM
Waste Management Inc

Industrials
-119
- 5.84%
$201.79 - $228.46 $24K - $27.2K
1.92K $387K
ZTS
Zoetis Inc.

Healthcare
-75
- 11.56%
$162.24 - $194.42 $12.2K - $14.6K
574 $93K
PRU
Prudential Financial Inc

Financial Services
-181
- 5.49%
$114.59 - $129.52 $20.7K - $23.4K
3.12K $369K
UNP
Union Pacific Corp

Industrials
-74
- 10.29%
$223.15 - $249.32 $16.5K - $18.4K
645 $147K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-251
- 35.1%
$87.1 - $98.49 $21.9K - $24.7K
464 $40K
VZ
Verizon Communications Inc

Communication Services
-323
- 10.63%
$39.6 - $45.21 $12.8K - $14.6K
2.72K $108K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 1.95%
$501.29 - $612.85 $2.51K - $3.06K
251 $130K
INTC
Intel Corp

Technology
-896
- 28.91%
$19.07 - $26.23 $17.1K - $23.5K
2.2K $44K
PAYX
Paychex Inc

Industrials
-414
- 7.79%
$135.86 - $148.73 $56.2K - $61.6K
4.9K $687K
CVS
Cvs Health Corp

Healthcare
-83
- 7.11%
$43.78 - $67.46 $3.63K - $5.6K
1.08K $48K
LNT
Alliant Energy Corp

Utilities
-254
- 4.59%
$56.24 - $63.63 $14.3K - $16.2K
5.27K $311K
ASML
Asml Holding Nv

Technology
-11
- 9.09%
$658.43 - $872.27 $7.24K - $9.59K
110 $76K
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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