Rise Advisors, LLC Reduced Holdings in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
-109
- 17.96%
$101.4 - $126.96 $11.1K - $13.8K
498 $52K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-263
- 20.79%
$71.75 - $75.11 $18.9K - $19.8K
1K $72K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-223
- 14.16%
$104.59 - $118.05 $23.3K - $26.3K
1.35K $146K
ETN
Eaton Corp PLC

Industrials
-71
- 4.08%
$326.96 - $377.52 $23.2K - $26.8K
1.67K $553K
AFL
Aflac Inc

Financial Services
-96
- 6.05%
$100.37 - $115.27 $9.64K - $11.1K
1.49K $154K
X
United States Steel Corp

Basic Materials
-577
- 48.32%
$30.14 - $42.31 $17.4K - $24.4K
617 $20K
LOW
Lowes Companies Inc

Consumer Cyclical
-21
- 3.18%
$244.52 - $284.07 $5.13K - $5.97K
639 $157K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-348
- 2.67%
$50.73 - $51.08 $17.7K - $17.8K
12.7K $644K
SHEL
Shell PLC

Energy
-267
- 23.02%
$60.63 - $70.23 $16.2K - $18.8K
893 $56K
AES
Aes Corp

Utilities
-711
- 46.93%
$12.44 - $20.24 $8.84K - $14.4K
804 $10K
SWK
Stanley Black & Decker, Inc.

Industrials
-130
- 48.69%
$79.07 - $109.36 $10.3K - $14.2K
137 $10K
QCOM
Qualcomm Inc

Technology
-6
- 0.61%
$150.4 - $178.04 $902 - $1.07K
982 $150K
DDOG
Datadog, Inc.

Technology
-184
- 65.02%
$113.98 - $168.65 $21K - $31K
99 $14K
OLED
Universal Display Corp Pa

Technology
-58
- 36.94%
$146.2 - $213.81 $8.48K - $12.4K
99 $14K
PFE
Pfizer Inc

Healthcare
-542
- 38.17%
$24.8 - $30.19 $13.4K - $16.4K
878 $23K
TTD
Trade Desk, Inc.

Technology
-156
- 70.91%
$108.7 - $139.51 $17K - $21.8K
64 $7K
BNDX
Vanguard Total International B

ETFs
-310
- 36.43%
$48.91 - $50.61 $15.2K - $15.7K
541 $26K
DVY
Ishares Tr

ETFs
-70
- 4.2%
$129.55 - $143.41 $9.07K - $10K
1.6K $209K
PM
Philip Morris International Inc.

Consumer Defensive
-134
- 88.74%
$118.38 - $133.06 $15.9K - $17.8K
17 $2K
DG
Dollar General Corp

Consumer Defensive
-156
- 36.79%
$73.27 - $84.47 $11.4K - $13.2K
268 $20K
MO
Altria Group, Inc.

Consumer Defensive
-306
- 62.83%
$49.06 - $57.74 $15K - $17.7K
181 $9K
IWM
Ishares Russell 2000 ETF

ETFs
-69
- 3.47%
$216.13 - $242.4 $14.9K - $16.7K
1.92K $424K
CMCSA
Comcast Corp

Communication Services
-95
- 3.67%
$37.39 - $45.14 $3.55K - $4.29K
2.49K $93K
CYBR
Cyber Ark Software Ltd.

Technology
-54
- 84.38%
$274.1 - $333.15 $14.8K - $18K
10 $3K
VNQ
Vanguard Specialized Funds Van

ETFs
-130
- 31.86%
$87.85 - $98.6 $11.4K - $12.8K
278 $24K
PPG
Ppg Industries Inc

Basic Materials
-47
- 6.93%
$119.09 - $131.37 $5.6K - $6.17K
631 $75K
NEE
Nextera Energy Inc

Utilities
-65
- 8.37%
$69.77 - $85.43 $4.54K - $5.55K
712 $51K
RTX
Raytheon Technologies Corp

Industrials
-5
- 0.21%
$114.45 - $127.21 $572 - $636
2.33K $269K
TM
Toyota Motor Corp

Consumer Cyclical
-97
- 28.7%
$169.2 - $199.52 $16.4K - $19.4K
241 $46K
DOCU
Docusign, Inc.

Technology
-226
- 82.48%
$61.42 - $106.99 $13.9K - $24.2K
48 $4K
ABT
Abbott Laboratories

Healthcare
-101
- 8.07%
$111.93 - $119.39 $11.3K - $12.1K
1.15K $130K
MDT
Medtronic PLC

Healthcare
-50
- 6.71%
$79.61 - $92.24 $3.98K - $4.61K
695 $55K
PINS
Pinterest, Inc.

Communication Services
-344
- 48.79%
$28.24 - $34.15 $9.71K - $11.7K
361 $10K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5
- 3.16%
$396.64 - $516.74 $1.98K - $2.58K
153 $61K
HPE
Hewlett Packard Enterprise CO

Technology
-637
- 31.87%
$19.31 - $23.95 $12.3K - $15.3K
1.36K $29K
PII
Polaris Inc.

Consumer Cyclical
-59
- 22.01%
$56.74 - $83.06 $3.35K - $4.9K
209 $12K
CEG
Constellation Energy Corp

Utilities
-13
- 6.7%
$224.28 - $285.52 $2.92K - $3.71K
181 $40K
IYF
Ishares Tr

ETFs
-103
- 33.44%
$102.7 - $119.05 $10.6K - $12.3K
205 $22K
ES
Eversource Energy

Utilities
-90
- 18.95%
$55.9 - $67.73 $5.03K - $6.1K
385 $22K
LHX
L3 Harris Technologies, Inc.

Industrials
-9
- 3.06%
$208.94 - $264.22 $1.88K - $2.38K
285 $59K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-101
- 23.6%
$172.07 - $207.36 $17.4K - $20.9K
327 $64K
IBM
International Business Machines Corp

Technology
-32
- 1.8%
$204.9 - $238.04 $6.56K - $7.62K
1.74K $382K
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 6.46%
$570.51 - $610.59 $13.1K - $14K
333 $196K
ADM
Archer Daniels Midland CO

Consumer Defensive
-81
- 14.84%
$49.38 - $59.52 $4K - $4.82K
465 $23K
DVN
Devon Energy Corp

Energy
-44
- 3.59%
$30.52 - $42.96 $1.34K - $1.89K
1.18K $38K
AVB
Avalonbay Communities Inc

Real Estate
-38
- 38.0%
$216.28 - $237.81 $8.22K - $9.04K
62 $13K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-88
- 3.08%
$48.12 - $52.79 $4.23K - $4.65K
2.77K $133K
SHW
Sherwin Williams CO

Basic Materials
-10
- 7.25%
$338.75 - $399.71 $3.39K - $4K
128 $43K
MRNA
Moderna, Inc.

Healthcare
-19
- 5.86%
$36.85 - $63.93 $700 - $1.21K
305 $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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