Rise Advisors, LLC Reduced Holdings in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BC
Brunswick Corp

Consumer Cyclical
-48
- 16.72%
$64.5 - $85.95 $3.1K - $4.13K
239 $15K
APD
Air Products & Chemicals, Inc.

Basic Materials
-22
- 7.14%
$285.5 - $335.62 $6.28K - $7.38K
286 $82K
AXON
Axon Enterprise, Inc.

Industrials
-68
- 42.24%
$399.22 - $689.78 $27.1K - $46.9K
93 $55K
BKH
Black Hills Corp

Utilities
-97
- 16.9%
$57.6 - $64.66 $5.59K - $6.27K
477 $27K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-60
- 37.97%
$82.28 - $117.52 $4.94K - $7.05K
98 $8K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-22
- 11.96%
$176.4 - $231.84 $3.88K - $5.1K
162 $28K
NET
Cloudflare, Inc.

Technology
-102
- 94.44%
$78.11 - $117.56 $7.97K - $12K
6 $0
SON
Sonoco Products CO

Consumer Cyclical
-99
- 21.57%
$48.6 - $54.89 $4.81K - $5.43K
360 $17K
ADSK
Autodesk, Inc.

Technology
-33
- 21.02%
N/A
124 $30K
BBY
Best Buy CO Inc

Consumer Cyclical
-26
- 8.31%
$85.2 - $101.35 $2.22K - $2.64K
287 $24K
MMS
Maximus, Inc.

Industrials
-19
- 6.11%
$69.81 - $92.82 $1.33K - $1.76K
292 $21K
ENPH
Enphase Energy, Inc.

Technology
-17
- 14.53%
$59.52 - $111.18 $1.01K - $1.89K
100 $6K
SYY
Sysco Corp

Consumer Defensive
-94
- 24.54%
$73.63 - $81.77 $6.92K - $7.69K
289 $22K
SMG
Scotts Miracle Gro CO

Basic Materials
-12
- 3.79%
$65.14 - $93.47 $782 - $1.12K
305 $20K
BLDR
Builders First Source, Inc.

Industrials
-6
- 6.82%
$142.93 - $198.25 $858 - $1.19K
82 $11K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-39
- 6.82%
$58.88 - $64.8 $2.3K - $2.53K
533 $31K
MMM
3 M CO

Industrials
-25
- 6.46%
$124.74 - $137.12 $3.12K - $3.43K
362 $46K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-225
- 18.75%
$41.58 - $49.65 $9.36K - $11.2K
975 $44K
SPGI
S&P Global Inc.

Financial Services
-4
- 2.17%
$480.36 - $529.17 $1.92K - $2.12K
180 $89K
BAX
Baxter International Inc

Healthcare
-75
- 16.56%
$28.63 - $37.84 $2.15K - $2.84K
378 $11K
MDB
Mongo Db, Inc.

Technology
-20
- 66.67%
$232.81 - $350.13 $4.66K - $7K
10 $2K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-111
- 26.88%
$47.58 - $48.56 $5.28K - $5.39K
302 $14K
OGN
Organon & Co.

Healthcare
-331
- 82.54%
$14.44 - $18.83 $4.78K - $6.23K
70 $1K
MET
Metlife Inc

Financial Services
-63
- 10.23%
$78.15 - $88.25 $4.92K - $5.56K
553 $45K
CRWD
Crowd Strike Holdings, Inc.

Technology
-80
- 21.92%
$275.15 - $388.2 $22K - $31.1K
285 $97K
RBLX
Roblox Corp

Communication Services
-120
- 63.83%
$39.86 - $61.45 $4.78K - $7.37K
68 $3K
CGNX
Cognex Corp

Technology
-41
- 5.37%
$35.61 - $43.05 $1.46K - $1.77K
722 $25K
ZS
Zscaler, Inc.

Technology
-27
- 41.54%
$166.99 - $211.99 $4.51K - $5.72K
38 $6K
TTWO
Take Two Interactive Software Inc

Communication Services
-30
- 90.91%
$147.66 - $190.46 $4.43K - $5.71K
3 $0
IRM
Iron Mountain Inc

Real Estate
-28
- 16.0%
$101.62 - $128.14 $2.85K - $3.59K
147 $15K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-120
- 38.22%
$26.61 - $29.85 $3.19K - $3.58K
194 $5K
ABNB
Airbnb, Inc.

Consumer Cyclical
-49
- 15.17%
$125.36 - $147.37 $6.14K - $7.22K
274 $36K
MTN
Vail Resorts Inc

Consumer Cyclical
-34
- 25.0%
$165.69 - $195.44 $5.63K - $6.64K
102 $19K
POR
Portland General Electric CO

Utilities
-24
- 3.93%
$43.52 - $48.99 $1.04K - $1.18K
586 $25K
OZK
Bank Ozk

Financial Services
-128
- 23.93%
$41.39 - $50.55 $5.3K - $6.47K
407 $18K
CBOE
Cboe Global Markets, Inc.

Financial Services
-21
- 91.3%
$191.61 - $217.84 $4.02K - $4.57K
2 $0
ECL
Ecolab Inc.

Basic Materials
-5
- 3.31%
$234.32 - $261.43 $1.17K - $1.31K
146 $34K
ZM
Zoom Video Communications, Inc.

Technology
-67
- 44.97%
$67.21 - $89.03 $4.5K - $5.97K
82 $6K
XLU
Utilities Sector Spdr

ETFs
-49
- 98.0%
$74.89 - $82.93 $3.67K - $4.06K
1 $0
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-151
- 68.33%
$20.06 - $25.14 $3.03K - $3.8K
70 $1K
ENB
Enbridge Inc

Energy
-145
- 12.5%
$40.4 - $43.92 $5.86K - $6.37K
1.02K $43K
EEMV
Ishares Msci Emerging Markets

ETFs
-36
- 8.59%
$57.85 - $63.11 $2.08K - $2.27K
383 $22K
APPN
Appian Corp

Technology
-114
- 54.03%
$30.53 - $41.56 $3.48K - $4.74K
97 $3K
IEMG
Ishares Inc

ETFs
-64
- 3.28%
N/A
1.89K $101K
ITT
Itt Inc.

Industrials
-10
- 4.61%
$140.12 - $159.62 $1.4K - $1.6K
207 $29K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-15
- 3.52%
$25.66 - $34.91 $385 - $524
411 $10K
EBAY
Ebay Inc

Consumer Cyclical
-28
- 7.31%
$57.51 - $67.17 $1.61K - $1.88K
355 $21K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-36
- 7.5%
$46.33 - $48.6 $1.67K - $1.75K
444 $20K
TTC
Toro CO

Industrials
-13
- 4.26%
$80.1 - $88.44 $1.04K - $1.15K
292 $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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