Rational Advisors LLC Purchases in Q4 2024

Rational Advisors LLC

  • $882 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
139K
+ 35.88%
$74.89 - $82.93 $10.4M - $11.5M
526K $39.8M
IVV
Ishares Core S&P 500 ETF

ETFs
9.79K
+ 10.71%
$570.51 - $610.59 $5.59M - $5.98M
101K $59.6M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
170K
+ 47.38%
$26.08 - $27.65 $4.43M - $4.7M
529K $13.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
600
+ 54.55%
$4100.99 - $5300.34 $2.46M - $3.18M
1.7K $8.45M
CRM
Salesforce, Inc.

Technology
11K
New
$270.87 - $367.87 $2.98M - $4.05M
11K $3.68M
PGR
Progressive Corp

Financial Services
14.2K
New
$239.6 - $268.88 $3.39M - $3.8M
14.2K $3.39M
WIX
Wix.Com Ltd.

Technology
14.2K
New
$156.75 - $229.35 $2.22M - $3.25M
14.2K $3.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.76K
+ 362.43%
$567.81 - $607.81 $2.14M - $2.29M
4.8K $2.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.3K
+ 8.71%
$521.84 - $558.82 $1.72M - $1.84M
41.1K $22.1M
NOW
Service Now, Inc.

Technology
1.9K
New
$867.18 - $1148.42 $1.65M - $2.18M
1.9K $2.01M
DIS
Walt Disney CO

Communication Services
10.3K
+ 72.54%
$92.39 - $117.6 $952K - $1.21M
24.5K $2.73M
V
Visa Inc.

Financial Services
2.98K
New
$273.87 - $320.91 $816K - $957K
2.98K $942K
XLP
Consumer Staples Sector Spdr

ETFs
11.6K
New
N/A
11.6K $884K
UNH
Unitedhealth Group Inc

Healthcare
1.74K
New
$485.52 - $625.25 $847K - $1.09M
1.74K $882K
XLF
Financial Sector Spdr

ETFs
16.2K
+ 2167.82%
$44.89 - $51.34 $729K - $834K
17K $820K
XLC
Select Sector Spdr Tr Communic

ETFs
8.12K
New
$89.66 - $102.16 $728K - $830K
8.12K $786K
WMT
Walmart Inc.

Consumer Defensive
1.94K
+ 3.35%
$79.1 - $95.7 $154K - $186K
59.9K $5.41M
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.9K
New
$77.25 - $91.3 $610K - $721K
7.9K $673K
XLY
Select Sector Spdr Consumer Di

ETFs
2.81K
New
$194.8 - $239.43 $548K - $673K
2.81K $630K
NVDA
Nvidia Corp

Technology
3.5K
+ 38.04%
$117.0 - $148.88 $409K - $521K
12.7K $1.7M
XLRE
Select Sector Spdr Tr Real Est

ETFs
14.2K
New
$40.06 - $45.21 $567K - $640K
14.2K $575K
NEE
Nextera Energy Inc

Utilities
8.01K
+ 1564.45%
$69.77 - $85.43 $559K - $684K
8.52K $610K
ABBV
Abb Vie Inc.

Healthcare
3.17K
New
$164.99 - $203.87 $522K - $645K
3.17K $562K
CAT
Caterpillar Inc

Industrials
1.55K
+ 1188.46%
$360.37 - $416.88 $557K - $644K
1.68K $607K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.63K
+ 191.76%
$172.07 - $207.36 $452K - $545K
4K $789K
XLI
Industrial Sector Spdr

ETFs
4.18K
New
$131.76 - $143.99 $551K - $602K
4.18K $550K
PLD
Prologis, Inc.

Real Estate
5.24K
+ 2062.99%
$101.4 - $126.96 $531K - $665K
5.49K $580K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.73K
+ 178.64%
$81.68 - $82.93 $387K - $393K
7.38K $605K
SLB
Schlumberger Limited

Energy
8.09K
+ 1782.38%
$36.83 - $45.59 $298K - $369K
8.55K $327K
AVGO
Broadcom Inc.

Technology
506
+ 17.8%
$159.67 - $250.0 $80.8K - $127K
3.35K $776K
VST
Vistra Corp.

Utilities
1.87K
New
$115.74 - $166.61 $217K - $312K
1.87K $258K
NRG
Nrg Energy, Inc.

Utilities
2.66K
New
$85.3 - $101.61 $227K - $270K
2.66K $239K
GLW
Corning Inc

Technology
1.51K
+ 42.34%
$44.11 - $49.76 $66.4K - $74.9K
5.06K $240K
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 98.04%
$181.96 - $405.9 $218K - $487K
2.42K $440K
Wells Fargo CO New
2K
+ 37.04%
N/A
7.4K $0
American Wtr Cap Corp
2.08M
+ 59.77%
N/A
5.56M $0
Apollo Global Mgmt Inc
8K
+ 8.71%
N/A
99.9K $0
Uber Technologies Inc
5.89M
New
N/A
5.89M $0
Tyler Tex Indpt Sch Dist
2.3M
+ 51.8%
N/A
6.74M $0
Alliant Energy Corp
2.11M
+ 42.45%
N/A
7.08M $0
Ventas Rlty LTD Partnership
2.38M
+ 74.38%
N/A
5.58M $0
Bank America Corp
2K
+ 38.11%
N/A
7.25K $0
Ppl Cap Fdg Inc
2.19M
+ 35.78%
N/A
8.31M $0
Hewlett Packard Enterprise C
40K
+ 51.88%
N/A
117K $0
Etsy Inc
3.24M
+ 89.75%
N/A
6.85M $0
Draftkings Inc New
5.3M
+ 158.21%
N/A
8.65M $0
Dexcom Inc
2.96M
+ 47.82%
N/A
9.15M $0
Okta Inc
2.46M
+ 63.5%
N/A
6.34M $0
Shift4 Pmts Inc
2.64M
+ 51.2%
N/A
7.8M $0
Activity Summary
Buys All Purchases 53 New Holdings 16 Increased Positions 37 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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