Rational Advisors LLC Incresed Positions in Q3 2024

Rational Advisors LLC

  • $940 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
118K
+ 43.69%
$67.67 - $80.78 $7.96M - $9.5M
387K $31.2M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
222K
+ 12.78%
$19.78 - $23.53 $4.4M - $5.23M
1.96M $45.5M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
173K
+ 92.59%
$26.14 - $27.97 $4.51M - $4.83M
359K $9.9M
WMT
Walmart Inc.

Consumer Defensive
52.4K
+ 946.12%
$66.91 - $81.4 $3.51M - $4.27M
58K $4.68M
MELI
Mercadolibre Inc

Consumer Cyclical
1.67K
+ 119.5%
$1591.44 - $2140.1 $2.66M - $3.58M
3.07K $6.3M
IEFA
Ishares Tr

ETFs
27.3K
+ 125.89%
$70.09 - $78.74 $1.91M - $2.15M
49K $3.82M
HD
Home Depot, Inc.

Consumer Cyclical
4.68K
+ 570.73%
$333.64 - $405.2 $1.56M - $1.9M
5.5K $2.23M
AMZN
Amazon Com Inc

Consumer Cyclical
9.67K
+ 19.5%
$161.02 - $200.0 $1.56M - $1.93M
59.2K $11M
KBR
Kbr, Inc.

Industrials
20.9K
+ 128.22%
$60.85 - $69.36 $1.27M - $1.45M
37.2K $2.42M
CYBR
Cyber Ark Software Ltd.

Technology
4K
+ 45.45%
$241.52 - $291.61 $966K - $1.17M
12.8K $3.73M
IBM
International Business Machines Corp

Technology
5.15K
+ 428.37%
$175.1 - $223.38 $902K - $1.15M
6.35K $1.4M
APO
Apollo Global Management, Inc.

Financial Services
7.7K
+ 26.1%
$99.16 - $125.81 $764K - $969K
37.2K $4.65M
DIS
Walt Disney CO

Communication Services
11.8K
+ 481.01%
$85.6 - $98.61 $1.01M - $1.16M
14.2K $1.37M
TDG
Trans Digm Group Inc

Industrials
500
+ 41.67%
$1202.03 - $1427.41 $601K - $714K
1.7K $2.43M
VGT
Vanguard Information Technolog

ETFs
1.44K
+ 110.9%
$514.43 - $606.85 $738K - $871K
2.73K $1.6M
XLK
Technology Sector Spdr

ETFs
3.54K
+ 107.18%
$197.34 - $237.68 $698K - $841K
6.84K $1.54M
JPM
Jpmorgan Chase & CO

Financial Services
3.55K
+ 82.31%
$194.9 - $224.8 $691K - $797K
7.85K $1.66M
BX
Blackstone Inc.

Financial Services
1K
+ 4.76%
$120.77 - $159.66 $121K - $160K
22K $3.37M
IVE
Ishares S&P 500 Value ETF

ETFs
3.23K
+ 105.62%
$181.06 - $197.17 $585K - $637K
6.29K $1.24M
AAPL
Apple Inc.

Technology
145
+ 0.63%
$207.23 - $234.82 $30K - $34K
23.3K $5.43M
TSLA
Tesla, Inc.

Consumer Cyclical
1.72K
+ 128.58%
$191.76 - $263.26 $330K - $454K
3.06K $801K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
663
+ 22.28%
$405.19 - $478.57 $269K - $317K
3.64K $1.67M
INTU
Intuit Inc

Technology
629
+ 169.54%
$602.97 - $670.49 $379K - $422K
1K $621K
PLTR
Palantir Technologies Inc.

Technology
3.43K
+ 42.76%
$24.09 - $37.95 $82.6K - $130K
11.5K $426K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.83K
+ 221.21%
$81.31 - $83.29 $148K - $152K
2.65K $220K
MSFT
Microsoft Corp

Technology
675
+ 6.38%
$395.15 - $467.56 $267K - $316K
11.3K $4.84M
MRK
Merck & Co., Inc.

Healthcare
769
+ 36.69%
$111.15 - $128.97 $85.5K - $99.2K
2.87K $325K
AMD
Advanced Micro Devices Inc

Technology
32
+ 2.16%
$128.67 - $183.96 $4.12K - $5.89K
1.52K $248K
Coherent Corp
16.4K
+ 86.47%
N/A
35.4K $0
Alliant Energy Corp
720K
+ 16.94%
N/A
4.97M $0
Ventas Rlty LTD Partnership
1.85M
+ 137.04%
N/A
3.2M $0
ASML
Asml Holding Nv

Technology
18
+ 4.95%
$749.82 - $1098.95 $13.5K - $19.8K
382 $318K
AVGO
Broadcom Inc.

Technology
1.7K
+ 149.6%
$136.27 - $1745.86 $232K - $2.97M
2.84K $490K
Activity Summary
Buys All Purchases 51 New Holdings 17 Increased Positions 34 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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