Rise Advisors, LLC Purchases and Sells in Q4 2024

Rise Advisors, LLC

$206 Million
Q4 2024

Top Buys

Incresed Positions

513 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	2.57K + 3.82%	$378.79 - $428.11 $973K - $1.1M	69.9K $28.7M
DFCF	56.6K + 10.73%	$41.17 - $43.34 $2.33M - $2.45M	584K $24.1M
VTV	10.7K + 6.56%	$168.32 - $181.87 $1.79M - $1.94M	173K $29.3M
AMZN	2 + 0.02%	$180.88 - $232.93 $362 - $466	9.54K $2.09M
JPST	4.89K + 18.22%	$50.37 - $50.6 $246K - $247K	31.7K $1.6M
AVGO	67 + 2.95%	$159.67 - $250.0 $10.7K - $16.8K	2.34K $541K

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CHK	286 New	$81.46 - $87.57 $23.3K - $25K	286 $24K
RSP	21 New	$174.22 - $187.62 $3.66K - $3.94K	21 $3K
FNDF	59 New	$32.92 - $37.15 $1.94K - $2.19K	59 $1K
XLRE	2 New	$40.06 - $45.21 $80.1 - $90.4	2 $0
XLP	4 New	N/A	4 $0
AOS	7 New	$68.02 - $88.94 $476 - $623	7 $0

Top Sells

Reduced Positions

246 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VNLA	-30.9K - 13.5%	$48.82 - $49.11 $1.51M - $1.52M	198K $9.68M
JMBS	-9.04K - 3.0%	$44.03 - $46.65 $398K - $422K	292K $12.9M
XSOE	-8.7K - 6.62%	$30.48 - $34.2 $265K - $298K	123K $3.74M
PYPL	-8.57K - 17.74%	$77.25 - $91.3 $662K - $782K	39.7K $3.39M
XLI	-351 - 0.96%	$131.76 - $143.99 $46.2K - $50.5K	36.4K $4.79M
VBR	-719 - 64.37%	$197.36 - $217.3 $142K - $156K	398 $78K

Sold Out

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GRNB	-11 Closed	$23.7 - $24.51 $261 - $270	0 $0

Activity Summary All Purchases 533 New Holdings 20 Increased Positions 513 All Sells 247 Reductions 246 Sold out 1 Calls 0 Puts 0

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