Rise Advisors, LLC Purchases in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.57K
+ 3.82%
$378.79 - $428.11 $973K - $1.1M
69.9K $28.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
56.6K
+ 10.73%
$41.17 - $43.34 $2.33M - $2.45M
584K $24.1M
VTV
Vanguard Value ETF

ETFs
10.7K
+ 6.56%
$168.32 - $181.87 $1.79M - $1.94M
173K $29.3M
AMZN
Amazon Com Inc

Consumer Cyclical
2
+ 0.02%
$180.88 - $232.93 $362 - $466
9.54K $2.09M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.89K
+ 18.22%
$50.37 - $50.6 $246K - $247K
31.7K $1.6M
AVGO
Broadcom Inc.

Technology
67
+ 2.95%
$159.67 - $250.0 $10.7K - $16.8K
2.34K $541K
JPM
Jpmorgan Chase & CO

Financial Services
73
+ 2.29%
$205.18 - $250.29 $15K - $18.3K
3.26K $780K
SPY
Spdr S&P 500 ETF Trust

ETFs
157
+ 13.86%
$567.81 - $607.81 $89.1K - $95.4K
1.29K $756K
XLV
Select Sector Spdr Fund Health

ETFs
723
+ 46.26%
$136.28 - $154.74 $98.5K - $112K
2.29K $314K
BA
Boeing CO

Industrials
3
+ 0.11%
$138.14 - $180.72 $414 - $542
2.83K $501K
WFC
Wells Fargo & Company

Financial Services
17
+ 0.51%
$54.98 - $77.35 $935 - $1.31K
3.32K $233K
V
Visa Inc.

Financial Services
8
+ 0.84%
$273.87 - $320.91 $2.19K - $2.57K
956 $302K
NOW
Service Now, Inc.

Technology
1
+ 0.45%
$867.18 - $1148.42 $867 - $1.15K
221 $234K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 0.39%
$260.53 - $404.79 $261 - $405
258 $98K
CHK
Chesapeake Energy Corp

Energy
286
New
$81.46 - $87.57 $23.3K - $25K
286 $24K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
42
+ 6.57%
$563.99 - $620.12 $23.7K - $26K
681 $387K
GM
General Motors CO

Consumer Cyclical
5
+ 0.2%
$44.82 - $60.2 $224 - $301
2.5K $133K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
420
+ 2.13%
$50.62 - $50.97 $21.3K - $21.4K
20.2K $1.02M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2
+ 0.51%
$152.04 - $211.12 $304 - $422
392 $79K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.16K
+ 459.52%
$22.4 - $68.28 $25.9K - $79.1K
1.41K $32K
COP
Conocophillips

Energy
168
+ 25.73%
$95.12 - $114.72 $16K - $19.3K
821 $81K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
91
+ 0.28%
$33.92 - $36.6 $3.09K - $3.33K
32.5K $1.12M
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.85%
$471.27 - $550.62 $1.41K - $1.65K
358 $186K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1
+ 0.38%
$138.3 - $192.95 $138 - $193
266 $46K
WSM
Williams Sonoma Inc

Consumer Cyclical
1
+ 0.29%
$129.13 - $198.21 $129 - $198
340 $62K
VGT
Vanguard Information Technolog

ETFs
3
+ 1.32%
$571.78 - $647.97 $1.72K - $1.94K
230 $143K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2
+ 1.17%
$173.13 - $258.09 $346 - $516
173 $39K
LAD
Lithia Motors Inc

Consumer Cyclical
1
+ 0.52%
$303.15 - $394.27 $303 - $394
192 $68K
FHN
First Horizon Corp

Financial Services
17
+ 1.01%
$14.91 - $21.42 $253 - $364
1.7K $34K
JEF
Jefferies Financial Group Inc.

Financial Services
2
+ 0.45%
$61.95 - $81.75 $124 - $164
448 $35K
DAL
Delta Air Lines, Inc.

Industrials
2
+ 0.26%
$47.46 - $65.77 $94.9 - $132
759 $45K
HON
Honeywell International Inc

Industrials
2
+ 0.58%
$202.84 - $236.0 $406 - $472
346 $78K
WMB
Williams Companies, Inc.

Energy
6
+ 0.84%
$46.37 - $59.74 $278 - $358
723 $39K
DTM
Dt Midstream, Inc.

Energy
3
+ 0.89%
$78.85 - $108.56 $237 - $326
339 $33K
ARES
Ares Management Corp

Financial Services
2
+ 0.67%
$153.38 - $183.7 $307 - $367
302 $53K
LNG
Cheniere Energy, Inc.

Energy
4
+ 2.27%
$181.07 - $225.92 $724 - $904
180 $38K
FTNT
Fortinet, Inc.

Technology
7
+ 1.86%
$76.49 - $99.21 $535 - $694
384 $36K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 1.84%
$246.06 - $292.59 $738 - $878
166 $46K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.6%
$280.04 - $302.45 $1.12K - $1.21K
671 $194K
CDNS
Cadence Design Systems Inc

Technology
4
+ 2.74%
$249.1 - $324.54 $996 - $1.3K
150 $45K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3
+ 1.16%
$193.7 - $235.05 $581 - $705
261 $59K
CCL
Carnival Corp

Consumer Cyclical
20
+ 2.15%
$17.34 - $26.8 $347 - $536
951 $23K
TRGP
Targa Resources Corp.

Energy
4
+ 2.29%
$150.58 - $207.69 $602 - $831
179 $31K
SUB
Ishares Short Term National Mu

ETFs
56
+ 30.43%
$104.94 - $106.2 $5.88K - $5.95K
240 $25K
COF
Capital One Financial Corp

Financial Services
1
+ 0.45%
$145.19 - $192.01 $145 - $192
222 $39K
UNM
Unum Group

Financial Services
2
+ 0.5%
$58.88 - $77.07 $118 - $154
399 $29K
EXPE
Expedia Group, Inc.

Consumer Cyclical
3
+ 2.48%
$146.47 - $191.01 $439 - $573
124 $23K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.12%
$94.43 - $105.47 $94.4 - $105
818 $83K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
1
+ 0.06%
$24.84 - $30.54 $24.8 - $30.5
1.6K $45K
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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