Rise Advisors, LLC Purchases in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
4
+ 0.56%
$92.57 - $106.01 $370 - $424
716 $66K
DHI
Horton D R Inc

Consumer Cyclical
4
+ 2.38%
$137.24 - $194.56 $549 - $778
172 $24K
EXPO
Exponent Inc

Industrials
1
+ 0.34%
$88.94 - $114.63 $88.9 - $115
297 $26K
SBUX
Starbucks Corp

Consumer Cyclical
15
+ 1.0%
$87.44 - $102.5 $1.31K - $1.54K
1.52K $138K
CB
Chubb LTD

Financial Services
3
+ 0.37%
$271.57 - $301.89 $815 - $906
804 $222K
ERIE
Erie Indemnity CO

Financial Services
1
+ 1.56%
$401.65 - $542.86 $402 - $543
65 $26K
HL
Hecla Mining CO

Basic Materials
11
+ 0.26%
$4.86 - $7.53 $53.5 - $82.8
4.23K $20K
LAMR
Lamar Advertising CO

Real Estate
12
+ 1.37%
$121.37 - $138.11 $1.46K - $1.66K
886 $107K
FCX
Freeport Mcmoran Inc

Basic Materials
16
+ 1.96%
$38.08 - $50.82 $609 - $813
834 $31K
MDLZ
Mondelez International, Inc.

Consumer Defensive
13
+ 1.82%
$59.25 - $72.99 $770 - $949
729 $43K
MPWR
Monolithic Power Systems Inc

Technology
1
+ 3.23%
$560.06 - $942.58 $560 - $943
32 $18K
IYR
Ishares Tr

ETFs
11
+ 0.85%
$90.74 - $102.87 $998 - $1.13K
1.3K $120K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 1.82%
$297.52 - $415.61 $595 - $831
112 $33K
NKE
Nike, Inc.

Consumer Cyclical
11
+ 1.19%
$73.36 - $89.13 $807 - $980
932 $70K
CI
Cigna Corp

Healthcare
1
+ 0.61%
$265.59 - $358.58 $266 - $359
166 $45K
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 0.3%
$148.29 - $166.93 $445 - $501
993 $147K
AMT
American Tower Corp

Real Estate
5
+ 1.97%
$179.4 - $232.01 $897 - $1.16K
259 $47K
WPC
W. P. Carey Inc.

Real Estate
11
+ 0.59%
$53.44 - $61.33 $588 - $675
1.89K $102K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.65%
$479.66 - $614.62 $480 - $615
155 $75K
NEM
Newmont Corp

Basic Materials
7
+ 0.71%
$37.0 - $58.68 $259 - $411
990 $36K
AMAT
Applied Materials Inc

Technology
14
+ 3.01%
$161.44 - $213.89 $2.26K - $2.99K
479 $77K
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.8%
$365.96 - $514.62 $366 - $515
126 $46K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
140
+ 1.01%
$44.87 - $46.86 $6.28K - $6.56K
14K $627K
UBER
Uber Technologies, Inc

Technology
20
+ 1.42%
$59.93 - $86.34 $1.2K - $1.73K
1.43K $86K
CARR
Carrier Global Corp

Industrials
3
+ 0.18%
$66.69 - $82.65 $200 - $248
1.71K $116K
ABBV
Abb Vie Inc.

Healthcare
21
+ 1.66%
$164.99 - $203.87 $3.46K - $4.28K
1.29K $228K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.23%
$442.29 - $483.08 $3.98K - $4.35K
3.88K $1.76M
ADBE
Adobe Inc.

Technology
6
+ 1.59%
$437.39 - $552.96 $2.62K - $3.32K
383 $170K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
12
+ 0.34%
$79.93 - $88.06 $959 - $1.06K
3.54K $282K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 1.16%
$701.85 - $1046.91 $702 - $1.05K
87 $61K
DFAX
Dimensional ETF Tr
207
+ 0.93%
$24.76 - $27.04 $5.13K - $5.6K
22.6K $560K
LLY
Eli Lilly & CO

Healthcare
7
+ 1.07%
$727.2 - $932.06 $5.09K - $6.52K
660 $509K
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
Track This Portfolio

Track Rise Advisors, LLC Portfolio

Follow Rise Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email