Rise Advisors, LLC Purchases in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Linde PLC Shs
70
+ 29.17%
N/A
310 $0
SLGN
Silgan Holdings Inc

Consumer Cyclical
2
+ 0.55%
$50.6 - $57.53 $101 - $115
368 $19K
CMS
Cms Energy Corp

Utilities
2
+ 1.03%
$65.76 - $71.94 $132 - $144
197 $13K
ISCV
Ishares Morningstar Small Cap

ETFs
4
+ 0.62%
$62.21 - $69.5 $249 - $278
654 $41K
PEB
Pebblebrook Hotel Trust

Real Estate
1
+ 0.14%
$11.85 - $14.94 $11.9 - $14.9
712 $9K
DELL
Dell Technologies Inc.

Technology
4
New
$111.96 - $144.21 $448 - $577
4 $0
AOS
Smith A O Corp

Industrials
7
New
$68.02 - $88.94 $476 - $623
7 $0
KNX
Knight Swift Transportation Holdings Inc.

Industrials
2
+ 0.43%
$49.84 - $59.6 $99.7 - $119
464 $24K
ITW
Illinois Tool Works Inc

Industrials
2
+ 1.46%
$253.56 - $278.5 $507 - $557
139 $35K
OFC
Corporate Office Properties Trust

Real Estate
6
+ 0.88%
N/A
690 $16K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
+ 0.78%
$62.09 - $82.32 $62.1 - $82.3
129 $8K
SHG
Shinhan Financial Group CO LTD

Financial Services
5
+ 0.74%
N/A
682 $23K
SCHR
Schwab Intermediate Term Us Tr

ETFs
422
+ 102.68%
$24.19 - $50.58 $10.2K - $21.3K
833 $20K
XLP
Consumer Staples Sector Spdr

ETFs
4
New
N/A
4 $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
2
New
$40.06 - $45.21 $80.1 - $90.4
2 $0
FSK
Fs Kkr Capital Corp

Financial Services
0
New
$19.71 - $22.22 $0 - $0
0 $0
RWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.28%
$97.11 - $104.1 $97.1 - $104
359 $35K
FTV
Fortive Corp

Technology
7
+ 3.57%
$71.16 - $79.68 $498 - $558
203 $15K
SIGI
Selective Insurance Group Inc

Financial Services
1
+ 0.4%
$90.05 - $102.09 $90.1 - $102
250 $23K
PRGO
Perrigo CO PLC

Healthcare
6
+ 1.09%
$24.18 - $28.91 $145 - $173
556 $14K
HRL
Hormel Foods Corp

Consumer Defensive
5
+ 1.01%
$29.21 - $33.55 $146 - $168
500 $15K
CMCO
Columbus Mckinnon Corp

Industrials
1
+ 0.27%
$31.42 - $40.59 $31.4 - $40.6
367 $13K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
1
+ 5.0%
$20.92 - $23.57 $20.9 - $23.6
21 $0
FISV
Fiserv Inc

Technology
2
+ 0.63%
N/A
317 $39K
HES
Hess Corp

Energy
4
+ 2.25%
$127.66 - $148.65 $511 - $595
182 $24K
WBD
Warner Bros. Discovery, Inc.

Communication Services
6
+ 3.47%
$7.33 - $12.37 $44 - $74.2
179 $1K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3
+ 1.82%
$77.86 - $79.27 $234 - $238
168 $13K
TFC
Truist Financial Corp

Financial Services
9
+ 1.07%
$41.51 - $48.1 $374 - $433
852 $36K
PEAK
Healthpeak Properties, Inc.

Real Estate
18
+ 1.4%
N/A
1.31K $24K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2
+ 2.94%
$34.25 - $37.94 $68.5 - $75.9
70 $2K
MAS
Masco Corp

Industrials
7
New
$72.52 - $85.73 $508 - $600
7 $0
BRO
Brown & Brown, Inc.

Financial Services
1
+ 0.63%
$100.93 - $113.42 $101 - $113
159 $16K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.98%
$113.92 - $127.38 $570 - $637
513 $59K
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 0.66%
$201.26 - $231.95 $201 - $232
152 $32K
FITB
Fifth Third Bancorp

Financial Services
4
+ 0.86%
$41.76 - $48.44 $167 - $194
468 $19K
NWBI
Northwest Bancshares, Inc.

Financial Services
20
+ 1.36%
$12.86 - $15.28 $257 - $306
1.5K $19K
BHB
Bar Harbor Bankshares

Financial Services
4
+ 0.88%
$28.81 - $38.23 $115 - $153
458 $14K
AAT
American Assets Trust, Inc.

Real Estate
8
+ 1.26%
$25.42 - $28.67 $203 - $229
642 $16K
CTSH
Cognizant Technology Solutions Corp

Technology
7
+ 0.38%
$74.37 - $82.32 $521 - $576
1.85K $142K
Annaly Capital Management Inc Com New
53
+ 3.34%
N/A
1.64K $0
FCF
First Commonwealth Financial Corp

Financial Services
9
+ 0.65%
$16.24 - $19.41 $146 - $175
1.4K $23K
PK
Park Hotels & Resorts Inc.

Real Estate
15
+ 1.66%
$13.68 - $15.82 $205 - $237
917 $12K
ORI
Old Republic International Corp

Financial Services
5
+ 0.77%
$34.4 - $38.98 $172 - $195
656 $23K
Super Micro Computer Inc Com New
1.53K
+ 909.52%
N/A
1.7K $0
NLOK
Norton Life Lock Inc.

Technology
6
+ 0.3%
N/A
1.98K $42K
Corpay Inc Com Shs
1
+ 1.96%
N/A
52 $0
SAFT
Safety Insurance Group Inc

Financial Services
1
+ 0.6%
$78.13 - $88.3 $78.1 - $88.3
168 $13K
SCHA
Schwab Strategic Tr Us Small C

ETFs
204
+ 100.99%
$25.33 - $51.16 $5.17K - $10.4K
406 $10K
WELL
Welltower Inc.

Real Estate
1
+ 0.34%
$123.11 - $139.3 $123 - $139
296 $37K
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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