Rise Advisors, LLC Incresed Positions in Q3 2024

Rise Advisors, LLC

  • $207 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
12K
+ 8.01%
$159.75 - $174.57 $1.92M - $2.1M
162K $28.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
58.8K
+ 12.54%
$41.34 - $43.55 $2.43M - $2.56M
527K $22.8M
VUG
Vanguard Growth ETF

ETFs
3.71K
+ 5.83%
$341.08 - $391.94 $1.27M - $1.45M
67.3K $25.9M
JMBS
Janus Detroit Str Tr Henderson

ETFs
30.2K
+ 11.16%
$44.13 - $47.01 $1.33M - $1.42M
301K $14.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
11.5K
+ 7.81%
$51.0 - $57.07 $587K - $657K
159K $8.84M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.22K
+ 2.6%
$57.22 - $80.08 $69.9K - $97.9K
48.3K $3.77M
XLI
Industrial Sector Spdr

ETFs
2.37K
+ 6.9%
$120.56 - $135.44 $286K - $321K
36.7K $4.97M
XLF
Financial Sector Spdr

ETFs
4.76K
+ 4.31%
$40.84 - $45.74 $194K - $218K
115K $5.22M
VNLA
Janus Henderson Short Duration

ETFs
11.1K
+ 5.09%
$48.34 - $49.08 $536K - $544K
229K $11.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
7.64K
+ 6.16%
$29.23 - $33.51 $223K - $256K
132K $4.35M
XOM
Exxon Mobil Corp

Energy
1.84K
+ 22.01%
$109.72 - $119.0 $202K - $219K
10.2K $1.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
307
+ 37.17%
$517.38 - $573.86 $159K - $176K
1.13K $650K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.4K
+ 14.52%
$50.25 - $50.74 $171K - $173K
26.8K $1.36M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.31K
+ 57.44%
$96.25 - $101.98 $126K - $133K
3.59K $363K
MCD
Mcdonalds Corp

Consumer Cyclical
51
+ 2.59%
$245.82 - $304.51 $12.5K - $15.5K
2.02K $616K
META
Meta Platforms, Inc.

Communication Services
35
+ 2.62%
$453.41 - $572.44 $15.9K - $20K
1.37K $785K
PSA
Public Storage

Real Estate
42
+ 3.41%
$283.13 - $365.01 $11.9K - $15.3K
1.28K $463K
BX
Blackstone Inc.

Financial Services
139
+ 4.79%
$120.77 - $159.66 $16.8K - $22.2K
3.04K $465K
CAT
Caterpillar Inc

Industrials
43
+ 2.98%
$316.8 - $391.12 $13.6K - $16.8K
1.49K $581K
PAYX
Paychex Inc

Industrials
135
+ 2.61%
$116.17 - $135.19 $15.7K - $18.3K
5.32K $713K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.88K
+ 10.49%
$50.52 - $50.95 $94.8K - $95.6K
19.8K $1.01M
SO
Southern CO

Utilities
230
+ 4.15%
$77.0 - $90.52 $17.7K - $20.8K
5.77K $520K
IBM
International Business Machines Corp

Technology
22
+ 1.26%
$175.1 - $223.38 $3.85K - $4.91K
1.77K $392K
KO
Coca Cola CO

Consumer Defensive
214
+ 2.84%
$62.69 - $73.01 $13.4K - $15.6K
7.76K $557K
CSCO
Cisco Systems, Inc.

Technology
344
+ 3.45%
$44.74 - $53.22 $15.4K - $18.3K
10.3K $548K
USB
Us Bancorp \De\

Financial Services
369
+ 4.14%
$39.04 - $47.23 $14.4K - $17.4K
9.28K $424K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
90
+ 0.28%
$31.05 - $34.29 $2.79K - $3.09K
32.4K $1.11M
LNT
Alliant Energy Corp

Utilities
261
+ 4.96%
$50.74 - $60.74 $13.2K - $15.9K
5.53K $335K
ED
Consolidated Edison Inc

Utilities
158
+ 4.86%
$88.42 - $104.97 $14K - $16.6K
3.41K $354K
JNJ
Johnson & Johnson

Healthcare
96
+ 3.16%
$145.48 - $167.38 $14K - $16.1K
3.13K $507K
VST
Vistra Corp.

Utilities
3
+ 0.16%
$69.0 - $119.06 $207 - $357
1.87K $221K
IWM
Ishares Russell 2000 ETF

ETFs
115
+ 6.14%
$200.87 - $224.6 $23.1K - $25.8K
1.99K $439K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
771
+ 235.06%
$49.93 - $51.15 $38.5K - $39.4K
1.1K $56K
DFAX
Dimensional ETF Tr
155
+ 0.7%
$24.29 - $27.25 $3.76K - $4.22K
22.4K $603K
AFL
Aflac Inc

Financial Services
7
+ 0.44%
$88.52 - $111.8 $620 - $783
1.59K $177K
ETN
Eaton Corp PLC

Industrials
16
+ 0.93%
$272.52 - $333.02 $4.36K - $5.33K
1.74K $576K
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.8%
$163.84 - $199.33 $1.64K - $1.99K
1.27K $250K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.46%
$213.3 - $270.78 $640 - $812
660 $178K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 1.07%
$801.83 - $917.05 $6.41K - $7.34K
759 $672K
PRU
Prudential Financial Inc

Financial Services
169
+ 5.4%
$105.53 - $127.32 $17.8K - $21.5K
3.3K $399K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.47%
$194.9 - $224.8 $2.92K - $3.37K
3.18K $670K
CARR
Carrier Global Corp

Industrials
5
+ 0.29%
$61.9 - $80.88 $310 - $404
1.7K $136K
AVGO
Broadcom Inc.

Technology
2.04K
+ 903.54%
$136.27 - $1745.86 $278K - $3.57M
2.27K $391K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
11
+ 1.75%
$523.84 - $572.02 $5.76K - $6.29K
639 $364K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
12
+ 0.34%
$80.13 - $88.89 $962 - $1.07K
3.52K $311K
EQT
Eqt Corp

Energy
717
+ 224.76%
$30.21 - $37.21 $21.7K - $26.7K
1.04K $37K
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 0.3%
$136.93 - $162.81 $411 - $488
990 $159K
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.33%
$434.77 - $502.96 $3.04K - $3.52K
2.13K $1.04M
VBR
Vanguard Small Cap Value ETF

ETFs
11
+ 0.99%
$179.99 - $201.6 $1.98K - $2.22K
1.12K $224K
Activity Summary
Buys All Purchases 576 New Holdings 27 Increased Positions 549 Sells All Sells 151 Reductions 150 Sold out 1 Options Calls 0 Puts 0
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