Rise Advisors, LLC Incresed Positions in Q3 2024

Rise Advisors, LLC

  • $207 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CADE
Cadence Bank

Financial Services
11
+ 0.92%
$27.64 - $33.58 $304 - $369
1.21K $38K
BKR
Baker Hughes CO

Energy
86
+ 5.13%
$32.92 - $38.72 $2.83K - $3.33K
1.76K $63K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.27%
$127.29 - $141.5 $127 - $142
365 $50K
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.8%
$181.06 - $197.17 $362 - $394
252 $49K
ADC
Agree Realty Corp

Real Estate
3
+ 1.14%
$61.47 - $76.71 $184 - $230
267 $20K
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.43%
$79.92 - $88.19 $160 - $176
466 $41K
FOXA
Fox Corp

Communication Services
3
+ 0.57%
$34.12 - $42.33 $102 - $127
532 $22K
SLGN
Silgan Holdings Inc

Consumer Cyclical
1
+ 0.27%
$41.32 - $52.69 $41.3 - $52.7
366 $19K
AES
Aes Corp

Utilities
16
+ 1.07%
$16.18 - $20.07 $259 - $321
1.52K $30K
KRC
Kilroy Realty Corp

Real Estate
8
+ 1.69%
$31.24 - $40.79 $250 - $326
480 $18K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.4%
$210.25 - $231.86 $210 - $232
252 $56K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 0.66%
$134.11 - $161.99 $134 - $162
153 $24K
IDA
Idacorp Inc

Utilities
3
+ 0.82%
$92.02 - $104.62 $276 - $314
371 $38K
PRMW
Primo Water Corp

Consumer Defensive
3
+ 0.33%
$20.4 - $25.47 $61.2 - $76.4
915 $23K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2
+ 0.76%
$63.18 - $82.13 $126 - $164
266 $21K
WAFD
Washington Federal Inc

Financial Services
4
+ 0.68%
$27.9 - $36.89 $112 - $148
588 $20K
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 5.59%
$101.25 - $127.45 $810 - $1.02K
151 $18K
CNS
Cohen & Steers, Inc.

Financial Services
1
+ 0.52%
$70.88 - $97.15 $70.9 - $97.2
195 $18K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.49%
$117.9 - $128.2 $236 - $256
413 $52K
FAF
First American Financial Corp

Financial Services
3
+ 0.91%
$52.48 - $67.02 $157 - $201
333 $21K
INGR
Ingredion Inc

Consumer Defensive
2
+ 1.04%
$111.98 - $137.59 $224 - $275
194 $26K
AVNT
Avient Corp

Basic Materials
3
+ 0.58%
$40.85 - $50.82 $123 - $152
519 $26K
CNO
Cno Financial Group, Inc.

Financial Services
3
+ 0.55%
$27.71 - $35.42 $83.1 - $106
548 $19K
EXR
Extra Space Storage Inc.

Real Estate
1
+ 0.74%
$151.92 - $183.06 $152 - $183
136 $24K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.41%
$173.36 - $189.8 $173 - $190
245 $46K
NWE
Northwestern Corp

Utilities
5
+ 1.14%
$48.68 - $57.27 $243 - $286
443 $25K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
7
+ 1.03%
$37.97 - $47.45 $266 - $332
688 $30K
OLP
One Liberty Properties Inc

Real Estate
17
+ 1.88%
$22.99 - $28.53 $391 - $485
919 $25K
EIX
Edison International

Utilities
2
+ 0.81%
$71.19 - $87.72 $142 - $175
249 $21K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1
+ 0.55%
$162.45 - $195.17 $162 - $195
182 $34K
JCI
Johnson Controls International PLC

Industrials
2
+ 0.52%
$65.52 - $77.61 $131 - $155
384 $29K
ARMK
Aramark

Industrials
2
+ 0.26%
$32.37 - $38.91 $64.7 - $77.8
782 $30K
WF
Woori Financial Group Inc.

Financial Services
6
+ 0.77%
$31.41 - $37.84 $188 - $227
784 $28K
ORI
Old Republic International Corp

Financial Services
5
+ 0.77%
$29.89 - $35.9 $149 - $180
651 $23K
EXC
Exelon Corp

Utilities
6
+ 0.95%
$34.24 - $40.55 $205 - $243
637 $25K
RPM
Rpm International Inc

Basic Materials
2
+ 0.63%
$103.91 - $125.03 $208 - $250
319 $38K
EWBC
East West Bancorp Inc

Financial Services
2
+ 0.52%
$70.41 - $88.25 $141 - $177
387 $32K
TFC
Truist Financial Corp

Financial Services
10
+ 1.2%
$38.22 - $44.94 $382 - $449
843 $36K
FCF
First Commonwealth Financial Corp

Financial Services
11
+ 0.8%
$13.71 - $18.6 $151 - $205
1.39K $23K
HRB
H&R Block Inc

Consumer Cyclical
2
+ 0.51%
$52.99 - $66.6 $106 - $133
398 $25K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.36%
$113.45 - $126.18 $227 - $252
553 $69K
AEE
Ameren Corp

Utilities
2
+ 0.86%
$70.45 - $87.46 $141 - $175
235 $20K
ISCV
Ishares Morningstar Small Cap

ETFs
4
+ 0.62%
$57.26 - $64.12 $229 - $256
650 $41K
BHE
Benchmark Electronics Inc

Technology
4
+ 0.45%
$38.68 - $47.87 $155 - $191
901 $39K
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 0.92%
$59.54 - $72.17 $179 - $217
329 $23K
ALL
Allstate Corp

Financial Services
1
+ 0.66%
$158.43 - $192.86 $158 - $193
152 $28K
UHT
Universal Health Realty Income Trust

Real Estate
8
+ 1.55%
$38.06 - $46.56 $304 - $372
525 $24K
TRGP
Targa Resources Corp.

Energy
1
+ 0.57%
$127.86 - $156.46 $128 - $156
175 $25K
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.48%
$95.54 - $108.77 $191 - $218
422 $43K
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
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