Rise Advisors, LLC Incresed Positions in Q3 2024

Rise Advisors, LLC

  • $207 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.23%
$47.6 - $53.31 $95.2 - $107
869 $45K
LYG
Lloyds Banking Group PLC

Financial Services
126
+ 1.74%
$2.73 - $3.17 $344 - $399
7.36K $22K
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 0.42%
$125.95 - $139.96 $252 - $280
478 $66K
NSA
National Storage Affiliates Trust

Real Estate
5
+ 1.07%
$39.73 - $49.13 $199 - $246
471 $22K
UNM
Unum Group

Financial Services
3
+ 0.76%
$49.81 - $59.44 $149 - $178
397 $23K
WD
Walker & Dunlop, Inc.

Financial Services
2
+ 1.1%
$93.87 - $113.96 $188 - $228
183 $20K
INDA
Ishares Msci India Index Fund

ETFs
50
+ 50.0%
$54.86 - $59.22 $2.74K - $2.96K
150 $8K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
3
+ 0.34%
$25.27 - $30.5 $75.8 - $91.5
882 $26K
INDB
Independent Bank Corp

Financial Services
3
+ 0.98%
$47.89 - $64.34 $144 - $193
309 $18K
BCC
Boise Cascade CO

Basic Materials
4
+ 4.49%
$114.59 - $144.69 $458 - $579
93 $13K
SF
Stifel Financial Corp

Financial Services
1
+ 0.37%
$78.91 - $93.87 $78.9 - $93.9
269 $25K
GMRE
Global Medical Reit Inc.

Real Estate
49
+ 2.35%
$8.89 - $10.16 $436 - $498
2.14K $21K
ONB
Old National Bancorp

Financial Services
13
+ 0.81%
$16.67 - $20.22 $217 - $263
1.62K $30K
WY
Weyerhaeuser CO

Real Estate
3
+ 0.78%
$27.05 - $33.84 $81.2 - $102
386 $13K
ETR
Entergy Corp

Utilities
1
+ 0.86%
$104.75 - $131.61 $105 - $132
117 $15K
SCI
Service Corp International

Consumer Cyclical
2
+ 0.48%
$69.55 - $80.63 $139 - $161
416 $32K
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 0.74%
$123.93 - $149.6 $124 - $150
137 $20K
DLR
Digital Realty Trust, Inc.

Real Estate
4
+ 2.03%
$144.47 - $162.98 $578 - $652
201 $32K
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.26%
$72.8 - $85.04 $72.8 - $85
389 $32K
SLG
Sl Green Realty Corp

Real Estate
3
+ 1.3%
$54.99 - $72.21 $165 - $217
234 $16K
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.69%
$127.76 - $149.9 $128 - $150
145 $21K
MTB
M&T Bank Corp

Financial Services
1
+ 0.86%
$146.49 - $179.85 $146 - $180
117 $20K
PNM
Pnm Resources Inc

Utilities
5
+ 0.95%
$35.99 - $42.21 $180 - $211
531 $22K
STT
State Street Corp

Financial Services
2
+ 1.26%
$73.37 - $89.31 $147 - $179
161 $14K
UBER
Uber Technologies, Inc

Technology
1
+ 0.07%
$58.48 - $77.47 $58.5 - $77.5
1.41K $105K
NWBI
Northwest Bancshares, Inc.

Financial Services
23
+ 1.58%
$11.24 - $14.26 $259 - $328
1.48K $19K
BWXT
Bwx Technologies, Inc.

Industrials
1
+ 0.43%
$92.38 - $108.7 $92.4 - $109
236 $25K
DEA
Easterly Government Properties, Inc.

Real Estate
37
+ 2.0%
$12.21 - $14.1 $452 - $522
1.89K $25K
GNL
Global Net Lease, Inc.

Real Estate
64
+ 3.41%
$7.3 - $8.96 $467 - $573
1.94K $16K
OGE
Oge Energy Corp.

Utilities
7
+ 1.08%
$35.12 - $41.18 $246 - $288
656 $26K
CI
Cigna Corp

Healthcare
1
+ 0.61%
$319.12 - $367.1 $319 - $367
165 $57K
SRE
Sempra Energy

Utilities
3
+ 0.88%
$74.97 - $84.04 $225 - $252
342 $28K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
2
+ 0.42%
$45.22 - $54.77 $90.4 - $110
476 $25K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.12%
$84.77 - $97.13 $84.8 - $97.1
817 $78K
COF
Capital One Financial Corp

Financial Services
1
+ 0.45%
$131.42 - $153.05 $131 - $153
221 $33K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
7
+ 1.38%
$43.9 - $52.34 $307 - $366
516 $26K
ET
Energy Transfer LP

Energy
193
+ 7.38%
$15.43 - $16.44 $2.98K - $3.17K
2.81K $45K
G
Genpact LTD

Technology
2
+ 0.4%
$30.96 - $39.45 $61.9 - $78.9
507 $19K
MC
Moelis & CO

Financial Services
1
+ 0.44%
$57.14 - $70.62 $57.1 - $70.6
229 $15K
OKE
Oneok Inc

Energy
4
+ 1.12%
$78.62 - $95.27 $314 - $381
362 $32K
THO
Thor Industries Inc

Consumer Cyclical
1
+ 0.61%
$91.4 - $109.97 $91.4 - $110
164 $18K
DTM
Dt Midstream, Inc.

Energy
3
+ 0.9%
$69.34 - $79.28 $208 - $238
336 $26K
NFG
National Fuel Gas CO

Energy
4
+ 0.9%
$54.14 - $61.22 $217 - $245
449 $27K
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 0.86%
$69.44 - $84.76 $139 - $170
235 $19K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.74%
$233.14 - $263.97 $233 - $264
137 $35K
WTFC
Wintrust Financial Corp

Financial Services
1
+ 0.5%
$96.43 - $111.89 $96.4 - $112
203 $22K
VOD
Vodafone Group Public LTD CO

Communication Services
100
+ 5.36%
$8.8 - $10.35 $880 - $1.04K
1.97K $19K
ATR
Aptargroup, Inc.

Healthcare
1
+ 0.58%
$138.54 - $160.11 $139 - $160
174 $27K
FR
First Industrial Realty Trust Inc

Real Estate
2
+ 0.56%
$47.13 - $56.97 $94.3 - $114
360 $20K
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