Rise Advisors, LLC Incresed Positions in Q3 2024

Rise Advisors, LLC

  • $207 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FITB
Fifth Third Bancorp

Financial Services
4
+ 0.87%
$36.01 - $43.64 $144 - $175
464 $19K
WTS
Watts Water Technologies Inc

Industrials
1
+ 0.83%
$175.53 - $207.88 $176 - $208
122 $25K
GGG
Graco Inc

Industrials
2
+ 0.49%
$77.82 - $87.64 $156 - $175
408 $35K
ELS
Equity Lifestyle Properties Inc

Real Estate
3
+ 0.7%
$63.6 - $76.23 $191 - $229
429 $30K
PAYC
Paycom Software, Inc.

Technology
1
+ 1.09%
$140.16 - $173.86 $140 - $174
93 $15K
KB
Kb Financial Group Inc.

Financial Services
3
+ 0.77%
$56.85 - $67.06 $171 - $201
394 $24K
WSBC
Wesbanco Inc

Financial Services
9
+ 1.35%
$27.11 - $34.28 $244 - $309
678 $20K
IRDM
Iridium Communications Inc.

Communication Services
2
+ 0.35%
$25.17 - $31.03 $50.3 - $62.1
575 $17K
WBS
Webster Financial Corp

Financial Services
5
+ 0.88%
$42.49 - $49.62 $212 - $248
573 $26K
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 0.52%
$182.15 - $182.15 $2.19K - $2.19K
2.33K $425K
MMS
Maximus, Inc.

Industrials
1
+ 0.32%
$84.08 - $93.17 $84.1 - $93.2
311 $28K
WMB
Williams Companies, Inc.

Energy
8
+ 1.13%
$41.24 - $46.22 $330 - $370
717 $32K
CTRE
Care Trust Reit, Inc.

Real Estate
5
+ 1.2%
$25.14 - $31.2 $126 - $156
421 $12K
SR
Spire Inc

Utilities
4
+ 1.21%
$59.15 - $67.77 $237 - $271
335 $22K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.28%
$90.36 - $98.07 $90.4 - $98.1
358 $35K
STAG
Stag Industrial, Inc.

Real Estate
4
+ 0.9%
$35.42 - $40.98 $142 - $164
447 $17K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.39%
$77.22 - $89.49 $77.2 - $89.5
257 $22K
HRI
Herc Holdings Inc

Industrials
1
+ 1.37%
$125.03 - $159.53 $125 - $160
74 $11K
APOG
Apogee Enterprises, Inc.

Industrials
1
+ 0.44%
$58.62 - $70.02 $58.6 - $70
229 $16K
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 1.28%
$138.06 - $172.74 $276 - $345
158 $25K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
34
+ 1.83%
$13.0 - $15.08 $442 - $513
1.89K $26K
PII
Polaris Inc.

Consumer Cyclical
2
+ 0.75%
$72.9 - $86.86 $146 - $174
268 $22K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
5
+ 0.72%
$23.0 - $28.7 $115 - $144
702 $18K
SNV
Synovus Financial Corp

Financial Services
5
+ 0.87%
$39.32 - $47.62 $197 - $238
582 $25K
FHI
Federated Hermes, Inc.

Financial Services
3
+ 0.78%
$32.18 - $37.3 $96.5 - $112
390 $14K
AFG
American Financial Group Inc

Financial Services
1
+ 0.61%
$119.65 - $137.03 $120 - $137
165 $22K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2
+ 0.97%
$97.66 - $119.74 $195 - $239
209 $23K
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.31%
$105.92 - $110.83 $106 - $111
319 $35K
AVT
Avnet Inc

Technology
4
+ 0.69%
$49.63 - $55.43 $199 - $222
583 $31K
HWC
Hancock Whitney Corp

Financial Services
4
+ 0.78%
$45.51 - $57.12 $182 - $228
517 $26K
LCII
Lci Industries

Consumer Cyclical
1
+ 0.99%
$97.61 - $123.73 $97.6 - $124
102 $12K
SON
Sonoco Products CO

Consumer Cyclical
5
+ 1.1%
$48.33 - $56.57 $242 - $283
459 $25K
BALL
Ball Corp

Consumer Cyclical
1
+ 0.44%
$58.86 - $67.91 $58.9 - $67.9
229 $15K
JBGS
Jbg Smith Properties

Real Estate
10
+ 1.13%
$15.1 - $18.49 $151 - $185
898 $15K
STWD
Starwood Property Trust, Inc.

Real Estate
28
+ 2.47%
$18.75 - $21.11 $525 - $591
1.16K $23K
BAX
Baxter International Inc

Healthcare
3
+ 0.67%
$32.85 - $40.26 $98.6 - $121
453 $17K
JHG
Janus Henderson Group PLC

Financial Services
5
+ 1.08%
$33.55 - $38.68 $168 - $193
467 $17K
FLO
Flowers Foods Inc

Consumer Defensive
11
+ 0.98%
$21.44 - $23.77 $236 - $261
1.13K $26K
SVM
Silvercorp Metals Inc

Basic Materials
305
+ 196.77%
$3.11 - $4.64 $949 - $1.42K
460 $2K
PFE
Pfizer Inc

Healthcare
14
+ 1.0%
$27.7 - $31.39 $388 - $439
1.42K $41K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1
+ 1.82%
$198.8 - $270.35 $199 - $270
56 $13K
OMC
Omnicom Group Inc.

Communication Services
1
+ 0.73%
$87.69 - $103.9 $87.7 - $104
138 $14K
KR
Kroger CO

Consumer Defensive
2
+ 0.61%
$50.43 - $57.3 $101 - $115
329 $18K
CWT
California Water Service Group

Utilities
2
+ 0.57%
$47.83 - $55.5 $95.7 - $111
355 $19K
LEG
Leggett & Platt Inc

Consumer Cyclical
4
+ 0.45%
$10.67 - $14.12 $42.7 - $56.5
894 $12K
FSS
Federal Signal Corp

Industrials
1
+ 0.62%
$82.35 - $99.97 $82.4 - $100
162 $15K
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 0.67%
$192.62 - $225.79 $193 - $226
151 $32K
CSX
Csx Corp

Industrials
5
+ 0.37%
$32.48 - $35.45 $162 - $177
1.37K $47K
NNN
National Retail Properties, Inc.

Real Estate
5
+ 1.48%
$42.12 - $48.79 $211 - $244
342 $16K
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