Rise Advisors, LLC Incresed Positions in Q3 2024

Rise Advisors, LLC

  • $207 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
6
+ 1.1%
$32.17 - $35.98 $193 - $216
550 $19K
TRNO
Terreno Realty Corp

Real Estate
2
+ 1.1%
$59.43 - $71.02 $119 - $142
183 $12K
AAT
American Assets Trust, Inc.

Real Estate
8
+ 1.28%
$21.79 - $27.37 $174 - $219
634 $16K
MDU
Mdu Resources Group Inc

Industrials
3
+ 0.43%
$24.1 - $27.68 $72.3 - $83
704 $19K
PZZA
Papa Johns International Inc

Consumer Cyclical
2
+ 1.05%
$40.26 - $53.87 $80.5 - $108
192 $10K
CMS
Cms Energy Corp

Utilities
1
+ 0.52%
$58.7 - $70.62 $58.7 - $70.6
195 $13K
FCFS
First Cash Holdings, Inc.

Financial Services
1
+ 0.56%
$102.0 - $120.09 $102 - $120
178 $20K
KMT
Kennametal Inc

Industrials
5
+ 0.8%
$22.54 - $26.4 $113 - $132
627 $16K
LDOS
Leidos Holdings, Inc.

Technology
1
+ 1.14%
$142.66 - $163.02 $143 - $163
89 $14K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
33
+ 2.69%
$14.2 - $15.12 $469 - $499
1.26K $19K
HBAN
Huntington Bancshares Inc

Financial Services
14
+ 1.14%
$12.84 - $15.15 $180 - $212
1.24K $18K
AVB
Avalonbay Communities Inc

Real Estate
1
+ 1.01%
$200.95 - $234.65 $201 - $235
100 $22K
SWX
Southwest Gas Holdings, Inc.

Utilities
3
+ 0.96%
$68.16 - $75.87 $204 - $228
314 $23K
NYT
New York Times CO

Communication Services
1
+ 0.19%
$51.1 - $55.66 $51.1 - $55.7
521 $28K
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.52%
$119.52 - $132.25 $120 - $132
192 $25K
GEF
Greif, Inc

Consumer Cyclical
1
+ 0.48%
$56.02 - $66.68 $56 - $66.7
208 $13K
HOG
Harley Davidson, Inc.

Consumer Cyclical
2
+ 0.46%
$31.83 - $39.53 $63.7 - $79.1
435 $16K
EQH
Equitable Holdings, Inc.

Financial Services
11
+ 0.64%
$37.05 - $43.61 $408 - $480
1.73K $72K
EIG
Employers Holdings, Inc.

Financial Services
2
+ 0.73%
$42.1 - $48.96 $84.2 - $97.9
277 $13K
NJR
New Jersey Resources Corp

Utilities
5
+ 0.89%
$42.03 - $48.02 $210 - $240
567 $26K
RYN
Rayonier Inc

Real Estate
5
+ 0.93%
$27.69 - $32.25 $138 - $161
544 $17K
WERN
Werner Enterprises Inc

Industrials
2
+ 0.43%
$34.21 - $40.44 $68.4 - $80.9
470 $18K
IYH
Ishares Tr

ETFs
2
+ 0.43%
$60.29 - $66.38 $121 - $133
466 $30K
STX
Seagate Technology Holdings PLC

Technology
1
+ 0.44%
$92.1 - $110.76 $92.1 - $111
229 $25K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.22%
$84.81 - $93.54 $84.8 - $93.5
454 $41K
SLM
Slm Corp

Financial Services
4
+ 0.51%
$19.93 - $23.7 $79.7 - $94.8
785 $17K
SAFT
Safety Insurance Group Inc

Financial Services
2
+ 1.21%
$74.85 - $88.81 $150 - $178
167 $13K
BNDX
Vanguard Total International B

ETFs
5
+ 0.59%
$48.42 - $50.35 $242 - $252
851 $42K
OC
Owens Corning

Industrials
1
+ 0.44%
$154.02 - $186.38 $154 - $186
227 $40K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 1.0%
$75.47 - $83.18 $75.5 - $83.2
101 $8K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1
+ 0.22%
$47.99 - $54.43 $48 - $54.4
462 $24K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.41%
$91.37 - $101.65 $91.4 - $102
245 $24K
HMN
Horace Mann Educators Corp

Financial Services
4
+ 1.06%
$32.13 - $36.22 $129 - $145
380 $13K
KFY
Korn Ferry

Industrials
1
+ 0.47%
$64.17 - $75.61 $64.2 - $75.6
212 $15K
MAC
Macerich CO

Real Estate
7
+ 1.08%
$14.34 - $18.25 $100 - $128
656 $11K
CBSH
Commerce Bancshares Inc

Financial Services
2
+ 0.5%
$55.02 - $65.08 $110 - $130
401 $23K
RLI
Rli Corp

Financial Services
1
+ 0.83%
$137.07 - $154.98 $137 - $155
122 $18K
OZK
Bank Ozk

Financial Services
5
+ 0.94%
$39.66 - $47.08 $198 - $235
535 $22K
RELX
Relx PLC

Communication Services
3
+ 0.57%
$44.1 - $48.86 $132 - $147
531 $25K
STLD
Steel Dynamics Inc

Basic Materials
1
+ 1.1%
N/A
92 $9K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
3
+ 0.69%
$34.24 - $41.13 $103 - $123
435 $17K
APAM
Artisan Partners Asset Management Inc.

Financial Services
5
+ 1.79%
$38.04 - $44.16 $190 - $221
285 $12K
LXP
Lxp Industrial Trust

Real Estate
21
+ 1.34%
$9.14 - $10.46 $192 - $220
1.59K $15K
WSR
Whitestone Reit

Real Estate
13
+ 0.98%
$12.84 - $14.31 $167 - $186
1.34K $18K
AZN
Astrazeneca PLC

Healthcare
14
+ 0.61%
$76.67 - $87.62 $1.07K - $1.23K
2.32K $180K
PCH
Potlatchdeltic Corp

Real Estate
1
+ 0.72%
$37.5 - $46.09 $37.5 - $46.1
139 $6K
KMPR
Kemper Corp

Financial Services
1
+ 0.44%
$57.86 - $65.76 $57.9 - $65.8
230 $14K
LUV
Southwest Airlines CO

Industrials
7
+ 1.23%
$23.7 - $29.93 $166 - $210
576 $17K
SNX
Td Synnex Corp

Technology
1
+ 0.35%
$109.37 - $122.34 $109 - $122
289 $34K
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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