Rise Advisors, LLC Reduced Holdings in Q3 2024

Rise Advisors, LLC

  • $207 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Atlassian Corporation Cl A
-34
- 53.13%
N/A
30 $0
ZM
Zoom Video Communications, Inc.

Technology
-25
- 14.37%
$55.32 - $71.9 $1.38K - $1.8K
149 $10K
Ge Healthcare Technologies Inc Common Stock
-13
- 3.8%
N/A
329 $0
SCCO
Southern Copper Corp

Basic Materials
-5
- 4.03%
$94.1 - $120.43 $471 - $602
119 $13K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-48
- 40.68%
$2.88 - $5.17 $138 - $248
70 $0
BC
Brunswick Corp

Consumer Cyclical
-40
- 12.23%
$69.46 - $84.53 $2.78K - $3.38K
287 $24K
RDFN
Redfin Corp

Real Estate
-74
- 26.43%
$5.64 - $14.45 $417 - $1.07K
206 $2K
ROKU
Roku, Inc

Communication Services
-7
- 6.73%
$51.67 - $77.48 $362 - $542
97 $7K
TGT
Target Corp

Consumer Defensive
-55
- 4.27%
$133.47 - $159.25 $7.34K - $8.76K
1.23K $192K
NOW
Service Now, Inc.

Technology
-27
- 10.93%
$730.87 - $937.36 $19.7K - $25.3K
220 $196K
CVS
Cvs Health Corp

Healthcare
-22
- 1.85%
$55.81 - $63.18 $1.23K - $1.39K
1.17K $73K
LHX
L3 Harris Technologies, Inc.

Industrials
-4
- 1.34%
$221.96 - $243.27 $888 - $973
294 $69K
AMGN
Amgen Inc

Healthcare
-11
- 1.75%
$309.38 - $337.38 $3.4K - $3.71K
616 $198K
IRM
Iron Mountain Inc

Real Estate
-23
- 11.62%
$89.69 - $119.32 $2.06K - $2.74K
175 $20K
ZBRA
Zebra Technologies Corp

Technology
-4
- 5.63%
$306.21 - $371.02 $1.22K - $1.48K
67 $24K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-40
- 5.29%
$64.35 - $75.71 $2.57K - $3.03K
716 $52K
DFS
Discover Financial Services

Financial Services
-24
- 3.93%
$123.41 - $144.72 $2.96K - $3.47K
586 $82K
V
Visa Inc.

Financial Services
-28
- 2.87%
$253.74 - $291.56 $7.1K - $8.16K
948 $260K
D
Dominion Energy, Inc

Utilities
-23
- 3.54%
$48.01 - $58.53 $1.1K - $1.35K
626 $36K
SMG
Scotts Miracle Gro CO

Basic Materials
-16
- 4.8%
$61.06 - $86.7 $977 - $1.39K
317 $27K
NEE
Nextera Energy Inc

Utilities
-54
- 6.5%
$69.9 - $84.97 $3.77K - $4.59K
777 $65K
KHC
Kraft Heinz CO

Consumer Defensive
-354
- 5.17%
$31.86 - $36.13 $11.3K - $12.8K
6.49K $227K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-15
- 8.38%
$370.41 - $491.09 $5.56K - $7.37K
164 $76K
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 8.57%
$1591.44 - $2140.1 $4.77K - $6.42K
32 $65K
IDXX
Idexx Laboratories Inc

Healthcare
-2
- 0.35%
$455.08 - $517.19 $910 - $1.03K
565 $285K
APD
Air Products & Chemicals, Inc.

Basic Materials
-12
- 3.75%
$247.34 - $300.11 $2.97K - $3.6K
308 $91K
XLV
Select Sector Spdr Fund Health

ETFs
-18
- 1.14%
$143.3 - $157.24 $2.58K - $2.83K
1.56K $240K
ZTS
Zoetis Inc.

Healthcare
-21
- 3.13%
$172.58 - $196.48 $3.62K - $4.13K
649 $126K
NEM
Newmont Corp

Basic Materials
-37
- 3.63%
$41.65 - $55.85 $1.54K - $2.07K
983 $52K
UNP
Union Pacific Corp

Industrials
-16
- 2.18%
$221.78 - $256.09 $3.55K - $4.1K
719 $177K
PG
Procter & Gamble CO

Consumer Defensive
-41
- 1.89%
$160.76 - $177.82 $6.59K - $7.29K
2.13K $369K
ISRG
Intuitive Surgical Inc

Healthcare
-8
- 2.2%
$416.14 - $494.01 $3.33K - $3.95K
355 $174K
DVY
Ishares Tr

ETFs
-82
- 4.69%
$119.99 - $135.74 $9.84K - $11.1K
1.67K $225K
CB
Chubb LTD

Financial Services
-42
- 4.98%
$252.51 - $292.2 $10.6K - $12.3K
801 $230K
BMY
Bristol Myers Squibb CO

Healthcare
-106
- 4.68%
$39.66 - $51.75 $4.2K - $5.49K
2.16K $111K
GE
General Electric CO

Industrials
-39
- 4.69%
$156.66 - $189.66 $6.11K - $7.4K
792 $149K
UNH
Unitedhealth Group Inc

Healthcare
-58
- 8.32%
$488.01 - $604.18 $28.3K - $35K
639 $373K
RTX
Raytheon Technologies Corp

Industrials
-287
- 10.93%
$99.55 - $123.34 $28.6K - $35.4K
2.34K $283K
WMT
Walmart Inc.

Consumer Defensive
-391
- 8.91%
$66.91 - $81.4 $26.2K - $31.8K
4K $322K
SBUX
Starbucks Corp

Consumer Cyclical
-38
- 2.46%
$72.51 - $98.6 $2.76K - $3.75K
1.5K $146K
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.29%
$459.02 - $510.25 $918 - $1.02K
698 $345K
ORCL
Oracle Corp

Technology
-96
- 6.16%
$125.9 - $170.35 $12.1K - $16.4K
1.46K $249K
MA
Mastercard Inc

Financial Services
-37
- 3.63%
$429.6 - $500.99 $15.9K - $18.5K
983 $485K
PKG
Packaging Corp Of America

Consumer Cyclical
-38
- 2.1%
$176.32 - $215.7 $6.7K - $8.2K
1.77K $380K
HD
Home Depot, Inc.

Consumer Cyclical
-32
- 2.5%
$333.64 - $405.2 $10.7K - $13K
1.25K $505K
AAPL
Apple Inc.

Technology
-48
- 1.07%
$207.23 - $234.82 $9.95K - $11.3K
4.45K $1.04M
TMP
Tompkins Financial Corp

Financial Services
-10
- 0.06%
$46.27 - $63.96 $463 - $640
15.8K $916K
TSLA
Tesla, Inc.

Consumer Cyclical
-6
- 0.23%
$191.76 - $263.26 $1.15K - $1.58K
2.65K $693K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-37
- 0.95%
$405.19 - $478.57 $15K - $17.7K
3.87K $1.78M
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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