Rise Advisors, LLC Reduced Holdings in Q4 2024

Rise Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LUV
Southwest Airlines CO

Industrials
-21
- 3.65%
$28.99 - $34.84 $609 - $732
555 $18K
PKG
Packaging Corp Of America

Consumer Cyclical
-69
- 3.9%
$211.98 - $248.85 $14.6K - $17.2K
1.7K $382K
DOCS
Doximity, Inc.

Healthcare
-50
- 9.88%
$41.25 - $61.25 $2.06K - $3.06K
456 $24K
C
Citigroup Inc

Financial Services
-93
- 8.53%
$61.31 - $72.5 $5.7K - $6.74K
997 $70K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-3
- 1.42%
$107.32 - $127.74 $322 - $383
209 $25K
PLTR
Palantir Technologies Inc.

Technology
-87
- 37.66%
$36.46 - $82.38 $3.17K - $7.17K
144 $10K
GRMN
Garmin LTD

Technology
-3
- 2.63%
$161.91 - $220.77 $486 - $662
111 $22K
MASI
Masimo Corp

Healthcare
-20
- 12.99%
$132.43 - $177.7 $2.65K - $3.55K
134 $22K
DRI
Darden Restaurants Inc

Consumer Cyclical
-6
- 3.8%
$155.96 - $188.66 $936 - $1.13K
152 $28K
BMY
Bristol Myers Squibb CO

Healthcare
-135
- 6.25%
$51.92 - $59.94 $7.01K - $8.09K
2.03K $114K
GILD
Gilead Sciences, Inc.

Healthcare
-24
- 3.03%
$83.95 - $97.9 $2.01K - $2.35K
767 $70K
LYV
Live Nation Entertainment, Inc.

Communication Services
-10
- 3.11%
$109.06 - $140.54 $1.09K - $1.41K
312 $40K
DXCM
Dexcom Inc

Healthcare
-27
- 3.4%
$65.68 - $81.01 $1.77K - $2.19K
766 $59K
BKR
Baker Hughes CO

Energy
-67
- 3.8%
$35.98 - $44.88 $2.41K - $3.01K
1.7K $69K
NBIX
Neurocrine Biosciences Inc

Healthcare
-10
- 2.84%
$111.62 - $139.44 $1.12K - $1.39K
342 $46K
GOOGL
Alphabet Inc.

Communication Services
-20
- 4.85%
$161.86 - $196.66 $3.24K - $3.93K
392 $74K
SCHW
Schwab Charles Corp

Financial Services
-8
- 0.98%
$63.31 - $82.85 $506 - $663
812 $60K
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 2.24%
$873.59 - $994.69 $14.9K - $16.9K
742 $679K
ET
Energy Transfer LP

Energy
-90
- 3.2%
$16.05 - $19.86 $1.44K - $1.79K
2.72K $53K
AXP
American Express CO

Financial Services
-11
- 2.33%
$267.35 - $305.57 $2.94K - $3.36K
462 $137K
KMI
Kinder Morgan, Inc.

Energy
-197
- 7.19%
$22.59 - $28.54 $4.45K - $5.62K
2.54K $69K
EQT
Eqt Corp

Energy
-22
- 2.12%
$35.62 - $46.89 $784 - $1.03K
1.01K $46K
GTLS
Chart Industries Inc

Industrials
-20
- 9.95%
$119.65 - $202.35 $2.39K - $4.05K
181 $34K
SHOP
Shopify Inc.

Technology
-261
- 16.78%
$78.14 - $119.49 $20.4K - $31.2K
1.29K $137K
USB
Us Bancorp \De\

Financial Services
-134
- 1.44%
$43.98 - $53.66 $5.89K - $7.19K
9.15K $437K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-107
- 1.34%
$55.73 - $66.16 $5.96K - $7.08K
7.87K $474K
DFS
Discover Financial Services

Financial Services
-23
- 3.92%
$136.3 - $182.67 $3.13K - $4.2K
563 $97K
META
Meta Platforms, Inc.

Communication Services
-8
- 0.58%
$554.08 - $632.68 $4.43K - $5.06K
1.36K $804K
MSTR
Microstrategy Inc

Technology
-25
- 11.63%
$162.69 - $473.83 $4.07K - $11.8K
190 $55K
BX
Blackstone Inc.

Financial Services
-224
- 7.37%
$148.45 - $199.05 $33.3K - $44.6K
2.81K $485K
WMT
Walmart Inc.

Consumer Defensive
-182
- 4.55%
$79.1 - $95.7 $14.4K - $17.4K
3.82K $344K
MA
Mastercard Inc

Financial Services
-9
- 0.92%
$491.3 - $536.15 $4.42K - $4.83K
974 $512K
AAPL
Apple Inc.

Technology
-198
- 4.45%
$221.69 - $259.02 $43.9K - $51.3K
4.25K $1.07M
MS
Morgan Stanley

Financial Services
-48
- 2.68%
$104.42 - $134.99 $5.01K - $6.48K
1.74K $219K
VST
Vistra Corp.

Utilities
-12
- 0.64%
$115.74 - $166.61 $1.39K - $2K
1.86K $255K
CSCO
Cisco Systems, Inc.

Technology
-400
- 3.88%
$52.45 - $60.02 $21K - $24K
9.91K $586K
CRM
Salesforce, Inc.

Technology
-32
- 3.87%
$270.87 - $367.87 $8.67K - $11.8K
794 $265K
GS
Goldman Sachs Group Inc

Financial Services
-14
- 2.01%
$486.1 - $608.57 $6.81K - $8.52K
684 $391K
XLF
Financial Sector Spdr

ETFs
-6.2K
- 5.38%
$44.89 - $51.34 $278K - $318K
109K $5.26M
BAC
Bank Of America Corp

Financial Services
-52
- 0.42%
$39.22 - $47.77 $2.04K - $2.48K
12.2K $537K
NFLX
Netflix Inc

Communication Services
-10
- 2.88%
$687.65 - $936.56 $6.88K - $9.37K
337 $300K
NVDA
Nvidia Corp

Technology
-1.6K
- 6.61%
$117.0 - $148.88 $187K - $238K
22.5K $3.03M
TMP
Tompkins Financial Corp

Financial Services
-8
- 0.05%
$56.09 - $78.15 $449 - $625
15.8K $1.07M
GOOG
Alphabet Inc.

Communication Services
-66
- 0.81%
$163.08 - $198.16 $10.8K - $13.1K
8.12K $1.55M
TSLA
Tesla, Inc.

Consumer Cyclical
-52
- 1.96%
$213.65 - $479.86 $11.1K - $25K
2.6K $1.05M
Activity Summary
Buys All Purchases 533 New Holdings 20 Increased Positions 513 Sells All Sells 247 Reductions 246 Sold out 1 Options Calls 0 Puts 0
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