Rise Advisors, LLC Sells in Q3 2024

Rise Advisors, LLC

  • $207 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-8.45K
- 95.34%
$47.18 - $48.74 $399K - $412K
413 $20K
GOOG
Alphabet Inc.

Communication Services
-196
- 2.34%
$149.54 - $192.66 $29.3K - $37.8K
8.19K $1.37M
NVDA
Nvidia Corp

Technology
-851
- 3.41%
$98.91 - $134.91 $84.2K - $115K
24.1K $2.93M
AMZN
Amazon Com Inc

Consumer Cyclical
-295
- 3.0%
$161.02 - $200.0 $47.5K - $59K
9.53K $1.78M
MSFT
Microsoft Corp

Technology
-59
- 1.12%
$395.15 - $467.56 $23.3K - $27.6K
5.21K $2.24M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.31K
- 88.54%
$44.9 - $47.55 $104K - $110K
299 $14K
BA
Boeing CO

Industrials
-91
- 3.11%
$152.04 - $190.6 $13.8K - $17.3K
2.83K $430K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-706
- 55.33%
$156.14 - $187.2 $110K - $132K
570 $105K
MRK
Merck & Co., Inc.

Healthcare
-180
- 3.41%
$111.15 - $128.97 $20K - $23.2K
5.1K $579K
PEP
Pepsico Inc

Consumer Defensive
-458
- 29.17%
$161.9 - $179.3 $74.2K - $82.1K
1.11K $189K
LLY
Eli Lilly & CO

Healthcare
-50
- 7.11%
$772.14 - $960.02 $38.6K - $48K
653 $578K
IXUS
Ishares Tr

ETFs
-1.23K
- 20.54%
$64.9 - $73.35 $79.5K - $89.9K
4.74K $344K
X
United States Steel Corp

Basic Materials
-1.42K
- 54.27%
$29.38 - $42.28 $41.6K - $59.9K
1.19K $42K
DG
Dollar General Corp

Consumer Defensive
-249
- 37.0%
$80.41 - $132.42 $20K - $33K
424 $35K
DOW
Dow Inc.

Basic Materials
-1.09K
- 18.62%
$50.15 - $55.41 $54.4K - $60.1K
4.74K $259K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.46K
- 12.78%
$57.32 - $62.65 $83.5K - $91.2K
9.94K $619K
SYY
Sysco Corp

Consumer Defensive
-625
- 62.0%
$69.16 - $78.98 $43.2K - $49.4K
383 $29K
CVX
Chevron Corp

Energy
-170
- 9.86%
$137.88 - $161.97 $23.4K - $27.5K
1.55K $228K
DXCM
Dexcom Inc

Healthcare
-44
- 5.26%
$64.0 - $116.06 $2.82K - $5.11K
793 $53K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-720
- 5.24%
$50.63 - $51.11 $36.5K - $36.8K
13K $664K
T
At&T Inc.

Communication Services
-2.82K
- 32.85%
$18.21 - $22.28 $51.3K - $62.8K
5.76K $126K
WFC
Wells Fargo & Company

Financial Services
-442
- 11.8%
$51.58 - $60.97 $22.8K - $26.9K
3.3K $186K
UPS
United Parcel Service Inc

Industrials
-253
- 15.13%
$123.32 - $147.38 $31.2K - $37.3K
1.42K $193K
DIS
Walt Disney CO

Communication Services
-289
- 13.49%
$85.6 - $98.61 $24.7K - $28.5K
1.85K $178K
OLED
Universal Display Corp Pa

Technology
-142
- 47.49%
$157.72 - $236.42 $22.4K - $33.6K
157 $32K
QCOM
Qualcomm Inc

Technology
-5
- 0.5%
$156.12 - $209.64 $781 - $1.05K
988 $168K
FDX
Fedex Corp

Industrials
-63
- 17.75%
$254.64 - $313.52 $16K - $19.8K
292 $79K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-138
- 24.38%
$147.95 - $191.05 $20.4K - $26.4K
428 $74K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-918
- 74.51%
$25.07 - $29.94 $23K - $27.5K
314 $9K
BAC
Bank Of America Corp

Financial Services
-524
- 4.09%
$36.65 - $44.13 $19.2K - $23.1K
12.3K $487K
PLD
Prologis, Inc.

Real Estate
-259
- 29.91%
$111.95 - $132.43 $29K - $34.3K
607 $76K
ALV
Autoliv Inc

Consumer Cyclical
-133
- 24.18%
$89.98 - $111.1 $12K - $14.8K
417 $38K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-259
- 26.59%
$89.91 - $101.33 $23.3K - $26.2K
715 $70K
IEMG
Ishares Inc

ETFs
-355
- 15.38%
$53.64 - $53.64 $19K - $19K
1.95K $104K
TDIV
First Trust Nasdaq Technology

ETFs
-382
- 14.86%
$70.51 - $81.07 $26.9K - $31K
2.19K $175K
IEFA
Ishares Tr

ETFs
-466
- 13.7%
$70.09 - $78.74 $32.7K - $36.7K
2.94K $229K
ABNB
Airbnb, Inc.

Consumer Cyclical
-41
- 11.26%
$113.01 - $154.34 $4.63K - $6.33K
323 $40K
STZ
Constellation Brands, Inc.

Consumer Defensive
-57
- 5.25%
$236.42 - $259.82 $13.5K - $14.8K
1.03K $265K
PANW
Palo Alto Networks Inc

Technology
-44
- 9.98%
$294.18 - $368.01 $12.9K - $16.2K
397 $135K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-133
- 4.2%
$152.9 - $180.39 $20.3K - $24K
3.04K $529K
PINS
Pinterest, Inc.

Communication Services
-123
- 14.86%
$28.66 - $43.51 $3.53K - $5.35K
705 $22K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-124
- 4.16%
$92.56 - $99.46 $11.5K - $12.3K
2.86K $274K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-151
- 47.78%
$76.94 - $79.54 $11.6K - $12K
165 $13K
SNOW
Snowflake Inc.

Technology
-70
- 82.35%
$108.56 - $143.02 $7.6K - $10K
15 $1K
INTU
Intuit Inc

Technology
-2
- 0.88%
$602.97 - $670.49 $1.21K - $1.34K
225 $139K
ENB
Enbridge Inc

Energy
-455
- 28.17%
$35.27 - $41.18 $16K - $18.7K
1.16K $47K
GD
General Dynamics Corp

Industrials
-56
- 8.2%
$279.51 - $308.09 $15.7K - $17.3K
627 $189K
DOCU
Docusign, Inc.

Technology
-222
- 44.76%
$49.73 - $62.53 $11K - $13.9K
274 $17K
DDOG
Datadog, Inc.

Technology
-30
- 9.58%
$104.97 - $134.56 $3.15K - $4.04K
283 $32K
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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