Stephanie Kelm

@Rise Advisors, Llc

Latest period2024 - Q4

Reported11d ago

Managed Assets$207.895M

Total holdings1119

Assets growth rate-0.36%

Assets growth rate (2-Q avg)5.11%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rise Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1119 positions.

Assets under management

The assets under management (AUM) of Rise Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 207.895M in assets, with a quarterly growth rate of -0.36% and a 2-quarter average growth rate of 5.11%. The portfolio is managed by Stephanie Kelm, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ANETArista Networks Inc Com Shs Recent Activity New Position	0.05%	$85,661 775 shares@ $110.54 avg price	New Position
LRCXLam Research Corp Com New Recent Activity New Position	0.03%	$53,797 745 shares@ $72.22 avg price	New Position
JSIJanus Henderson Securitized Income Etf Recent Activity New Position	0.02%	$33,054 638 shares@ $51.81 avg price	New Position
EXEExpand Energy Corporation Com Recent Activity New Position	0.02%	$28,471 286 shares@ $99.55 avg price	New Position
PRMBPrimo Brands Corporation Class A Com Shs Recent Activity New Position	0.02%	$28,147 915 shares@ $30.77 avg price	New Position
SWSmurfit Westrock Plc Shs Recent Activity New Position	0.01%	$15,709 292 shares@ $53.8 avg price	New Position
BIPCBrookfield Infrastructure Corp Com Sb Vtg Shs A Recent Activity New Position	0.01%	$14,517 363 shares@ $40.0 avg price	New Position
APTVAptiv Plc Com Shs Recent Activity New Position	0.01%	$12,519 207 shares@ $60.48 avg price	New Position
CONConcentra Group Holdings Paren Common Stock Recent Activity New Position	0.01%	$6,527 330 shares@ $19.78 avg price	New Position
RSPInvesco S&p 500 Equal Weight Etf Recent Activity New Position	0.01%	$3,693 21 shares@ $175.86 avg price	New Position