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 Recent Activity Exited	0%	$128,196 334 shares@ $383.83 avg price	Exited
IXGIshares Global Financials Etf Recent Activity Exited	0%	$33,196 351 shares@ $94.58 avg price	Exited
FBTCFidelity Wise Origin Bitcoin Fund Recent Activity Exited	0%	$27,765 500 shares@ $55.53 avg price	Exited
SWNSouthwestern Energy Co Com Recent Activity Exited	0%	$23,484 3,303 shares@ $7.11 avg price	Exited
PRMWPrimo Water Corporation Com Recent Activity Exited	0%	$23,097 915 shares@ $25.25 avg price	Exited
SRCLStericycle Inc Com Recent Activity Exited	0%	$19,276 316 shares@ $61.0 avg price	Exited
SCHQSchwab Long-term U.s. Treasury Etf Recent Activity Exited	0%	$19,232 550 shares@ $34.97 avg price	Exited
GFSGlobalfoundries Inc Ordinary Shares Recent Activity Exited	0%	$16,382 407 shares@ $40.26 avg price	Exited
MROMarathon Oil Corp Com Recent Activity Exited	0%	$15,868 596 shares@ $26.63 avg price	Exited
BIPCBrookfield Infrastructure Corp Com Sb Vtg Shs A Recent Activity Exited	0%	$15,648 360 shares@ $43.47 avg price	Exited