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Stephanie Kelm

@Rise Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$207.895MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation Com
Recent Activity
Decreased -6.61%
1.46%
$3.026M
22,537 shares@ $134.29 avg price
MSFTMicrosoft Corp Com
Recent Activity
Decreased -0.44%
1.06%
$2.186M
5,186 shares@ $421.5 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 0.03%
1.01%
$2.092M
9,536 shares@ $219.39 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 0.24%
0.85%
$1.758M
3,878 shares@ $453.29 avg price
JPSTJpmorgan Ultra-short Income Etf
Recent Activity
Increased 18.23%
0.77%
$1.598M
31,717 shares@ $50.38 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -0.8%
0.75%
$1.547M
8,124 shares@ $190.45 avg price
DFACDimensional U.s. Core Equity 2 Etf
Recent Activity
Increased 0.29%
0.55%
$1.123M
32,480 shares@ $34.59 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Increased 0.57%
0.53%
$1.095M
2,141 shares@ $511.29 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -0.25%
0.53%
$1.093M
10,156 shares@ $107.58 avg price
TMPTompkins Finl Corp Com
Recent Activity
Decreased -0.05%
0.52%
$1.072M
15,804 shares@ $67.83 avg price