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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
FNDFSchwab Fundamental International Equity Etf
Recent Activity
New Position
0.01%
$1,950
59 shares@ $33.06 avg price
XLYConsumer Discretionary Select Sector Spdr Fund
Recent Activity
New Position
0.01%
$899
4 shares@ $224.75 avg price
XLCCommunication Services Select Sector Spdr Fund
Recent Activity
New Position
0.01%
$874
9 shares@ $97.12 avg price
MASMasco Corp Com
Recent Activity
New Position
0.01%
$508
7 shares@ $72.58 avg price
AOSSmith A O Corp Com
Recent Activity
New Position
0.01%
$477
7 shares@ $68.15 avg price
DELLDell Technologies Inc Cl C
Recent Activity
New Position
0.01%
$461
4 shares@ $115.25 avg price
XLPConsumer Staples Select Sector Spdr Fund
Recent Activity
New Position
0.01%
$317
4 shares@ $79.25 avg price
SHProshares Short S&p500
Recent Activity
New Position
0.01%
$302
7 shares@ $43.15 avg price
XLREReal Estate Select Sector Spdr Fund
Recent Activity
New Position
0.01%
$82
2 shares@ $41.0 avg price
FSKFs Kkr Cap Corp Com
Recent Activity
New Position
0%
$0
0 shares@ $0.0 avg price