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
APTVAptiv Plc Shs Recent Activity Exited	0%	$14,906 207 shares@ $72.01 avg price	Exited
CTRECaretrust Reit Inc Com Recent Activity Exited	0%	$12,978 421 shares@ $30.83 avg price	Exited
RCMR1 Rcm Inc Com Recent Activity Exited	0%	$11,563 816 shares@ $14.18 avg price	Exited
MOSMosaic Co New Com Recent Activity Exited	0%	$11,318 423 shares@ $26.76 avg price	Exited
INDAIshares Msci India Etf Recent Activity Exited	0%	$8,780 150 shares@ $58.54 avg price	Exited
RGLDRoyal Gold Inc Com Recent Activity Exited	0%	$8,188 58 shares@ $141.18 avg price	Exited
AETHBitwise Ethereum Strategy Etf Recent Activity Exited	0%	$8,154 244 shares@ $33.42 avg price	Exited
RGENRepligen Corp Com Recent Activity Exited	0%	$7,292 49 shares@ $148.82 avg price	Exited
ROKURoku Inc Com Cl A Recent Activity Exited	0%	$7,242 97 shares@ $74.66 avg price	Exited
SJWSjw Group Com Recent Activity Exited	0%	$7,072 122 shares@ $57.97 avg price	Exited