test

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
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 13.86%
0.37%
$755,754
1,290 shares@ $585.86 avg price
FBNDFidelity Total Bond Etf
Recent Activity
Increased 1.02%
0.31%
$627,386
13,982 shares@ $44.88 avg price
DFAXDimensional World Ex U.s. Core Equity 2 Etf
Recent Activity
Increased 0.93%
0.27%
$560,872
22,561 shares@ $24.87 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 2.96%
0.27%
$541,230
2,335 shares@ $231.8 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 1.08%
0.25%
$509,889
660 shares@ $772.56 avg price
BABoeing Co Com
Recent Activity
Increased 0.11%
0.25%
$501,618
2,834 shares@ $177.0 avg price
VIGVanguard Dividend Appreciation Etf
Recent Activity
Increased 0.86%
0.23%
$460,990
2,354 shares@ $195.84 avg price
MDYSpdr S&p Midcap 400 Etf Trust
Recent Activity
Increased 6.58%
0.19%
$388,086
681 shares@ $569.88 avg price
XLVHealth Care Select Sector Spdr Fund
Recent Activity
Increased 46.26%
0.16%
$314,551
2,286 shares@ $137.6 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 0.85%
0.15%
$302,233
956 shares@ $316.15 avg price