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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
ETNEaton Corp Plc Shs
Recent Activity
Decreased -4.08%
0.27%
$553,429
1,668 shares@ $331.8 avg price
BACBank America Corp Com
Recent Activity
Decreased -0.42%
0.26%
$537,615
12,232 shares@ $43.96 avg price
MCDMcdonalds Corp Com
Recent Activity
Decreased -9.58%
0.26%
$530,250
1,829 shares@ $289.92 avg price
CATCaterpillar Inc Com
Recent Activity
Decreased -3.56%
0.26%
$520,692
1,435 shares@ $362.86 avg price
MAMastercard Incorporated Cl A
Recent Activity
Decreased -0.91%
0.25%
$512,982
974 shares@ $526.68 avg price
BXBlackstone Inc Com
Recent Activity
Decreased -7.37%
0.24%
$485,214
2,814 shares@ $172.43 avg price
CMGChipotle Mexican Grill Inc Com
Recent Activity
Decreased -1.34%
0.23%
$474,440
7,868 shares@ $60.3 avg price
SOSouthern Co Com
Recent Activity
Decreased -0.72%
0.23%
$471,727
5,730 shares@ $82.33 avg price
MRKMerck & Co Inc Com
Recent Activity
Decreased -9.62%
0.23%
$458,450
4,608 shares@ $99.5 avg price
KOCoca Cola Co Com
Recent Activity
Decreased -5.87%
0.22%
$454,902
7,306 shares@ $62.27 avg price