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
EBTCEnterprise Bancorp Inc Mass Com Recent Activity Exited	0%	$6,472 203 shares@ $31.89 avg price	Exited
CTBICommunity Tr Bancorp Inc Com Recent Activity Exited	0%	$6,395 129 shares@ $49.58 avg price	Exited
COINCoinbase Global Inc Com Cl A Recent Activity Exited	0%	$6,058 34 shares@ $178.18 avg price	Exited
IEIIshares 3-7 Year Treasury Bond Etf Recent Activity Exited	0%	$6,012 50 shares@ $120.24 avg price	Exited
DRLLStrive U.s. Energy Etf Recent Activity Exited	0%	$5,843 208 shares@ $28.1 avg price	Exited
GNOMGlobal X Genomics & Biotechnology Etf Recent Activity Exited	0%	$5,625 500 shares@ $11.25 avg price	Exited
ARTYIshares Future Ai & Tech Etf Recent Activity Exited	0%	$5,165 151 shares@ $34.21 avg price	Exited
LARKLandmark Bancorp Inc Com Recent Activity Exited	0%	$5,124 254 shares@ $20.18 avg price	Exited
OKTAOkta Inc Cl A Recent Activity Exited	0%	$5,055 68 shares@ $74.34 avg price	Exited
TEAMAtlassian Corporation Cl A Recent Activity Exited	0%	$4,764 30 shares@ $158.8 avg price	Exited