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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
VIGIVanguard International Dividend Appreciation Etf
Recent Activity
Increased 0.35%
0.14%
$282,748
3,535 shares@ $79.99 avg price
ZBHZimmer Biomet Holdings Inc Com
Recent Activity
Increased 0.24%
0.13%
$264,692
2,506 shares@ $105.63 avg price
ORCLOracle Corp Com
Recent Activity
Increased 1.51%
0.12%
$247,508
1,485 shares@ $166.68 avg price
DFUVDimensional Us Marketwide Value Etf
Recent Activity
Increased 0.42%
0.12%
$235,442
5,754 shares@ $40.92 avg price
NOWServicenow Inc Com
Recent Activity
Increased 0.46%
0.12%
$234,287
221 shares@ $1060.13 avg price
WFCWells Fargo Co New Com
Recent Activity
Increased 0.52%
0.12%
$233,179
3,320 shares@ $70.24 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 1.66%
0.12%
$228,813
1,288 shares@ $177.65 avg price
CVXChevron Corp New Com
Recent Activity
Increased 1.49%
0.11%
$228,344
1,577 shares@ $144.8 avg price
CBChubb Limited Com
Recent Activity
Increased 0.38%
0.11%
$222,087
804 shares@ $276.23 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 0.6%
0.1%
$194,480
671 shares@ $289.84 avg price