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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
JNJJohnson & Johnson Com
Recent Activity
Decreased -1.14%
0.22%
$447,983
3,098 shares@ $144.61 avg price
USBUs Bancorp Del Com New
Recent Activity
Decreased -1.44%
0.22%
$437,504
9,147 shares@ $47.84 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -12.26%
0.21%
$425,606
1,094 shares@ $389.04 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Decreased -3.47%
0.21%
$423,978
1,919 shares@ $220.94 avg price
GSGoldman Sachs Group Inc Com
Recent Activity
Decreased -2%
0.19%
$391,637
684 shares@ $572.57 avg price
FTECFidelity Msci Information Technology Index Etf
Recent Activity
Decreased -30.66%
0.19%
$389,207
2,105 shares@ $184.9 avg price
WMWaste Mgmt Inc Del Com
Recent Activity
Decreased -5.83%
0.19%
$387,433
1,920 shares@ $201.79 avg price
IBMInternational Business Machs Com
Recent Activity
Decreased -1.8%
0.19%
$382,888
1,742 shares@ $219.8 avg price
PKGPackaging Corp Amer Com
Recent Activity
Decreased -3.9%
0.19%
$382,548
1,699 shares@ $225.17 avg price
PRUPrudential Finl Inc Com
Recent Activity
Decreased -5.49%
0.18%
$369,226
3,115 shares@ $118.54 avg price