Stephanie Kelm

@Rise Advisors, Llc

Latest period2024 - Q4

Reported12d 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
WABCWestamerica Bancorporation Com Recent Activity Exited	0%	$4,756 96 shares@ $49.55 avg price	Exited
TWLOTwilio Inc Cl A Recent Activity Exited	0%	$4,696 72 shares@ $65.23 avg price	Exited
TEVATeva Pharmaceutical Inds Ltd Sponsored Ads Recent Activity Exited	0%	$4,513 250 shares@ $18.06 avg price	Exited
AMRXAmneal Pharmaceuticals Inc Com Stk Cl A Recent Activity Exited	0%	$4,160 500 shares@ $8.32 avg price	Exited
AVAVAerovironment Inc Com Recent Activity Exited	0%	$4,010 20 shares@ $200.5 avg price	Exited
BRCBrady Corp Cl A Recent Activity Exited	0%	$3,844 50 shares@ $76.88 avg price	Exited
7434⤦Proshares Ultrapro Short Qqq Recent Activity Exited	0%	$3,695 500 shares@ $7.39 avg price	Exited
SQBlock Inc Cl A Recent Activity Exited	0%	$3,692 55 shares@ $67.13 avg price	Exited
AMPHAmphastar Pharmaceuticals Inc Com Recent Activity Exited	0%	$3,397 70 shares@ $48.53 avg price	Exited
GLOBGlobant S A Com Recent Activity Exited	0%	$3,368 17 shares@ $198.12 avg price	Exited