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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
ISRGIntuitive Surgical Inc Com New
Recent Activity
Increased 0.85%
0.09%
$186,862
358 shares@ $521.97 avg price
PEPPepsico Inc Com
Recent Activity
Increased 10.17%
0.09%
$186,320
1,225 shares@ $152.1 avg price
TDIVFirst Trust Nasdaq Technology Dividend Index Fund
Recent Activity
Increased 0.55%
0.09%
$172,634
2,200 shares@ $78.47 avg price
ADBEAdobe Inc Com
Recent Activity
Increased 1.6%
0.09%
$170,312
383 shares@ $444.68 avg price
ICEIntercontinental Exchange Inc Com
Recent Activity
Increased 0.31%
0.08%
$147,983
993 shares@ $149.03 avg price
DSIIshares Msci Kld 400 Social Etf
Recent Activity
Increased 0.31%
0.08%
$145,924
1,324 shares@ $110.22 avg price
VGTVanguard Information Technology Etf
Recent Activity
Increased 1.33%
0.07%
$142,982
230 shares@ $621.67 avg price
CTSHCognizant Technology Solutions Cl A
Recent Activity
Increased 0.39%
0.07%
$142,192
1,849 shares@ $76.91 avg price
SBUXStarbucks Corp Com
Recent Activity
Increased 1%
0.07%
$138,568
1,519 shares@ $91.23 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
Increased 88.67%
0.07%
$136,288
749 shares@ $181.96 avg price