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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
PSAPublic Storage Oper Co Com
Recent Activity
Decreased -8.62%
0.17%
$348,795
1,165 shares@ $299.4 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -4.55%
0.17%
$344,722
3,815 shares@ $90.36 avg price
AGGIshares Core U.s. Aggregate Bond Etf
Recent Activity
Decreased -6.91%
0.16%
$323,666
3,340 shares@ $96.91 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Decreased -0.15%
0.16%
$322,918
638 shares@ $506.15 avg price
LNTAlliant Energy Corp Com
Recent Activity
Decreased -4.59%
0.16%
$311,934
5,274 shares@ $59.15 avg price
NFLXNetflix Inc Com
Recent Activity
Decreased -2.88%
0.15%
$300,375
337 shares@ $891.33 avg price
EDConsolidated Edison Inc Com
Recent Activity
Decreased -4.6%
0.14%
$290,034
3,250 shares@ $89.25 avg price
PGProcter And Gamble Co Com
Recent Activity
Decreased -22.4%
0.14%
$277,542
1,655 shares@ $167.7 avg price
RTXRtx Corporation Com
Recent Activity
Decreased -0.21%
0.13%
$269,983
2,333 shares@ $115.73 avg price
CRMSalesforce Inc Com
Recent Activity
Decreased -3.87%
0.13%
$265,576
794 shares@ $334.48 avg price