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
SPXSDirexion Daily S&p 500 Bear 3x Shares Recent Activity Exited	0%	$3,325 500 shares@ $6.65 avg price	Exited
GRCGorman Rupp Co Com Recent Activity Exited	0%	$3,288 84 shares@ $39.15 avg price	Exited
DBXDropbox Inc Cl A Recent Activity Exited	0%	$3,052 120 shares@ $25.44 avg price	Exited
UVVUniversal Corp Va Com Recent Activity Exited	0%	$2,967 56 shares@ $52.99 avg price	Exited
SLVIshares Silver Trust Recent Activity Exited	0%	$2,841 100 shares@ $28.41 avg price	Exited
CRSPCrispr Therapeutics Ag Namen Akt Recent Activity Exited	0%	$2,819 60 shares@ $46.99 avg price	Exited
ETHWBitwise Ethereum Etf Recent Activity Exited	0%	$2,607 140 shares@ $18.63 avg price	Exited
UNITUniti Group Inc Com Recent Activity Exited	0%	$2,585 458 shares@ $5.65 avg price	Exited
JDJd.com Inc Spon Ads Cl A Recent Activity Exited	0%	$2,551 64 shares@ $39.86 avg price	Exited
WIXWix Com Ltd Shs Recent Activity Exited	0%	$2,508 15 shares@ $167.2 avg price	Exited