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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
GMGeneral Mtrs Co Com
Recent Activity
Increased 0.21%
0.07%
$133,198
2,500 shares@ $53.28 avg price
LINLinde Plc Shs
Recent Activity
Increased 29.17%
0.07%
$129,766
310 shares@ $418.6 avg price
TJXTjx Cos Inc New Com
Recent Activity
Increased 0.66%
0.07%
$129,494
1,072 shares@ $120.8 avg price
FELVFidelity Enhanced Large Cap Value Etf
Recent Activity
Increased 0.46%
0.06%
$121,650
3,992 shares@ $30.48 avg price
IYRIshares U.s. Real Estate Etf
Recent Activity
Increased 0.86%
0.06%
$120,968
1,300 shares@ $93.06 avg price
CARRCarrier Global Corporation Com
Recent Activity
Increased 0.18%
0.06%
$116,383
1,705 shares@ $68.26 avg price
PGRProgressive Corp Com
Recent Activity
Increased 0.21%
0.06%
$116,111
485 shares@ $239.41 avg price
PNCPnc Finl Svcs Group Inc Com
Recent Activity
Increased 0.88%
0.06%
$110,806
575 shares@ $192.71 avg price
LAMRLamar Advertising Co New Cl A
Recent Activity
Increased 1.38%
0.06%
$107,856
886 shares@ $121.74 avg price
WPCWp Carey Inc Com
Recent Activity
Increased 0.59%
0.05%
$102,694
1,885 shares@ $54.48 avg price