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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
VSTVistra Corp Com
Recent Activity
Decreased -0.64%
0.13%
$255,698
1,855 shares@ $137.85 avg price
IDXXIdexx Labs Inc Com
Recent Activity
Decreased -3.89%
0.11%
$224,498
543 shares@ $413.45 avg price
MSMorgan Stanley Com New
Recent Activity
Decreased -2.67%
0.11%
$219,257
1,744 shares@ $125.73 avg price
DVYIshares Select Dividend Etf
Recent Activity
Decreased -4.19%
0.11%
$209,733
1,597 shares@ $131.33 avg price
IXUSIshares Core Msci Total International Stock Etf
Recent Activity
Decreased -35.16%
0.1%
$203,169
3,072 shares@ $66.14 avg price
LYBLyondellbasell Industries N V Shs - A -
Recent Activity
Decreased -4.4%
0.1%
$202,899
2,732 shares@ $74.27 avg price
STZConstellation Brands Inc Cl A
Recent Activity
Decreased -11.95%
0.1%
$200,231
906 shares@ $221.01 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Decreased -6.46%
0.1%
$195,962
333 shares@ $588.48 avg price
KHCKraft Heinz Co Com
Recent Activity
Decreased -4.85%
0.1%
$189,706
6,177 shares@ $30.72 avg price
MUMicron Technology Inc Com
Recent Activity
Decreased -0.57%
0.1%
$189,618
2,253 shares@ $84.17 avg price