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
SYKStryker Corporation Com Recent Activity Increased 1.1%	0.05%	$100,253 278 shares@ $360.63 avg price	Increased 1.1%
LULULululemon Athletica Inc Com Recent Activity Increased 0.39%	0.05%	$98,662 258 shares@ $382.42 avg price	Increased 0.39%
IDUIshares U.s. Utilities Etf Recent Activity Increased 0.62%	0.05%	$94,327 980 shares@ $96.26 avg price	Increased 0.62%
TXNTexas Instrs Inc Com Recent Activity Increased 1.48%	0.05%	$90,054 480 shares@ $187.62 avg price	Increased 1.48%
FASTFastenal Co Com Recent Activity Increased 0.73%	0.05%	$89,841 1,249 shares@ $71.94 avg price	Increased 0.73%
UBERUber Technologies Inc Com Recent Activity Increased 1.42%	0.05%	$86,197 1,429 shares@ $60.32 avg price	Increased 1.42%
IVWIshares S&p 500 Growth Etf Recent Activity Increased 0.13%	0.04%	$83,038 818 shares@ $101.52 avg price	Increased 0.13%
COPConocophillips Com Recent Activity Increased 25.73%	0.04%	$81,431 821 shares@ $99.19 avg price	Increased 25.73%
DECKDeckers Outdoor Corp Com Recent Activity Increased 0.52%	0.04%	$79,611 392 shares@ $203.09 avg price	Increased 0.52%
MUBIshares National Muni Bond Etf Recent Activity Increased 2.78%	0.04%	$78,967 741 shares@ $106.57 avg price	Increased 2.78%