test

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
HONHoneywell Intl Inc Com
Recent Activity
Increased 0.59%
0.04%
$78,188
346 shares@ $225.98 avg price
AMATApplied Matls Inc Com
Recent Activity
Increased 3.02%
0.04%
$77,847
479 shares@ $162.52 avg price
LMTLockheed Martin Corp Com
Recent Activity
Increased 0.65%
0.04%
$75,348
155 shares@ $486.12 avg price
ESGUIshares Esg Aware Msci Usa Etf
Recent Activity
Increased 0.37%
0.04%
$71,515
555 shares@ $128.86 avg price
NKENike Inc Cl B
Recent Activity
Increased 1.2%
0.04%
$70,501
932 shares@ $75.65 avg price
TDGTransdigm Group Inc Com
Recent Activity
Increased 5.67%
0.04%
$70,471
56 shares@ $1258.42 avg price
LADLithia Mtrs Inc Com
Recent Activity
Increased 0.53%
0.04%
$68,521
192 shares@ $356.89 avg price
OTISOtis Worldwide Corp Com
Recent Activity
Increased 0.57%
0.04%
$66,306
716 shares@ $92.61 avg price
BSXBoston Scientific Corp Com
Recent Activity
Increased 1.37%
0.04%
$66,186
741 shares@ $89.32 avg price
APHAmphenol Corp New Cl A
Recent Activity
Increased 1.07%
0.04%
$66,165
953 shares@ $69.43 avg price