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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
UPSUnited Parcel Service Inc Cl B
Recent Activity
Decreased -22.33%
0.07%
$138,945
1,102 shares@ $126.09 avg price
INTUIntuit Com
Recent Activity
Decreased -2.66%
0.07%
$137,760
219 shares@ $629.05 avg price
SHOPShopify Inc Cl A
Recent Activity
Decreased -16.78%
0.07%
$137,591
1,294 shares@ $106.33 avg price
AXPAmerican Express Co Com
Recent Activity
Decreased -2.32%
0.07%
$137,018
462 shares@ $296.58 avg price
RDIVInvesco S&p Ultra Dividend Revenue Etf
Recent Activity
Decreased -3.07%
0.07%
$133,805
2,773 shares@ $48.26 avg price
AMGNAmgen Inc Com
Recent Activity
Decreased -17.04%
0.07%
$133,114
511 shares@ $260.5 avg price
TAt&t Inc Com
Recent Activity
Decreased -0.39%
0.07%
$130,628
5,737 shares@ $22.77 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
Decreased -1.95%
0.07%
$130,352
251 shares@ $519.34 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -8.06%
0.07%
$130,155
1,151 shares@ $113.08 avg price
GEGe Aerospace Com New
Recent Activity
Decreased -2.14%
0.07%
$129,320
775 shares@ $166.87 avg price