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