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
FIFiserv Inc Com Recent Activity Increased 0.64%	0.04%	$65,118 317 shares@ $205.42 avg price	Increased 0.64%
YUMYum Brands Inc Com Recent Activity Increased 1.26%	0.04%	$64,960 484 shares@ $134.22 avg price	Increased 1.26%
TTTrane Technologies Plc Shs Recent Activity Increased 1.17%	0.04%	$64,443 174 shares@ $370.37 avg price	Increased 1.17%
UPROProshares Ultrapro S&p500 Recent Activity Increased 0.57%	0.04%	$63,642 718 shares@ $88.64 avg price	Increased 0.57%
WSMWilliams Sonoma Inc Com Recent Activity Increased 0.3%	0.04%	$62,932 340 shares@ $185.1 avg price	Increased 0.3%
VYMIVanguard International High Dividend Yield Etf Recent Activity Increased 0.67%	0.03%	$62,070 914 shares@ $67.92 avg price	Increased 0.67%
REGNRegeneron Pharmaceuticals Com Recent Activity Increased 1.17%	0.03%	$61,973 87 shares@ $712.34 avg price	Increased 1.17%
DKSDicks Sporting Goods Inc Com Recent Activity Increased 1.17%	0.03%	$59,684 261 shares@ $228.68 avg price	Increased 1.17%
IJRIshares Core S&p Small Cap Etf Recent Activity Increased 0.99%	0.03%	$59,097 513 shares@ $115.2 avg price	Increased 0.99%
VTEBVanguard Tax-exempt Bond Etf Recent Activity Increased 3.37%	0.03%	$56,958 1,136 shares@ $50.14 avg price	Increased 3.37%