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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
ACNAccenture Plc Ireland Shs Class A
Recent Activity
Decreased -0.3%
0.06%
$115,016
327 shares@ $351.74 avg price
BMYBristol-myers Squibb Co Com
Recent Activity
Decreased -6.25%
0.06%
$114,527
2,025 shares@ $56.56 avg price
VZVerizon Communications Inc Com
Recent Activity
Decreased -10.62%
0.06%
$108,602
2,716 shares@ $39.99 avg price
AMDAdvanced Micro Devices Inc Com
Recent Activity
Decreased -2.91%
0.06%
$104,483
865 shares@ $120.79 avg price
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
Decreased -3.27%
0.05%
$98,666
1,889 shares@ $52.24 avg price
DFSDiscover Finl Svcs Com
Recent Activity
Decreased -3.92%
0.05%
$97,563
563 shares@ $173.3 avg price
CRWDCrowdstrike Hldgs Inc Cl A
Recent Activity
Decreased -21.91%
0.05%
$97,516
285 shares@ $342.17 avg price
GLWCorning Inc Com
Recent Activity
Decreased -3.63%
0.05%
$95,711
2,014 shares@ $47.53 avg price
CMCSAComcast Corp New Cl A
Recent Activity
Decreased -3.66%
0.05%
$93,596
2,494 shares@ $37.53 avg price
ZTSZoetis Inc Cl A
Recent Activity
Decreased -11.55%
0.05%
$93,443
574 shares@ $162.8 avg price