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
ADIAnalog Devices Inc Com
Recent Activity
Increased 1.56%
0.03%
$55,749
262 shares@ $212.79 avg price
FEFirstenergy Corp Com
Recent Activity
Increased 1.02%
0.03%
$55,678
1,400 shares@ $39.77 avg price
GENGen Digital Inc Com
Recent Activity
Increased 0.31%
0.03%
$54,208
1,980 shares@ $27.38 avg price
MMCMarsh & Mclennan Cos Inc Com
Recent Activity
Increased 1.2%
0.03%
$54,124
255 shares@ $212.26 avg price
TMUST-mobile Us Inc Com
Recent Activity
Increased 0.41%
0.03%
$53,986
245 shares@ $220.36 avg price
ARESAres Management Corporation Cl A Com Stk
Recent Activity
Increased 0.67%
0.03%
$53,401
302 shares@ $176.83 avg price
VYMVanguard High Dividend Yield Index Etf
Recent Activity
Increased 0.25%
0.03%
$52,859
414 shares@ $127.68 avg price
SMCISuper Micro Computer Inc Com New
Recent Activity
Increased 909.53%
0.03%
$51,694
1,696 shares@ $30.48 avg price
LIILennox Intl Inc Com
Recent Activity
Increased 1.2%
0.03%
$51,504
85 shares@ $605.93 avg price
XARSpdr S&p Aerospace & Defense Etf
Recent Activity
Increased 0.33%
0.03%
$50,628
305 shares@ $166.0 avg price