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Ruth Thortvedt

@Dynamic Wealth Strategies, Llc

Latest period2024 - Q3ReportedManaged Assets$122.615MTotal holdings234
Assets growth rate5.38%Assets growth rate (2-Q avg)2.41%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Wealth Strategies, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 234 positions.

Assets under management

The assets under management (AUM) of Dynamic Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 122.615M in assets, with a quarterly growth rate of 5.38% and a 2-quarter average growth rate of 2.41%. The portfolio is managed by Ruth Thortvedt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETNEaton Corp Plc
Recent Activity
Exited
0%
$37,000
118 shares@ $313.56 avg price
DFSDiscover Finl Svcs
Recent Activity
Exited
0%
$29,000
221 shares@ $131.23 avg price
GRMNGarmin Ltd
Recent Activity
Exited
0%
$24,000
150 shares@ $160.0 avg price
UNPUnion Pac Corp
Recent Activity
Exited
0%
$24,000
107 shares@ $224.3 avg price
GLWCorning Inc
Recent Activity
Exited
0%
$22,000
578 shares@ $38.07 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Exited
0%
$20,000
227 shares@ $88.11 avg price
FITBFifth Third Bancorp
Recent Activity
Exited
0%
$18,000
505 shares@ $35.65 avg price
SHWSherwin Williams Co
Recent Activity
Exited
0%
$17,000
57 shares@ $298.25 avg price
IVTInventrust Pptys Corp
Recent Activity
Exited
0%
$17,000
706 shares@ $24.08 avg price
GMGeneral Mtrs Co
Recent Activity
Exited
0%
$15,000
332 shares@ $45.19 avg price