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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
GDXVaneck Etf Trust
Recent Activity
Decreased -4.96%
0.74%
$905,000
22,722 shares@ $39.83 avg price
PWZInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -6.35%
0.73%
$893,000
35,623 shares@ $25.07 avg price
SUBIshares Tr
Recent Activity
Decreased -2.93%
0.61%
$740,000
6,966 shares@ $106.24 avg price
AAPLApple Inc
Recent Activity
Decreased -0.17%
0.55%
$673,000
2,890 shares@ $232.88 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.67%
0.55%
$670,000
1,746 shares@ $383.74 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -6.53%
0.54%
$654,000
3,946 shares@ $165.74 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -4.71%
0.54%
$654,000
4,245 shares@ $154.07 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -6.16%
0.52%
$629,000
1,461 shares@ $430.53 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -0.33%
0.49%
$597,000
6,606 shares@ $90.38 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -13.52%
0.38%
$459,000
518 shares@ $886.11 avg price