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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
EWJIshares Inc
Recent Activity
Increased 1.09%
0.85%
$1.039M
14,529 shares@ $71.52 avg price
QLTAIshares Tr
Recent Activity
Increased 2.14%
0.81%
$993,000
20,194 shares@ $49.18 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 9.8%
0.45%
$542,000
6,477 shares@ $83.69 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 4.29%
0.29%
$354,000
4,385 shares@ $80.73 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.17%
0.28%
$342,000
598 shares@ $571.91 avg price
NVDANvidia Corporation
Recent Activity
Increased 13.2%
0.27%
$325,000
2,677 shares@ $121.41 avg price
MUBIshares Tr
Recent Activity
Increased 10.95%
0.23%
$280,000
2,575 shares@ $108.74 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.85%
0.23%
$280,000
2,384 shares@ $117.45 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 2.14%
0.22%
$263,000
4,457 shares@ $59.01 avg price
LRCXLam Research Corp
Recent Activity
Increased 5.83%
0.21%
$252,000
309 shares@ $815.54 avg price