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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
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -6.09%
0.32%
$381,000
616 shares@ $618.51 avg price
NOWServicenow Inc
Recent Activity
Decreased -1.39%
0.31%
$379,000
424 shares@ $893.87 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -0.38%
0.3%
$359,000
1,793 shares@ $200.23 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -9.56%
0.29%
$351,000
1,664 shares@ $210.94 avg price
CRMSalesforce Inc
Recent Activity
Decreased -10.59%
0.27%
$326,000
1,190 shares@ $273.95 avg price
ITAIshares Tr
Recent Activity
Decreased -0.37%
0.26%
$316,000
2,109 shares@ $149.84 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -0.46%
0.26%
$309,000
1,273 shares@ $242.74 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.3%
0.24%
$291,000
1,978 shares@ $147.12 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -8.85%
0.24%
$285,000
3,241 shares@ $87.94 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.99%
0.24%
$285,000
3,527 shares@ $80.81 avg price