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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
APDAir Prods & Chems Inc
Recent Activity
Increased 0.13%
0.21%
$246,000
826 shares@ $297.83 avg price
KLACKla Corp
Recent Activity
Increased 0.34%
0.19%
$229,000
296 shares@ $773.65 avg price
REZIshares Tr
Recent Activity
Increased 0.69%
0.18%
$210,000
2,366 shares@ $88.76 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 5.46%
0.16%
$193,000
1,179 shares@ $163.7 avg price
XBISpdr Ser Tr
Recent Activity
Increased 8.57%
0.16%
$188,000
1,902 shares@ $98.85 avg price
DPZDominos Pizza Inc
Recent Activity
Increased 3.18%
0.14%
$168,000
390 shares@ $430.77 avg price
CVSCvs Health Corp
Recent Activity
Increased 2.19%
0.14%
$165,000
2,624 shares@ $62.89 avg price
JJacobs Solutions Inc
Recent Activity
Increased 1.12%
0.13%
$155,000
1,183 shares@ $131.03 avg price
PSAPublic Storage Oper Co
Recent Activity
Increased 19.83%
0.13%
$150,000
411 shares@ $364.97 avg price
NKENike Inc
Recent Activity
Increased 4.19%
0.11%
$130,000
1,469 shares@ $88.5 avg price