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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
ADSKAutodesk Inc
Recent Activity
Increased 0.25%
0.1%
$113,000
412 shares@ $274.28 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 0.14%
0.09%
$99,000
1,535 shares@ $64.5 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 0.87%
0.08%
$92,000
350 shares@ $262.86 avg price
SNPSSynopsys Inc
Recent Activity
Increased 2.57%
0.07%
$81,000
160 shares@ $506.25 avg price
LENLennar Corp
Recent Activity
Increased 36.93%
0.07%
$79,000
419 shares@ $188.55 avg price
DISDisney Walt Co
Recent Activity
Increased 5.46%
0.07%
$76,000
792 shares@ $95.96 avg price
VAWVanguard World Fd
Recent Activity
Increased 3.07%
0.06%
$71,000
336 shares@ $211.31 avg price
AVGOBroadcom Inc
Recent Activity
Increased 4487.5%
0.06%
$63,000
367 shares@ $171.67 avg price
UNITUniti Group Inc
Recent Activity
Increased 75.22%
0.05%
$53,000
9,388 shares@ $5.65 avg price
COLDAmericold Realty Trust Inc
Recent Activity
Increased 174.57%
0.04%
$45,000
1,587 shares@ $28.36 avg price