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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
ORealty Income Corp
Recent Activity
Increased 69.1%
0.04%
$44,000
695 shares@ $63.31 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Increased 108.74%
0.04%
$43,000
263 shares@ $163.5 avg price
KIMKimco Rlty Corp
Recent Activity
Increased 101.73%
0.04%
$41,000
1,753 shares@ $23.39 avg price
EQREquity Residential
Recent Activity
Increased 95.12%
0.04%
$39,000
519 shares@ $75.15 avg price
REGRegency Ctrs Corp
Recent Activity
Increased 108.4%
0.04%
$39,000
546 shares@ $71.43 avg price
DOCHealthpeak Properties Inc
Recent Activity
Increased 122.98%
0.04%
$39,000
1,708 shares@ $22.84 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 110.39%
0.04%
$38,000
162 shares@ $234.57 avg price
PLDPrologis Inc.
Recent Activity
Increased 129.69%
0.04%
$37,000
294 shares@ $125.86 avg price
BXPBxp Inc
Recent Activity
Increased 123.62%
0.03%
$36,000
445 shares@ $80.9 avg price
CNSCohen & Steers Inc
Recent Activity
Increased 97.37%
0.03%
$36,000
375 shares@ $96.0 avg price