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Ruth Thortvedt

@Financial Network Wealth Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$121.118MTotal holdings813
Assets growth rate-9.44%Assets growth rate (2-Q avg)11.86%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Network Wealth Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 813 positions.

Assets under management

The assets under management (AUM) of Financial Network Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 121.118M in assets, with a quarterly growth rate of -9.44% and a 2-quarter average growth rate of 11.86%. The portfolio is managed by Ruth Thortvedt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -4.55%
12.84%
$15.546M
520,101 shares@ $29.9 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -2.27%
2.82%
$3.408M
41,093 shares@ $82.94 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -1.93%
2.61%
$3.158M
59,748 shares@ $52.87 avg price
BUFFInnovator Etfs Tr
Recent Activity
Decreased -8.44%
2.56%
$3.091M
70,069 shares@ $44.12 avg price
HYDVaneck Etf Trust
Recent Activity
Decreased -3.39%
2.39%
$2.891M
54,475 shares@ $53.07 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -1.36%
2.36%
$2.857M
76,057 shares@ $37.56 avg price
AAPLApple Inc
Recent Activity
Decreased -47.45%
2.22%
$2.68M
11,504 shares@ $233.01 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.31%
1.88%
$2.269M
44,718 shares@ $50.74 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.28%
1.58%
$1.91M
4,439 shares@ $430.32 avg price
SIXOAim Etf Products Trust
Recent Activity
Decreased -0.38%
1.25%
$1.513M
47,631 shares@ $31.77 avg price