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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
GLDMWorld Gold Tr
Recent Activity
Decreased -5.76%
1.11%
$1.335M
25,602 shares@ $52.13 avg price
GOVTIshares Tr
Recent Activity
Decreased -9.92%
1.09%
$1.318M
56,188 shares@ $23.46 avg price
BUFTFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -4.73%
1.07%
$1.291M
58,379 shares@ $22.11 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -1.1%
1%
$1.2M
3,940 shares@ $304.54 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -2.97%
0.98%
$1.176M
28,495 shares@ $41.29 avg price
PFEBInnovator Etfs Tr
Recent Activity
Decreased -10.13%
0.91%
$1.099M
30,496 shares@ $36.05 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Decreased -3.82%
0.9%
$1.08M
19,086 shares@ $56.58 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -9.51%
0.9%
$1.079M
6,505 shares@ $165.86 avg price
SPMBSpdr Ser Tr
Recent Activity
Decreased -3.85%
0.8%
$964,329
42,802 shares@ $22.53 avg price
IEFIshares Tr
Recent Activity
Decreased -5.24%
0.79%
$950,979
9,692 shares@ $98.12 avg price