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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
MBBIshares Tr
Recent Activity
New Position
0.04%
$42,156
440 shares@ $95.81 avg price
GTOInvesco Actively Managed Etf
Recent Activity
New Position
0.04%
$38,640
800 shares@ $48.3 avg price
RDIVInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.04%
$37,453
750 shares@ $49.94 avg price
SVALIshares Tr
Recent Activity
New Position
0.03%
$32,200
1,000 shares@ $32.2 avg price
PSRInvesco Actively Managed Etf
Recent Activity
New Position
0.03%
$24,625
250 shares@ $98.5 avg price
AZNAstrazeneca Plc
Recent Activity
New Position
0.02%
$23,061
296 shares@ $77.91 avg price
PFLTPennantpark Floating Rate Ca
Recent Activity
New Position
0.02%
$16,499
1,426 shares@ $11.58 avg price
VEEVVeeva Sys Inc
Recent Activity
New Position
0.02%
$16,160
77 shares@ $209.88 avg price
SDYSpdr Ser Tr
Recent Activity
New Position
0.02%
$14,204
100 shares@ $142.04 avg price
FPXIFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.01%
$12,090
250 shares@ $48.36 avg price