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Donna M Ryberg

@Smith Thornton Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$158.266MTotal holdings138
Assets growth rate3.96%Assets growth rate (2-Q avg)8.04%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Smith Thornton Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Smith Thornton Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 158.266M in assets, with a quarterly growth rate of 3.96% and a 2-quarter average growth rate of 8.04%. The portfolio is managed by Donna M Ryberg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CGGRCapital Group Growth Etf
Recent Activity
New Position
1.76%
$2.77M
74,535 shares@ $37.17 avg price
AIRRFirst Tr Exchange-traded Fd
Recent Activity
New Position
1.13%
$1.783M
23,144 shares@ $77.05 avg price
CGCPCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.35%
$553,690
24,941 shares@ $22.2 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.23%
$355,104
5,887 shares@ $60.33 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.21%
$328,991
4,350 shares@ $75.64 avg price
SCHWSchwab Charles Corp
Recent Activity
New Position
0.21%
$322,383
4,356 shares@ $74.01 avg price
COSTCostco Whsl Corp New
Recent Activity
New Position
0.18%
$269,386
294 shares@ $916.28 avg price
LWLamb Weston Hldgs Inc
Recent Activity
New Position
0.17%
$269,002
4,025 shares@ $66.84 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.16%
$245,750
1,060 shares@ $231.84 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.15%
$231,136
3,200 shares@ $72.23 avg price