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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
IAUIshares Gold Tr
Recent Activity
Decreased -0.65%
1.54%
$2.434M
49,169 shares@ $49.51 avg price
EMXCIshares Inc
Recent Activity
Decreased -1.36%
1.38%
$2.178M
39,285 shares@ $55.45 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -0.08%
1.38%
$2.176M
28,747 shares@ $75.69 avg price
IWRIshares Tr
Recent Activity
Decreased -2.05%
1.2%
$1.883M
21,306 shares@ $88.41 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -19.47%
0.94%
$1.483M
37,092 shares@ $39.99 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -0.49%
0.9%
$1.411M
32,072 shares@ $44.01 avg price
CDLVictory Portfolios Ii
Recent Activity
Decreased -0.56%
0.89%
$1.408M
21,546 shares@ $65.33 avg price
IJHIshares Tr
Recent Activity
Decreased -1.37%
0.87%
$1.364M
21,883 shares@ $62.31 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.03%
0.86%
$1.356M
2,517 shares@ $538.82 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -2.26%
0.8%
$1.254M
13,521 shares@ $92.73 avg price