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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
GLGlobe Life Inc
Recent Activity
Decreased -19.88%
1.57%
$2.472M
22,164 shares@ $111.52 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -0.65%
1.54%
$2.434M
49,169 shares@ $49.51 avg price
METAMeta Platforms Inc
Recent Activity
Increased 5.12%
1.53%
$2.408M
4,112 shares@ $585.58 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
FLTRVaneck Etf Trust
Recent Activity
Increased 5.29%
1.15%
$1.805M
70,924 shares@ $25.46 avg price
SFBSServisfirst Bancshares Inc
Recent Activity
Increased 16.47%
1.14%
$1.794M
21,175 shares@ $84.75 avg price
AIRRFirst Tr Exchange-traded Fd
Recent Activity
New Position
1.13%
$1.783M
23,144 shares@ $77.05 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 3.52%
1.09%
$1.715M
15,948 shares@ $107.57 avg price