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Lejeana Love

@Authentikos Wealth Advisory, Llc

Latest period2024 - Q3ReportedManaged Assets$103.837MTotal holdings151
Assets growth rate0.48%Assets growth rate (2-Q avg)2.16%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Authentikos Wealth Advisory, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 151 positions.

Assets under management

The assets under management (AUM) of Authentikos Wealth Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 103.837M in assets, with a quarterly growth rate of 0.48% and a 2-quarter average growth rate of 2.16%. The portfolio is managed by Lejeana Love, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XUSPInnovator Etfs Trust
Recent Activity
New Position
6.66%
$6.909M
174,705 shares@ $39.55 avg price
SPLGSpdr Ser Tr
Recent Activity
New Position
5.96%
$6.188M
91,657 shares@ $67.52 avg price
MFULCollaborative Investmnt Ser
Recent Activity
New Position
5.47%
$5.674M
259,816 shares@ $21.85 avg price
XLSRSsga Active Tr
Recent Activity
New Position
5.44%
$5.642M
108,854 shares@ $51.84 avg price
MGKVanguard World Fd
Recent Activity
New Position
4.48%
$4.649M
14,441 shares@ $321.94 avg price
PTLCPacer Fds Tr
Recent Activity
New Position
4.25%
$4.409M
83,895 shares@ $52.55 avg price
FMFFirst Tr Exchange-traded Fd
Recent Activity
New Position
2.44%
$2.533M
53,321 shares@ $47.51 avg price
SIXDAim Etf Products Trust
Recent Activity
New Position
2.31%
$2.396M
91,183 shares@ $26.28 avg price
XDSQInnovator Etfs Trust
Recent Activity
New Position
2.26%
$2.337M
66,633 shares@ $35.08 avg price
YMAXTidal Tr Ii
Recent Activity
New Position
2.23%
$2.314M
129,799 shares@ $17.83 avg price