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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
FLJJAim Etf Products Trust
Recent Activity
Exited
0%
$8.226M
290,738 shares@ $28.3 avg price
XJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$4.161M
160,538 shares@ $25.93 avg price
SGOVIshares Tr
Recent Activity
Exited
0%
$4.085M
21,373 shares@ $191.12 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Exited
0%
$1.079M
18,629 shares@ $57.92 avg price
VUGVanguard Index Fds
Recent Activity
Exited
0%
$887,937
1,775 shares@ $500.25 avg price
AXPAmerican Express Co
Recent Activity
Exited
0%
$694,650
3,000 shares@ $231.55 avg price
SKYYFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$445,260
19,939 shares@ $22.34 avg price
AMPAmeriprise Finl Inc
Recent Activity
Exited
0%
$256,314
600 shares@ $427.19 avg price