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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
IAUIshares Gold Tr
Recent Activity
Increased 22.03%
1.03%
$1.062M
21,372 shares@ $49.7 avg price
DIVGlobal X Fds
Recent Activity
Increased 7.36%
0.49%
$506,480
27,099 shares@ $18.69 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 7.95%
0.45%
$458,059
3,573 shares@ $128.21 avg price
SJBProshares Tr
Recent Activity
Increased 42.31%
0.28%
$290,181
17,923 shares@ $16.2 avg price