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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
EDIVSpdr Index Shs Fds
Recent Activity
Decreased -40.56%
0.37%
$376,964
10,007 shares@ $37.68 avg price
NVDANvidia Corporation
Recent Activity
Decreased -22.76%
0.25%
$255,510
2,104 shares@ $121.45 avg price
ANGLVaneck Etf Trust
Recent Activity
Decreased -3.42%
0.22%
$224,222
7,624 shares@ $29.42 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -21.37%
0.2%
$200,998
1,225 shares@ $164.08 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -85.07%
0.15%
$150,758
909 shares@ $165.86 avg price
IBMInternational Business Machs
Recent Activity
Decreased -51.6%
0.14%
$143,481
649 shares@ $221.09 avg price
FTSMFirst Tr Exchange Traded Fd
Recent Activity
Decreased -98.34%
0.12%
$123,392
2,061 shares@ $59.87 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -94.23%
0.07%
$65,471
112 shares@ $584.57 avg price
HYSPimco Etf Tr
Recent Activity
Decreased -98.66%
0.06%
$62,171
651 shares@ $95.51 avg price
SRLNSsga Active Etf Tr
Recent Activity
Decreased -81.13%
0.06%
$56,460
1,352 shares@ $41.77 avg price