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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
SEPWAim Etf Products Trust
Recent Activity
New Position
2.1%
$2.179M
76,377 shares@ $28.53 avg price
AUGWAim Etf Products Trust
Recent Activity
New Position
1.94%
$2.012M
69,764 shares@ $28.85 avg price
BILZPimco Etf Tr
Recent Activity
New Position
1.87%
$1.941M
19,177 shares@ $101.22 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.48%
$1.528M
60,787 shares@ $25.13 avg price
FIAXTidal Tr Ii
Recent Activity
New Position
1.46%
$1.516M
77,528 shares@ $19.56 avg price
IVVIshares Tr
Recent Activity
New Position
1.44%
$1.489M
2,582 shares@ $576.73 avg price
TUASimplify Exchange Traded Fun
Recent Activity
New Position
1.34%
$1.384M
60,201 shares@ $23.0 avg price
BUFGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.22%
$1.257M
52,134 shares@ $24.11 avg price
SFLRInnovator Etfs Trust
Recent Activity
New Position
1.15%
$1.193M
37,510 shares@ $31.82 avg price
JULWAim Etf Products Trust
Recent Activity
New Position
1.1%
$1.136M
32,904 shares@ $34.54 avg price