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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
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
GJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.07%
$1.104M
31,158 shares@ $35.43 avg price
VOOVanguard Index Fds
Recent Activity
New Position
1.03%
$1.063M
2,014 shares@ $527.56 avg price
IAUIshares Gold Tr
Recent Activity
Increased 22.03%
1.03%
$1.062M
21,372 shares@ $49.7 avg price
GOOGAlphabet Inc
Recent Activity
New Position
0.99%
$1.019M
6,092 shares@ $167.19 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -26.88%
0.95%
$984,286
19,599 shares@ $50.23 avg price