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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
STXSeagate Technology Hldngs Pl
Recent Activity
0.93%
$960,797
8,772 shares@ $109.53 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
New Position
0.89%
$916,521
15,529 shares@ $59.02 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -29.75%
0.88%
$907,127
17,878 shares@ $50.74 avg price
SHVIshares Tr
Recent Activity
New Position
0.85%
$872,752
7,889 shares@ $110.63 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -92.73%
0.78%
$802,131
8,737 shares@ $91.81 avg price
QBERElevation Series Trust
Recent Activity
New Position
0.77%
$797,505
31,885 shares@ $25.02 avg price
PSTPInnovator Etfs Trust
Recent Activity
New Position
0.72%
$742,338
23,540 shares@ $31.54 avg price
INTUIntuit
Recent Activity
0.65%
$665,091
1,071 shares@ $621.0 avg price
IEFIshares Tr
Recent Activity
New Position
0.6%
$620,551
6,324 shares@ $98.13 avg price
MARBFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.6%
$614,750
31,064 shares@ $19.79 avg price