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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
LTPZPimco Etf Tr
Recent Activity
New Position
0.59%
$605,089
10,478 shares@ $57.75 avg price
FTHIFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.58%
$601,582
26,133 shares@ $23.03 avg price
WDIVSpdr Index Shs Fds
Recent Activity
New Position
0.52%
$538,380
8,074 shares@ $66.69 avg price
FGDFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.51%
$528,975
21,723 shares@ $24.36 avg price
QBULElevation Series Trust
Recent Activity
New Position
0.5%
$517,872
20,445 shares@ $25.34 avg price
SIXJAim Etf Products Trust
Recent Activity
New Position
0.49%
$500,049
17,008 shares@ $29.41 avg price
TYASimplify Exchange Traded Fun
Recent Activity
New Position
0.38%
$384,958
26,789 shares@ $14.38 avg price
ZROZPimco Etf Tr
Recent Activity
New Position
0.37%
$381,091
4,624 shares@ $82.42 avg price
BUCKSimplify Exchange Traded Fun
Recent Activity
New Position
0.32%
$328,163
13,351 shares@ $24.58 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
New Position
0.3%
$302,961
4,923 shares@ $61.54 avg price