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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MDIVFirst Tr Exchange-traded Fd
| 0.6% | $614,063 36,925 shares@ $16.64 avg price | New Position |
LTPZPimco Etf Tr
| 0.59% | $605,089 10,478 shares@ $57.75 avg price | New Position |
FTHIFirst Tr Exchange-traded Fd
| 0.58% | $601,582 26,133 shares@ $23.03 avg price | New Position |
DECZListed Fd Tr
| 0.55% | $563,510 15,171 shares@ $37.15 avg price | Decreased -47.32% |
WDIVSpdr Index Shs Fds
| 0.52% | $538,380 8,074 shares@ $66.69 avg price | New Position |
FGDFirst Tr Exchange Traded Fd
| 0.51% | $528,975 21,723 shares@ $24.36 avg price | New Position |
QBULElevation Series Trust
| 0.5% | $517,872 20,445 shares@ $25.34 avg price | New Position |
DIVGlobal X Fds
| 0.49% | $506,480 27,099 shares@ $18.69 avg price | Increased 7.36% |
SIXJAim Etf Products Trust
| 0.49% | $500,049 17,008 shares@ $29.41 avg price | New Position |
VYMVanguard Whitehall Fds
| 0.45% | $458,059 3,573 shares@ $128.21 avg price | Increased 7.95% |