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Kendra Means

@United Advisor Group, Llc

Latest period2024 - Q3ReportedManaged Assets$442.524MTotal holdings342
Assets growth rate37.53%Assets growth rate (2-Q avg)29.23%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in United Advisor Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 342 positions.

Assets under management

The assets under management (AUM) of United Advisor Group, 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 442.524M in assets, with a quarterly growth rate of 37.53% and a 2-quarter average growth rate of 29.23%. The portfolio is managed by Kendra Means, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHXSchwab Us Large Cap Etf
Recent Activity
Decreased -36.99%
0.98%
$4.335M
63,884 shares@ $67.86 avg price
JUCYAptus Enhanced Yield Etf
Recent Activity
Decreased -1%
0.78%
$3.43M
147,793 shares@ $23.22 avg price
QUALIshares Msci Usa Quality Factor Etf
Recent Activity
Decreased -7.52%
0.73%
$3.215M
17,931 shares@ $179.31 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Decreased -30%
0.5%
$2.187M
41,416 shares@ $52.82 avg price
IVEIshares Sp 500 Value Etf
Recent Activity
Decreased -2.37%
0.39%
$1.713M
8,686 shares@ $197.18 avg price
TCPCBlackrock Tcp Capital Corp Com
Recent Activity
Decreased -0.44%
0.31%
$1.348M
162,561 shares@ $8.3 avg price
ADBEAdobe Inc Com
Recent Activity
Decreased -30.58%
0.24%
$1.06M
2,047 shares@ $517.79 avg price
ARKKArk Innovation Etf
Recent Activity
Decreased -2.12%
0.24%
$1.059M
22,274 shares@ $47.53 avg price
FDXFedex Corp Com
Recent Activity
Decreased -0.66%
0.22%
$938,996
3,431 shares@ $273.68 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
Decreased -31.65%
0.2%
$857,572
17,922 shares@ $47.86 avg price