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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
SHOPShopify Inc Cl A
Recent Activity
New Position
0.73%
$3.213M
40,095 shares@ $80.14 avg price
MGKVanguard Mega Cap Growth Etf
Recent Activity
New Position
0.47%
$2.053M
6,376 shares@ $321.95 avg price
SQBlock Inc Cl A
Recent Activity
New Position
0.4%
$1.739M
25,899 shares@ $67.14 avg price
MGVVanguard Mega Cap Value Etf
Recent Activity
New Position
0.35%
$1.534M
11,961 shares@ $128.28 avg price
HOODRobinhood Mkts Inc Com Cl A
Recent Activity
New Position
0.31%
$1.342M
57,320 shares@ $23.42 avg price
SDVYFirst Trust Smid Cap Rising Dividend Achievers Etf
Recent Activity
New Position
0.28%
$1.228M
33,748 shares@ $36.38 avg price
NETCloudflare Inc Cl A Com
Recent Activity
New Position
0.25%
$1.09M
13,475 shares@ $80.9 avg price
ROKURoku Inc Com Cl A
Recent Activity
New Position
0.25%
$1.068M
14,300 shares@ $74.66 avg price
TWLOTwilio Inc Cl A
Recent Activity
New Position
0.23%
$997,736
15,298 shares@ $65.23 avg price
USIGIshares Broad Usd Investment Grade Corporate Bond Etf
Recent Activity
New Position
0.21%
$913,297
17,370 shares@ $52.58 avg price