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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
XAFTXApollo Sr Floating Rate Fd Inc Com
Recent Activity
Exited
0%
$630,992
43,397 shares@ $14.54 avg price
DMARFt Vest Us Equity Deep Buffer Etf March
Recent Activity
Exited
0%
$608,544
16,904 shares@ $36.0 avg price
FMARFt Vest Us Equity Buffer Etf March
Recent Activity
Exited
0%
$502,827
12,391 shares@ $40.59 avg price
WFCWells Fargo Co New Com
Recent Activity
Exited
0%
$432,359
7,280 shares@ $59.39 avg price
QMARFt Vest Nasdaq 100 Buffer Etf March
Recent Activity
Exited
0%
$414,300
14,807 shares@ $27.99 avg price
ADSKAutodesk Inc Com
Recent Activity
Exited
0%
$390,724
1,579 shares@ $247.46 avg price
AONAon Plc Shs Cl A
Recent Activity
Exited
0%
$351,709
1,198 shares@ $293.59 avg price
SEIQSei Enhanced Us Large Cap Quality Factor Etf
Recent Activity
Exited
0%
$349,537
10,576 shares@ $33.06 avg price
INTUIntuit Com
Recent Activity
Exited
0%
$318,090
484 shares@ $657.22 avg price
YMARFt Vest International Equity Moderate Buffer
Recent Activity
Exited
0%
$317,128
13,681 shares@ $23.19 avg price