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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
FVDFirst Trust Value Line Dividend Index Fund
Recent Activity
Decreased -2.8%
0.17%
$720,744
15,844 shares@ $45.5 avg price
BXBlackstone Inc Com
Recent Activity
Decreased -8.25%
0.16%
$673,772
4,400 shares@ $153.13 avg price
VTEBVanguard Tax Exempt Bond Etf
Recent Activity
Decreased -19.35%
0.16%
$671,103
13,128 shares@ $51.12 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Decreased -6.9%
0.15%
$652,200
8,683 shares@ $75.12 avg price
CINFCincinnati Finl Corp Com
Recent Activity
Decreased -0.17%
0.15%
$635,136
4,666 shares@ $136.13 avg price
FBNDFidelity Total Bond Etf
Recent Activity
Decreased -1.82%
0.13%
$561,207
12,007 shares@ $46.74 avg price
SCHGSchwab Us Large Cap Growth Etf
Recent Activity
Decreased -43.83%
0.13%
$532,667
5,113 shares@ $104.18 avg price
BKAGBny Mellon Core Bond Etf
Recent Activity
Decreased -22.96%
0.12%
$520,993
12,074 shares@ $43.15 avg price
NEMNewmont Corp Com
Recent Activity
Decreased -3.2%
0.12%
$488,159
9,133 shares@ $53.46 avg price
SEIMSei Enhanced Us Large Cap Momentum Factor Etf
Recent Activity
Decreased -48.71%
0.1%
$402,413
11,141 shares@ $36.13 avg price