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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
PYPLPaypal Hldgs Inc Com
Recent Activity
New Position
0.19%
$810,342
10,385 shares@ $78.04 avg price
XLVHealth Care Select Sector Spdr Fund
Recent Activity
New Position
0.18%
$777,070
5,045 shares@ $154.03 avg price
NBOSNeuberger Berman Option Strategy Etf
Recent Activity
New Position
0.18%
$775,285
29,420 shares@ $26.36 avg price
MUMicron Technology Inc Com
Recent Activity
New Position
0.18%
$753,327
7,264 shares@ $103.71 avg price
GOVTIshares Us Treasury Bond Etf
Recent Activity
New Position
0.17%
$719,296
30,674 shares@ $23.45 avg price
MBBIshares Mbs Etf
Recent Activity
New Position
0.16%
$700,850
7,315 shares@ $95.81 avg price
VOEVanguard Midcap Value Etf
Recent Activity
New Position
0.15%
$649,554
3,874 shares@ $167.68 avg price
USMVIshares Msci Usa Min Vol Factor Etf
Recent Activity
New Position
0.15%
$645,194
7,066 shares@ $91.31 avg price
BABAAlibaba Group Hldg Ltd Sponsored Ads
Recent Activity
New Position
0.15%
$631,308
5,949 shares@ $106.13 avg price
ORCLOracle Corp Com
Recent Activity
New Position
0.14%
$609,691
3,578 shares@ $170.4 avg price