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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
APTVAptiv Plc Shs
Recent Activity
Exited
0%
$295,271
4,193 shares@ $70.42 avg price
UALUnited Airls Hldgs Inc Com
Recent Activity
Exited
0%
$286,948
5,897 shares@ $48.66 avg price
IWBIshares Russell 1000 Etf
Recent Activity
Exited
0%
$271,356
912 shares@ $297.54 avg price
VVVanguard Large Cap Etf
Recent Activity
Exited
0%
$232,646
932 shares@ $249.63 avg price
VFQYVanguard Us Quality Factor Etf
Recent Activity
Exited
0%
$206,104
1,537 shares@ $134.1 avg price
SHYIshares 1 3 Year Treasury Bond Etf
Recent Activity
Exited
0%
$201,771
2,471 shares@ $81.66 avg price
ILCGIshares Morningstar Growth Etf
Recent Activity
Exited
0%
$200,024
2,457 shares@ $81.41 avg price