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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
STRVStrive 500 Etf
Recent Activity
Increased 12.29%
1.55%
$6.839M
185,659 shares@ $36.84 avg price
DONWisdomtree Us Midcap Dividend Fund
Recent Activity
Increased 12.61%
1.44%
$6.35M
124,187 shares@ $51.13 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 15.48%
1.36%
$5.998M
51,171 shares@ $117.22 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 150.19%
1.31%
$5.79M
34,908 shares@ $165.86 avg price
OSCVOpus Small Cap Value Etf
Recent Activity
Increased 18.55%
1.28%
$5.642M
150,652 shares@ $37.45 avg price
JPSTJpmorgan Ultrashort Income Etf
Recent Activity
Increased 13.55%
1.26%
$5.573M
109,840 shares@ $50.74 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 128.15%
1.18%
$5.193M
9,071 shares@ $572.46 avg price
FSKFs Kkr Cap Corp Com
Recent Activity
Increased 0.49%
1.17%
$5.134M
260,195 shares@ $19.73 avg price
DRSKAptus Defined Risk Etf
Recent Activity
Increased 27.62%
1.15%
$5.046M
178,307 shares@ $28.3 avg price
ARDCAres Dynamic Cr Allocation Fd Com
Recent Activity
Increased 0.87%
1.08%
$4.738M
310,099 shares@ $15.29 avg price