Kendra Means

@United Advisor Group, Llc

Latest period2024 - Q3

Reported2mo 20d ago

Managed Assets$442.524M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHXSchwab Us Large Cap Etf Recent Activity Decreased -36.99%	0.98%	$4.335M 63,884 shares@ $67.86 avg price	Decreased -36.99%
JPMJpmorgan Chase Co Com Recent Activity Increased 27.71%	0.88%	$3.88M 18,399 shares@ $210.86 avg price	Increased 27.71%
DPGDuff Phelps Utlity And Infst Com Recent Activity Increased 0.33%	0.88%	$3.86M 328,802 shares@ $11.74 avg price	Increased 0.33%
PLTRPalantir Technologies Inc Cl A Recent Activity Increased 17.47%	0.86%	$3.765M 101,208 shares@ $37.21 avg price	Increased 17.47%
DFAIDimensional International Core Equity Market Etf Recent Activity Increased 7.32%	0.84%	$3.716M 116,934 shares@ $31.79 avg price	Increased 7.32%
PGProcter And Gamble Co Com Recent Activity Increased 60.2%	0.83%	$3.647M 21,057 shares@ $173.21 avg price	Increased 60.2%
DGRSWisdomtree Us Smallcap Quality Dividend Growth Fund Recent Activity Increased 27.77%	0.82%	$3.616M 70,181 shares@ $51.53 avg price	Increased 27.77%
JUCYAptus Enhanced Yield Etf Recent Activity Decreased -1%	0.78%	$3.43M 147,793 shares@ $23.22 avg price	Decreased -1%
JCPBJpmorgan Core Plus Bond Etf Recent Activity Increased 28.58%	0.77%	$3.386M 70,184 shares@ $48.24 avg price	Increased 28.58%
SPYGSpdr Portfolio Sp 500 Growth Etf Recent Activity Increased 0.53%	0.77%	$3.373M 40,669 shares@ $82.95 avg price	Increased 0.53%