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  Name: Authentikos Wealth Advisory LLC
  City: MORGAN HILL
  State: CA
  Zip: 95037
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $99,532,000
  Total Value Change : $5,197,000
  Securities Held Change : 5
   
All Securities Held : 64
  New Positions : 7
  Closed Positions : 8
  Increased Positions : 22
  Unchanged Positions : 5
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FEBW)1 Year Chart         FEBW Allianzim Us Large Cap Buff... 12 New $0.00 $2,312,000 79,855 2.32% 2,312,000 79,855 3.934    N/A
   (MARW)1 Year Chart         MARW Allianzim Us Large Cap Buff... 21 New $0.00 $1,091,000 37,993 1.1% 1,091,000 37,993 0.422    N/A
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 46 New $23.17 $272,000 11,611 0.27% 272,000 11,611 0.011    N/A
   (CLOX)1 Year Chart         CLOX Panagram Aaa Clo Etf 54 New $0.00 $231,000 9,045 0.23% 231,000 9,045 0.101    N/A
   (BUCK)1 Year Chart         BUCK Simplify Stable Income Etf 56 New $0.00 $228,000 9,080 0.23% 228,000 9,080 0.101    N/A
   (CLOZ)1 Year Chart         CLOZ Panagram Bbb-b Clo Etf 57 New $0.00 $217,000 8,102 0.22% 217,000 8,102 0.111    N/A

      6 Records Found
  1    
Page 1 of 1
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