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Ashley Ohlmacher

@Jackson Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$837.75MTotal holdings161
Assets growth rate79.62%Assets growth rate (2-Q avg)18.95%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jackson Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 161 positions.

Assets under management

The assets under management (AUM) of Jackson Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 837.75M in assets, with a quarterly growth rate of 79.62% and a 2-quarter average growth rate of 18.95%. The portfolio is managed by Ashley Ohlmacher, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds Growth Etf
Recent Activity
Decreased -4.86%
1.01%
$8.407M
21,898 shares@ $383.92 avg price
MV07⤦Metlife Stock Index Portfolio
Recent Activity
Decreased -3.09%
0.28%
$2.297M
45,975 shares@ $49.97 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -1.3%
0.03%
$207,000
983 shares@ $210.58 avg price