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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
9127⤦United States Treas Bills
Recent Activity
New Position
9.21%
$77.103M
77.739M shares@ $1.0 avg price
SWOXXSchwab Charles Famil Muni Money
Recent Activity
New Position
4.22%
$35.291M
35.291M shares@ $1.01 avg price
ABBVAbbvie Inc Com
Recent Activity
New Position
0.68%
$5.63M
28,509 shares@ $197.49 avg price
2945⤦Eq Equity 500 Index
Recent Activity
New Position
0.61%
$5.098M
132,991 shares@ $38.34 avg price
6774⤦Avip S&p 500(r) Index (geode)
Recent Activity
New Position
0.58%
$4.778M
180,080 shares@ $26.54 avg price
2945⤦Eq Equity 500 Index
Recent Activity
New Position
0.46%
$3.805M
87,893 shares@ $43.3 avg price
WMBWilliams Cos Inc Com
Recent Activity
New Position
0.42%
$3.487M
76,395 shares@ $45.65 avg price
BROBrown & Brown Inc Com
Recent Activity
New Position
0.38%
$3.126M
30,176 shares@ $103.6 avg price
KMIKinder Morgan Inc Del Com
Recent Activity
New Position
0.32%
$2.638M
119,400 shares@ $22.1 avg price
MPWRMonolithic Pwr Sys Inc Com
Recent Activity
New Position
0.29%
$2.37M
2,564 shares@ $924.34 avg price