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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 Treasury Bill Re-issue 06 06 2024
Recent Activity
Exited
0%
$59.495M
60.069M shares@ $1.0 avg price
MCDMcdonalds Corp Com
Recent Activity
Exited
0%
$4.623M
18,141 shares@ $254.84 avg price
EQU0⤦Eq Equity 500 Index
Recent Activity
Exited
0%
$4.018M
35,114 shares@ $114.43 avg price
OHIO⤦Avip S&p 500(r) Index (geode)
Recent Activity
Exited
0%
$3.444M
69,314 shares@ $49.69 avg price
MRKMerck & Co Inc Com
Recent Activity
Exited
0%
$3.424M
27,655 shares@ $123.82 avg price
EQU0⤦Eq Equity 500 Index
Recent Activity
Exited
0%
$2.68M
53,762 shares@ $49.85 avg price
SNPSSynopsys Inc Com
Recent Activity
Exited
0%
$2.55M
4,286 shares@ $594.97 avg price
ADPAutomatic Data Processing In Com
Recent Activity
Exited
0%
$2.201M
9,222 shares@ $238.67 avg price
OHIO⤦Avip S&p 500(r) Index (geode)
Recent Activity
Exited
0%
$1.732M
33,978 shares@ $50.98 avg price
ELVElevance Health Inc Com
Recent Activity
Exited
0%
$1.49M
2,749 shares@ $542.02 avg price