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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
IVVIshares Tr Core S&p500 Etf
Recent Activity
Increased 75.54%
1.96%
$16.418M
28,463 shares@ $576.82 avg price
MAMastercard Incorporated Cl A
Recent Activity
Increased 74.77%
1.83%
$15.301M
30,987 shares@ $493.79 avg price
OEFIshares Tr S&p 100 Etf
Recent Activity
Increased 68.71%
1.67%
$13.953M
50,415 shares@ $276.77 avg price
DGROIshares Tr Core Div Grwth
Recent Activity
Increased 61.35%
1.61%
$13.453M
214,590 shares@ $62.7 avg price
QQQMInvesco Exch Traded Fd Tr Ii Nasdaq 100 Etf
Recent Activity
Increased 82.11%
1.59%
$13.254M
65,987 shares@ $200.86 avg price
EVREvercore Inc Class A
Recent Activity
Increased 66.02%
1.2%
$10.03M
39,592 shares@ $253.34 avg price
SPHQInvesco Exchange Traded Fd T S&p500 Quality
Recent Activity
Increased 71.77%
1.18%
$9.832M
146,150 shares@ $67.28 avg price
NEENextera Energy Inc Com
Recent Activity
Increased 79.01%
1.12%
$9.343M
110,534 shares@ $84.53 avg price
LMTLockheed Martin Corp Com
Recent Activity
Increased 64.09%
1.11%
$9.284M
15,882 shares@ $584.57 avg price
ETNEaton Corp Plc Shs
Recent Activity
Increased 73.78%
1.1%
$9.208M
27,781 shares@ $331.45 avg price