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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
AFGAmerican Finl Group Inc Ohio Com
Recent Activity
Exited
0%
$1.385M
11,261 shares@ $123.0 avg price
KRKroger Co Com
Recent Activity
Exited
0%
$972,000
19,476 shares@ $49.91 avg price
SGUXXSchwab Charles Famil Govt Mmkt
Recent Activity
Exited
0%
$967,000
967,085 shares@ $1.0 avg price
EQU0⤦Eq Ab Short Dur Gov Bond
Recent Activity
Exited
0%
$914,000
99,607 shares@ $9.18 avg price
OHIO⤦Pimco Short-term Portfolio
Recent Activity
Exited
0%
$709,000
66,842 shares@ $10.61 avg price
MV16⤦Western Asset Management Us Governme
Recent Activity
Exited
0%
$696,000
40,817 shares@ $17.06 avg price
EQU0⤦Eq Equity 500 Index
Recent Activity
Exited
0%
$614,000
5,042 shares@ $121.78 avg price
PAYXPaychex Inc Com
Recent Activity
Exited
0%
$511,000
4,310 shares@ $118.57 avg price
EQU0⤦Eq Ab Short Dur Gov Bond
Recent Activity
Exited
0%
$453,000
48,251 shares@ $9.39 avg price
NAS2⤦500 Index
Recent Activity
Exited
0%
$380,000
7,878 shares@ $48.24 avg price