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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
NXPINxp Semiconductors N V Com
Recent Activity
Increased 355.65%
0.87%
$7.226M
30,109 shares@ $240.0 avg price
SCUDā¤¦Dws Equity 500 Index Vip
Recent Activity
Increased 51.7%
0.86%
$7.128M
142,781 shares@ $49.93 avg price
URIUnited Rentals Inc Com
Recent Activity
Increased 69.16%
0.84%
$6.962M
8,598 shares@ $809.73 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 69.54%
0.82%
$6.844M
40,937 shares@ $167.19 avg price
ARESAres Management Corporation Cl A Com Stk
Recent Activity
Increased 77.57%
0.81%
$6.784M
43,530 shares@ $155.85 avg price
XLGInvesco Exchange Traded Fd T S&p 500 Top 50
Recent Activity
Increased 110.38%
0.8%
$6.661M
140,149 shares@ $47.53 avg price
CORCencora Inc Com
Recent Activity
Increased 67.53%
0.79%
$6.591M
29,281 shares@ $225.1 avg price
IYWIshares Tr U.s. Tech Etf
Recent Activity
Increased 67.73%
0.77%
$6.375M
42,043 shares@ $151.64 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 71.76%
0.72%
$5.967M
10,424 shares@ $572.43 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 69.72%
0.71%
$5.873M
6,629 shares@ $885.96 avg price