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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
MSFTMicrosoft Corp Com
Recent Activity
Increased 68.56%
6.84%
$57.3M
133,162 shares@ $430.31 avg price
SWVXXSchwab Value Advantage Money Inv
Recent Activity
Increased 165.54%
6.55%
$54.811M
54.811M shares@ $1.0 avg price
VOOVanguard Index Fds S&p 500 Etf Shs
Recent Activity
Increased 18.93%
5.9%
$49.393M
93,605 shares@ $527.68 avg price
AAPLApple Inc Com
Recent Activity
Increased 80.08%
5.5%
$46.05M
197,641 shares@ $233.0 avg price
SWOXXSchwab Charles Famil Muni Money
Recent Activity
New Position
4.22%
$35.291M
35.291M shares@ $1.01 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 1623.39%
3.76%
$31.417M
182,127 shares@ $172.51 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 72.37%
2.14%
$17.917M
20,211 shares@ $886.5 avg price
KLACKla Corp Com New
Recent Activity
Increased 74.85%
2.07%
$17.264M
22,293 shares@ $774.42 avg price
SPLGSpdr Ser Tr Portfolio S&p500
Recent Activity
Increased 99.45%
1.97%
$16.49M
244,266 shares@ $67.51 avg price