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Kara Lynn Jett

@Western Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.754BTotal holdings745
Assets growth rate30.01%Assets growth rate (2-Q avg)17.45%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Western Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 745 positions.

Assets under management

The assets under management (AUM) of Western Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.754B in assets, with a quarterly growth rate of 30.01% and a 2-quarter average growth rate of 17.45%. The portfolio is managed by Kara Lynn Jett, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.ABerkshire Hathaway Inc Del
Recent Activity
New Position
0.71%
$12.441M
18 shares@ $691180.0 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
0.41%
$7.102M
68,176 shares@ $104.18 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
New Position
0.32%
$5.561M
93,442 shares@ $59.52 avg price
EPSWisdomtree Tr
Recent Activity
New Position
0.24%
$4.209M
70,105 shares@ $60.04 avg price
USMFWisdomtree Tr
Recent Activity
New Position
0.23%
$4.025M
82,351 shares@ $48.88 avg price
IGPrincipal Exchange Traded Fd
Recent Activity
New Position
0.2%
$3.398M
158,773 shares@ $21.41 avg price
XYLDGlobal X Fds
Recent Activity
New Position
0.14%
$2.36M
56,865 shares@ $41.51 avg price
SCHPSchwab Strategic Tr
Recent Activity
New Position
0.11%
$1.899M
35,409 shares@ $53.64 avg price
FLRGFidelity Covington Trust
Recent Activity
New Position
0.11%
$1.859M
54,917 shares@ $33.86 avg price
SHYIshares Tr
Recent Activity
New Position
0.11%
$1.782M
21,429 shares@ $83.15 avg price