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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
QDPLPacer Fds Tr
Recent Activity
Exited
0%
$1.731M
47,184 shares@ $36.7 avg price
8816⤦Tesla Inc
Recent Activity
Exited
0%
$655,616↑ Call
8,100 shares@ $80.95 avg price
AMBAAmbarella Inc
Recent Activity
Exited
0%
$434,299
8,050 shares@ $53.96 avg price
IBHDIshares Tr
Recent Activity
Exited
0%
$407,797
17,547 shares@ $23.25 avg price
OMFSInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$386,207
10,636 shares@ $36.32 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$379,363
463 shares@ $819.36 avg price
SOFISofi Technologies Inc
Recent Activity
Exited
0%
$313,799
47,473 shares@ $6.62 avg price
XSVMInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$298,516
5,699 shares@ $52.39 avg price
ARMArm Holdings Plc
Recent Activity
Exited
0%
$283,392
1,732 shares@ $163.63 avg price
MDBMongodb Inc
Recent Activity
Exited
0%
$278,456
1,114 shares@ $249.97 avg price