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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
7846⤦Spdr Gold Tr
Recent Activity
Exited
0%
$258,700↑ Call
6,500 shares@ $39.8 avg price
COINCoinbase Global Inc
Recent Activity
Exited
0%
$242,230
1,090 shares@ $222.23 avg price
QCLNFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$236,894
6,965 shares@ $34.02 avg price
RMDResmed Inc
Recent Activity
Exited
0%
$235,620
1,231 shares@ $191.41 avg price
ABNBAirbnb Inc
Recent Activity
Exited
0%
$232,295
1,532 shares@ $151.63 avg price
LULULululemon Athletica Inc
Recent Activity
Exited
0%
$227,312
761 shares@ $298.71 avg price
ALBAlbemarle Corp
Recent Activity
Exited
0%
$220,780
2,311 shares@ $95.54 avg price
XSDSpdr Ser Tr
Recent Activity
Exited
0%
$213,843
864 shares@ $247.51 avg price
MRNAModerna Inc
Recent Activity
Exited
0%
$210,665
1,774 shares@ $118.76 avg price
SPIPSpdr Ser Tr
Recent Activity
Exited
0%
$206,472
8,122 shares@ $25.43 avg price