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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
NTRNutrien Ltd
Recent Activity
Exited
0%
$202,595
3,979 shares@ $50.92 avg price
FDRRFidelity Covington Trust
Recent Activity
Exited
0%
$201,400
4,174 shares@ $48.26 avg price
LDSFFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$194,558
10,410 shares@ $18.69 avg price
XBXMXNuveen S&p 500 Buy-write Inc
Recent Activity
Exited
0%
$145,801
10,800 shares@ $13.51 avg price
GWHEss Tech Inc
Recent Activity
Exited
0%
$8,179
10,000 shares@ $0.82 avg price