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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
NXSTNexstar Media Group Inc
Recent Activity
New Position
0.06%
$1.033M
6,249 shares@ $165.36 avg price
MUCBlackrock Munihldngs Cali Ql
Recent Activity
New Position
0.06%
$1.033M
89,664 shares@ $11.52 avg price
FENYFidelity Covington Trust
Recent Activity
New Position
0.06%
$992,553
41,219 shares@ $24.08 avg price
FNDFSchwab Strategic Tr
Recent Activity
New Position
0.06%
$983,740
26,324 shares@ $37.38 avg price
HYFIAb Active Etfs Inc
Recent Activity
New Position
0.05%
$855,698
22,752 shares@ $37.61 avg price
FANGDiamondback Energy Inc
Recent Activity
New Position
0.05%
$842,325
4,886 shares@ $172.4 avg price
VICIVici Pptys Inc
Recent Activity
New Position
0.05%
$840,075
25,220 shares@ $33.31 avg price
BKHBlack Hills Corp
Recent Activity
New Position
0.05%
$824,015
13,482 shares@ $61.12 avg price
LYBLyondellbasell Industries N
Recent Activity
New Position
0.05%
$759,554
7,920 shares@ $95.91 avg price
FXIIshares Tr
Recent Activity
New Position
0.05%
$722,519
22,735 shares@ $31.79 avg price