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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
MTNVail Resorts Inc
Recent Activity
New Position
0.05%
$704,798
4,043 shares@ $174.33 avg price
HPSHancock John Pfd Income Fd I
Recent Activity
New Position
0.04%
$680,515
39,473 shares@ $17.25 avg price
SPTLSpdr Ser Tr
Recent Activity
New Position
0.04%
$646,151
22,227 shares@ $29.08 avg price
BGBunge Global Sa
Recent Activity
New Position
0.04%
$645,500
6,679 shares@ $96.65 avg price
PYPLPaypal Hldgs Inc
Recent Activity
New Position
0.04%
$624,550
8,004 shares@ $78.03 avg price
BPBp Plc
Recent Activity
New Position
0.04%
$554,732
17,672 shares@ $31.4 avg price
EFADProshares Tr
Recent Activity
New Position
0.04%
$554,559
13,256 shares@ $41.84 avg price
SCHFSchwab Strategic Tr
Recent Activity
New Position
0.03%
$525,716
12,785 shares@ $41.12 avg price
TFXTeleflex Incorporated
Recent Activity
New Position
0.03%
$523,064
2,115 shares@ $247.32 avg price
QGRWWisdomtree Tr
Recent Activity
New Position
0.03%
$513,509
11,255 shares@ $45.63 avg price