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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
SCHVSchwab Strategic Tr
Recent Activity
New Position
0.03%
$512,789
6,381 shares@ $80.37 avg price
JEFJefferies Finl Group Inc
Recent Activity
New Position
0.03%
$503,724
8,184 shares@ $61.55 avg price
GTOInvesco Actively Managed Exc
Recent Activity
New Position
0.03%
$495,419
10,257 shares@ $48.31 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
New Position
0.03%
$489,264
1,052 shares@ $465.08 avg price
FBCGFidelity Covington Trust
Recent Activity
New Position
0.03%
$474,623
11,097 shares@ $42.78 avg price
NAZNuveen Arizona Qlty Mun Inc
Recent Activity
New Position
0.03%
$471,490
39,889 shares@ $11.83 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
New Position
0.03%
$470,571
7,973 shares@ $59.03 avg price
FYCFirst Tr Exchange-traded Alp
Recent Activity
New Position
0.03%
$440,860
5,928 shares@ $74.37 avg price
FTNTFortinet Inc
Recent Activity
New Position
0.03%
$410,472
5,293 shares@ $77.55 avg price
NFLTEtfis Ser Tr I
Recent Activity
New Position
0.03%
$392,160
17,006 shares@ $23.07 avg price