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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
OLLIOllies Bargain Outlet Hldgs
Recent Activity
New Position
0.03%
$384,912
3,960 shares@ $97.2 avg price
PTFInvesco Exchange Traded Fd T
Recent Activity
New Position
0.03%
$369,621
5,827 shares@ $63.44 avg price
JBLJabil Inc
Recent Activity
New Position
0.03%
$363,053
3,029 shares@ $119.86 avg price
TRNDPacer Fds Tr
Recent Activity
New Position
0.03%
$360,736
10,749 shares@ $33.56 avg price
VRSNVerisign Inc
Recent Activity
New Position
0.02%
$348,197
1,833 shares@ $189.97 avg price
JBNDJ P Morgan Exchange Traded F
Recent Activity
New Position
0.02%
$338,724
6,198 shares@ $54.66 avg price
JFRNuveen Floating Rate Income
Recent Activity
New Position
0.02%
$325,706
36,928 shares@ $8.83 avg price
NUVNuveen Mun Value Fd Inc
Recent Activity
New Position
0.02%
$324,720
36,000 shares@ $9.02 avg price
CDLVictory Portfolios Ii
Recent Activity
New Position
0.02%
$318,801
4,700 shares@ $67.83 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.02%
$310,292
14,175 shares@ $21.9 avg price