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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
AAPLApple Inc
Recent Activity
Increased 20.09%
4.25%
$74.42M
319,397 shares@ $233.01 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -4.3%
3.98%
$69.741M
142,891 shares@ $488.07 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.52%
2.55%
$44.626M
96,958 shares@ $460.27 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 24.76%
2.33%
$40.841M
94,913 shares@ $430.3 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 37.51%
2.2%
$38.543M
191,901 shares@ $200.86 avg price
NVDANvidia Corporation
Recent Activity
Increased 20.11%
2.08%
$36.481M
300,407 shares@ $121.44 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 11.98%
1.92%
$33.579M
497,392 shares@ $67.52 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 22.35%
1.67%
$29.175M
50,849 shares@ $573.76 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 12.66%
1.63%
$28.46M
152,742 shares@ $186.33 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 1.49%
1.47%
$25.773M
487,573 shares@ $52.86 avg price