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Jordan Anderson

@J.w. Cole Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$2.386BTotal holdings934
Assets growth rate12.24%Assets growth rate (2-Q avg)9.75%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in J.w. Cole Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 934 positions.

Assets under management

The assets under management (AUM) of J.w. Cole Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.386B in assets, with a quarterly growth rate of 12.24% and a 2-quarter average growth rate of 9.75%. The portfolio is managed by Jordan Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -2.79%
2.11%
$50.099M
86,854 shares@ $576.83 avg price
IYWIshares Tr
Recent Activity
Decreased -21.65%
1.24%
$29.563M
194,980 shares@ $151.62 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -2.33%
0.71%
$16.803M
290,563 shares@ $57.84 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.64%
0.64%
$15.255M
26,650 shares@ $572.43 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -3.91%
0.57%
$13.368M
73,456 shares@ $182.0 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.15%
0.5%
$11.814M
71,233 shares@ $165.86 avg price
VISVanguard World Fd
Recent Activity
Decreased -1.24%
0.47%
$11.079M
42,602 shares@ $260.07 avg price
LGHNorthern Lts Fd Tr Iii
Recent Activity
Decreased -1.01%
0.46%
$10.921M
215,069 shares@ $50.78 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -9.84%
0.42%
$9.943M
72,929 shares@ $136.34 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -2.43%
0.4%
$9.493M
211,388 shares@ $44.91 avg price