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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
AAPLApple Inc
Recent Activity
Increased 1.57%
5.54%
$132.087M
566,896 shares@ $233.01 avg price
VOOVanguard Index Fds
Recent Activity
Increased 6.55%
3.39%
$80.842M
153,206 shares@ $527.67 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.29%
2.28%
$54.284M
111,222 shares@ $488.08 avg price
NVDANvidia Corporation
Recent Activity
Increased 12.85%
2.28%
$54.218M
446,461 shares@ $121.45 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.35%
2.09%
$49.708M
86,636 shares@ $573.76 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.75%
2.08%
$49.458M
114,938 shares@ $430.3 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.83%
1.53%
$36.447M
195,606 shares@ $186.34 avg price
DGROIshares Tr
Recent Activity
Increased 6.83%
1.34%
$31.748M
506,436 shares@ $62.7 avg price
VUGVanguard Index Fds
Recent Activity
Increased 3.79%
1.1%
$26.094M
67,964 shares@ $383.94 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.97%
1.05%
$24.889M
54,077 shares@ $460.26 avg price