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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
DGRWWisdomtree Tr
Recent Activity
Decreased -0.59%
0.4%
$9.428M
113,299 shares@ $83.21 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.82%
0.39%
$9.184M
34,810 shares@ $263.83 avg price
QQHNorthern Lts Fd Tr Iii
Recent Activity
Decreased -28.61%
0.37%
$8.611M
136,569 shares@ $63.05 avg price
TSLATesla Inc
Recent Activity
Decreased -14.09%
0.34%
$8.054M
30,784 shares@ $261.64 avg price
VBVanguard Index Fds
Recent Activity
Decreased -2.4%
0.32%
$7.483M
31,545 shares@ $237.21 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -1.81%
0.31%
$7.254M
51,072 shares@ $142.05 avg price
IJRIshares Tr
Recent Activity
Decreased -1.03%
0.29%
$6.752M
57,729 shares@ $116.97 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.6%
0.27%
$6.368M
88,780 shares@ $71.73 avg price
FTECFidelity Covington Trust
Recent Activity
Decreased -0.03%
0.26%
$6.085M
34,870 shares@ $174.51 avg price
RISRTidal Etf Tr
Recent Activity
Decreased -0.53%
0.26%
$6.073M
178,777 shares@ $33.98 avg price