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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
DRIDarden Restaurants Inc
Recent Activity
Exited
0%
$305,044
2,016 shares@ $151.32 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Exited
0%
$298,490
7,924 shares@ $37.67 avg price
TDGTransdigm Group Inc
Recent Activity
Exited
0%
$292,573
229 shares@ $1277.62 avg price
SWKSSkyworks Solutions Inc
Recent Activity
Exited
0%
$279,240
2,620 shares@ $106.59 avg price
EWEdwards Lifesciences Corp
Recent Activity
Exited
0%
$273,046
2,956 shares@ $92.38 avg price
FXZFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$271,816
4,193 shares@ $64.83 avg price
MRNAModerna Inc
Recent Activity
Exited
0%
$268,524
2,261 shares@ $118.77 avg price
TOSTToast Inc
Recent Activity
Exited
0%
$268,523
10,420 shares@ $25.77 avg price
TTPTortoise Pipeline & Energy F
Recent Activity
Exited
0%
$245,958
6,798 shares@ $36.19 avg price
FEPIEtf Opportunities Trust
Recent Activity
Exited
0%
$233,029
4,259 shares@ $54.72 avg price