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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 3.51%
1.03%
$24.44M
410,679 shares@ $59.52 avg price
IVWIshares Tr
Recent Activity
Increased 2.11%
1.02%
$24.134M
252,053 shares@ $95.76 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 2.16%
0.94%
$22.375M
99,108 shares@ $225.76 avg price
VTVVanguard Index Fds
Recent Activity
Increased 7.58%
0.94%
$22.273M
127,588 shares@ $174.58 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 6.61%
0.94%
$22.253M
421,369 shares@ $52.82 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 1.76%
0.92%
$21.801M
110,074 shares@ $198.06 avg price
VTIVanguard Index Fds
Recent Activity
Increased 4.3%
0.88%
$20.818M
73,521 shares@ $283.17 avg price
GOOGAlphabet Inc
Recent Activity
Increased 8.53%
0.82%
$19.401M
116,039 shares@ $167.19 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 3.22%
0.74%
$17.568M
149,869 shares@ $117.23 avg price
IWMIshares Tr
Recent Activity
Increased 0.2%
0.63%
$14.985M
67,838 shares@ $220.89 avg price