test

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
XOMExxon Mobil Corp
Recent Activity
Increased 3.22%
0.74%
$17.568M
149,869 shares@ $117.23 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
IWMIshares Tr
Recent Activity
Increased 0.2%
0.63%
$14.985M
67,838 shares@ $220.89 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 5.02%
0.57%
$13.544M
87,934 shares@ $154.03 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -3.91%
0.57%
$13.368M
73,456 shares@ $182.0 avg price
IVEIshares Tr
Recent Activity
Increased 1.94%
0.53%
$12.636M
64,088 shares@ $197.18 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 5.15%
0.5%
$11.819M
142,401 shares@ $83.0 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.15%
0.5%
$11.814M
71,233 shares@ $165.86 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 10.36%
0.5%
$11.715M
55,560 shares@ $210.86 avg price