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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
XLVSelect Sector Spdr Tr
Recent Activity
Increased 5.02%
0.57%
$13.544M
87,934 shares@ $154.03 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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 10.36%
0.5%
$11.715M
55,560 shares@ $210.86 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 27.16%
0.47%
$11.149M
26,350 shares@ $423.13 avg price
PGProcter And Gamble Co
Recent Activity
Increased 5.96%
0.47%
$11.146M
64,355 shares@ $173.21 avg price
HDHome Depot Inc
Recent Activity
Increased 13.96%
0.46%
$10.827M
26,722 shares@ $405.19 avg price
WMTWalmart Inc
Recent Activity
Increased 8.88%
0.45%
$10.669M
132,128 shares@ $80.75 avg price
EFAIshares Tr
Recent Activity
Increased 0.78%
0.45%
$10.659M
127,452 shares@ $83.63 avg price
UTGReaves Util Income Fd
Recent Activity
Increased 14.47%
0.44%
$10.449M
318,461 shares@ $32.82 avg price