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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
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
VISVanguard World Fd
Recent Activity
Decreased -1.24%
0.47%
$11.079M
42,602 shares@ $260.07 avg price
LGHNorthern Lts Fd Tr Iii
Recent Activity
Decreased -1.01%
0.46%
$10.921M
215,069 shares@ $50.78 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
JNJJohnson & Johnson
Recent Activity
Increased 5.82%
0.44%
$10.417M
64,281 shares@ $162.06 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 8.92%
0.43%
$10.116M
41,215 shares@ $245.46 avg price