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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
NEENextera Energy Inc
Recent Activity
Decreased -2.14%
0.18%
$4.181M
49,459 shares@ $84.53 avg price
VDCVanguard World Fd
Recent Activity
Decreased -1.88%
0.16%
$3.768M
17,248 shares@ $218.48 avg price
XBISpdr Ser Tr
Recent Activity
Decreased -1.48%
0.15%
$3.532M
35,744 shares@ $98.81 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Decreased -0.37%
0.15%
$3.527M
10,216 shares@ $345.3 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -2.19%
0.15%
$3.37M
63,326 shares@ $53.23 avg price
FSTAFidelity Covington Trust
Recent Activity
Decreased -0.48%
0.14%
$3.244M
63,542 shares@ $51.05 avg price
TBILRbb Fd Inc
Recent Activity
Decreased -15.38%
0.13%
$3.015M
60,262 shares@ $50.04 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -2.92%
0.13%
$2.992M
14,807 shares@ $202.06 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.46%
0.13%
$2.932M
25,504 shares@ $114.98 avg price
PRUPrudential Finl Inc
Recent Activity
Decreased -2.03%
0.13%
$2.907M
24,008 shares@ $121.1 avg price