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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
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 33.51%
0.43%
$10.069M
198,444 shares@ $50.74 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -9.84%
0.42%
$9.943M
72,929 shares@ $136.34 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -2.43%
0.4%
$9.493M
211,388 shares@ $44.91 avg price
DGRWWisdomtree Tr
Recent Activity
Decreased -0.59%
0.4%
$9.428M
113,299 shares@ $83.21 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 2.35%
0.4%
$9.36M
115,868 shares@ $80.78 avg price
USMVIshares Tr
Recent Activity
Increased 1.95%
0.39%
$9.269M
101,507 shares@ $91.31 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.82%
0.39%
$9.184M
34,810 shares@ $263.83 avg price
ICSHIshares Tr
Recent Activity
Increased 12.63%
0.38%
$9.062M
178,591 shares@ $50.75 avg price
IJHIshares Tr
Recent Activity
Increased 0.8%
0.38%
$9.045M
145,135 shares@ $62.33 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 8.99%
0.37%
$8.612M
48,068 shares@ $179.17 avg price