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Managed Portfolio Ser shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Managed Portfolio Ser shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $386k 15k 25.29

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)

View all positions for J.w. Cole Advisors

Top funds holding Managed Portfolio Ser

Lakeview Capital Partners
Jane Street
Sunbelt Securities
J.w. Cole Advisors
Cambridge Investment Research Advisors
Castleview Partners
Jpmorgan Chase & Co

View all funds holding Managed Portfolio Ser