J.w. Cole Advisors »

Calumet shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Calumet (CLMT) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Calumet

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Calumet by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $467k 26k 17.82

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 Calumet

Adams Asset Advisors
Creative Planning
Financial Advisory Service
Commonwealth Equity Services
Driehaus Capital Management
Founders Financial Alliance
Valeo Financial Advisors
A.R. Schmeidler & Co
Gimbal Financial
J.w. Cole Advisors
CWM Advisors
Massey, Quick & Co
Caldwell Sutter Capital
Sapient Capital
Thomas P. McIntyre

View all funds holding Calumet