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Regan Floating Rate Mbs shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Regan Floating Rate Mbs (MBSF) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Regan Floating Rate Mbs

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All positions including Regan Floating Rate Mbs 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 Regan Floating Rate Mbs by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $321k 13k 25.65
2025-09-30 $304k 12k 25.47
2025-06-30 $241k 9.4k 25.52

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p 500 Grwt Etf (IVW)
JPMorgan Chase & Co. (JPM)

View all positions for J.w. Cole Advisors

Top funds holding Regan Floating Rate Mbs

Castleview Partners
WealthPlan Investment Management
VisionPoint Advisory Group
Auour Investments
Biltmore Family Office
Diesslin Group
CWC Advisors
State of New Jersey Common Pension Fund D
Sterneck Capital Management
Exchange Traded Concepts
Camarda Wealth Advisory
Feltz Wealth PLAN
United Asset Strategies
Apollon Wealth Management
Acorn Wealth Advisors

View all funds holding Regan Floating Rate Mbs