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RBB shares owned by J.w. Cole Advisors

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

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

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All positions including RBB 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 RBB by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $620k 14k 44.22
2025-06-30 $588k 13k 43.90
2025-03-31 $538k 12k 43.91
2024-12-31 $389k 9.1k 42.58

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding RBB

Altfest L J & Co
Equitable Holdings
Financeware
Morgan Stanley
LPL Financial
MidWestOne Financial Group
Empirical Asset Management
Foguth Wealth Management
Commonwealth Equity Services
Goldman Sachs Group
Farther Finance Advisors
Apollon Wealth Management
Jane Street
Goss Wealth Management
UBS Group

View all funds holding RBB