J.W. COLE ADVISORS, INC.

Position in ELV — Elevance Health, Inc.

CIK 1404763 TAMPA, FL

Position in ELV

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$703,075

+$281,223 QoQ

Shares Held

1,818

+26.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#852

of 1,592 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $14,768,577 across 5 Healthcare Plans names. ELV ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	21,280	$8,844,606
2	CVS	CVS HEALTH Corp	24,258	$2,509,490
3	CI	Cigna Group	5,311	$1,464,136
4	HUM	Humana Inc	3,140	$1,247,270
5	ELV	Elevance Health, Inc. This page	1,818	$703,075

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703,075	1,818	+26.2%	Shares	Sole	2026-07-21
2026-03-31	$421,852	1,441	-12.3%	Shares	Sole	2026-04-23
2025-12-31	$575,953	1,643	-26.7%	Shares	Sole	2026-02-11
2025-09-30	$724,758	2,243	-8.7%	Shares	Sole	2025-11-05
2025-06-30	$955,674	2,457	+36.4%	Shares	Sole	2025-08-12
2025-03-31	$783,362	1,801	+30.2%	Shares	Sole	2025-05-05
2024-12-31	$510,188	1,383	+4.4%	Shares	Sole	2025-01-31
2024-09-30	$689,000	1,325	+3.8%	Shares	Sole	2024-10-24
2024-06-30	$691,413	1,276	+12.2%	Shares	Sole	2024-08-08
2024-03-31	$589,579	1,137	+14.4%	Shares	Sole	2024-04-30
2023-12-31	$468,730	994	+12.3%	Shares	Sole	2024-01-31
2023-09-30	$385,346	885	-10.9%	Shares	Sole	2023-10-24
2023-06-30	$441,179	993	-6.5%	Shares	Sole	2023-07-27
2023-03-31	$488,318	1,062	+0.6%	Shares	Sole	2023-05-03
2022-12-31	$541,696	1,056	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$480,585	1,058	-0.4%	Shares	Sole	2022-10-31
2022-06-30	$512,499	1,062	0.0%	Shares	Sole	2022-07-27
2022-03-31	$521,675	1,062	-0.3%	Shares	Sole	2022-06-10
2021-12-31	$493,670	1,065	+0.4%	Shares	Sole	2022-01-25
2021-09-30	$395,540	1,061	-0.2%	Shares	Sole	2021-10-26
2021-06-30	$405,853	1,063	-5.3%	Shares	Sole	2021-08-06
2021-03-31	$403,100	1,123	+21.4%	Shares	Sole	2021-04-28
2020-12-31	$297,008	925	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.