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J.w. Cole Advisors

Latest statistics and disclosures from J.w. Cole Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VOO, QQQ, NVDA, IVV, and represent 15.57% of J.w. Cole Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$6.2M), AVGO (+$5.7M), VOO, HYG, KORP, JAAA, IBDU, JPST, AGG, DIA.
Started 88 new stock positions in BSJO, GLDM, BSCS, XOP, DTF, IBDZ, CASY, IGLB, ODFL, SPIB.
Reduced shares in these 10 stocks: IYW (-$8.2M), USFR (-$7.7M), QQH, HACK, GSY, RPG, IVV, TSLA, SBUX, UPS.
Sold out of its positions in FAX, Calumet Specialty Products Partners, L.P, CAH, CELH, CZNC, GLW, DRI, DPZ, FEPI, EW.
J.w. Cole Advisors was a net buyer of stock by $146M.
J.w. Cole Advisors has $2.4B in assets under management (AUM), dropping by 12.24%.
Central Index Key (CIK): 0001404763

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Portfolio Holdings for J.w. Cole Advisors

J.w. Cole Advisors holds 934 positions in its portfolio as reported in the September 2024 quarterly 13F filing

J.w. Cole Advisors has 934 total positions. Only the first 250 positions are shown.

Sign up to view all of the J.w. Cole Advisors Sept. 30, 2024 positions
Download the J.w. Cole Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.5	$132M		567k	233.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$81M	+6%	153k	527.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$54M		111k	488.07	View chart
NVIDIA Corporation (NVDA)	2.3	$54M	+12%	447k	121.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$50M	-2%	87k	576.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$50M		87k	573.76	View chart
Microsoft Corporation (MSFT)	2.1	$50M	+3%	115k	430.30	View chart
Amazon (AMZN)	1.5	$36M	+3%	196k	186.33	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$32M	+6%	506k	62.69	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.2	$30M	-21%	195k	151.62	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$26M	+3%	68k	383.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$25M	+2%	54k	460.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$24M	+3%	411k	59.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$24M	+2%	252k	95.75	View chart
Select Sector Spdr Tr Technology (XLK)	0.9	$22M	+2%	99k	225.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$22M	+7%	128k	174.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$22M	+6%	421k	52.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$22M		110k	198.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$21M	+4%	74k	283.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$19M	+8%	116k	167.19	View chart
Exxon Mobil Corporation (XOM)	0.7	$18M	+3%	150k	117.22	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$17M	-2%	291k	57.83	View chart
Meta Platforms Cl A (META)	0.6	$15M		27k	572.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$15M		68k	220.89	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$14M	+5%	88k	154.02	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$13M	-3%	74k	181.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$13M		64k	197.17	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$12M	+5%	142k	83.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$12M		71k	165.85	View chart
JPMorgan Chase & Co. (JPM)	0.5	$12M	+10%	56k	210.86	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$11M	+27%	26k	423.12	View chart
Procter & Gamble Company (PG)	0.5	$11M	+5%	64k	173.20	View chart
Vanguard World Industrial Etf (VIS)	0.5	$11M		43k	260.07	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.5	$11M		215k	50.78	View chart
Home Depot (HD)	0.5	$11M	+13%	27k	405.19	View chart
Wal-Mart Stores (WMT)	0.4	$11M	+8%	132k	80.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$11M		128k	83.63	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.4	$10M	+14%	319k	32.81	View chart
Johnson & Johnson (JNJ)	0.4	$10M	+5%	64k	162.06	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$10M	+8%	41k	245.46	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$10M	+33%	198k	50.74	View chart
United Parcel Service CL B (UPS)	0.4	$9.9M	-9%	73k	136.34	View chart
Verizon Communications (VZ)	0.4	$9.5M	-2%	211k	44.91	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$9.4M		113k	83.21	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$9.4M	+2%	116k	80.78	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$9.3M		102k	91.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$9.2M		35k	263.83	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.4	$9.1M	+12%	179k	50.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$9.0M		145k	62.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$8.6M	+8%	48k	179.16	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.4	$8.6M	-28%	137k	63.05	View chart
Costco Wholesale Corporation (COST)	0.4	$8.5M	+25%	9.6k	886.59	View chart
Eli Lilly & Co. (LLY)	0.4	$8.5M	+2%	9.5k	885.93	View chart
Lockheed Martin Corporation (LMT)	0.3	$8.3M	+10%	14k	584.52	View chart
Tesla Motors (TSLA)	0.3	$8.1M	-14%	31k	261.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$7.9M	+19%	76k	104.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$7.9M		21k	375.38	View chart
McDonald's Corporation (MCD)	0.3	$7.7M	+7%	26k	304.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$7.7M	+5%	13k	586.51	View chart
Abbvie (ABBV)	0.3	$7.7M	+6%	39k	197.48	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$7.6M	+2%	65k	117.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$7.5M	-2%	32k	237.21	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$7.4M	+10%	205k	36.38	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$7.3M		51k	142.04	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$7.2M	+17%	399k	18.04	View chart
Visa Com Cl A (V)	0.3	$7.1M	+8%	26k	274.95	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$7.0M	+57%	298k	23.51	View chart
Merck & Co (MRK)	0.3	$6.9M	+5%	61k	113.56	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$6.8M		64k	106.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$6.8M		58k	116.96	View chart
Chevron Corporation (CVX)	0.3	$6.7M	+2%	46k	147.27	View chart
UnitedHealth (UNH)	0.3	$6.7M	+28%	12k	584.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$6.6M	+29%	27k	243.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$6.6M	+61%	65k	101.27	View chart
At&t (T)	0.3	$6.5M		296k	22.00	View chart
Oracle Corporation (ORCL)	0.3	$6.5M	+33%	38k	170.40	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$6.5M		46k	139.49	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$6.4M		89k	71.73	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$6.3M	+2%	23k	276.76	View chart
DNP Select Income Fund (DNP)	0.3	$6.2M	+43%	621k	10.04	View chart
Coca-Cola Company (KO)	0.3	$6.2M	+3%	86k	71.86	View chart
Broadcom (AVGO)	0.3	$6.2M	+1061%	36k	172.50	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$6.1M	+2%	167k	36.49	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$6.1M		35k	174.50	View chart
Tidal Etf Tr Foliobeyond Alte (RISR)	0.3	$6.1M		179k	33.97	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$6.1M		115k	52.86	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$6.0M	+5%	145k	41.50	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$6.0M	+20%	120k	49.78	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$5.8M	-9%	124k	46.52	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$5.7M	+2%	32k	179.30	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$5.7M	+20%	65k	87.80	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$5.6M	+8%	42k	135.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$5.6M		118k	47.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$5.5M		29k	189.80	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$5.4M	+3%	108k	50.28	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$5.4M	+131%	106k	50.88	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$5.4M	+170%	67k	80.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$5.4M	+16%	53k	100.72	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$5.3M	+8%	17k	321.95	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$5.3M	+7%	63k	83.75	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$5.3M	+2%	93k	56.57	View chart
Vanguard World Materials Etf (VAW)	0.2	$5.3M	-6%	25k	211.47	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$5.2M	+25%	47k	110.63	View chart
Netflix (NFLX)	0.2	$5.2M	+3%	7.4k	709.27	View chart
Advanced Micro Devices (AMD)	0.2	$5.2M	+27%	32k	164.08	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$5.2M	-4%	26k	200.37	View chart
RPM International (RPM)	0.2	$5.1M		42k	121.00	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$5.1M	+28%	113k	45.51	View chart
Amgen (AMGN)	0.2	$5.1M	+10%	16k	322.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$5.1M		52k	97.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.9M	+21%	58k	84.53	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$4.8M	+99%	89k	53.53	View chart
Devon Energy Corporation (DVN)	0.2	$4.7M	+11%	121k	39.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$4.7M		102k	45.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$4.5M		58k	78.05	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$4.5M	+2%	110k	41.49	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.2	$4.5M	+262%	93k	48.31	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$4.5M	+11%	99k	45.32	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$4.5M	+4%	85k	52.55	View chart
Raytheon Technologies Corp (RTX)	0.2	$4.4M		37k	121.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.4M		34k	128.20	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$4.4M	+4%	74k	59.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$4.4M		32k	135.07	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$4.3M		61k	71.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$4.3M	+41%	12k	353.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$4.3M	+10%	55k	78.69	View chart
Bank of America Corporation (BAC)	0.2	$4.3M		108k	39.68	View chart
International Business Machines (IBM)	0.2	$4.2M		19k	221.08	View chart
Nextera Energy (NEE)	0.2	$4.2M	-2%	50k	84.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$4.1M	+3%	33k	125.62	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$4.1M		70k	59.21	View chart
Pepsi (PEP)	0.2	$4.1M	+18%	24k	170.05	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.2	$4.0M	+36%	173k	23.30	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$3.8M		17k	218.47	View chart
Caterpillar (CAT)	0.2	$3.7M	+7%	9.6k	391.11	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$3.7M	+138%	31k	119.60	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.6M		24k	153.13	View chart
Duke Energy Corp Com New (DUK)	0.2	$3.6M	+21%	31k	115.30	View chart
Goldman Sachs (GS)	0.1	$3.5M	+8%	7.2k	495.09	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$3.5M		36k	98.80	View chart
Fs Kkr Capital Corp (FSK)	0.1	$3.5M	+13%	179k	19.73	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$3.5M		10k	345.29	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$3.5M	+18%	43k	82.94	View chart
American Express Company (AXP)	0.1	$3.5M	+17%	13k	271.21	View chart
Honeywell International (HON)	0.1	$3.4M	+8%	16k	206.70	View chart
Union Pacific Corporation (UNP)	0.1	$3.4M	+8%	14k	246.48	View chart
Cisco Systems (CSCO)	0.1	$3.4M	-2%	63k	53.22	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$3.4M		37k	90.80	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$3.4M		73k	45.89	View chart
Deere & Company (DE)	0.1	$3.3M	+34%	8.0k	417.33	View chart
General Dynamics Corporation (GD)	0.1	$3.3M	+26%	11k	302.20	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$3.2M		64k	51.05	View chart
The Trade Desk Com Cl A (TTD)	0.1	$3.2M	+84%	30k	109.65	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	0.1	$3.2M	+7%	18k	184.42	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$3.2M		27k	117.62	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$3.2M	+38%	126k	25.53	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$3.2M		73k	43.99	View chart
ConocoPhillips (COP)	0.1	$3.2M		30k	105.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.2M		49k	64.74	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.2M	+9%	41k	78.37	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.1M	+7%	53k	57.41	View chart
Duff & Phelps Global (DPG)	0.1	$3.0M	+45%	259k	11.74	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.0M	+31%	6.1k	493.78	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$3.0M	-15%	60k	50.04	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$3.0M	+16%	20k	149.64	View chart
Applied Materials (AMAT)	0.1	$3.0M	-2%	15k	202.05	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$3.0M	+20%	245k	12.13	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.9M	+11%	44k	67.51	View chart
Global X Fds Dow 30 Covered C (DJIA)	0.1	$2.9M		128k	23.03	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.9M		26k	114.97	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.9M	+3%	64k	45.49	View chart
Prudential Financial (PRU)	0.1	$2.9M	-2%	24k	121.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.9M	-2%	27k	107.65	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.9M		5.0k	569.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.8M	-4%	32k	88.14	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$2.8M	+2%	42k	67.27	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$2.8M	+185%	54k	51.48	View chart
First Tr Exchange-traded Ultra Sht Dur Mu (FUMB)	0.1	$2.8M	+5%	139k	20.11	View chart
Boeing Company (BA)	0.1	$2.8M	-15%	18k	152.04	View chart
MercadoLibre (MELI)	0.1	$2.8M	+38%	1.4k	2052.04	View chart
Chubb (CB)	0.1	$2.8M	+18%	9.6k	288.40	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$2.7M	+2%	89k	30.96	View chart
Walt Disney Company (DIS)	0.1	$2.7M	+2%	29k	96.19	View chart
Abbott Laboratories (ABT)	0.1	$2.7M		24k	114.01	View chart
Southern Company (SO)	0.1	$2.7M	+9%	30k	90.18	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$2.7M	+545%	30k	89.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.7M		10k	263.29	View chart
salesforce (CRM)	0.1	$2.7M	-2%	9.9k	273.70	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.1	$2.7M	-4%	105k	25.64	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.7M	+14%	5.2k	517.78	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.7M		63k	41.95	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$2.6M		33k	80.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$2.6M		22k	120.33	View chart
Palo Alto Networks (PANW)	0.1	$2.6M	-9%	7.7k	341.81	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$2.6M	-5%	69k	37.71	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.6M	-29%	61k	41.77	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.6M	-75%	51k	50.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.6M	-8%	13k	200.77	View chart
Waste Management (WM)	0.1	$2.6M	+77%	12k	207.59	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.6M		43k	59.22	View chart
Air Products & Chemicals (APD)	0.1	$2.5M	+24%	8.5k	297.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.5M	+24%	13k	200.85	View chart
Pfizer (PFE)	0.1	$2.5M	-10%	87k	28.94	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$2.5M	+13%	62k	39.82	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.5M	+4%	12k	206.56	View chart
Uber Technologies (UBER)	0.1	$2.5M	-20%	33k	75.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.5M	-3%	33k	75.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.4M	+54%	29k	83.15	View chart
Qualcomm (QCOM)	0.1	$2.4M	+14%	14k	170.05	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.1	$2.4M		62k	39.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.4M	+2%	30k	80.37	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$2.4M		33k	72.80	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.3M		10k	230.58	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.3M	+22%	43k	54.93	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.3M	-3%	9.6k	243.46	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.3M	+5%	14k	167.67	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$2.3M	+8%	54k	42.77	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.3M	-5%	8.1k	282.20	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.1	$2.3M	+8%	122k	18.81	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.3M	+17%	48k	47.53	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.2M		4.3k	528.10	View chart
Kkr & Co (KKR)	0.1	$2.2M	+5%	17k	130.58	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$2.2M	+5%	28k	79.23	View chart
Wells Fargo & Company (WFC)	0.1	$2.2M	+22%	39k	56.49	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.2M	+3%	59k	37.20	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$2.2M	+12%	21k	102.58	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.1	$2.1M	+6%	46k	46.83	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.1M	-26%	7.6k	280.49	View chart
Illinois Tool Works (ITW)	0.1	$2.1M	+9%	8.1k	262.06	View chart
TJX Companies (TJX)	0.1	$2.1M	+51%	18k	117.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.1M		40k	52.66	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$2.1M	+12%	44k	47.21	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$2.1M	+81%	41k	51.14	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.1M		3.00	691180.00	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.1M	+17%	23k	91.93	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.1M	+2%	21k	96.95	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$2.1M		26k	78.56	View chart
Lowe's Companies (LOW)	0.1	$2.1M	+5%	7.6k	270.87	View chart
Linde SHS (LIN)	0.1	$2.1M		4.3k	476.85	View chart
Ge Aerospace Com New (GE)	0.1	$2.1M		11k	188.58	View chart
Ecolab (ECL)	0.1	$2.0M	+30%	8.0k	255.33	View chart
Eaton Corp SHS (ETN)	0.1	$2.0M	+200%	6.2k	331.44	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$2.0M	+6%	49k	41.96	View chart
Servicenow (NOW)	0.1	$2.0M	+32%	2.3k	894.39	View chart
Intuit (INTU)	0.1	$2.0M	+73%	3.2k	620.92	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$2.0M	NEW	82k	24.30	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$2.0M	+30%	104k	19.07	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$2.0M	+11%	30k	65.00	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$2.0M	+2%	16k	120.37	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.0M	+157%	42k	47.13	View chart

Past Filings by J.w. Cole Advisors

SEC 13F filings are viewable for J.w. Cole Advisors going back to 2019

J.w. Cole Advisors 2024 Q3 filed Oct. 24, 2024
J.w. Cole Advisors 2024 Q2 filed Aug. 8, 2024
J.w. Cole Advisors 2024 Q1 filed April 30, 2024
J.w. Cole Advisors 2023 Q4 filed Jan. 31, 2024
J.w. Cole Advisors 2023 Q3 filed Oct. 24, 2023
J.w. Cole Advisors 2023 Q2 filed July 27, 2023
J.w. Cole Advisors 2023 Q1 filed May 3, 2023
J.w. Cole Advisors 2022 Q4 filed Feb. 14, 2023
J.w. Cole Advisors 2022 Q3 filed Oct. 31, 2022
J.w. Cole Advisors 2022 Q2 filed July 27, 2022
J.w. Cole Advisors 2022 Q1 restated filed June 10, 2022
J.w. Cole Advisors 2022 Q1 filed May 16, 2022
J.w. Cole Advisors 2021 Q4 filed Jan. 25, 2022
J.w. Cole Advisors 2021 Q3 filed Oct. 26, 2021
J.w. Cole Advisors 2021 Q2 filed Aug. 6, 2021
J.w. Cole Advisors 2021 Q1 filed April 28, 2021

View all past filings

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