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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, NVDA, QQQ, SPY, and represent 16.50% of J.w. Cole Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$14M), SCHG (+$7.5M), SCHD, DGRO, JAAA, ANET, ICSH, DIA, CLOI, URA.
Started 79 new stock positions in CBOE, SFL, GOF, CPSD, GEO, SPYI, FCOM, BIDD, BLOK, PSFF.
Reduced shares in these 10 stocks: IYW (-$13M), IVV, SHV, Arista Networks, VIOV, Bsco etf, IGLB, AAPL, IEI, BNDX.
Sold out of its positions in ADUS, SILJ, Arista Networks, BHP, BlackRock, BLDR, CVS, CGCB, CIVI, CAG.
J.w. Cole Advisors was a net buyer of stock by $93M.
J.w. Cole Advisors has $2.5B in assets under management (AUM), dropping by 3.83%.
Central Index Key (CIK): 0001404763

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Portfolio Holdings for J.w. Cole Advisors

J.w. Cole Advisors holds 956 positions in its portfolio as reported in the December 2024 quarterly 13F filing

J.w. Cole Advisors has 956 total positions. Only the first 250 positions are shown.

Sign up to view all of the J.w. Cole Advisors Dec. 31, 2024 positions
Download the J.w. Cole Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.7	$141M		562k	250.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.9	$97M	+17%	179k	538.81	View chart
NVIDIA Corporation (NVDA)	2.4	$61M		452k	134.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$58M	+2%	114k	511.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$52M	+3%	89k	586.08	View chart
Microsoft Corporation (MSFT)	2.0	$49M		116k	421.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$47M	-7%	80k	588.68	View chart
Amazon (AMZN)	1.8	$44M	+2%	201k	219.39	View chart
Ishares Tr Core Div Grwth (DGRO)	1.4	$35M	+10%	562k	61.34	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$29M	+2%	69k	410.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$25M		247k	101.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$25M	+5%	434k	57.53	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$24M	+5%	105k	232.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$24M		53k	453.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$23M	+8%	138k	169.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$23M	+3%	120k	190.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$22M	+5%	77k	289.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$22M		112k	195.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$21M	+4%	440k	47.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$18M	-42%	112k	159.52	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$17M		295k	56.48	View chart
Meta Platforms Cl A (META)	0.6	$16M	+2%	27k	585.51	View chart
Exxon Mobil Corporation (XOM)	0.6	$16M	-2%	147k	107.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$15M		68k	220.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$14M	+5%	75k	189.30	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$14M		74k	189.98	View chart
JPMorgan Chase & Co. (JPM)	0.6	$14M	+3%	58k	239.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$13M	+17%	31k	425.50	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.5	$12M	+9%	236k	52.07	View chart
Wal-Mart Stores (WMT)	0.5	$12M	+2%	136k	90.35	View chart
Tesla Motors (TSLA)	0.5	$12M	-2%	30k	403.85	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$12M	-2%	86k	137.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$12M	-3%	62k	190.88	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$11M		141k	78.61	View chart
Ishares Tr Ultra Short-term (ICSH)	0.4	$11M	+23%	220k	50.43	View chart
Home Depot (HD)	0.4	$11M	+5%	28k	388.98	View chart
Procter & Gamble Company (PG)	0.4	$11M		65k	167.65	View chart
Vanguard World Industrial Etf (VIS)	0.4	$11M		43k	254.39	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.4	$11M	+16%	160k	67.03	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.4	$11M	+4%	333k	31.69	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$10M	+4%	207k	50.37	View chart
Costco Wholesale Corporation (COST)	0.4	$10M	+18%	11k	916.33	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$10M		42k	242.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$9.9M	+7%	37k	264.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$9.7M		128k	75.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$9.6M	+353%	344k	27.87	View chart
United Parcel Service CL B (UPS)	0.4	$9.1M		73k	126.10	View chart
Johnson & Johnson (JNJ)	0.4	$9.1M		63k	144.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$9.1M		102k	88.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$8.8M	-2%	142k	62.31	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$8.8M	-4%	109k	80.93	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$8.6M	+60%	171k	50.71	View chart
Broadcom (AVGO)	0.3	$8.5M	+2%	37k	231.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$8.5M		21k	401.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$8.5M		48k	175.23	View chart
Verizon Communications (VZ)	0.3	$8.3M		208k	39.99	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$8.2M	+12%	450k	18.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$8.2M		13k	621.79	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$8.2M		64k	126.75	View chart
Visa Com Cl A (V)	0.3	$8.1M		26k	316.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$8.0M	+5%	33k	240.28	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$7.8M	-10%	104k	75.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$7.7M	+17%	32k	242.13	View chart
Eli Lilly & Co. (LLY)	0.3	$7.6M	+3%	9.8k	772.07	View chart
McDonald's Corporation (MCD)	0.3	$7.4M		26k	289.88	View chart
Lockheed Martin Corporation (LMT)	0.3	$7.1M	+2%	15k	485.91	View chart
Abbvie (ABBV)	0.3	$7.0M		39k	177.70	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$7.0M	+5%	24k	288.85	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$7.0M	+8%	38k	184.88	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$7.0M	+27%	53k	131.76	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$6.9M	+15%	139k	49.55	View chart
Netflix (NFLX)	0.3	$6.8M	+3%	7.6k	891.32	View chart
DNP Select Income Fund (DNP)	0.3	$6.8M	+23%	767k	8.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$6.7M		58k	115.22	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$6.7M		51k	132.10	View chart
At&t (T)	0.3	$6.6M	-2%	290k	22.77	View chart
Chevron Corporation (CVX)	0.3	$6.6M		45k	144.84	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$6.5M	+19%	148k	44.01	View chart
Oracle Corporation (ORCL)	0.3	$6.5M		39k	166.64	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$6.4M	+2%	47k	135.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$6.4M	+2%	66k	96.90	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$6.4M	+4%	152k	41.90	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$6.4M	-13%	178k	35.85	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$6.3M	+11%	18k	343.41	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$6.2M		63k	99.55	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$6.2M	-9%	270k	22.80	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$6.2M	+5%	28k	224.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$6.1M	+286%	224k	27.32	View chart
UnitedHealth (UNH)	0.2	$6.1M	+4%	12k	505.81	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$6.0M	+24%	124k	48.33	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$6.0M	-4%	85k	70.00	View chart
Merck & Co (MRK)	0.2	$5.8M	-3%	59k	99.48	View chart
Tidal Etf Tr Foliobeyond Alte (RISR)	0.2	$5.8M	-11%	159k	36.60	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$5.8M	+27%	108k	53.44	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$5.7M	+7%	100k	57.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$5.6M	+10%	70k	80.27	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$5.6M	+21%	108k	52.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$5.5M	-2%	31k	178.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$5.5M	+5%	70k	78.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$5.5M	+3%	30k	185.13	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$5.5M	-3%	162k	33.74	View chart
Coca-Cola Company (KO)	0.2	$5.4M		87k	62.26	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$5.4M	-7%	106k	51.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$5.4M	+4%	123k	44.04	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$5.4M	+6%	120k	44.92	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$5.4M		53k	100.32	View chart
RPM International (RPM)	0.2	$5.2M		43k	123.06	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$5.0M	+5%	79k	63.45	View chart
Vanguard World Materials Etf (VAW)	0.2	$4.9M	+4%	26k	187.84	View chart
Bank of America Corporation (BAC)	0.2	$4.9M	+2%	110k	43.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$4.8M	+13%	37k	128.62	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$4.8M	-13%	56k	85.66	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$4.7M		61k	77.81	View chart
Palantir Technologies Cl A (PLTR)	0.2	$4.5M		60k	75.63	View chart
Goldman Sachs (GS)	0.2	$4.5M	+9%	7.9k	572.64	View chart
Fs Kkr Capital Corp (FSK)	0.2	$4.5M	+15%	206k	21.72	View chart
Raytheon Technologies Corp (RTX)	0.2	$4.4M	+4%	38k	115.72	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$4.4M	+18%	51k	87.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.4M		35k	127.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$4.4M	+2%	105k	41.82	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$4.4M	+2%	33k	131.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$4.3M	+3%	56k	77.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$4.3M	-6%	49k	89.08	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$4.3M		12k	351.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$4.3M	+5%	61k	70.28	View chart
Advanced Micro Devices (AMD)	0.2	$4.3M	+10%	35k	120.79	View chart
Amgen (AMGN)	0.2	$4.2M	+3%	16k	260.64	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$4.2M		71k	59.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$4.2M	-21%	85k	49.05	View chart
International Business Machines (IBM)	0.2	$4.2M		19k	219.84	View chart
Boeing Company (BA)	0.2	$4.1M	+27%	23k	177.00	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$4.1M	+36%	60k	68.94	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$4.0M		108k	37.12	View chart
Duke Energy Corp Com New (DUK)	0.2	$4.0M	+18%	37k	107.74	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.2	$3.9M	-8%	86k	45.94	View chart
American Express Company (AXP)	0.2	$3.9M	+3%	13k	296.79	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.9M	-4%	23k	172.42	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$3.8M		10k	366.05	View chart
Honeywell International (HON)	0.2	$3.8M	+3%	17k	225.88	View chart
Cisco Systems (CSCO)	0.2	$3.7M		63k	59.20	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$3.6M		17k	211.38	View chart
Nextera Energy (NEE)	0.1	$3.6M		50k	71.69	View chart
Pepsi (PEP)	0.1	$3.5M	-3%	23k	152.06	View chart
Caterpillar (CAT)	0.1	$3.5M		9.7k	362.76	View chart
Axon Enterprise (AXON)	0.1	$3.5M	+87%	5.9k	594.32	View chart
The Trade Desk Com Cl A (TTD)	0.1	$3.5M		30k	117.53	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.5M	+7%	6.6k	526.60	View chart
salesforce (CRM)	0.1	$3.4M	+4%	10k	334.32	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$3.4M	-14%	148k	23.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$3.4M	+29%	16k	210.46	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$3.4M		74k	46.24	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$3.3M	+4%	37k	90.06	View chart
Devon Energy Corporation (DVN)	0.1	$3.3M	-16%	101k	32.73	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$3.3M		38k	87.82	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$3.3M	+12%	29k	114.73	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	0.1	$3.3M		18k	184.05	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$3.2M		65k	49.43	View chart
Duff & Phelps Global (DPG)	0.1	$3.2M	+5%	273k	11.69	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.2M	+4%	42k	74.73	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.2M	+10%	5.5k	569.56	View chart
Deere & Company (DE)	0.1	$3.1M	-7%	7.4k	423.74	View chart
Union Pacific Corporation (UNP)	0.1	$3.1M		14k	228.03	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$3.1M	+11%	47k	67.03	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$3.1M	+22%	53k	58.35	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$3.1M		27k	112.26	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$3.1M		71k	42.83	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$3.0M		61k	49.86	View chart
ConocoPhillips (COP)	0.1	$3.0M		31k	99.17	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$3.0M	+11%	24k	123.53	View chart
Walt Disney Company (DIS)	0.1	$3.0M	-6%	27k	111.35	View chart
Pfizer (PFE)	0.1	$3.0M	+28%	112k	26.53	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$2.9M	+6%	95k	30.47	View chart
Global X Fds Dow 30 Covered C (DJIA)	0.1	$2.9M		128k	22.42	View chart
Wells Fargo & Company (WFC)	0.1	$2.9M	+4%	41k	70.24	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.8M	+8%	29k	96.83	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.8M		64k	43.64	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$2.8M	+3%	252k	11.07	View chart
Prudential Financial (PRU)	0.1	$2.8M	-2%	24k	118.53	View chart
General Dynamics Corporation (GD)	0.1	$2.7M	-5%	10k	263.50	View chart
Palo Alto Networks (PANW)	0.1	$2.7M	+94%	15k	181.96	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.7M	-2%	52k	52.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.7M	+20%	17k	161.77	View chart
Chubb (CB)	0.1	$2.7M	+2%	9.8k	276.31	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.7M	+5%	67k	40.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.7M	-3%	10k	269.71	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$2.7M	+6%	58k	46.26	View chart
Abbott Laboratories (ABT)	0.1	$2.6M	-2%	23k	113.11	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$2.6M	+2%	34k	78.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.6M	-7%	30k	88.40	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.1	$2.6M	-3%	102k	25.64	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.6M	+8%	46k	56.38	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.6M	-11%	18k	145.35	View chart
Applied Materials (AMAT)	0.1	$2.6M	+7%	16k	162.63	View chart
Kkr & Co (KKR)	0.1	$2.6M		17k	147.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.6M		13k	198.19	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$2.5M	-8%	127k	20.09	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$2.5M	-18%	102k	24.90	View chart
Southern Company (SO)	0.1	$2.5M		31k	82.32	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.5M	-13%	43k	58.93	View chart
Waste Management (WM)	0.1	$2.5M		13k	201.78	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$2.5M	-7%	51k	49.69	View chart
Air Products & Chemicals (APD)	0.1	$2.5M		8.6k	290.03	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$2.5M	-3%	67k	37.46	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.5M	+2%	9.8k	253.75	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.5M	+25%	27k	92.73	View chart
Servicenow (NOW)	0.1	$2.4M		2.3k	1060.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.4M	+3%	34k	71.91	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$2.4M	+111%	26k	91.43	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$2.4M	-33%	21k	115.55	View chart
Arista Networks Com Shs (ANET)	0.1	$2.4M	NEW	22k	110.53	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.4M		48k	49.96	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$2.4M	+270%	107k	22.23	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.1	$2.4M	+4%	127k	18.61	View chart
Ge Aerospace Com New (GE)	0.1	$2.4M	+30%	14k	166.79	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$2.4M	+57%	72k	32.76	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$2.4M	+13%	46k	51.10	View chart
MercadoLibre (MELI)	0.1	$2.4M		1.4k	1700.50	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.3M		5.3k	444.68	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.1	$2.3M		47k	50.52	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.3M	+193%	89k	26.07	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$2.3M		28k	81.16	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.3M	-11%	6.7k	342.18	View chart
TJX Companies (TJX)	0.1	$2.3M	+4%	19k	120.81	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.1	$2.3M	+39%	89k	25.45	View chart
Eaton Corp SHS (ETN)	0.1	$2.3M	+11%	6.8k	331.86	View chart
Intuit (INTU)	0.1	$2.3M	+10%	3.6k	628.50	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.2M	-2%	60k	37.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.2M	+9%	43k	51.70	View chart
Qualcomm (QCOM)	0.1	$2.2M	+2%	15k	153.62	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.2M	+10%	46k	48.16	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.2M		10k	215.48	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.2M		12k	187.51	View chart
Lowe's Companies (LOW)	0.1	$2.2M	+17%	8.9k	246.79	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$2.2M		34k	65.35	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.1	$2.2M		63k	34.48	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.1M	+3%	23k	90.93	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$2.1M	+4%	46k	45.34	View chart
Shopify Cl A (SHOP)	0.1	$2.1M	-9%	20k	106.33	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$2.1M	+212%	88k	23.47	View chart
Illinois Tool Works (ITW)	0.1	$2.1M		8.1k	253.56	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$2.1M		26k	77.79	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$2.0M	+5%	110k	18.70	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.0M	+16%	6.9k	287.84	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.0M		4.2k	469.35	View chart
Altria (MO)	0.1	$2.0M		38k	52.29	View chart
Uber Technologies (UBER)	0.1	$2.0M		33k	60.32	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$2.0M		16k	121.59	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.0M		9.5k	206.93	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.0M	-23%	39k	50.32	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$2.0M	-7%	58k	33.91	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 Q4 filed Jan. 31, 2025
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

View all past filings

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