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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, NVDA, MSFT, QQQ, AMZN, and represent 15.98% of J.w. Cole Advisors's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$8.0M), DIA (+$6.4M), VOO, KTOS, NXJ, NBSD, IREN, GOOGL, DYNF, SCHX.
Started 142 new stock positions in ZROZ, VTEI, IETC, INCY, BULL, XSD, PJFG, UAVS, BTC, PSTG.
Reduced shares in these 10 stocks: AAPL (-$10M), COWZ (-$6.6M), OXLC, , COST, TJX, ACN, PGR, QYLD, BRK.B.
Sold out of its positions in AISP, American Centy Etf Tr, BGS, MUJ, BFRG, CBZ, CHI, CP, CQP, CHD.
J.w. Cole Advisors was a net buyer of stock by $182M.
J.w. Cole Advisors has $5.2B in assets under management (AUM), dropping by 11.10%.
Central Index Key (CIK): 0001404763

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Portfolio Holdings for J.w. Cole Advisors

J.w. Cole Advisors holds 1544 positions in its portfolio as reported in the September 2025 quarterly 13F filing

J.w. Cole Advisors has 1544 total positions. Only the first 250 positions are shown.

Sign up to view all of the J.w. Cole Advisors Sept. 30, 2025 positions
Download the J.w. Cole Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.8	$302M	-3%	1.2M	254.63	View chart
NVIDIA Corporation (NVDA)	3.4	$179M		960k	186.58	View chart
Microsoft Corporation (MSFT)	2.6	$134M		259k	517.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$119M		198k	600.37	View chart
Amazon (AMZN)	1.9	$101M		461k	219.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$93M	+4%	152k	612.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$86M		129k	666.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$78M		117k	669.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$60M	-2%	119k	502.74	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$58M	+2%	121k	479.61	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$48M		704k	68.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$48M		196k	243.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$42M		692k	59.92	View chart
Exxon Mobil Corporation (XOM)	0.8	$41M		361k	112.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$40M	+4%	216k	186.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$40M		121k	328.17	View chart
JPMorgan Chase & Co. (JPM)	0.7	$38M		121k	315.43	View chart
Meta Platforms Cl A (META)	0.7	$38M	+2%	51k	734.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$37M	+5%	303k	120.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$36M	+9%	148k	243.10	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$34M	-3%	122k	281.86	View chart
Tesla Motors (TSLA)	0.6	$34M		76k	444.72	View chart
Pimco Dynamic Income SHS (PDI)	0.6	$31M	+6%	1.6M	19.80	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$30M		529k	57.10	View chart
Wal-Mart Stores (WMT)	0.6	$30M	-2%	286k	103.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$29M	+6%	135k	215.79	View chart
Home Depot (HD)	0.5	$27M	-3%	66k	405.19	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$26M	+8%	515k	50.78	View chart
Broadcom (AVGO)	0.5	$25M	+5%	76k	329.91	View chart
Johnson & Johnson (JNJ)	0.5	$24M	+2%	131k	185.42	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.5	$24M	+3%	397k	60.40	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$22M	-23%	380k	57.47	View chart
Costco Wholesale Corporation (COST)	0.4	$22M	-9%	23k	925.62	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$21M	+42%	46k	463.74	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.4	$21M	+3%	274k	76.32	View chart
Palantir Technologies Cl A (PLTR)	0.4	$21M	+6%	115k	182.42	View chart
Abbvie (ABBV)	0.4	$21M		89k	231.54	View chart
Chevron Corporation (CVX)	0.4	$21M	+2%	133k	155.29	View chart
Procter & Gamble Company (PG)	0.4	$20M	-5%	133k	153.65	View chart
Ge Aerospace Com New (GE)	0.4	$20M	+5%	67k	300.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$20M	+2%	82k	241.96	View chart
Eli Lilly & Co. (LLY)	0.4	$20M	+3%	26k	763.00	View chart
Oracle Corporation (ORCL)	0.4	$19M		69k	281.24	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$19M		26k	746.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$19M	+7%	53k	355.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$18M	+15%	62k	293.74	View chart
At&t (T)	0.3	$17M		615k	28.24	View chart
Verizon Communications (VZ)	0.3	$17M		386k	43.95	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$17M	+10%	331k	50.75	View chart
Visa Com Cl A (V)	0.3	$17M	-7%	49k	341.37	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$16M		78k	209.34	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$16M	-9%	947k	17.01	View chart
Netflix (NFLX)	0.3	$16M	-5%	13k	1198.89	View chart
Philip Morris International (PM)	0.3	$16M		99k	162.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$16M	+6%	77k	206.51	View chart
Lockheed Martin Corporation (LMT)	0.3	$16M	-6%	32k	499.20	View chart
United Parcel Service CL B (UPS)	0.3	$15M		185k	83.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$15M	+5%	283k	54.18	View chart
International Business Machines (IBM)	0.3	$15M	+5%	52k	282.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$15M	+5%	58k	254.28	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.3	$15M		366k	39.62	View chart
Bank of America Corporation (BAC)	0.3	$14M		274k	51.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$14M		151k	93.37	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$14M	+6%	259k	53.66	View chart
Raytheon Technologies Corp (RTX)	0.3	$14M		81k	167.33	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$14M	+6%	88k	154.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$14M	+15%	424k	31.91	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$13M	+9%	40k	332.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$13M	+6%	131k	100.25	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$13M		94k	139.17	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$13M	-3%	75k	170.85	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$13M		160k	78.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$12M	-3%	189k	65.26	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$12M	+7%	28k	435.46	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$12M	+16%	243k	50.59	View chart
McDonald's Corporation (MCD)	0.2	$12M	+4%	40k	303.89	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$12M		240k	50.73	View chart
ConocoPhillips (COP)	0.2	$12M		128k	94.59	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$12M		138k	87.21	View chart
Nextera Energy (NEE)	0.2	$12M	-4%	158k	75.49	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$12M	+4%	30k	402.41	View chart
Altria (MO)	0.2	$12M		180k	66.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$12M		25k	468.41	View chart
Caterpillar (CAT)	0.2	$12M		25k	477.14	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$12M	+4%	60k	195.86	View chart
Vanguard World Industrial Etf (VIS)	0.2	$12M		40k	296.29	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$12M	+3%	307k	38.02	View chart
Boeing Company (BA)	0.2	$12M		54k	215.83	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$11M	-6%	15.00	754200.00	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$11M	+5%	126k	89.34	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$11M	+4%	206k	54.76	View chart
Coca-Cola Company (KO)	0.2	$11M	+2%	169k	66.32	View chart
DNP Select Income Fund (DNP)	0.2	$11M	+6%	1.1M	10.01	View chart
Duke Energy Corp Com New (DUK)	0.2	$11M	+2%	90k	123.75	View chart
Union Pacific Corporation (UNP)	0.2	$11M		47k	236.37	View chart
Global X Fds Dow 30 Covered C (DJIA)	0.2	$11M	-11%	504k	21.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$11M		56k	189.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$11M		78k	135.23	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$10M	-8%	32k	326.36	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$10M	+2%	130k	78.91	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$10M	+5%	222k	46.24	View chart
Merck & Co (MRK)	0.2	$10M		120k	83.93	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$10M	+10%	48k	209.26	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$10M	+6%	64k	155.45	View chart
Ge Vernova (GEV)	0.2	$10M	+25%	16k	614.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$9.9M		114k	87.31	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$9.9M	+5%	157k	62.91	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$9.8M	-5%	103k	95.14	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$9.7M		194k	49.83	View chart
Intuitive Surgical Com New (ISRG)	0.2	$9.7M	-2%	22k	447.23	View chart
Goldman Sachs (GS)	0.2	$9.6M	-3%	12k	796.38	View chart
Lowe's Companies (LOW)	0.2	$9.6M		38k	251.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$9.4M	+9%	49k	194.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$9.3M		64k	145.65	View chart
Applied Materials (AMAT)	0.2	$9.1M	+11%	45k	204.74	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$9.1M	+5%	184k	49.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$9.0M	+2%	64k	140.95	View chart
American Express Company (AXP)	0.2	$8.9M		27k	332.15	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$8.9M	-9%	62k	142.41	View chart
Southern Company (SO)	0.2	$8.8M	+3%	93k	94.77	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$8.8M	+25%	32k	279.29	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$8.7M	-2%	62k	140.05	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$8.7M	+1247%	86k	100.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$8.7M	-6%	73k	118.83	View chart
Axon Enterprise (AXON)	0.2	$8.5M		12k	717.64	View chart
Tidal Trust I Foliobeyond Alte (RISR)	0.2	$8.4M	+2%	235k	35.84	View chart
Wells Fargo & Company (WFC)	0.2	$8.3M	-2%	100k	83.82	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.2	$8.3M	+6%	175k	47.60	View chart
Walt Disney Company (DIS)	0.2	$8.3M	+5%	72k	114.50	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$8.3M	+4%	156k	53.10	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$8.3M		80k	103.07	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$8.1M	+21%	152k	53.40	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$8.1M	+4%	150k	53.87	View chart
Advanced Micro Devices (AMD)	0.2	$8.0M		50k	161.79	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$7.9M	+34%	86k	91.75	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$7.8M	+5%	32k	247.12	View chart
Cisco Systems (CSCO)	0.1	$7.8M		114k	68.42	View chart
Gabelli Equity Trust (GAB)	0.1	$7.8M		1.3M	6.09	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$7.8M		35k	222.17	View chart
Honeywell International (HON)	0.1	$7.7M		37k	210.50	View chart
Waste Management (WM)	0.1	$7.7M	+4%	35k	220.83	View chart
Eaton Corp SHS (ETN)	0.1	$7.7M	-9%	21k	374.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$7.5M		37k	203.59	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$7.5M		96k	78.09	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$7.5M	+15%	159k	46.93	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$7.4M	+4%	71k	104.51	View chart
Rollins (ROL)	0.1	$7.4M		126k	58.74	View chart
Phillips 66 (PSX)	0.1	$7.4M	+2%	55k	136.02	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$7.4M	+12%	111k	67.07	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$7.4M	+4%	88k	84.11	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$7.4M	+16%	176k	42.03	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$7.4M	+15%	97k	76.01	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$7.3M	+2%	30k	239.63	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$7.2M	+27%	141k	51.08	View chart
Palo Alto Networks (PANW)	0.1	$7.2M	+8%	35k	203.62	View chart
UnitedHealth (UNH)	0.1	$7.2M	+6%	21k	345.31	View chart
Pepsi (PEP)	0.1	$7.2M		51k	140.44	View chart
Constellation Energy (CEG)	0.1	$7.2M	+6%	22k	329.07	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$7.0M		203k	34.33	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.0M	+3%	12k	568.79	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$6.8M	-6%	174k	39.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$6.8M	+67%	260k	26.34	View chart
Realty Income (O)	0.1	$6.7M		110k	60.79	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$6.6M	+12%	153k	43.41	View chart
Amgen (AMGN)	0.1	$6.5M	-3%	23k	282.20	View chart
Main Street Capital Corporation (MAIN)	0.1	$6.5M	+3%	103k	63.59	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$6.5M	+9%	275k	23.47	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$6.4M	-2%	30k	213.73	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$6.4M		162k	39.62	View chart
Vanguard World Health Car Etf (VHT)	0.1	$6.4M	-6%	25k	259.60	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$6.2M		135k	46.32	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$6.2M	-10%	85k	73.48	View chart
Northrop Grumman Corporation (NOC)	0.1	$6.2M	+20%	10k	609.32	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$6.1M	+4%	91k	67.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$6.1M		43k	142.10	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$6.1M	+10%	114k	53.24	View chart
Pfizer (PFE)	0.1	$6.0M	-8%	235k	25.48	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$6.0M	+17%	78k	76.40	View chart
Arista Networks Com Shs (ANET)	0.1	$5.9M		41k	145.71	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$5.9M	+7%	12k	490.37	View chart
Fs Kkr Capital Corp (FSK)	0.1	$5.9M		395k	14.93	View chart
Abbott Laboratories (ABT)	0.1	$5.9M		44k	133.94	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$5.9M	-15%	40k	148.61	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.1	$5.9M	+125%	473k	12.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$5.9M	+4%	51k	113.88	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$5.7M	+17%	22k	256.45	View chart
Vanguard World Materials Etf (VAW)	0.1	$5.7M	-7%	28k	204.86	View chart
Deere & Company (DE)	0.1	$5.7M		12k	457.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$5.7M	+16%	76k	74.37	View chart
Uber Technologies (UBER)	0.1	$5.6M	+4%	57k	97.97	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$5.5M		125k	44.19	View chart
RPM International (RPM)	0.1	$5.5M		47k	117.88	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$5.5M	+3%	61k	89.64	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$5.4M		69k	78.34	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$5.4M	+12%	384k	14.12	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$5.4M	+16%	123k	43.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.4M	-8%	198k	27.30	View chart
Quanta Services (PWR)	0.1	$5.4M	+9%	13k	414.43	View chart
Servicenow (NOW)	0.1	$5.4M	-12%	5.8k	920.30	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$5.4M	+19%	81k	65.92	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$5.4M		60k	88.96	View chart
salesforce (CRM)	0.1	$5.3M	-8%	23k	237.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.2M	+21%	71k	73.46	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$5.2M	+426%	57k	91.37	View chart
TJX Companies (TJX)	0.1	$5.2M	-27%	36k	144.54	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$5.2M	+17%	93k	55.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.1M	+2%	29k	174.58	View chart
Cheniere Energy Com New (LNG)	0.1	$5.1M	+23%	22k	234.98	View chart
Micron Technology (MU)	0.1	$5.1M	+2%	30k	167.32	View chart
Iren Ordinary Shares (IREN)	0.1	$5.1M	+175%	108k	46.93	View chart
Qualcomm (QCOM)	0.1	$5.1M	-3%	30k	166.36	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$5.0M	+7%	118k	42.72	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$5.0M	+39%	150k	33.53	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.0M	+5%	16k	307.85	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$4.9M	+17%	220k	22.49	View chart
General Dynamics Corporation (GD)	0.1	$4.9M	-3%	15k	340.99	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.9M		85k	57.52	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.8M	+11%	13k	365.48	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$4.8M	+20%	487k	9.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.7M	+3%	48k	99.53	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$4.7M	+17%	67k	70.85	View chart
Spdr Series Trust SPDR S&P1500VL (VLU)	0.1	$4.7M	+9%	23k	204.12	View chart
American Electric Power Company (AEP)	0.1	$4.7M	+2%	42k	112.50	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$4.7M	+4%	75k	62.47	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.7M		25k	183.73	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$4.5M		48k	94.31	View chart
Corning Incorporated (GLW)	0.1	$4.5M	+35%	55k	82.03	View chart
Williams Companies (WMB)	0.1	$4.5M	+52%	71k	63.35	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.5M		48k	93.64	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$4.5M	+43%	154k	29.11	View chart
Medtronic SHS (MDT)	0.1	$4.4M	+82%	47k	95.24	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$4.4M	+9%	74k	60.08	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$4.4M	-14%	46k	96.68	View chart
Enterprise Products Partners (EPD)	0.1	$4.4M		140k	31.27	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.4M		9.0k	485.00	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$4.4M	+5%	37k	119.51	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$4.3M		7.2k	596.03	View chart
Ford Motor Company (F)	0.1	$4.3M	-2%	360k	11.96	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$4.3M	+16%	101k	42.37	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$4.2M	-23%	97k	43.78	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$4.2M	+7%	38k	111.22	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$4.2M	+2%	116k	36.55	View chart
3M Company (MMM)	0.1	$4.2M	+5%	27k	155.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$4.2M		14k	293.78	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.2M		133k	31.42	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$4.2M	+3%	89k	46.96	View chart
Trane Technologies SHS (TT)	0.1	$4.2M	-22%	9.9k	421.95	View chart
MercadoLibre (MELI)	0.1	$4.1M		1.8k	2337.01	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$4.1M	+15%	68k	59.91	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$4.1M		15k	271.12	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 2025 Q3 filed Nov. 5, 2025
J.w. Cole Advisors 2025 Q2 filed Aug. 12, 2025
J.w. Cole Advisors 2025 Q1 filed May 5, 2025
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

View all past filings

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