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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, AMZN, QQQ, and represent 15.56% of J.w. Cole Advisors's stock portfolio.
Added to shares of these 10 stocks: XLK (+$11M), NFLX (+$9.4M), CRCL (+$7.5M), BFC (+$6.3M), BIL (+$5.0M), JAAA, PPA, BPRE, MODL, PSLV.
Started 82 new stock positions in VCLT, SOLS, IAUX, FOUR, AMKR, IDMO, DGXX, CLSK, NDAQ, NEWP.
Reduced shares in these 10 stocks: AAPL (-$19M), BRK.A (-$11M), MSFT (-$8.5M), QQQ (-$7.0M), VOO (-$6.9M), VTI (-$6.7M), NVDA (-$6.4M), VIG (-$6.2M), AMZN (-$6.1M), WMT.
Sold out of its positions in ARKG, ACP, ACM, AREC, APLD, AZO, BANR, BHB, WRB, BRK.A.
J.w. Cole Advisors was a net seller of stock by $-122M.
J.w. Cole Advisors has $4.1B in assets under management (AUM), dropping by -21.08%.
Central Index Key (CIK): 0001404763

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Portfolio Holdings for J.w. Cole Advisors

J.w. Cole Advisors holds 1459 positions in its portfolio as reported in the December 2025 quarterly 13F filing

J.w. Cole Advisors has 1459 total positions. Only the first 250 positions are shown.

Sign up to view all of the J.w. Cole Advisors Dec. 31, 2025 positions
Download the J.w. Cole Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.9	$244M	-7%	1.1M	221.85	View chart
NVIDIA Corporation (NVDA)	3.6	$148M	-4%	920k	160.98	View chart
Microsoft Corporation (MSFT)	2.2	$91M	-8%	237k	382.54	View chart
Amazon (AMZN)	2.0	$83M	-6%	429k	192.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$76M	-8%	181k	421.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$73M	-8%	139k	527.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$67M	-3%	125k	537.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$49M	-4%	114k	428.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$47M		116k	405.98	View chart
Exxon Mobil Corporation (XOM)	0.9	$39M	-4%	345k	113.02	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$38M	+2%	719k	52.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$37M	-3%	143k	260.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$37M	-7%	182k	203.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$34M	+4%	316k	106.18	View chart
JPMorgan Chase & Co. (JPM)	0.8	$31M	-2%	118k	263.43	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$30M	+16%	598k	50.52	View chart
Tesla Motors (TSLA)	0.7	$29M		74k	393.12	View chart
Pimco Dynamic Income SHS (PDI)	0.7	$29M	+3%	1.6M	17.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$27M	-2%	672k	40.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$27M		121k	218.31	View chart
Eli Lilly & Co. (LLY)	0.6	$24M		26k	906.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$24M	-21%	94k	250.70	View chart
Johnson & Johnson (JNJ)	0.6	$23M	-10%	118k	194.33	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$22M	+106%	251k	87.35	View chart
Meta Platforms Cl A (META)	0.5	$21M	-3%	49k	432.92	View chart
Wal-Mart Stores (WMT)	0.5	$21M	-13%	246k	84.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$20M	-4%	507k	39.71	View chart
Broadcom (AVGO)	0.5	$20M	-8%	70k	287.50	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.5	$20M		402k	49.69	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$20M	-8%	349k	56.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$20M	+11%	92k	212.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$19M		217k	87.34	View chart
Chevron Corporation (CVX)	0.4	$18M	-5%	125k	144.17	View chart
United Parcel Service CL B (UPS)	0.4	$18M	-2%	181k	97.36	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$18M	+4%	27k	651.65	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.4	$17M	+2%	282k	60.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$17M	-27%	98k	168.94	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$16M		79k	207.88	View chart
Ge Aerospace Com New (GE)	0.4	$16M	-4%	64k	250.88	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$16M	+5%	81k	196.94	View chart
Abbvie (ABBV)	0.4	$16M	-15%	76k	209.30	View chart
Palantir Technologies Cl A (PLTR)	0.4	$15M		113k	136.14	View chart
Philip Morris International (PM)	0.4	$15M		99k	155.10	View chart
Home Depot (HD)	0.4	$15M	-7%	61k	246.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$15M	+6%	56k	267.09	View chart
International Business Machines (IBM)	0.4	$15M		52k	282.85	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.4	$15M	+7%	355k	40.89	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$14M	+10%	286k	49.69	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$14M	+40%	91k	155.59	View chart
Costco Wholesale Corporation (COST)	0.3	$14M	-2%	23k	609.44	View chart
Procter & Gamble Company (PG)	0.3	$14M	-12%	116k	117.16	View chart
Raytheon Technologies Corp (RTX)	0.3	$13M	-8%	75k	177.62	View chart
Verizon Communications (VZ)	0.3	$13M	-11%	344k	37.99	View chart
Caterpillar (CAT)	0.3	$13M	-4%	24k	544.74	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$13M	+4%	254k	50.43	View chart
At&t (T)	0.3	$13M		613k	20.86	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$13M	+8%	102k	125.84	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$13M		29k	442.22	View chart
Bank of America Corporation (BAC)	0.3	$13M	-7%	254k	49.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$12M		154k	80.60	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$12M	+5%	253k	48.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$12M	-14%	53k	227.88	View chart
Lockheed Martin Corporation (LMT)	0.3	$12M	-15%	26k	452.72	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$12M	+4%	322k	36.97	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$12M	+2%	61k	188.97	View chart
ConocoPhillips (COP)	0.3	$12M		128k	89.85	View chart
Nextera Energy (NEE)	0.3	$11M	-5%	150k	75.39	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$11M	+4%	31k	356.64	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$11M	+14%	223k	49.53	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$11M	+10%	245k	44.92	View chart
Visa Com Cl A (V)	0.3	$11M	-5%	46k	238.98	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$11M	+85%	159k	68.72	View chart
Boeing Company (BA)	0.3	$11M		55k	197.03	View chart
Intuitive Surgical Com New (ISRG)	0.3	$11M	-7%	20k	540.14	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$11M		78k	137.99	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$11M	+2%	26k	409.96	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$11M	-6%	192k	55.58	View chart
Coca-Cola Company (KO)	0.3	$11M		168k	63.22	View chart
Netflix (NFLX)	0.3	$11M	+862%	128k	81.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$11M	+15%	488k	21.52	View chart
Applied Materials (AMAT)	0.2	$10M	+11%	50k	205.21	View chart
Duke Energy Corp Com New (DUK)	0.2	$10M	+2%	93k	110.30	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$10M	+6%	167k	61.12	View chart
Global X Fds Dow 30 Covered C (DJIA)	0.2	$10M	-8%	463k	22.00	View chart
Altria (MO)	0.2	$10M	+7%	194k	52.08	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$10M	+5%	169k	59.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$10M		289k	34.67	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$9.9M	+4%	42k	239.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$9.9M		132k	75.10	View chart
Merck & Co (MRK)	0.2	$9.6M	-14%	103k	93.31	View chart
Ge Vernova (GEV)	0.2	$9.4M	+8%	18k	536.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$9.3M		113k	81.86	View chart
McDonald's Corporation (MCD)	0.2	$9.1M	-5%	38k	239.38	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$8.9M	-12%	65k	137.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$8.9M	-5%	178k	49.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$8.8M	+22%	215k	40.98	View chart
American Express Company (AXP)	0.2	$8.4M	-7%	25k	339.02	View chart
Oracle Corporation (ORCL)	0.2	$8.4M		68k	123.45	View chart
Lowe's Companies (LOW)	0.2	$8.3M	-5%	36k	232.08	View chart
Goldman Sachs (GS)	0.2	$8.3M		12k	689.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$8.3M	-10%	52k	160.84	View chart
Advanced Micro Devices (AMD)	0.2	$8.3M		50k	166.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$8.3M	-6%	45k	181.69	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$8.2M		156k	52.81	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$8.1M	+2%	33k	249.56	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$8.1M		103k	78.47	View chart
Vanguard World Industrial Etf (VIS)	0.2	$8.0M		40k	202.42	View chart
Union Pacific Corporation (UNP)	0.2	$8.0M	-17%	39k	203.65	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$7.9M		32k	247.06	View chart
Wells Fargo & Company (WFC)	0.2	$7.9M	+2%	102k	77.11	View chart
Waste Management (WM)	0.2	$7.9M	+4%	37k	214.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$7.7M		37k	207.57	View chart
Circle Internet Group Com Cl A (CRCL)	0.2	$7.7M	+4887%	97k	79.24	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$7.6M	-11%	76k	99.92	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$7.3M	+7%	34k	216.28	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$7.3M	+15%	106k	69.19	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$7.2M	-10%	56k	128.80	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$7.2M	+4%	102k	70.69	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$7.1M		46k	154.48	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$7.1M	+4%	160k	44.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$7.0M	+12%	99k	71.17	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$6.9M	-7%	74k	92.88	View chart
Southern Company (SO)	0.2	$6.8M	-7%	86k	79.40	View chart
Phillips 66 (PSX)	0.2	$6.7M	-3%	53k	127.76	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$6.7M		163k	41.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$6.7M	+6%	139k	48.07	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$6.7M	+50%	189k	35.19	View chart
Gabelli Equity Trust (GAB)	0.2	$6.6M	-15%	1.1M	6.10	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$6.6M	+22%	145k	45.57	View chart
Vanguard World Health Car Etf (VHT)	0.2	$6.5M	-3%	24k	274.18	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$6.5M		276k	23.41	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$6.4M	+10%	157k	41.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$6.4M	-33%	37k	173.88	View chart
Realty Income (O)	0.2	$6.3M	+3%	114k	55.59	View chart
Bank First National Corporation (BFC)	0.2	$6.3M	NEW	52k	121.82	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$6.3M	+102%	277k	22.62	View chart
Rollins (ROL)	0.2	$6.2M	-17%	104k	59.93	View chart
Pepsi (PEP)	0.1	$6.1M	-7%	47k	129.94	View chart
Constellation Energy (CEG)	0.1	$6.0M	-11%	19k	312.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$6.0M		261k	22.79	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$5.9M	-2%	132k	45.08	View chart
Walt Disney Company (DIS)	0.1	$5.9M	-8%	67k	89.32	View chart
Main Street Capital Corporation (MAIN)	0.1	$5.9M	+5%	109k	54.71	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$5.9M	+9%	57k	104.82	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.9M	-6%	11k	516.42	View chart
Fs Kkr Capital Corp (FSK)	0.1	$5.8M		398k	14.67	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$5.8M		30k	190.42	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$5.8M	+11%	137k	42.06	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$5.8M	-9%	36k	160.52	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$5.7M	+2%	62k	92.25	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$5.6M	-14%	173k	32.24	View chart
Cisco Systems (CSCO)	0.1	$5.5M	-27%	84k	65.79	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$5.5M	+7%	188k	29.20	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$5.5M	+44%	200k	27.39	View chart
Palo Alto Networks (PANW)	0.1	$5.5M		36k	152.81	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$5.4M		61k	89.08	View chart
Honeywell International (HON)	0.1	$5.3M		36k	148.26	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$5.3M	+51%	153k	34.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$5.3M	-22%	57k	93.86	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$5.3M	+7%	100k	52.84	View chart
UnitedHealth (UNH)	0.1	$5.2M	-2%	20k	257.36	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$5.2M	+14%	132k	39.45	View chart
Tidal Trust I Foliobeyond Alte (RISR)	0.1	$5.2M	-39%	143k	36.11	View chart
Pfizer (PFE)	0.1	$5.2M		232k	22.22	View chart
Abbott Laboratories (ABT)	0.1	$5.1M	+6%	47k	109.15	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$5.1M		22k	228.26	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$5.0M	+3%	190k	26.49	View chart
Vanguard World Materials Etf (VAW)	0.1	$5.0M	-13%	24k	206.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.9M	-29%	45k	109.14	View chart
Spdr Series Trust State Street Spd (VLU)	0.1	$4.9M		24k	210.64	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$4.9M	-7%	356k	13.83	View chart
Northrop Grumman Corporation (NOC)	0.1	$4.9M	-11%	9.0k	547.89	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.9M	-3%	79k	61.99	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$4.8M	-7%	40k	120.89	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$4.8M	-5%	141k	34.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$4.8M	+2%	17k	288.89	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$4.8M	-5%	105k	45.50	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$4.7M	-3%	213k	22.32	View chart
RPM International (RPM)	0.1	$4.7M		46k	103.44	View chart
TJX Companies (TJX)	0.1	$4.7M	-5%	34k	140.07	View chart
Rbc Cad (RY)	0.1	$4.7M		28k	169.87	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$4.7M	+28%	78k	59.68	View chart
Micron Technology (MU)	0.1	$4.7M	+20%	37k	127.37	View chart
Deere & Company (DE)	0.1	$4.6M	-11%	11k	425.46	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.6M	+3%	13k	370.07	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$4.6M		84k	54.96	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$4.6M		63k	72.80	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$4.6M		152k	30.22	View chart
Axon Enterprise (AXON)	0.1	$4.6M	-31%	8.1k	566.38	View chart
Ford Motor Company (F)	0.1	$4.6M	+2%	370k	12.32	View chart
Newmont Mining Corporation (NEM)	0.1	$4.5M	+2%	46k	98.66	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$4.5M	+9%	42k	107.04	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$4.4M	+3%	57k	78.73	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.4M		48k	91.57	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$4.4M	+2%	49k	89.14	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.4M	+10%	94k	46.41	View chart
Enterprise Products Partners (EPD)	0.1	$4.3M		140k	30.91	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$4.3M	-22%	37k	116.06	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$4.3M	+6%	73k	59.10	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$4.2M		15k	282.61	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$4.2M		98k	43.00	View chart
Valley National Ban (VLY)	0.1	$4.2M		364k	11.52	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$4.2M	+3%	166k	25.14	View chart
Qualcomm (QCOM)	0.1	$4.1M	+5%	32k	128.63	View chart
McKesson Corporation (MCK)	0.1	$4.1M	+2%	5.2k	791.08	View chart
Quanta Services (PWR)	0.1	$4.1M	+13%	15k	277.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.1M	-3%	46k	88.73	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$4.0M	+11%	158k	25.54	View chart
American Electric Power Company (AEP)	0.1	$4.0M	-7%	39k	104.17	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$4.0M		75k	52.89	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$3.9M	+2%	29k	135.44	View chart
Marvell Technology (MRVL)	0.1	$3.9M	+2%	47k	83.02	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$3.9M	-9%	88k	44.05	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.9M		13k	300.55	View chart
Arista Networks Com Shs (ANET)	0.1	$3.9M	-20%	32k	118.98	View chart
Ecolab (ECL)	0.1	$3.8M		15k	261.44	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$3.8M	+99%	145k	26.34	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$3.8M	NEW	256k	14.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.8M	-19%	160k	23.74	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$3.8M	+17%	111k	34.09	View chart
Amgen (AMGN)	0.1	$3.8M	-27%	17k	223.95	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$3.7M	-2%	69k	53.73	View chart
Parker-Hannifin Corporation (PH)	0.1	$3.7M	+35%	6.9k	535.91	View chart
BP Sponsored Adr (BP)	0.1	$3.7M		110k	33.83	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.7M	-15%	128k	28.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.7M	+8%	83k	44.64	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$3.7M	+10%	81k	45.45	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$3.7M	+45%	141k	26.10	View chart
3M Company (MMM)	0.1	$3.6M	-4%	26k	139.90	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$3.6M	-10%	41k	88.79	View chart
Eaton Corp SHS (ETN)	0.1	$3.6M		21k	170.94	View chart
Gilead Sciences (GILD)	0.1	$3.6M		31k	114.40	View chart
Construction Partners Com Cl A (ROAD)	0.1	$3.5M		33k	108.55	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.5M	-3%	24k	145.08	View chart
Vanguard World Utilities Etf (VPU)	0.1	$3.5M		20k	179.34	View chart
Intuit (INTU)	0.1	$3.5M	-7%	5.3k	653.21	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$3.5M	-2%	227k	15.34	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$3.5M	+3%	76k	45.80	View chart
Intel Corporation (INTC)	0.1	$3.5M	+4%	100k	34.46	View chart
Neuberger Berman Etf Trust Short Duration I (NBSD)	0.1	$3.4M		67k	51.18	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.4M	+5%	44k	78.02	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$3.4M	+7%	79k	43.06	View chart
Uber Technologies (UBER)	0.1	$3.4M	-4%	55k	62.17	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$3.4M	+3%	51k	66.05	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$3.4M	-45%	34k	100.11	View chart
Kkr & Co (KKR)	0.1	$3.4M		27k	126.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$3.4M	-12%	98k	34.26	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$3.4M	+76%	26k	129.27	View chart
Darden Restaurants (DRI)	0.1	$3.3M	+17%	19k	180.75	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$3.3M	-2%	37k	88.19	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 Q4 filed Feb. 11, 2026
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

View all past filings

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