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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, QQQ, AMZN, SPY, and represent 23.84% of J.w. Cole Advisors's stock portfolio.
Added to shares of these 10 stocks: Columbia Etf Tr I (+$14M), BIL, SNDK, HEGD, RDVY, JAAA, QYLD, AZN, AXTI, TSEM.
Started 94 new stock positions in FTI, SMCI, IGRO, EU, AZN, AXTI, BKNG, FENI, REET, ESLT.
Reduced shares in these 10 stocks: MSFT (-$91M), VOO (-$73M), IVV (-$47M), IVW (-$34M), PDI (-$28M), VEA (-$27M), VUG (-$27M), LLY (-$24M), VTI (-$24M), JNJ (-$23M).
Sold out of its positions in APG, ASPI, FAX, Alpine Global Premier Pptys Fd Com Sbi cef, AOD, TIC, ADX, AVAV, UAVS, AWF.
J.w. Cole Advisors was a net seller of stock by $-1.7B.
J.w. Cole Advisors has $3.0B in assets under management (AUM), dropping by -28.19%.
Central Index Key (CIK): 0001404763

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Portfolio Holdings for J.w. Cole Advisors

J.w. Cole Advisors holds 785 positions in its portfolio as reported in the March 2026 quarterly 13F filing

J.w. Cole Advisors has 785 total positions. Only the first 250 positions are shown.

Sign up to view all of the J.w. Cole Advisors March 31, 2026 positions
Download the J.w. Cole Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.3	$277M		1.1M	253.79	View chart
NVIDIA Corporation (NVDA)	5.3	$158M		908k	174.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$101M	-3%	175k	577.18	View chart
Amazon (AMZN)	3.0	$88M	-2%	420k	208.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.8	$82M		127k	650.34	View chart
Exxon Mobil Corporation (XOM)	2.0	$58M		344k	169.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$54M		112k	479.20	View chart
Ishares Tr Core Div Grwth (DGRO)	1.7	$52M	+2%	737k	70.18	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$52M		180k	286.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$38M	-6%	133k	287.56	View chart
JPMorgan Chase & Co. (JPM)	1.2	$34M		117k	294.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.1	$34M		254k	132.90	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.1	$33M	+9%	654k	50.37	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$30M	+3%	525k	56.68	View chart
Tesla Motors (TSLA)	1.0	$29M	+5%	79k	371.75	View chart
Meta Platforms Cl A (META)	0.9	$27M	-5%	46k	572.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$25M	+4%	59k	430.29	View chart
Costco Wholesale Corporation (COST)	0.8	$22M		23k	996.42	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.7	$22M	+2%	47k	463.19	View chart
Broadcom (AVGO)	0.7	$21M	-2%	68k	309.51	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$20M	-8%	319k	62.56	View chart
Spdr Series Trust State Street Spd (BIL)	0.7	$20M	+33%	212k	91.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$19M		27k	697.73	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.6	$19M	-5%	267k	69.83	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.6	$18M		359k	50.62	View chart
At&t (T)	0.6	$17M	-2%	600k	28.99	View chart
ConocoPhillips (COP)	0.6	$17M	+2%	131k	132.00	View chart
Applied Materials (AMAT)	0.6	$17M		50k	341.79	View chart
Verizon Communications (VZ)	0.6	$17M	-3%	330k	50.20	View chart
Abbvie (ABBV)	0.5	$16M		75k	217.49	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$16M	+16%	941k	17.15	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.5	$16M	+4%	95k	165.70	View chart
Ge Vernova (GEV)	0.5	$16M		18k	872.90	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.5	$15M		104k	146.61	View chart
Nextera Energy (NEE)	0.5	$15M	+5%	158k	92.88	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.5	$15M	+5%	179k	81.98	View chart
Raytheon Technologies Corp (RTX)	0.5	$14M		75k	192.90	View chart
Palantir Technologies Cl A (PLTR)	0.5	$14M	-14%	96k	146.28	View chart
Columbia Etf Tr I Core Bond Etf	0.5	$14M	NEW	464k	30.05	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.5	$14M	-3%	86k	161.73	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$13M	+7%	35k	383.40	View chart
Visa Com Cl A (V)	0.4	$13M	-4%	44k	302.24	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$13M	+3%	334k	39.43	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$13M	+12%	213k	61.26	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$13M		254k	50.63	View chart
Netflix (NFLX)	0.4	$12M		129k	96.15	View chart
Altria (MO)	0.4	$12M	-3%	187k	65.99	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$12M	+11%	247k	49.50	View chart
Merck & Co (MRK)	0.4	$12M		102k	120.29	View chart
Duke Energy Corp Com New (DUK)	0.4	$12M		92k	130.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$12M	-6%	236k	50.61	View chart
Vanguard World Industrial Etf (VIS)	0.4	$12M	-5%	38k	312.22	View chart
Advanced Micro Devices (AMD)	0.4	$11M	+11%	55k	203.43	View chart
Boeing Company (BA)	0.4	$11M	+2%	56k	199.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$11M		77k	145.02	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$11M	+20%	259k	42.54	View chart
Goldman Sachs (GS)	0.4	$11M	+3%	13k	845.99	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$11M	+45%	154k	68.28	View chart
Bank of America Corporation (BAC)	0.4	$11M	-14%	216k	48.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$11M	+2%	116k	90.53	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$10M		170k	61.32	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$10M	+9%	219k	45.89	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$10M	-3%	147k	68.14	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$10M	+14%	190k	52.64	View chart
Global X Fds Dow 30 Covered C (DJIA)	0.3	$9.9M		471k	21.04	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$9.9M	-2%	188k	52.46	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.3	$9.8M	+10%	793k	12.30	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$9.6M		103k	92.74	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$9.4M	+3%	197k	48.05	View chart
Intuitive Surgical Com New (ISRG)	0.3	$8.8M	-3%	19k	460.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$8.7M		46k	191.81	View chart
Waste Management (WM)	0.3	$8.2M	-2%	36k	229.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$8.2M		99k	82.75	View chart
Quanta Services (PWR)	0.3	$7.8M	-2%	14k	549.00	View chart
Oracle Corporation (ORCL)	0.3	$7.8M	-22%	53k	147.11	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$7.7M		77k	100.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$7.6M	+8%	40k	191.92	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$7.6M	-3%	71k	106.01	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$7.5M		66k	114.99	View chart
DNP Select Income Fund (DNP)	0.3	$7.5M	-35%	729k	10.30	View chart
American Express Company (AXP)	0.2	$7.4M		25k	302.48	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$7.3M	-9%	31k	237.62	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$7.2M	-4%	145k	49.37	View chart
Cheniere Energy Com New (LNG)	0.2	$7.2M	+3%	25k	283.76	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$7.1M	+3%	181k	39.13	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$6.8M		30k	224.59	View chart
Cisco Systems (CSCO)	0.2	$6.6M	+2%	85k	77.59	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$6.6M	-2%	72k	91.77	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$6.5M		280k	23.26	View chart
Vanguard World Health Car Etf (VHT)	0.2	$6.5M		24k	272.33	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$6.5M	-3%	266k	24.39	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$6.3M		58k	108.98	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$6.1M	-3%	127k	48.32	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$6.1M	-3%	98k	62.68	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$6.1M	-9%	63k	97.91	View chart
Phillips Edison & Co Common Stock (PECO)	0.2	$6.0M	-6%	161k	37.42	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$5.9M	+4%	105k	56.58	View chart
Amgen (AMGN)	0.2	$5.9M		17k	351.84	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$5.8M	+5%	144k	40.19	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$5.7M		75k	76.54	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.7M		11k	499.67	View chart
Main Street Capital Corporation (MAIN)	0.2	$5.7M		107k	52.96	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$5.6M	-8%	77k	73.14	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$5.5M	+3%	23k	239.99	View chart
UnitedHealth (UNH)	0.2	$5.5M		20k	270.60	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$5.4M	-3%	118k	46.23	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$5.4M		78k	69.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$5.4M	+2%	97k	55.52	View chart
Vanguard World Materials Etf (VAW)	0.2	$5.3M		24k	225.34	View chart
Spdr Series Trust State Street Spd (VLU)	0.2	$5.3M	+5%	25k	214.97	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$5.3M		60k	87.84	View chart
Entergy Corporation (ETR)	0.2	$5.3M	+39%	47k	112.36	View chart
Medtronic SHS (MDT)	0.2	$5.2M	+48%	60k	86.65	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$5.1M	+4%	13k	390.40	View chart
American Electric Power Company (AEP)	0.2	$5.1M		39k	131.08	View chart
Global X Fds Global X Copper (COPX)	0.2	$5.0M		66k	76.35	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$5.0M	+14%	84k	59.78	View chart
BP Sponsored Adr (BP)	0.2	$5.0M	-3%	106k	47.00	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.2	$4.9M	+4%	223k	22.13	View chart
Constellation Energy (CEG)	0.2	$4.9M	-8%	18k	279.25	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$4.9M		34k	145.94	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.2	$4.8M	-2%	138k	34.91	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$4.8M		50k	96.62	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$4.8M	+5%	43k	110.78	View chart
Abbott Laboratories (ABT)	0.2	$4.7M		46k	102.67	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$4.7M		466k	10.03	View chart
McKesson Corporation (MCK)	0.2	$4.5M		5.3k	865.33	View chart
Sandisk Corp (SNDK)	0.2	$4.5M	NEW	7.1k	635.34	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$4.5M	+25%	91k	49.37	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$4.5M		96k	46.95	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$4.5M	-2%	77k	58.18	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.4M		48k	92.76	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$4.3M		36k	118.62	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$4.3M	+496%	172k	24.70	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$4.3M	-27%	82k	51.93	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$4.2M	-5%	6.9k	616.76	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$4.2M	+80%	45k	93.66	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$4.2M	-4%	216k	19.30	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$4.1M		160k	25.55	View chart
Eaton Corp SHS (ETN)	0.1	$4.1M	-45%	11k	357.66	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$4.0M	+73%	36k	112.11	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$4.0M		29k	135.72	View chart
Vanguard World Utilities Etf (VPU)	0.1	$3.9M		20k	198.14	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$3.9M		61k	64.97	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$3.9M	-23%	35k	110.47	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$3.9M		51k	75.19	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$3.8M	+70%	9.8k	391.76	View chart
3M Company (MMM)	0.1	$3.7M		26k	145.23	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$3.7M	+15%	79k	46.67	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$3.6M	+13%	77k	47.03	View chart
Construction Partners Com Cl A (ROAD)	0.1	$3.6M		33k	111.12	View chart
Kinder Morgan (KMI)	0.1	$3.6M		107k	33.53	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.1	$3.6M	+10%	41k	88.00	View chart
Uber Technologies (UBER)	0.1	$3.6M	-9%	49k	71.93	View chart
Alliant Energy Corporation (LNT)	0.1	$3.5M		49k	71.76	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$3.5M	-15%	14k	250.59	View chart
Duff & Phelps Global (DPG)	0.1	$3.5M	-14%	243k	14.44	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$3.5M	+24%	16k	218.72	View chart
Arista Networks Com Shs (ANET)	0.1	$3.4M	-13%	28k	122.78	View chart
First Majestic Silver Corp (AG)	0.1	$3.4M	-11%	159k	21.48	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$3.4M	+9%	21k	163.58	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$3.3M	-15%	75k	44.87	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$3.3M	-61%	72k	46.61	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$3.3M	+7%	87k	38.42	View chart
Axon Enterprise (AXON)	0.1	$3.3M	-3%	7.8k	424.69	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$3.3M		2.5k	1320.83	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$3.2M	+12%	145k	21.89	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$3.2M	+69%	63k	50.04	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$3.2M	+5%	89k	35.44	View chart
Trane Technologies SHS (TT)	0.1	$3.2M	-23%	7.6k	416.73	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.1	$3.1M		120k	26.06	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$3.1M	+6%	63k	49.46	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$3.1M	+14%	32k	96.70	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$3.1M	+9%	62k	49.69	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$3.1M	+5%	154k	20.05	View chart
Iron Mountain (IRM)	0.1	$3.0M	-4%	30k	102.14	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$3.0M	+34%	30k	101.79	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$3.0M	+7%	23k	133.19	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.1	$3.0M	+9%	53k	55.66	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$3.0M	-6%	54k	54.55	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$2.9M		28k	103.37	View chart
Enbridge (ENB)	0.1	$2.9M		53k	54.14	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$2.9M		34k	83.57	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$2.9M	+5%	36k	79.90	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$2.9M	+7%	24k	120.04	View chart
Amphenol Corp Cl A (APH)	0.1	$2.8M	-15%	23k	126.35	View chart
salesforce (CRM)	0.1	$2.8M	-8%	15k	186.67	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$2.8M	+11%	30k	94.73	View chart
Cameco Corporation (CCJ)	0.1	$2.8M	-18%	25k	108.61	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$2.8M	+7%	84k	32.95	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$2.8M	+214%	55k	49.69	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.7M	-4%	96k	28.71	View chart
IDEXX Laboratories (IDXX)	0.1	$2.7M		4.9k	561.89	View chart
Air Products & Chemicals (APD)	0.1	$2.7M		9.4k	290.49	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$2.7M	+8%	59k	46.19	View chart
Chubb (CB)	0.1	$2.7M	-4%	8.4k	325.92	View chart
Annaly Capital Management In Com New (NLY)	0.1	$2.7M		128k	21.15	View chart
Dell Technologies CL C (DELL)	0.1	$2.7M	-8%	16k	164.13	View chart
Exelon Corporation (EXC)	0.1	$2.7M		55k	49.02	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$2.7M	+11%	74k	36.22	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.1	$2.7M	-6%	43k	62.24	View chart
General Motors Company (GM)	0.1	$2.7M	-31%	36k	74.50	View chart
Valero Energy Corporation (VLO)	0.1	$2.7M		11k	247.07	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$2.6M	+6%	103k	25.33	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$2.6M	+6%	62k	42.31	View chart
MercadoLibre (MELI)	0.1	$2.6M		1.5k	1729.08	View chart
Wec Energy Group (WEC)	0.1	$2.6M		22k	115.77	View chart
Royal Caribbean Cruises (RCL)	0.1	$2.5M	-4%	9.2k	275.18	View chart
Capital One Financial (COF)	0.1	$2.5M	-6%	14k	182.43	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$2.5M	+3%	49k	50.84	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$2.5M		50k	49.38	View chart
Kkr & Co (KKR)	0.1	$2.4M		27k	92.50	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$2.4M	+5%	22k	110.86	View chart
Servicenow (NOW)	0.1	$2.4M		23k	104.55	View chart
Archer Daniels Midland Company (ADM)	0.1	$2.4M		33k	72.69	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.4M	-28%	41k	58.54	View chart
Welltower Inc Com reit (WELL)	0.1	$2.4M	+3%	12k	197.71	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.1	$2.4M	-89%	42k	56.96	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$2.4M	+4%	41k	57.20	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.4M		9.7k	244.17	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$2.3M		26k	91.37	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$2.3M		18k	131.25	View chart
Carrier Global Corporation (CARR)	0.1	$2.3M	+2%	41k	56.31	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$2.3M	+11%	64k	35.59	View chart
Cardinal Health (CAH)	0.1	$2.3M	-8%	11k	211.31	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$2.2M	+18%	46k	48.86	View chart
Coherent Corp (COHR)	0.1	$2.2M	+337%	9.4k	238.20	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$2.2M	-21%	22k	100.57	View chart
Truist Financial Corp equities (TFC)	0.1	$2.2M	-7%	49k	45.97	View chart
Allstate Corporation (ALL)	0.1	$2.2M		11k	207.34	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$2.2M		8.7k	253.97	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.2M		15k	141.42	View chart
Astrazeneca Ord (AZN)	0.1	$2.2M	NEW	11k	197.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.2M	+45%	27k	80.58	View chart
Axt (AXTI)	0.1	$2.1M	NEW	38k	56.98	View chart
Linde SHS (LIN)	0.1	$2.1M	-2%	4.3k	495.75	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.1M		30k	71.13	View chart
Blackrock (BLK)	0.1	$2.1M		2.2k	961.73	View chart
Tower Semiconductor Shs New (TSEM)	0.1	$2.1M	NEW	12k	175.48	View chart
AmerisourceBergen (COR)	0.1	$2.1M		6.7k	314.15	View chart
Brighthouse Finl (BHF)	0.1	$2.1M	+7%	35k	59.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.0M	+25%	24k	86.64	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$2.0M	+55%	41k	49.97	View chart
Corteva (CTVA)	0.1	$2.0M		24k	83.71	View chart
Automatic Data Processing (ADP)	0.1	$2.0M	-6%	9.7k	203.17	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	0.1	$2.0M	+8%	76k	25.64	View chart
PPL Corporation (PPL)	0.1	$1.9M		51k	38.20	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.9M	+3%	50k	38.42	View chart
Freeport Mcmoran CL B (FCX)	0.1	$1.9M	+82%	33k	58.78	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.9M	-5%	149k	12.80	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 2026 Q1 filed April 23, 2026
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

View all past filings

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