J.w. Cole Advisors

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

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Positions held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for J.w. Cole Advisors

J.w. Cole Advisors holds 725 positions in its portfolio as reported in the September 2022 quarterly 13F filing

J.w. Cole Advisors has 725 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.3 $76M 547k 138.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $31M +7% 87k 357.17
Ishares Tr Core S&p500 Etf (IVV) 2.3 $28M 78k 358.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $27M -26% 101k 267.26
Microsoft Corporation (MSFT) 1.8 $22M 93k 232.90
Amazon (AMZN) 1.7 $20M -3% 176k 113.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $15M +6% 312k 48.11
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $14M -4% 245k 57.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $12M +8% 332k 36.36
Ishares Tr Core Div Grwth (DGRO) 1.0 $12M +12% 269k 44.47
United Parcel Service CL B (UPS) 0.9 $11M 68k 161.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $11M 40k 267.02
Tesla Motors (TSLA) 0.9 $10M +208% 39k 265.25
Select Sector Spdr Tr Technology (XLK) 0.8 $10M -3% 85k 118.78

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Ishares Tr Russell 2000 Etf (IWM) 0.8 $9.6M +11% 58k 164.92
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $9.6M +2% 79k 121.11
Johnson & Johnson (JNJ) 0.8 $9.5M 58k 163.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $8.5M -28% 26k 328.32
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $8.3M -16% 65k 128.51
Vanguard Index Fds Growth Etf (VUG) 0.7 $8.2M -4% 39k 213.95
Exxon Mobil Corporation (XOM) 0.7 $8.2M 94k 87.31
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.7 $8.2M +3% 123k 66.73
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $8.2M +4% 85k 96.34
Vanguard Index Fds Value Etf (VTV) 0.7 $8.1M -4% 66k 123.49
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $7.9M 62k 127.10
Alphabet Cap Stk Cl C (GOOG) 0.7 $7.9M +1906% 82k 96.15
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.7 $7.8M +26% 156k 50.16
Select Sector Spdr Tr Energy (XLE) 0.6 $7.7M +21% 107k 72.02
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.6 $7.5M NEW 162k 46.15
Ishares Tr Short Treas Bd (SHV) 0.6 $7.5M -25% 68k 109.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $7.2M +34% 96k 74.82
DNP Select Income Fund (DNP) 0.6 $7.0M 675k 10.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $6.7M +3% 37k 179.48
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $6.6M 49k 135.16
NVIDIA Corporation (NVDA) 0.5 $6.4M 53k 121.38
Verizon Communications (VZ) 0.5 $6.3M -3% 166k 37.97
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $6.0M +5% 32k 187.99
Ishares Tr Tips Bd Etf (TIP) 0.5 $6.0M +43% 57k 104.90
Ishares Tr Core High Dv Etf (HDV) 0.5 $5.9M -2% 65k 91.28
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $5.8M -2% 19k 307.38
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 0.5 $5.7M -2% 172k 33.19
Vanguard World Fds Materials Etf (VAW) 0.4 $5.3M +15% 36k 148.41
Alphabet Cap Stk Cl A (GOOGL) 0.4 $5.1M +1936% 53k 95.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $5.1M 23k 219.27
Procter & Gamble Company (PG) 0.4 $5.0M 40k 126.24
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $5.0M +48% 98k 51.23
Pfizer (PFE) 0.4 $5.0M -3% 114k 43.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $4.9M +28% 75k 66.43
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $4.9M 103k 47.73
Vanguard Index Fds Small Cp Etf (VB) 0.4 $4.9M +3% 29k 170.92
Ishares Tr Msci China Etf (MCHI) 0.4 $4.9M 116k 42.56
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $4.9M -3% 56k 87.20
Home Depot (HD) 0.4 $4.8M 17k 275.95
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $4.8M +7% 59k 80.17
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $4.7M +10% 61k 78.43
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $4.7M -3% 72k 66.10
Ishares Tr Msci Eafe Etf (EFA) 0.4 $4.7M -2% 84k 56.01
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $4.6M +105% 51k 91.61
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.4 $4.5M +32% 127k 35.47
Wal-Mart Stores (WMT) 0.4 $4.5M +6% 35k 129.70
Coca-Cola Company (KO) 0.4 $4.3M -5% 78k 56.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $4.3M +17% 118k 36.49
Chevron Corporation (CVX) 0.4 $4.3M +23% 30k 143.66
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $4.2M 53k 79.96
Vanguard World Fds Industrial Etf (VIS) 0.3 $4.1M +4% 26k 157.54
Merck & Co (MRK) 0.3 $4.1M -2% 47k 86.12
Vanguard Index Fds Large Cap Etf (VV) 0.3 $4.0M +2% 25k 163.55
McDonald's Corporation (MCD) 0.3 $4.0M 17k 230.72
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $3.9M +38% 96k 41.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $3.9M +60% 29k 135.99
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) 0.3 $3.9M 107k 36.61
At&t (T) 0.3 $3.9M +8% 254k 15.34
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $3.9M +5% 59k 65.51
Meta Platforms Cl A (META) 0.3 $3.8M -2% 28k 135.67
Nuveen Nj Div Advantage Mun (NXJ) 0.3 $3.8M +17% 349k 11.01
Boeing Company (BA) 0.3 $3.8M 31k 121.07
Spdr Gold Tr Gold Shs (GLD) 0.3 $3.8M -8% 25k 154.67
Phillips Edison &co Common Stock (PECO) 0.3 $3.6M -7% 128k 28.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $3.6M +27% 17k 210.41
Nextera Energy (NEE) 0.3 $3.6M -2% 46k 78.41
RPM International (RPM) 0.3 $3.5M 43k 83.31
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $3.4M -4% 45k 75.68
Spdr Ser Tr S&p Biotech (XBI) 0.3 $3.3M +14% 42k 79.31
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $3.3M -4% 58k 57.82
JPMorgan Chase & Co. (JPM) 0.3 $3.3M +2% 32k 104.51
Ishares Tr S&p 100 Etf (OEF) 0.3 $3.3M 20k 162.49
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $3.3M -16% 40k 81.21
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.3 $3.3M +784% 128k 25.34
Vanguard World Mega Grwth Ind (MGK) 0.3 $3.2M +5% 18k 174.31
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $3.2M 62k 51.80
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 0.3 $3.2M -2% 91k 35.06
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $3.2M +9% 29k 111.50
Ishares Tr U.s. Fin Svc Etf (IYG) 0.3 $3.2M +8% 22k 141.26
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.3 $3.1M NEW 159k 19.82
Vanguard World Fds Utilities Etf (VPU) 0.3 $3.1M +12% 22k 142.25
Walt Disney Company (DIS) 0.3 $3.1M -12% 33k 94.33
Abbvie (ABBV) 0.3 $3.0M -9% 23k 134.22
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $3.0M 15k 208.57
Visa Com Cl A (V) 0.3 $3.0M -2% 17k 177.67
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $3.0M +242% 68k 44.07
Select Sector Spdr Tr Financial (XLF) 0.2 $3.0M +5% 98k 30.36
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $3.0M +11% 16k 185.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $2.9M +2% 41k 71.34
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $2.9M 20k 142.47
Ishares Tr Select Divid Etf (DVY) 0.2 $2.9M +2% 27k 107.23
CVS Caremark Corporation (CVS) 0.2 $2.8M 30k 95.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $2.8M +4% 50k 55.81
Bank of America Corporation (BAC) 0.2 $2.8M -11% 92k 30.20
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $2.7M -7% 9.6k 287.34
Union Pacific Corporation (UNP) 0.2 $2.7M 14k 194.79
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $2.7M 70k 38.51
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $2.7M -3% 55k 48.15
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $2.7M +4% 111k 23.92
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $2.7M +7% 49k 53.90
ConocoPhillips (COP) 0.2 $2.6M -7% 26k 102.34
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $2.6M +2% 29k 90.94
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $2.5M -47% 46k 55.26
Lockheed Martin Corporation (LMT) 0.2 $2.5M -2% 6.5k 386.28
Gilead Sciences (GILD) 0.2 $2.5M +3% 40k 61.69
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $2.5M -35% 51k 49.09
Costco Wholesale Corporation (COST) 0.2 $2.5M +2% 5.2k 472.22
Eli Lilly & Co. (LLY) 0.2 $2.5M +12% 7.6k 323.34
First Tr Value Line Divid In SHS (FVD) 0.2 $2.4M 68k 35.79
salesforce (CRM) 0.2 $2.4M +4% 17k 143.86
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $2.4M -39% 29k 82.86
Fs Kkr Capital Corp (FSK) 0.2 $2.4M -5% 142k 16.95
Paypal Holdings (PYPL) 0.2 $2.4M -5% 28k 86.05
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $2.4M +6% 19k 126.19
Prudential Financial (PRU) 0.2 $2.4M +2% 28k 85.79
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.2 $2.3M 47k 49.27
UnitedHealth (UNH) 0.2 $2.3M -3% 4.6k 505.09
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.2 $2.3M 77k 30.15
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.2M +3% 42k 52.66
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $2.2M +9% 55k 40.02
Goldman Sachs (GS) 0.2 $2.2M -2% 7.4k 293.04
International Business Machines (IBM) 0.2 $2.1M -15% 18k 118.81
Blackstone Group Inc Com Cl A (BX) 0.2 $2.1M +3% 26k 83.71
Ishares Tr National Mun Etf (MUB) 0.2 $2.1M -14% 21k 102.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.1M +3% 29k 74.27
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.1M -3% 43k 49.27
Abbott Laboratories (ABT) 0.2 $2.1M -7% 22k 96.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $2.1M 26k 78.89
Duke Energy Corp Com New (DUK) 0.2 $2.1M +9% 22k 93.01
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $2.1M -13% 65k 31.66
Raytheon Technologies Corp (RTX) 0.2 $2.0M +4% 25k 81.87
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $2.0M -7% 12k 171.83
Oracle Corporation (ORCL) 0.2 $2.0M 33k 61.07
Intel Corporation (INTC) 0.2 $2.0M +2% 77k 25.77
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $2.0M -11% 51k 38.89
Timothy Plan Hig Dv Stk Etf (TPHD) 0.2 $1.9M 69k 28.04
Brown Forman Corp CL B (BF.B) 0.2 $1.9M 29k 66.56
Bristol Myers Squibb (BMY) 0.2 $1.9M 27k 71.10
Cisco Systems (CSCO) 0.2 $1.9M -12% 48k 39.99
Realty Income (O) 0.2 $1.9M +4% 33k 58.19
Netflix (NFLX) 0.2 $1.9M +26% 7.9k 235.48
Vanguard World Fds Health Car Etf (VHT) 0.2 $1.8M 8.2k 223.65
Ishares Tr Us Consm Staples (IYK) 0.2 $1.8M +5% 10k 179.80
Ishares Tr Blackrock Ultra (ICSH) 0.2 $1.8M +21% 36k 50.00
Qualcomm (QCOM) 0.2 $1.8M -4% 16k 112.95
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $1.8M -2% 38k 47.18
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $1.8M +2% 23k 80.18
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.8M 18k 101.68
Pacer Fds Tr Globl Cash Etf (GCOW) 0.1 $1.8M NEW 67k 26.75
Ishares Tr Conser Alloc Etf (AOK) 0.1 $1.8M -5% 54k 32.62
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $1.8M +12% 27k 66.42
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.1 $1.8M +15% 107k 16.43
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $1.8M +4% 30k 57.65
First Tr Morningstar Divid L SHS (FDL) 0.1 $1.7M +34% 54k 32.14
Vanguard World Mega Cap Val Etf (MGV) 0.1 $1.7M +145% 19k 89.92
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.7M 24k 72.58
PPG Industries (PPG) 0.1 $1.7M 15k 110.69
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.7M -3% 21k 79.53
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $1.7M +104% 45k 37.65
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.7M +6% 17k 102.43
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.7M +2% 27k 62.16
Ishares Tr Morningstr Us Eq (ILCB) 0.1 $1.7M 34k 49.40
Thermo Fisher Scientific (TMO) 0.1 $1.7M 3.3k 507.14
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $1.7M +22% 43k 38.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.7M -16% 12k 143.39
Truist Financial Corp equities (TFC) 0.1 $1.6M +2% 38k 43.54
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.6M 9.8k 164.82
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $1.6M -5% 41k 39.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.6M -18% 46k 34.88
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.6M +3% 35k 46.09
Pepsi (PEP) 0.1 $1.6M 9.7k 163.24
Devon Energy Corporation (DVN) 0.1 $1.6M -6% 26k 60.11
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.6M 9.2k 170.56
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.1 $1.6M -43% 59k 26.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.6M -54% 22k 71.41
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.6M 3.9k 401.70
Ford Motor Company (F) 0.1 $1.5M -9% 138k 11.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.5M +5% 16k 94.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.5M -25% 15k 103.94
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.5M +17% 19k 79.40
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $1.5M -5% 20k 75.67
Comcast Corp Cl A (CMCSA) 0.1 $1.5M +6% 50k 29.32
Archer Daniels Midland Company (ADM) 0.1 $1.5M -5% 18k 80.44
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.5M +18% 15k 98.88
Deere & Company (DE) 0.1 $1.5M +2% 4.4k 333.79
Proshares Tr Shrt Rl Est Fd (REK) 0.1 $1.4M -28% 67k 21.45
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.4M 11k 131.15
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $1.4M -6% 36k 40.14
Southern Company (SO) 0.1 $1.4M +5% 21k 67.98
Advanced Micro Devices (AMD) 0.1 $1.4M -7% 22k 63.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.4M +4% 11k 127.31
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.4M +11% 14k 96.14
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $1.4M 25k 54.24
Mp Materials Corp Com Cl A (MP) 0.1 $1.4M +3% 50k 27.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.4M -14% 30k 45.78
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.3M +8% 6.5k 206.56
Honeywell International (HON) 0.1 $1.3M +4% 7.9k 166.92
Altria (MO) 0.1 $1.3M -6% 32k 40.37
American Express Company (AXP) 0.1 $1.3M +10% 9.6k 134.93
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.3M +10% 11k 114.26
Lowe's Companies (LOW) 0.1 $1.3M -17% 6.8k 187.75
Dominion Resources (D) 0.1 $1.3M +6% 18k 69.13
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.3M +21% 32k 39.93
American Electric Power Company (AEP) 0.1 $1.3M -6% 15k 86.42
Ishares Tr Modert Alloc Etf (AOM) 0.1 $1.2M +59% 34k 36.60
Applied Materials (AMAT) 0.1 $1.2M 15k 81.96
Ares Capital Corporation (ARCC) 0.1 $1.2M -5% 73k 16.87
Lucid Group (LCID) 0.1 $1.2M 88k 13.96
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $1.2M +13% 25k 50.12
Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.2M 32k 37.72
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.2M +4% 77k 15.66
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $1.2M 17k 69.75
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.2M 16k 75.93
National Beverage (FIZZ) 0.1 $1.2M +2% 31k 38.55
Ishares Tr Msci Usa Value (VLUE) 0.1 $1.2M -18% 14k 81.84
Cheniere Energy Com New (LNG) 0.1 $1.2M NEW 7.1k 165.93
Lumen Technologies (LUMN) 0.1 $1.2M +15% 160k 7.28
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.2M -15% 17k 67.98
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.1M +7% 20k 58.54
Ishares Tr Core Total Usd (IUSB) 0.1 $1.1M +7% 26k 44.52
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) 0.1 $1.1M 25k 46.02
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $1.1M +63% 29k 39.11
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.1M -23% 22k 50.29
Ishares Gold Tr Ishares New (IAU) 0.1 $1.1M -14% 36k 31.54
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $1.1M +147% 32k 35.05
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.1M 44k 25.14
Motorola Solutions Com New (MSI) 0.1 $1.1M -2% 4.9k 224.03
Ishares Core Msci Emkt (IEMG) 0.1 $1.1M 26k 42.97
Caterpillar (CAT) 0.1 $1.1M -2% 6.7k 164.00
BP Sponsored Adr (BP) 0.1 $1.1M -3% 38k 28.56
Broadcom (AVGO) 0.1 $1.1M +3% 2.5k 444.08
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $1.1M 18k 60.87
Independence Realty Trust In (IRT) 0.1 $1.1M -17% 64k 16.73
Duff & Phelps Global (DPG) 0.1 $1.1M 83k 12.80
Philip Morris International (PM) 0.1 $1.1M +6% 13k 83.00
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $1.1M +19% 26k 40.88

Past Filings by J.w. Cole Advisors

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