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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, VOO, AMZN, and represent 13.93% of J.w. Cole Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$102M), MSFT (+$89M), IVV (+$84M), VUG (+$55M), VTV (+$54M), VTI (+$53M), VEA (+$50M), IVW (+$46M), MU (+$37M), LLY (+$37M).
Started 853 new stock positions in STK, PMAR, OXY, TPIF, KIO, BGH, IEF, BNS, FIVA, PIO.
Reduced shares in these 10 stocks: , JEPI (-$7.6M), AAPL (-$7.3M), NVDA (-$5.1M), SNDK, AMZN, AMAT, STX, GEV, .
Sold out of its positions in AXTI, AEIS, AEM, AKAM, SILJ, ABR, ATRO, ASM, CBOE, CVE.
J.w. Cole Advisors was a net buyer of stock by $2.6B.
J.w. Cole Advisors has $5.8B in assets under management (AUM), dropping by 96.74%.
Central Index Key (CIK): 0001404763

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Portfolio Holdings for J.w. Cole Advisors

J.w. Cole Advisors holds 1593 positions in its portfolio as reported in the June 2026 quarterly 13F filing

J.w. Cole Advisors has 1593 total positions. Only the first 250 positions are shown.

Sign up to view all of the J.w. Cole Advisors June 30, 2026 positions
Download the J.w. Cole Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.3	$308M	-2%	1.1M	289.36	View chart
NVIDIA Corporation (NVDA)	3.0	$177M	-2%	883k	200.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$128M		174k	736.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$102M	NEW	148k	686.81	View chart
Amazon (AMZN)	1.7	$97M	-3%	406k	238.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$94M		126k	746.77	View chart
Microsoft Corporation (MSFT)	1.5	$89M	NEW	239k	373.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$84M	NEW	112k	748.89	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$63M		179k	353.33	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$56M		734k	75.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$55M		111k	500.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$55M	NEW	633k	86.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$54M	NEW	245k	217.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$53M	NEW	142k	370.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$50M	NEW	704k	71.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$47M		132k	357.37	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.8	$47M	-2%	248k	190.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$46M	NEW	333k	137.53	View chart
Exxon Mobil Corporation (XOM)	0.8	$45M	-3%	332k	136.72	View chart
Micron Technology (MU)	0.6	$37M	NEW	32k	1154.29	View chart
JPMorgan Chase & Co. (JPM)	0.6	$37M	-3%	113k	327.33	View chart
Eli Lilly & Co. (LLY)	0.6	$37M	NEW	30k	1199.44	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$35M	+6%	698k	50.49	View chart
Applied Materials (AMAT)	0.6	$33M	-6%	46k	722.99	View chart
Tesla Motors (TSLA)	0.6	$32M	-2%	76k	420.60	View chart
Advanced Micro Devices (AMD)	0.5	$30M	-5%	52k	580.91	View chart
Johnson & Johnson (JNJ)	0.5	$29M	NEW	114k	253.97	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.5	$29M	NEW	461k	62.11	View chart
Wal-Mart Stores (WMT)	0.5	$28M	NEW	246k	113.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$28M	+772%	233k	119.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$28M	NEW	92k	300.45	View chart
Meta Platforms Cl A (META)	0.5	$27M		47k	563.30	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$26M	+13%	40k	655.89	View chart
Pimco Dynamic Income SHS (PDI)	0.4	$25M	+11732%	1.5M	16.70	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.4	$25M	+2%	48k	522.39	View chart
Broadcom (AVGO)	0.4	$25M	-3%	65k	377.75	View chart
Caterpillar (CAT)	0.4	$24M	NEW	23k	1064.89	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.4	$24M	+804%	379k	63.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$24M	NEW	100k	236.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$22M	-25%	391k	56.48	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.4	$22M	-3%	256k	85.60	View chart
Costco Wholesale Corporation (COST)	0.4	$21M		22k	935.48	View chart
Chevron Corporation (CVX)	0.4	$21M	NEW	126k	165.76	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$20M	NEW	83k	246.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$20M	-6%	55k	368.38	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$20M		216k	91.64	View chart
Ge Aerospace Com New (GE)	0.3	$20M	NEW	53k	373.73	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$20M	+7%	388k	50.58	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$19M	-2%	312k	62.20	View chart
United Parcel Svcs CL B (UPS)	0.3	$19M	NEW	179k	107.50	View chart
Ge Vernova (GEV)	0.3	$19M	-10%	16k	1174.89	View chart
Abbvie (ABBV)	0.3	$19M		74k	251.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$19M	NEW	82k	227.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$18M	NEW	544k	33.84	View chart
Texas Instruments Incorporated (TXN)	0.3	$18M	NEW	60k	298.07	View chart
Philip Morris International (PM)	0.3	$18M	NEW	99k	180.91	View chart
Home Depot (HD)	0.3	$18M	NEW	50k	352.68	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$18M	+4%	100k	176.65	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$18M	+9%	94k	185.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$18M	NEW	293k	59.69	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$17M	NEW	35k	477.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$17M	NEW	207k	80.57	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$17M	-3%	906k	18.43	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$17M	NEW	160k	103.88	View chart
Procter & Gamble Company (PG)	0.3	$17M	NEW	113k	146.64	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$16M		102k	158.66	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$16M	NEW	355k	45.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$16M	NEW	53k	303.12	View chart
Intel Corporation (INTC)	0.3	$16M	NEW	115k	139.63	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$16M	+25%	194k	81.06	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.3	$16M	+21%	314k	49.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$15M	NEW	61k	252.23	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.3	$15M	+3%	185k	83.07	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$15M	NEW	181k	82.62	View chart
Visa Com Cl A (V)	0.3	$15M	-3%	43k	343.09	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$14M		333k	43.14	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$14M	NEW	161k	87.91	View chart
International Business Machines (IBM)	0.2	$14M	NEW	50k	281.21	View chart
Marvell Technology (MRVL)	0.2	$14M	NEW	47k	297.89	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$14M	NEW	38k	365.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$14M	NEW	180k	77.11	View chart
Coca-Cola Company (KO)	0.2	$14M	NEW	170k	81.27	View chart
Corning Incorporated (GLW)	0.2	$14M	NEW	54k	255.43	View chart
Vanguard World Industrial Etf (VIS)	0.2	$14M		38k	360.38	View chart
Nextera Energy (NEE)	0.2	$14M		156k	87.77	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$14M	+4%	80k	170.14	View chart
Lockheed Martin Corporation (LMT)	0.2	$14M	NEW	27k	509.46	View chart
ConocoPhillips (COP)	0.2	$13M		129k	103.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$13M	NEW	135k	98.98	View chart
Altria (MO)	0.2	$13M		185k	71.95	View chart
Raytheon Technologies Corp (RTX)	0.2	$13M	-5%	70k	189.73	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$13M	+3%	262k	50.63	View chart
Verizon Communications (VZ)	0.2	$13M	-5%	313k	42.34	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$13M	NEW	323k	40.72	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$13M	+6%	264k	49.55	View chart
Palantir Technologies Cl A (PLTR)	0.2	$13M	+15%	111k	116.67	View chart
Merck & Co (MRK)	0.2	$13M		100k	128.50	View chart
Goldman Sachs (GS)	0.2	$13M		13k	1011.39	View chart
Columbia Etf Tr I Core Bond Etf (CRUX)	0.2	$13M	-7%	428k	29.98	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$13M	+5%	249k	50.57	View chart
Sandisk Corp (SNDK)	0.2	$13M	-22%	5.5k	2273.73	View chart
Bank of America Corporation (BAC)	0.2	$12M		217k	56.98	View chart
At&t (T)	0.2	$12M	-2%	586k	20.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$12M	NEW	155k	77.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$12M	NEW	97k	124.17	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$12M	-2%	165k	72.28	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$12M	+274%	208k	56.79	View chart
Quanta Services (PWR)	0.2	$12M	+12%	16k	720.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$12M	+2%	119k	96.58	View chart
Boeing Company (BA)	0.2	$11M	-7%	52k	216.47	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$11M	+16%	230k	48.43	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$11M	NEW	213k	50.95	View chart
Duke Energy Corp Com New (DUK)	0.2	$11M	-6%	86k	126.58	View chart
Nuveen Mun High Income Opp F (NMZ)	0.2	$11M	NEW	1.0M	10.57	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$11M	NEW	66k	164.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$11M	NEW	14.00	748850.00	View chart
Global X Fds Dow 30 Co Ca Etf (DJIA)	0.2	$10M		468k	22.14	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$10M	-5%	177k	58.26	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$10M		105k	96.46	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$10M	+2%	195k	51.85	View chart
DNP Select Income Fund (DNP)	0.2	$10M	+27%	931k	10.79	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$10M	NEW	35k	285.58	View chart
McDonald's Corporation (MCD)	0.2	$9.9M	NEW	37k	270.31	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$9.9M	-12%	186k	53.11	View chart
Palo Alto Networks (PANW)	0.2	$9.8M	NEW	29k	341.02	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$9.8M	+4%	32k	302.97	View chart
Union Pacific Corporation (UNP)	0.2	$9.8M	NEW	36k	272.00	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$9.8M	NEW	143k	68.41	View chart
Lam Research Corp Com New (LRCX)	0.2	$9.7M	NEW	23k	433.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$9.6M	-4%	13k	763.14	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$9.6M	NEW	15k	640.74	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$9.5M	+22%	94k	100.67	View chart
Cisco Systems (CSCO)	0.2	$9.5M	-5%	81k	117.46	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$9.5M	NEW	39k	242.42	View chart
Netflix (NFLX)	0.2	$9.3M		131k	71.40	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$9.3M	-6%	205k	45.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$9.1M	+7%	43k	212.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$9.0M	-10%	41k	219.43	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$8.9M	NEW	115k	76.70	View chart
Phillips 66 (PSX)	0.2	$8.9M	NEW	52k	169.05	View chart
UnitedHealth (UNH)	0.2	$8.8M	+4%	21k	415.64	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$8.8M	NEW	181k	48.66	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$8.8M	NEW	52k	170.86	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$8.7M	+17%	74k	118.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$8.6M	NEW	36k	242.43	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$8.6M		96k	89.85	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$8.4M	NEW	57k	146.41	View chart
Wells Fargo & Company (WFC)	0.1	$8.4M	NEW	101k	82.64	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$8.2M	NEW	66k	124.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$8.2M	NEW	55k	148.31	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$8.1M		98k	82.65	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$8.1M	+4%	151k	53.61	View chart
American Express Company (AXP)	0.1	$8.1M	-2%	24k	338.25	View chart
Lowe's Companies (LOW)	0.1	$8.0M	NEW	36k	220.49	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$7.8M		146k	53.47	View chart
Dell Technologies CL C (DELL)	0.1	$7.8M	+10%	18k	431.47	View chart
Bank First National Corporation (BFC)	0.1	$7.8M	NEW	52k	148.35	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$7.8M	NEW	179k	43.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$7.7M	NEW	263k	29.43	View chart
Waste Management (WM)	0.1	$7.7M	-2%	35k	222.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$7.7M	NEW	49k	158.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$7.7M	NEW	90k	85.49	View chart
Intuitive Surgical Com New (ISRG)	0.1	$7.6M		19k	397.68	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$7.6M	+90%	136k	56.16	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$7.5M	NEW	284k	26.52	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$7.5M	-5%	22k	342.82	View chart
Southern Company (SO)	0.1	$7.5M	NEW	78k	95.71	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$7.5M	-3%	64k	117.67	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$7.3M		180k	40.79	View chart
Oracle Corporation (ORCL)	0.1	$7.3M	-5%	50k	146.55	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$7.3M		127k	57.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$7.1M	NEW	97k	73.41	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$7.1M	-24%	7.4k	965.02	View chart
Walt Disney Company (DIS)	0.1	$7.0M	NEW	73k	96.25	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$7.0M	+535%	137k	51.05	View chart
Realty Income (O)	0.1	$7.0M	NEW	113k	61.96	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$7.0M	+21%	43k	161.54	View chart
Vanguard World Health Car Etf (VHT)	0.1	$7.0M	-2%	23k	299.00	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$7.0M		31k	225.49	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$6.9M		146k	47.20	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$6.7M	+98%	142k	46.85	View chart
Deere & Company (DE)	0.1	$6.6M	NEW	11k	634.30	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$6.6M		159k	41.62	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$6.6M	-3%	56k	117.28	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$6.6M	+3%	108k	60.79	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$6.5M	+24%	56k	114.88	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$6.5M	+50%	123k	52.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$6.4M	+7%	105k	61.46	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$6.4M		278k	23.16	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$6.4M	-2%	73k	87.88	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$6.4M	NEW	32k	197.60	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$6.3M	+34%	215k	29.40	View chart
Cheniere Energy Com New (LNG)	0.1	$6.3M	+4%	26k	239.01	View chart
Sterling Construction Company (STRL)	0.1	$6.1M	NEW	7.3k	839.36	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$6.1M	NEW	147k	41.43	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$6.1M	NEW	97k	62.63	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$6.0M	+3%	122k	49.55	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$6.0M	NEW	173k	34.81	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$6.0M	+3%	80k	74.90	View chart
Amgen (AMGN)	0.1	$6.0M		17k	362.12	View chart
Williams Companies (WMB)	0.1	$6.0M	NEW	80k	74.34	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$6.0M	NEW	66k	90.47	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$5.9M	NEW	38k	156.30	View chart
Spdr Series Trust ST STR SP1500VT (VLU)	0.1	$5.9M		25k	238.20	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$5.9M	+8%	78k	75.45	View chart
TJX Companies (TJX)	0.1	$5.9M	NEW	39k	151.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.8M		11k	513.61	View chart
Qualcomm (QCOM)	0.1	$5.8M	NEW	32k	184.79	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$5.8M	-2%	49k	119.13	View chart
Pepsi (PEP)	0.1	$5.8M	NEW	43k	135.40	View chart
Rbc Cad (RY)	0.1	$5.8M	NEW	28k	206.97	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$5.7M	+10%	88k	65.61	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$5.7M		43k	133.25	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$5.7M	+23%	213k	26.66	View chart
Pfizer (PFE)	0.1	$5.7M	NEW	236k	24.08	View chart
Honeywell International (HON)	0.1	$5.7M	NEW	25k	223.90	View chart
Gabelli Equity Trust (GAB)	0.1	$5.7M	NEW	999k	5.66	View chart
Entergy Corporation (ETR)	0.1	$5.6M	+4%	49k	114.86	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$5.6M	NEW	131k	42.33	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$5.5M	-4%	58k	95.62	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$5.5M	NEW	209k	26.39	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$5.5M	-13%	67k	82.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.5M	NEW	174k	31.71	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$5.5M	+10%	92k	59.73	View chart
Vanguard World Materials Etf (VAW)	0.1	$5.5M		24k	228.79	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$5.5M	+11%	2.8k	1989.26	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$5.5M	NEW	79k	68.93	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$5.4M		135k	40.09	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$5.4M	NEW	96k	56.01	View chart
American Electric Power Company (AEP)	0.1	$5.4M		39k	136.81	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.4M	NEW	16k	343.91	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$5.3M	+10%	101k	53.09	View chart
Kla Corp Com New (KLAC)	0.1	$5.3M	NEW	18k	301.72	View chart
Valley National Ban (VLY)	0.1	$5.3M	NEW	362k	14.65	View chart
Parker-Hannifin Corporation (PH)	0.1	$5.2M	NEW	5.3k	978.04	View chart
Main Street Capital Corporation (MAIN)	0.1	$5.2M	-5%	101k	51.88	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$5.2M	+2%	478k	10.90	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$5.2M	NEW	13k	409.49	View chart
Global X Fds Global X Copper (COPX)	0.1	$5.2M		67k	76.97	View chart
RPM International (RPM)	0.1	$5.1M	NEW	46k	111.15	View chart
Eaton Corp SHS (ETN)	0.1	$5.1M	+5%	12k	426.13	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$5.1M	-2%	75k	68.01	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$5.0M	+2%	7.1k	703.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$5.0M	NEW	32k	156.95	View chart
Marriott Intl Cl A (MAR)	0.1	$4.9M	NEW	13k	370.59	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$4.9M	+39%	88k	55.57	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.9M	+11%	39k	124.76	View chart
Morgan Stanley Com New (MS)	0.1	$4.9M	NEW	23k	209.04	View chart
Enterprise Products Partners (EPD)	0.1	$4.8M	NEW	130k	36.76	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$4.8M	+50%	219k	21.80	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 Q2 filed July 21, 2026
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

View all past filings

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