J.w. Cole Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for J.w. Cole Advisors

Companies in the J.w. Cole Advisors portfolio as of the March 2021 quarterly 13F filing

J.w. Cole Advisors has 668 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $54M +5% 440k 122.15
Ishares Tr Core S&p500 Etf (IVV) 3.1 $32M 82k 397.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $25M -4% 64k 396.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $21M -9% 67k 319.13
Amazon (AMZN) 1.9 $19M 6.3k 3093.86
Microsoft Corporation (MSFT) 1.6 $16M +6% 69k 235.77
Select Sector Spdr Tr Technology (XLK) 1.2 $13M -7% 94k 132.81
United Parcel Service CL B (UPS) 1.1 $12M 68k 169.99
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $11M +5% 98k 113.83
Ishares Tr Russell 2000 Etf (IWM) 1.0 $9.9M +2% 45k 220.95
Ishares Tr Tips Bd Etf (TIP) 0.9 $9.2M +10% 73k 125.49
Ishares Tr Core Div Grwth (DGRO) 0.8 $8.8M +7% 182k 48.27
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $8.8M -5% 127k 69.19
Vanguard Index Fds Growth Etf (VUG) 0.8 $8.6M -7% 34k 257.02
Verizon Communications (VZ) 0.8 $8.4M 144k 58.15
At&t (T) 0.8 $8.4M +2% 276k 30.27
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $7.9M +14% 54k 147.09
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $7.8M 67k 116.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $7.8M -4% 21k 364.29
Tesla Motors (TSLA) 0.7 $7.5M +7% 11k 667.95
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.7 $7.3M -2% 127k 57.19
Boeing Company (BA) 0.7 $7.2M +19% 28k 254.73
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $7.2M -8% 28k 260.28
DNP Select Income Fund (DNP) 0.7 $7.1M 721k 9.88
Facebook Cl A (FB) 0.6 $6.7M +7% 23k 294.51
Johnson & Johnson (JNJ) 0.6 $6.6M +3% 40k 164.36
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $6.5M +6% 95k 68.31
Wisdomtree Tr Us Largecap Divd (DLN) 0.6 $6.3M +2% 55k 114.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $6.2M -11% 24k 255.49
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.6 $6.2M -9% 250k 24.65
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $6.0M +5% 55k 108.53
Vanguard Index Fds Value Etf (VTV) 0.6 $6.0M +19% 45k 131.46
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $5.9M 63k 93.03
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.5 $5.7M -11% 112k 50.76
Ark Etf Tr Innovation Etf (ARKK) 0.5 $5.4M -17% 45k 119.95
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $5.4M +4% 62k 86.26
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $5.3M +22% 107k 49.11
JPMorgan Chase & Co. (JPM) 0.5 $5.1M 34k 152.23
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $5.0M -2% 58k 86.26
Exxon Mobil Corporation (XOM) 0.5 $5.0M +4% 90k 55.83
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.5 $4.9M +28% 49k 98.45
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.5 $4.8M +7% 84k 57.11
Alphabet Cap Stk Cl C (GOOG) 0.5 $4.8M +5% 2.3k 2068.74
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.5 $4.8M -2% 75k 63.91
Ishares Tr Core High Dv Etf (HDV) 0.5 $4.8M +3% 50k 94.89
Vanguard World Fds Materials Etf (VAW) 0.5 $4.8M 28k 172.95
Procter & Gamble Company (PG) 0.5 $4.7M +16% 35k 135.44
Home Depot (HD) 0.4 $4.6M 15k 305.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $4.3M +2% 21k 206.67
NVIDIA Corporation (NVDA) 0.4 $4.3M +11% 8.0k 533.93
Franklin Templeton Etf Tr Libertyq Us Eqt (FLQL) 0.4 $4.2M 105k 40.06
Walt Disney Company (DIS) 0.4 $4.1M -4% 22k 184.53
Pfizer (PFE) 0.4 $4.1M -21% 113k 36.23
Spdr Gold Tr Gold Shs (GLD) 0.4 $4.1M -6% 26k 159.96
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $4.1M +3% 44k 91.85
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $4.0M +7% 74k 54.67
Nuveen Nj Div Advantage Mun (NXJ) 0.4 $4.0M +4% 276k 14.48
Vanguard World Fds Industrial Etf (VIS) 0.4 $3.8M +4% 20k 189.26
Wal-Mart Stores (WMT) 0.4 $3.7M +2% 27k 135.82
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $3.7M -22% 28k 130.03
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $3.7M +26% 42k 87.19
Abbvie (ABBV) 0.4 $3.6M +8% 34k 108.23
Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $3.6M +33% 32k 112.93
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $3.6M +15% 28k 128.24
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 0.3 $3.5M +4% 99k 35.66
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $3.5M 22k 160.87
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.5M -2% 1.7k 2062.61
Vanguard Index Fds Small Cp Etf (VB) 0.3 $3.5M +26% 16k 214.07
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $3.4M +4% 90k 38.40
Ishares Tr Faln Angls Usd (FALN) 0.3 $3.4M +8% 116k 29.24
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $3.4M +27% 10k 330.19
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $3.4M -9% 58k 58.14
McDonald's Corporation (MCD) 0.3 $3.4M -9% 15k 224.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $3.3M +7% 41k 82.20
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.3M +3% 15k 221.37
Ishares Tr U.s. Fin Svc Etf (IYG) 0.3 $3.3M +2% 19k 171.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $3.2M +10% 38k 84.72
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $3.1M +20% 25k 121.79
Merck & Co (MRK) 0.3 $3.0M 39k 77.09
Ishares Tr Conser Alloc Etf (AOK) 0.3 $3.0M +21% 78k 38.65
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $3.0M +11% 8.4k 358.49
Netflix (NFLX) 0.3 $3.0M +4% 5.7k 521.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $2.9M +8% 23k 129.80
salesforce (CRM) 0.3 $2.8M +18% 13k 211.86
CVS Caremark Corporation (CVS) 0.3 $2.8M +4% 38k 75.22
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $2.8M -10% 17k 168.06
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.8M +84% 5.9k 476.12
Ishares Tr Core Msci Eafe (IEFA) 0.3 $2.8M -12% 39k 72.06
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.3 $2.8M +4% 19k 147.45
Vanguard World Mega Grwth Ind (MGK) 0.3 $2.8M +6% 13k 207.05
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $2.8M +158% 81k 34.05
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.7M +103% 19k 141.24
Nextera Energy (NEE) 0.3 $2.7M +8% 35k 75.60
Visa Com Cl A (V) 0.3 $2.6M -2% 12k 211.70
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $2.6M -20% 22k 118.02
Chevron Corporation (CVX) 0.3 $2.6M -28% 25k 104.78
Intel Corporation (INTC) 0.3 $2.6M -6% 41k 64.01
Cisco Systems (CSCO) 0.2 $2.6M -4% 49k 51.71
Fs Kkr Capital Corp (FSK) 0.2 $2.6M 129k 19.83
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $2.5M +58% 6.7k 378.08
Coca-Cola Company (KO) 0.2 $2.5M -4% 47k 52.70
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.2 $2.5M +121% 106k 23.26
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $2.4M +4% 23k 105.86
Paypal Holdings (PYPL) 0.2 $2.4M +22% 10k 242.80
International Business Machines (IBM) 0.2 $2.4M +15% 18k 133.23
Honeywell International (HON) 0.2 $2.4M 11k 217.07
First Tr Value Line Divid In SHS (FVD) 0.2 $2.4M +7% 63k 37.98
Altria (MO) 0.2 $2.4M 47k 51.15
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $2.4M -4% 37k 64.04
Union Pacific Corporation (UNP) 0.2 $2.3M 11k 220.44
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $2.3M -2% 46k 50.78
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $2.3M +53% 85k 27.50
Automatic Data Processing (ADP) 0.2 $2.3M 12k 188.43
Select Sector Spdr Tr Energy (XLE) 0.2 $2.3M +31% 47k 49.06
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $2.2M -3% 9.8k 226.77
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $2.2M +20% 6.7k 330.35
Ishares Tr Trans Avg Etf (IYT) 0.2 $2.2M +4% 8.5k 257.58
Dominion Resources (D) 0.2 $2.2M +16% 29k 75.95
Ishares Tr Morningstr Us Eq (ILCB) 0.2 $2.1M 9.6k 224.24
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.2 $2.1M +10% 65k 32.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $2.1M +18% 41k 52.04
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $2.1M +56% 16k 129.89
Lockheed Martin Corporation (LMT) 0.2 $2.1M +31% 5.7k 369.53
UnitedHealth (UNH) 0.2 $2.1M -5% 5.6k 372.13
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $2.0M +131% 31k 65.42
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $2.0M +7% 45k 45.82
Abbott Laboratories (ABT) 0.2 $2.0M +2% 17k 119.87
Bristol Myers Squibb (BMY) 0.2 $2.0M -3% 31k 63.13
Thermo Fisher Scientific (TMO) 0.2 $2.0M +7% 4.3k 456.49
Comcast Corp Cl A (CMCSA) 0.2 $2.0M -3% 36k 54.10
Gilead Sciences (GILD) 0.2 $2.0M 30k 64.64
Spdr Ser Tr S&p Transn Etf (XTN) 0.2 $2.0M +182% 22k 87.51
PPG Industries (PPG) 0.2 $1.9M 13k 150.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.9M -8% 7.8k 242.99
Square Cl A (SQ) 0.2 $1.9M +17% 8.4k 227.03
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $1.9M +6% 10k 178.19
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.8M -2% 28k 65.09
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $1.8M -5% 36k 51.29
Bank of America Corporation (BAC) 0.2 $1.8M +5% 47k 38.68
Qualcomm (QCOM) 0.2 $1.8M 14k 132.57
Lumen Technologies (LUMN) 0.2 $1.8M NEW 136k 13.35
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.8M +29% 18k 102.03
Ishares Tr Select Divid Etf (DVY) 0.2 $1.8M -3% 16k 114.07
Timothy Plan Hig Dv Stk Etf (TPHD) 0.2 $1.8M +11% 62k 28.94
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.8M +25% 18k 100.47
Raytheon Technologies Corp (RTX) 0.2 $1.8M +2% 23k 77.27
Oracle Corporation (ORCL) 0.2 $1.8M +37% 25k 70.18
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.2 $1.8M 19k 93.99
Lowe's Companies (LOW) 0.2 $1.7M -4% 9.2k 190.13
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.7M -3% 32k 53.33
Southern Company (SO) 0.2 $1.7M +2% 28k 62.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.7M +4% 10k 165.63
Truist Financial Corp equities (TFC) 0.2 $1.7M +2% 29k 58.33
Spdr Ser Tr S&p Biotech (XBI) 0.2 $1.7M -4% 12k 135.64
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $1.7M +2% 30k 55.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.7M +3% 20k 82.52
Ishares Silver Tr Ishares (SLV) 0.2 $1.7M +11% 73k 22.70
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $1.7M -41% 3.2k 513.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $1.6M -60% 5.5k 300.79
Ark Etf Tr Genomic Rev Etf (ARKG) 0.2 $1.6M -30% 19k 88.75
Ishares Tr Mbs Etf (MBB) 0.2 $1.6M +24% 15k 108.45
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.6M +20% 7.5k 214.53
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 0.2 $1.6M +13% 38k 41.53
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.6M -2% 36k 44.34
Caterpillar (CAT) 0.2 $1.6M 6.8k 231.82
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.6M +4% 17k 91.58
Deere & Company (DE) 0.2 $1.6M +7% 4.2k 374.22
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $1.6M +71% 21k 75.12
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.6M +103% 20k 78.80
Costco Wholesale Corporation (COST) 0.1 $1.6M -11% 4.4k 352.41
3M Company (MMM) 0.1 $1.5M 8.0k 192.68
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $1.5M +13% 11k 144.15
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.5M +10% 17k 88.75
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.5M -16% 21k 73.00
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.5M +13% 8.3k 182.46
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.5M -5% 20k 75.88
Starbucks Corporation (SBUX) 0.1 $1.5M 14k 109.30
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $1.5M +14% 31k 49.14
Fs Kkr Capital Corp. Ii 0.1 $1.5M +2% 76k 19.54
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $1.5M 47k 31.48
Duke Energy Corp Com New (DUK) 0.1 $1.5M -5% 15k 96.51
Advanced Micro Devices (AMD) 0.1 $1.5M +40% 19k 78.48
Vanguard World Fds Health Car Etf (VHT) 0.1 $1.5M +2% 6.4k 228.71
Ishares Tr Core Total Usd (IUSB) 0.1 $1.4M -6% 27k 52.74
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $1.4M -2% 30k 48.22
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $1.4M +71% 32k 45.49
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.4M -4% 19k 73.92
Broadcom (AVGO) 0.1 $1.4M +27% 3.1k 463.65
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.4M +20% 9.9k 141.68
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.4M +7% 22k 62.72
Adobe Systems Incorporated (ADBE) 0.1 $1.4M +3% 2.9k 475.44
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.4M +2% 15k 90.78
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $1.4M -45% 6.2k 218.10
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $1.4M +12% 26k 51.76
Citigroup Com New (C) 0.1 $1.4M -8% 19k 72.76
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $1.3M +5% 23k 58.94
Blackstone Group Inc Com Cl A (BX) 0.1 $1.3M 18k 74.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.3M -6% 13k 101.11
Texas Instruments Incorporated (TXN) 0.1 $1.3M +88% 6.9k 189.02
Pepsi (PEP) 0.1 $1.3M +2% 9.2k 141.47
National Beverage (FIZZ) 0.1 $1.3M NEW 26k 48.90
Ishares Core Msci Emkt (IEMG) 0.1 $1.3M +3% 20k 64.34
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.3M +19% 7.2k 176.89
Wells Fargo & Company (WFC) 0.1 $1.3M +31% 32k 39.06
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $1.3M +21% 13k 98.14
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.3M -35% 4.6k 274.63
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.3M -7% 31k 40.42
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.2M +194% 15k 85.86
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.2M +2% 5.2k 237.24
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $1.2M -8% 21k 59.23
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.2M -12% 22k 54.63
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $1.2M +19% 14k 83.78
Advisorshares Tr Newflt Mulsinc (MINC) 0.1 $1.2M 25k 48.72
Ishares Tr Core Intl Aggr (IAGG) 0.1 $1.2M -3% 22k 54.88
American Electric Power Company (AEP) 0.1 $1.2M +3% 14k 84.71
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.2M +24% 37k 32.09
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.2M -41% 15k 78.38
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $1.2M -38% 22k 52.39
Ishares Tr National Mun Etf (MUB) 0.1 $1.2M -4% 10k 116.05
First Tr Morningstar Divid L SHS (FDL) 0.1 $1.2M +4% 36k 32.72
Target Corporation (TGT) 0.1 $1.2M +8% 5.9k 198.06
Etf Ser Solutions Defiance Next (FIVG) 0.1 $1.2M +107% 33k 35.22
BP Sponsored Adr (BP) 0.1 $1.2M 47k 24.35
Duff & Phelps Global (DPG) 0.1 $1.1M -3% 87k 13.28
SYSCO Corporation (SYY) 0.1 $1.1M 15k 78.76
Philip Morris International (PM) 0.1 $1.1M 13k 88.74
Kimberly-Clark Corporation (KMB) 0.1 $1.1M +10% 8.0k 139.02
Global X Fds Globx Supdv Us (DIV) 0.1 $1.1M +48% 57k 19.39
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) 0.1 $1.1M +5% 15k 73.32
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $1.1M +111% 41k 26.64
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.1M +18% 11k 97.26
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $1.1M -28% 3.6k 295.35
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $1.1M 4.2k 251.49
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $1.0M +28% 20k 53.35
Ishares Tr Conv Bd Etf (ICVT) 0.1 $1.0M -8% 10k 98.18
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.0M -11% 26k 39.50
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $983k -10% 20k 50.19
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.1 $982k 4.0k 243.61
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $981k +7% 12k 83.33
Ishares Tr Nasdaq Biotech (IBB) 0.1 $978k -25% 6.5k 150.53
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $974k +80% 16k 62.15
Mastercard Incorporated Cl A (MA) 0.1 $974k +5% 2.7k 355.99
Healthcare Tr Amer Cl A New (HTA) 0.1 $963k 35k 27.57
Applied Materials (AMAT) 0.1 $956k -8% 7.2k 133.63
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $955k +16% 23k 41.80
Newmont Mining Corporation (NEM) 0.1 $952k +104% 16k 60.30
Evergy (EVRG) 0.1 $945k +24% 16k 59.52
Wp Carey (WPC) 0.1 $942k +3% 13k 70.73
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $938k +164% 3.7k 252.56
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $935k NEW 7.0k 132.89

Past Filings by J.w. Cole Advisors

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