J.w. Cole Advisors

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

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Portfolio Holdings for J.w. Cole Advisors

Companies in the J.w. Cole Advisors portfolio as of the March 2022 quarterly 13F filing

J.w. Cole Advisors has 806 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.2 $93M 532k 174.61
Ishares Tr Core S&p500 Etf (IVV) 2.5 $38M -2% 83k 453.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $34M +17% 94k 362.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $34M -4% 75k 451.64
Microsoft Corporation (MSFT) 1.9 $29M +7% 93k 308.31
Amazon (AMZN) 1.8 $27M +4% 8.3k 3260.01
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $19M +3% 254k 76.38
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.2 $18M +4% 375k 48.03
Vanguard Index Fds Growth Etf (VUG) 1.2 $18M 62k 287.60
Vanguard Index Fds Value Etf (VTV) 1.0 $15M +20% 103k 147.78
Select Sector Spdr Tr Technology (XLK) 1.0 $15M -8% 96k 158.93
United Parcel Service CL B (UPS) 1.0 $15M 68k 214.46
Ishares Tr Core Div Grwth (DGRO) 0.9 $14M +27% 259k 53.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $14M +5% 39k 352.91

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Tesla Motors (TSLA) 0.9 $13M -2% 12k 1077.60
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $13M +6% 81k 155.72
NVIDIA Corporation (NVDA) 0.8 $13M +15% 46k 272.86
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $12M 88k 136.99
Alphabet Cap Stk Cl C (GOOG) 0.8 $12M +15% 4.1k 2792.99
Vanguard Index Fds Extend Mkt Etf (VXF) 0.8 $11M 69k 165.66
Johnson & Johnson (JNJ) 0.7 $10M -3% 57k 177.22
Ishares Tr Tips Bd Etf (TIP) 0.7 $10M +3% 80k 124.57
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.7 $9.9M +16% 131k 75.89
Ishares Tr Russell 2000 Etf (IWM) 0.6 $9.7M -2% 47k 205.27
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $9.6M 90k 107.10
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.6 $9.0M +15% 406k 22.07
Verizon Communications (VZ) 0.6 $8.7M +2% 172k 50.94
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $8.7M +10% 54k 162.16
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $8.6M +12% 21k 416.47
Exxon Mobil Corporation (XOM) 0.5 $8.1M +2% 99k 82.59
DNP Select Income Fund (DNP) 0.5 $8.1M 681k 11.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $7.7M -5% 34k 227.66
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $7.4M 113k 65.72
Ishares Tr Msci Eafe Etf (EFA) 0.5 $7.4M +5% 100k 73.60
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $7.3M -31% 94k 77.57
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 0.5 $6.9M +12% 165k 41.57
Meta Platforms Cl A (FB) 0.5 $6.8M +11% 31k 222.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $6.7M +35% 86k 77.90
Alphabet Cap Stk Cl A (GOOGL) 0.4 $6.7M +6% 2.4k 2781.26
Procter & Gamble Company (PG) 0.4 $6.6M +32% 43k 152.79
Ishares Tr Core High Dv Etf (HDV) 0.4 $6.6M +15% 62k 106.88
Pfizer (PFE) 0.4 $6.6M 127k 51.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $6.5M 24k 268.35
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $6.5M +3% 124k 52.44
Select Sector Spdr Tr Energy (XLE) 0.4 $6.4M +44% 84k 76.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $6.3M -6% 15k 415.19
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $6.2M +7% 57k 108.37
Ishares Tr Msci China Etf (MCHI) 0.4 $6.1M +174% 115k 52.89
Abbvie (ABBV) 0.4 $6.1M -2% 37k 162.12
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $6.0M +2% 55k 107.89
Phillips Edison &co Common Stock (PECO) 0.4 $5.9M NEW 173k 34.39
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.4 $5.9M -4% 118k 50.27
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $5.8M 61k 94.91
Vanguard Index Fds Small Cp Etf (VB) 0.4 $5.8M -4% 27k 212.50
Boeing Company (BA) 0.4 $5.8M +4% 30k 191.49
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $5.6M +9% 24k 237.83
At&t (T) 0.4 $5.5M 232k 23.63
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $5.4M -30% 85k 63.67
Coca-Cola Company (KO) 0.4 $5.3M -5% 85k 62.00
Ishares Tr National Mun Etf (MUB) 0.3 $5.2M 47k 109.63
Home Depot (HD) 0.3 $5.0M 17k 299.33
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $5.0M +20% 50k 100.50
Spdr Gold Tr Gold Shs (GLD) 0.3 $5.0M +29% 28k 180.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $5.0M +6% 37k 134.63
Walt Disney Company (DIS) 0.3 $4.9M +13% 36k 137.16
Vanguard World Fds Industrial Etf (VIS) 0.3 $4.9M +9% 25k 194.46
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $4.7M +21% 57k 83.35
Franklin Templeton Etf Tr Libertyq Us Eqt (FLQL) 0.3 $4.7M 104k 44.90
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $4.6M -20% 69k 67.09
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $4.5M +296% 104k 43.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $4.5M -15% 53k 86.04
Listed Fd Tr Swan Hedged Eqty (HEGD) 0.3 $4.4M +84% 237k 18.70
Vanguard World Fds Materials Etf (VAW) 0.3 $4.4M +10% 23k 194.05
JPMorgan Chase & Co. (JPM) 0.3 $4.3M 32k 136.32
Select Sector Spdr Tr Financial (XLF) 0.3 $4.3M +23% 112k 38.32
Pgim Etf Tr Ultra Short (PULS) 0.3 $4.3M +19% 87k 49.21
Chevron Corporation (CVX) 0.3 $4.2M -8% 26k 162.82
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $4.2M -10% 82k 51.55
Wal-Mart Stores (WMT) 0.3 $4.2M 28k 148.90
McDonald's Corporation (MCD) 0.3 $4.2M 17k 247.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $4.1M +3% 90k 46.12
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $4.1M -11% 50k 82.29
Bank of America Corporation (BAC) 0.3 $4.1M +54% 99k 41.22
Ishares Tr S&p 100 Etf (OEF) 0.3 $4.1M 20k 208.54
Nuveen Nj Div Advantage Mun (NXJ) 0.3 $4.1M 303k 13.38
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $4.0M -21% 12k 346.78
Nextera Energy (NEE) 0.3 $4.0M +4% 47k 84.71
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 0.3 $4.0M +26% 83k 47.60
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $4.0M -29% 38k 102.99
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $3.9M +20% 74k 53.10
Merck & Co (MRK) 0.3 $3.9M -10% 47k 82.06
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $3.9M 106k 36.42
Visa Com Cl A (V) 0.3 $3.8M 17k 221.76
Ishares Tr U.s. Fin Svc Etf (IYG) 0.3 $3.8M +9% 21k 180.35
Vanguard World Mega Grwth Ind (MGK) 0.2 $3.7M +3% 16k 235.39
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $3.7M -11% 20k 184.98
Union Pacific Corporation (UNP) 0.2 $3.7M 14k 273.25
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $3.7M +18% 13k 275.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $3.7M +107% 49k 74.82
Fs Kkr Capital Corp (FSK) 0.2 $3.6M -2% 158k 22.82
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $3.6M +114% 23k 157.70
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $3.6M +28% 48k 74.46
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $3.5M -10% 28k 125.11
RPM International (RPM) 0.2 $3.5M 43k 81.44
salesforce (CRM) 0.2 $3.4M +7% 16k 212.33
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $3.4M +137% 56k 60.70
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $3.4M 65k 51.72
Prudential Financial (PRU) 0.2 $3.4M 28k 118.16
International Business Machines (IBM) 0.2 $3.3M +3% 26k 130.01
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $3.3M 27k 123.07
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $3.3M -5% 26k 128.11
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $3.3M 20k 165.99
CVS Caremark Corporation (CVS) 0.2 $3.3M -9% 33k 101.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.3M +5% 41k 79.55
Lockheed Martin Corporation (LMT) 0.2 $3.3M +19% 7.4k 441.44
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $3.3M 101k 32.39
Intel Corporation (INTC) 0.2 $3.3M +39% 66k 49.55
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.2M +4% 11k 277.60
Paypal Holdings (PYPL) 0.2 $3.1M +64% 27k 115.65
Blackstone Group Inc Com Cl A (BX) 0.2 $3.1M -4% 24k 126.95
Ishares Tr Select Divid Etf (DVY) 0.2 $3.1M +29% 24k 128.12
Vanguard Index Fds Large Cap Etf (VV) 0.2 $3.0M +12% 15k 208.49
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.2 $3.0M -44% 138k 22.02
Lumen Technologies (LUMN) 0.2 $3.0M +175% 265k 11.27
Oracle Corporation (ORCL) 0.2 $2.9M +12% 36k 82.73
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $2.9M +18% 60k 48.99
Cisco Systems (CSCO) 0.2 $2.9M 52k 55.76
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.2 $2.8M +14% 86k 32.77
Ark Etf Tr Innovation Etf (ARKK) 0.2 $2.8M -12% 43k 66.28
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $2.8M +17% 10k 269.80
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $2.8M +24% 16k 175.96
UnitedHealth (UNH) 0.2 $2.7M 5.4k 509.97
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $2.7M -8% 45k 60.96
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.7M -7% 39k 69.51
Costco Wholesale Corporation (COST) 0.2 $2.7M -10% 4.7k 575.84
Ford Motor Company (F) 0.2 $2.7M +16% 159k 16.91
First Tr Value Line Divid In SHS (FVD) 0.2 $2.7M +13% 63k 42.30
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $2.6M +3% 60k 43.97
Ishares Tr Conser Alloc Etf (AOK) 0.2 $2.6M -34% 69k 37.67
Mp Materials Corp Com Cl A (MP) 0.2 $2.6M -11% 45k 57.34
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $2.6M +5% 13k 195.94
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $2.6M +4% 25k 101.31
Netflix (NFLX) 0.2 $2.6M +12% 6.9k 374.64
ConocoPhillips (COP) 0.2 $2.5M +2% 25k 99.99
Abbott Laboratories (ABT) 0.2 $2.5M +12% 21k 118.38
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.2 $2.5M +3% 69k 36.39
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.5M +13% 26k 96.26
Advanced Micro Devices (AMD) 0.2 $2.5M +24% 23k 109.35
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $2.5M 54k 45.16
Goldman Sachs (GS) 0.2 $2.4M +4% 7.4k 330.05
Qualcomm (QCOM) 0.2 $2.4M +15% 16k 152.80
Cleveland-cliffs (CLF) 0.2 $2.4M +47% 75k 32.21
Raytheon Technologies Corp (RTX) 0.2 $2.4M +3% 24k 99.07
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $2.4M +3% 75k 31.76
Vanguard World Fds Health Car Etf (VHT) 0.2 $2.4M -3% 9.3k 254.43
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $2.4M +16% 47k 50.10
Altria (MO) 0.2 $2.3M +2% 44k 52.26
Ishares Tr Morningstr Us Eq (ILCB) 0.2 $2.3M 37k 62.84
Gilead Sciences (GILD) 0.2 $2.3M +14% 38k 59.46
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.3M +4% 23k 100.96
Lucid Group (LCID) 0.2 $2.3M +6% 89k 25.40
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $2.3M +16% 43k 52.28
Duke Energy Corp Com New (DUK) 0.1 $2.2M -11% 20k 111.66
Ishares Tr Us Aer Def Etf (ITA) 0.1 $2.2M +431% 20k 110.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.2M 28k 78.10
Comcast Corp Cl A (CMCSA) 0.1 $2.2M 47k 46.82
Applied Materials (AMAT) 0.1 $2.2M +14% 16k 131.83
Crowdstrike Hldgs Cl A (CRWD) 0.1 $2.2M 9.5k 227.09
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $2.1M -27% 13k 168.27
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $2.1M 42k 49.91
Spdr Ser Tr S&p Biotech (XBI) 0.1 $2.1M +32% 23k 89.89
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $2.1M -7% 25k 81.91
Truist Financial Corp equities (TFC) 0.1 $2.1M 36k 56.71
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $2.0M 9.1k 222.81
Timothy Plan Hig Dv Stk Etf (TPHD) 0.1 $2.0M -11% 61k 33.03
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $2.0M -5% 19k 105.69
Thermo Fisher Scientific (TMO) 0.1 $2.0M +7% 3.4k 590.81
PPG Industries (PPG) 0.1 $2.0M 15k 131.04
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $2.0M -32% 16k 120.97
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.0M +18% 25k 78.03
Brown Forman Corp CL B (BF.B) 0.1 $1.9M 29k 67.01
Independence Realty Trust In (IRT) 0.1 $1.9M +43% 73k 26.44
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.9M 38k 50.51
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $1.9M -8% 21k 91.67
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $1.9M -36% 12k 152.53
Lowe's Companies (LOW) 0.1 $1.9M -10% 9.3k 202.22
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $1.9M +5% 29k 65.68
Vanguard World Fds Utilities Etf (VPU) 0.1 $1.9M +13% 12k 161.78
Realty Income (O) 0.1 $1.9M +94% 27k 69.30
Bristol Myers Squibb (BMY) 0.1 $1.9M -17% 25k 73.03
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.8M -8% 3.8k 490.42
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $1.8M +2% 20k 93.62
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.8M +3% 21k 88.16
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $1.8M -58% 33k 55.56
Deere & Company (DE) 0.1 $1.8M -8% 4.4k 415.58
Eli Lilly & Co. (LLY) 0.1 $1.8M +17% 6.3k 286.30
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.8M +47% 35k 51.21
Ishares Tr Us Consm Staples (IYK) 0.1 $1.8M +8% 8.9k 200.36
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.8M +18% 23k 77.27
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.8M +2% 16k 112.25
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $1.7M +18% 38k 45.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.7M -48% 22k 78.91
Ares Capital Corporation (ARCC) 0.1 $1.7M +2% 82k 20.96
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.7M +22% 6.7k 255.79
Pepsi (PEP) 0.1 $1.7M +5% 9.9k 167.34
Caterpillar (CAT) 0.1 $1.6M -4% 7.4k 222.84
Ishares Tr Msci Usa Value (VLUE) 0.1 $1.6M +6% 16k 104.56
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $1.6M 74k 21.77
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.6M -4% 33k 48.45
Ishares Tr Core Total Usd (IUSB) 0.1 $1.6M +4% 32k 49.62
Vanguard World Fds Financials Etf (VFH) 0.1 $1.6M +3% 17k 93.41
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $1.6M +20% 20k 78.22
American Express Company (AXP) 0.1 $1.6M +14% 8.3k 187.04
Broadcom (AVGO) 0.1 $1.5M 2.5k 629.52
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.5M 16k 96.83
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.5M -11% 23k 66.35
Archer Daniels Midland Company (ADM) 0.1 $1.5M +15% 17k 90.25
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $1.5M -55% 24k 64.28
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) 0.1 $1.5M +27% 23k 64.85
American Electric Power Company (AEP) 0.1 $1.5M -3% 15k 99.77
Target Corporation (TGT) 0.1 $1.5M +15% 7.1k 212.20
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $1.5M +4% 17k 86.29
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.5M +34% 70k 20.97
Freeport-mcmoran CL B (FCX) 0.1 $1.5M 30k 49.73
Ishares Core Msci Emkt (IEMG) 0.1 $1.5M 26k 55.54
Adobe Systems Incorporated (ADBE) 0.1 $1.5M -3% 3.2k 455.71
Honeywell International (HON) 0.1 $1.5M +3% 7.5k 194.63
Dominion Resources (D) 0.1 $1.4M -13% 17k 84.95
Wells Fargo & Company (WFC) 0.1 $1.4M -12% 30k 48.46
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.4M +7% 44k 32.25
Mosaic (MOS) 0.1 $1.4M +35% 21k 66.51
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $1.4M +9% 18k 79.09
Southern Company (SO) 0.1 $1.4M -26% 19k 72.53
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $1.4M 4.5k 305.15
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.4M +511% 124k 11.19
First Tr Morningstar Divid L SHS (FDL) 0.1 $1.4M +2% 37k 37.44
Global X Fds Globx Supdv Us (DIV) 0.1 $1.4M 65k 21.10
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.3M 5.1k 262.33
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $1.3M +5% 21k 64.63
Ishares Silver Tr Ishares (SLV) 0.1 $1.3M -7% 58k 22.89
Ishares Tr Mbs Etf (MBB) 0.1 $1.3M +19% 13k 101.85
Ishares Tr Blackrock Ultra (ICSH) 0.1 $1.3M +39% 26k 50.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.3M -12% 22k 59.76
National Beverage (FIZZ) 0.1 $1.3M 30k 43.49
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.3M +10% 13k 97.80
Duff & Phelps Global (DPG) 0.1 $1.3M -2% 85k 15.18
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.3M +11% 22k 57.59
Motorola Solutions Com New (MSI) 0.1 $1.3M +5% 5.2k 242.16
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.3M +164% 9.5k 132.08
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.2M 12k 101.36

Past Filings by J.w. Cole Advisors

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