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

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

J.w. Cole Advisors has 736 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 $66M +9% 481k 136.96
Ishares Tr Core S&p500 Etf (IVV) 2.9 $38M +6% 87k 429.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $31M +13% 73k 428.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $26M +10% 74k 354.43
Amazon (AMZN) 1.8 $22M +3% 6.5k 3440.07
Microsoft Corporation (MSFT) 1.6 $21M +9% 76k 270.90
Select Sector Spdr Tr Technology (XLK) 1.1 $14M +4% 98k 147.66
United Parcel Service CL B (UPS) 1.1 $14M 69k 207.97
Vanguard Index Fds Growth Etf (VUG) 1.0 $13M +37% 46k 286.81
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.0 $13M +134% 251k 51.52
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $13M +508% 172k 72.73
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $11M 99k 115.33
Vanguard Index Fds Extend Mkt Etf (VXF) 0.8 $11M +677% 56k 188.59
Ishares Tr Russell 2000 Etf (IWM) 0.8 $10M 45k 229.36
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $9.5M 128k 73.61
Ishares Tr Core Div Grwth (DGRO) 0.7 $9.4M +3% 188k 50.36
Verizon Communications (VZ) 0.7 $9.3M +14% 166k 56.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $9.1M +9% 23k 393.50
Vanguard Index Fds Value Etf (VTV) 0.7 $9.1M +46% 66k 137.45
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $9.1M +223% 61k 147.64
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.7 $8.9M +57% 176k 50.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $8.6M 68k 125.94
Johnson & Johnson (JNJ) 0.7 $8.4M +27% 51k 164.75
Facebook Cl A (FB) 0.7 $8.4M +6% 24k 347.70
Ishares Tr Tips Bd Etf (TIP) 0.6 $8.0M -14% 62k 128.00
Tesla Motors (TSLA) 0.6 $7.9M +4% 12k 679.71
At&t (T) 0.6 $7.9M 275k 28.78
DNP Select Income Fund (DNP) 0.6 $7.6M 731k 10.45
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $7.5M -10% 49k 154.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $7.5M +11% 27k 277.93
Boeing Company (BA) 0.6 $7.3M +7% 31k 239.54
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.6 $7.3M +179% 297k 24.50
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $7.2M -4% 121k 59.67
NVIDIA Corporation (NVDA) 0.6 $7.1M +11% 8.9k 800.13
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $7.0M +5% 100k 69.97
Alphabet Cap Stk Cl C (GOOG) 0.6 $7.0M +21% 2.8k 2506.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $6.9M +50% 31k 222.81
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $6.7M 56k 120.32
Ark Etf Tr Innovation Etf (ARKK) 0.5 $6.6M +13% 51k 130.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $6.6M -11% 24k 268.73
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $6.5M +21% 75k 86.17
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.5 $6.4M 248k 25.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $6.0M 63k 95.07
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $5.9M +11% 65k 90.63
Exxon Mobil Corporation (XOM) 0.5 $5.8M +2% 92k 63.07
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.5 $5.8M +21% 102k 57.10
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.5 $5.8M +13% 56k 102.40
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $5.8M -7% 51k 112.99
Ishares Tr Msci Eafe Etf (EFA) 0.5 $5.7M +267% 73k 78.88
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $5.7M +69% 14k 398.77
JPMorgan Chase & Co. (JPM) 0.4 $5.4M +3% 35k 155.54
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $5.3M +50% 16k 344.97
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $4.9M +39% 81k 60.92
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $4.9M +32% 56k 88.04
Coca-Cola Company (KO) 0.4 $4.9M +89% 90k 54.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $4.8M +6% 47k 101.80
Home Depot (HD) 0.4 $4.8M 15k 318.88
Ishares Tr Core High Dv Etf (HDV) 0.4 $4.8M 49k 96.54
Walt Disney Company (DIS) 0.4 $4.7M +19% 27k 175.76
Pfizer (PFE) 0.4 $4.6M +3% 118k 39.16
Vanguard Index Fds Small Cp Etf (VB) 0.4 $4.6M +26% 20k 225.30
Alphabet Cap Stk Cl A (GOOGL) 0.4 $4.5M +10% 1.8k 2441.86
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $4.5M +28% 115k 39.33
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $4.4M +9% 81k 54.81
Franklin Templeton Etf Tr Libertyq Us Eqt (FLQL) 0.3 $4.4M 104k 42.81
Nuveen Nj Div Advantage Mun (NXJ) 0.3 $4.4M +3% 284k 15.59
Procter & Gamble Company (PG) 0.3 $4.3M -8% 32k 134.93
Fs Kkr Capital Corp (FSK) 0.3 $4.3M +55% 199k 21.51
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $4.2M +26% 51k 82.17
Select Sector Spdr Tr Financial (XLF) 0.3 $4.1M +38% 112k 36.69
Spdr Gold Tr Gold Shs (GLD) 0.3 $4.1M -3% 25k 165.64
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.3 $4.1M -13% 65k 63.35
Abbvie (ABBV) 0.3 $4.1M +7% 36k 112.65
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 0.3 $4.0M +2% 101k 40.00
Vanguard World Fds Industrial Etf (VIS) 0.3 $4.0M 20k 196.46
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.9M +11% 17k 237.36
Wal-Mart Stores (WMT) 0.3 $3.9M 28k 141.03
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $3.8M +90% 34k 113.21
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $3.8M 22k 173.42
RPM International (RPM) 0.3 $3.7M NEW 42k 88.69
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $3.7M 28k 132.65
Vanguard World Fds Materials Etf (VAW) 0.3 $3.7M -25% 20k 180.80
Vanguard World Mega Grwth Ind (MGK) 0.3 $3.7M +18% 16k 231.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $3.6M +7% 27k 132.87
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $3.6M -5% 27k 134.34
Select Sector Spdr Tr Energy (XLE) 0.3 $3.6M +41% 67k 53.87
Ishares Tr Conser Alloc Etf (AOK) 0.3 $3.6M +14% 90k 39.80
Merck & Co (MRK) 0.3 $3.6M +15% 46k 77.78
Paypal Holdings (PYPL) 0.3 $3.5M +22% 12k 291.44
Ishares Tr Faln Angls Usd (FALN) 0.3 $3.5M 117k 29.96
Ishares Tr U.s. Fin Svc Etf (IYG) 0.3 $3.4M -3% 18k 185.23
McDonald's Corporation (MCD) 0.3 $3.4M -3% 15k 231.01
salesforce (CRM) 0.3 $3.3M 14k 244.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $3.3M 22k 145.95
International Business Machines (IBM) 0.3 $3.2M +21% 22k 146.57
Ishares Tr S&p 100 Etf (OEF) 0.3 $3.2M +299% 16k 196.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $3.2M +42% 59k 54.31
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $3.2M +17% 26k 122.28
Union Pacific Corporation (UNP) 0.2 $3.2M +35% 14k 219.92
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $3.1M +2% 17k 178.54
Netflix (NFLX) 0.2 $3.1M 5.8k 528.20
Visa Com Cl A (V) 0.2 $3.0M +2% 13k 233.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.0M -8% 34k 85.88
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.9M +268% 18k 158.64
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.9M 38k 74.85
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $2.8M +3% 24k 117.78
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $2.8M +499% 40k 68.89
Chevron Corporation (CVX) 0.2 $2.7M +4% 26k 104.76
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.2 $2.7M NEW 53k 51.05
Cisco Systems (CSCO) 0.2 $2.7M +2% 51k 53.00
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $2.7M +4% 88k 30.44
Nextera Energy (NEE) 0.2 $2.7M +3% 36k 73.29
Intel Corporation (INTC) 0.2 $2.6M +15% 47k 56.13
CVS Caremark Corporation (CVS) 0.2 $2.6M -16% 32k 83.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.5M +17% 9.3k 271.47
Comcast Corp Cl A (CMCSA) 0.2 $2.5M +21% 44k 57.02
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $2.5M +54% 30k 82.30
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $2.5M +46% 25k 98.75
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $2.5M +2% 6.8k 361.07
Lockheed Martin Corporation (LMT) 0.2 $2.4M +12% 6.3k 378.33
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $2.4M +26% 13k 182.54
Blackstone Group Inc Com Cl A (BX) 0.2 $2.3M +33% 24k 97.16
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $2.3M 37k 63.24
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $2.3M -20% 4.7k 491.02
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.2 $2.3M +2% 67k 34.91
Square Cl A (SQ) 0.2 $2.3M +13% 9.5k 243.81
Ishares Tr Morningstr Us Eq (ILCB) 0.2 $2.3M +298% 38k 60.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $2.3M +29% 42k 55.16
First Tr Value Line Divid In SHS (FVD) 0.2 $2.3M -7% 58k 39.77
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $2.3M +2% 10k 226.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.3M +36% 28k 82.70
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $2.3M +7% 34k 67.53
Ishares Tr Trans Avg Etf (IYT) 0.2 $2.3M +2% 8.7k 259.98
Oracle Corporation (ORCL) 0.2 $2.2M +14% 29k 77.85
Ishares Tr Select Divid Etf (DVY) 0.2 $2.2M +20% 19k 116.60
Spdr Ser Tr S&p Transn Etf (XTN) 0.2 $2.2M +16% 26k 84.96
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $2.2M +29% 14k 159.04
PPG Industries (PPG) 0.2 $2.2M 13k 169.78
Qualcomm (QCOM) 0.2 $2.2M +11% 15k 142.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $2.2M +21% 12k 173.63
Gilead Sciences (GILD) 0.2 $2.1M +2% 31k 68.85
Lowe's Companies (LOW) 0.2 $2.1M +19% 11k 194.00
Crowdstrike Hldgs Cl A (CRWD) 0.2 $2.1M 8.5k 251.30
Altria (MO) 0.2 $2.1M -4% 44k 47.68
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $2.1M -27% 14k 154.08
Abbott Laboratories (ABT) 0.2 $2.1M +8% 18k 115.92
Raytheon Technologies Corp (RTX) 0.2 $2.1M +5% 24k 85.32
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $2.1M NEW 52k 40.10
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $2.1M +93% 44k 46.75
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $2.0M +31% 23k 89.97
Truist Financial Corp equities (TFC) 0.2 $2.0M +25% 37k 55.49
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $2.0M NEW 7.7k 262.42
Vanguard World Fds Health Car Etf (VHT) 0.2 $2.0M +27% 8.1k 247.14
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $2.0M +1006% 36k 56.36
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $2.0M -2% 43k 46.05
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.0M +4% 19k 107.26
Timothy Plan Hig Dv Stk Etf (TPHD) 0.2 $2.0M +7% 66k 29.87
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $1.9M +26% 59k 32.41
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 0.2 $1.9M +4% 40k 47.97
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.9M +10% 40k 48.61
Lumen Technologies (LUMN) 0.2 $1.9M +3% 141k 13.59
Bank of America Corporation (BAC) 0.1 $1.9M -2% 46k 41.23
Ishares Silver Tr Ishares (SLV) 0.1 $1.9M +7% 78k 24.22
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.9M +37% 18k 104.74
Applied Materials (AMAT) 0.1 $1.9M +84% 13k 142.41
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.9M -20% 37k 50.82
UnitedHealth (UNH) 0.1 $1.8M -18% 4.5k 400.53
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $1.8M 19k 97.72
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.8M +3% 7.7k 236.31
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.8M 35k 51.30
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $1.8M +3% 31k 57.50
Bristol Myers Squibb (BMY) 0.1 $1.8M -13% 27k 66.81
Costco Wholesale Corporation (COST) 0.1 $1.8M 4.5k 395.59
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.8M +3% 5.7k 311.65
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $1.8M +32% 17k 103.04
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $1.7M +13% 36k 48.03
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.7M +28% 5.9k 289.86
Caterpillar (CAT) 0.1 $1.7M +15% 7.8k 217.57
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $1.7M 18k 92.53
Adobe Systems Incorporated (ADBE) 0.1 $1.7M 2.9k 585.60
3M Company (MMM) 0.1 $1.7M +6% 8.5k 198.69
Advanced Micro Devices (AMD) 0.1 $1.7M -4% 18k 93.95
Duke Energy Corp Com New (DUK) 0.1 $1.7M +11% 17k 98.71
Roku Com Cl A (ROKU) 0.1 $1.7M +72% 3.6k 459.15
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.6M -2% 12k 135.36
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $1.6M -56% 14k 115.49
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.6M +7% 16k 100.95
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $1.6M +2% 31k 51.85
Honeywell International (HON) 0.1 $1.6M -34% 7.3k 219.36
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.6M +85% 7.9k 200.68
Wells Fargo & Company (WFC) 0.1 $1.6M +8% 35k 45.29
Starbucks Corporation (SBUX) 0.1 $1.6M +2% 14k 111.81
Southern Company (SO) 0.1 $1.6M -5% 26k 60.51
Listed Fd Tr Swan Hedged Eqty (HEGD) 0.1 $1.6M NEW 87k 18.09
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $1.6M 21k 75.53
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $1.6M -2% 20k 77.50
Deere & Company (DE) 0.1 $1.5M +4% 4.4k 352.78
Ishares Tr Mbs Etf (MBB) 0.1 $1.5M -3% 14k 108.23
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $1.5M +47% 29k 53.36
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.5M 19k 79.25
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $1.5M +5% 32k 48.41
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $1.5M +4% 24k 63.73
Ishares Tr Core Total Usd (IUSB) 0.1 $1.5M +2% 28k 53.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.5M +2% 23k 65.67
Mp Materials Corp Com Cl A (MP) 0.1 $1.5M +220% 40k 36.87
Dominion Resources (D) 0.1 $1.5M -30% 20k 73.56
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.5M -31% 11k 130.54
Broadcom (AVGO) 0.1 $1.5M 3.0k 477.02
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.1 $1.5M +37% 5.5k 262.19
Kimberly-Clark Corporation (KMB) 0.1 $1.4M +35% 11k 133.82
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.4M +25% 14k 103.62
Ishares Core Msci Emkt (IEMG) 0.1 $1.4M +6% 21k 66.98
Pepsi (PEP) 0.1 $1.4M +4% 9.6k 148.12
ConocoPhillips (COP) 0.1 $1.4M +75% 23k 60.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.4M -6% 9.2k 150.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.4M +79% 18k 75.64
Target Corporation (TGT) 0.1 $1.4M -3% 5.7k 241.80
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $1.4M +19% 4.3k 314.01
Ishares Tr National Mun Etf (MUB) 0.1 $1.3M +13% 12k 117.17
Citigroup Com New (C) 0.1 $1.3M 19k 70.77
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $1.3M 23k 58.35
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.3M 5.1k 255.91
BP Sponsored Adr (BP) 0.1 $1.3M +3% 49k 26.42
Duff & Phelps Global (DPG) 0.1 $1.3M +4% 91k 14.32
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $1.3M +5% 15k 85.60
Global X Fds Globx Supdv Us (DIV) 0.1 $1.3M +13% 65k 19.98
Ishares Tr Ishares Biotech (IBB) 0.1 $1.3M +20% 7.8k 163.67
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.3M +4% 38k 33.29
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.1 $1.3M +51% 46k 27.72
Etf Ser Solutions Defiance Next (FIVG) 0.1 $1.3M 34k 38.05
Thermo Fisher Scientific (TMO) 0.1 $1.3M -41% 2.5k 504.57
National Beverage (FIZZ) 0.1 $1.3M 27k 47.24
Moderna (MRNA) 0.1 $1.3M -6% 5.4k 234.92
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $1.3M -7% 24k 51.81
Philip Morris International (PM) 0.1 $1.2M -2% 13k 99.14
Ford Motor Company (F) 0.1 $1.2M +10% 84k 14.85
Advisorshares Tr Newflt Mulsinc (MINC) 0.1 $1.2M +3% 25k 48.84
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.1 $1.2M +44% 4.8k 256.55
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.2M -6% 29k 41.94
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.1 $1.2M +38% 58k 21.11
Coinbase Global Com Cl A (COIN) 0.1 $1.2M NEW 4.8k 253.23
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $1.2M -2% 20k 60.51
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.2M 15k 80.95
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.2M +6% 27k 44.32
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.2M +66% 19k 63.39
Ishares Tr Conv Bd Etf (ICVT) 0.1 $1.2M +14% 12k 102.01
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.2M -8% 13k 88.81
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $1.2M +20% 24k 50.23
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) 0.1 $1.2M +7% 16k 74.61
First Tr Morningstar Divid L SHS (FDL) 0.1 $1.2M 36k 33.19

Past Filings by J.w. Cole Advisors

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