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 881 positions in its portfolio as reported in the March 2024 quarterly 13F filing

J.w. Cole Advisors has 881 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.9 $98M +2% 569k 171.36
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $53M 102k 523.00
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $49M +7% 110k 444.14
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Ishares Tr Core S&p500 Etf (IVV) 2.3 $46M +12% 87k 525.63
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Microsoft Corporation (MSFT) 2.3 $45M +3% 107k 421.25
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $45M +185% 93k 480.63
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Amazon (AMZN) 1.6 $32M +5% 177k 180.43
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NVIDIA Corporation (NVDA) 1.5 $30M +6% 33k 903.61
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Ishares Tr Core Div Grwth (DGRO) 1.4 $28M +6% 477k 58.06
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Vanguard Index Fds Growth Etf (VUG) 1.2 $24M +23% 69k 344.20
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $23M +7% 397k 57.86
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $21M +3% 249k 84.45
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Select Sector Spdr Tr Technology (XLK) 1.0 $20M +7% 98k 208.35
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $20M +11% 48k 420.52
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Vanguard Specialized Funds Div App Etf (VIG) 1.0 $20M 108k 182.27
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Ishares Tr U.s. Tech Etf (IYW) 1.0 $20M +858% 145k 135.07
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $19M +20% 373k 50.16
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Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $18M +11% 70k 259.84
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Vanguard Index Fds Value Etf (VTV) 0.9 $18M +28% 110k 162.77
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.8 $16M +20% 281k 58.11
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Ishares Tr Russell 2000 Etf (IWM) 0.7 $15M -3% 70k 210.12
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Alphabet Cap Stk Cl C (GOOG) 0.7 $14M 94k 152.81
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Meta Platforms Cl A (META) 0.7 $14M -2% 28k 486.04
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $13M +11% 76k 175.27
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Exxon Mobil Corporation (XOM) 0.7 $13M +7% 113k 116.27
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Ishares Tr S&p 500 Val Etf (IVE) 0.6 $12M +2% 64k 186.81
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $12M 81k 147.67
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.6 $12M 232k 50.29
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Verizon Communications (VZ) 0.6 $11M 263k 42.01
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Vanguard World Industrial Etf (VIS) 0.5 $11M +3% 44k 244.15
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $11M 71k 151.60
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United Parcel Service CL B (UPS) 0.5 $11M 72k 148.60
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $11M -6% 138k 76.26
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $9.8M 123k 79.81
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $9.1M +47% 40k 228.33
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Johnson & Johnson (JNJ) 0.5 $9.1M -8% 57k 158.14
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $8.8M +35% 39k 225.28
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $8.7M 114k 76.19
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $8.6M +404% 141k 60.71
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Procter & Gamble Company (PG) 0.4 $8.5M 52k 161.90
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $8.3M -12% 33k 249.40
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $8.2M +3% 21k 396.91
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Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 0.4 $8.2M 176k 46.54
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JPMorgan Chase & Co. (JPM) 0.4 $7.9M 40k 200.17
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $7.9M -28% 121k 65.44
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Ishares Tr Blackrock Ultra (ICSH) 0.4 $7.9M +9% 156k 50.55
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $7.9M +14% 47k 168.99
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Tesla Motors (TSLA) 0.4 $7.8M -4% 44k 175.71
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $7.4M 147k 50.45
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $7.4M 65k 114.14
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Home Depot (HD) 0.4 $7.3M +9% 19k 381.91
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Reaves Util Income Com Sh Ben Int (UTG) 0.4 $7.2M +9% 267k 26.96
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Eli Lilly & Co. (LLY) 0.4 $7.1M 9.2k 776.83
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Chevron Corporation (CVX) 0.4 $7.1M +3% 45k 158.13
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $7.1M +7% 85k 83.58
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $7.0M -10% 64k 110.25
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $7.0M +6% 21k 337.05
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Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $7.0M -3% 53k 130.98
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Merck & Co (MRK) 0.3 $6.9M 52k 131.80
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Vanguard World Inf Tech Etf (VGT) 0.3 $6.7M -2% 13k 524.37
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $6.7M 66k 101.40
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $6.6M +17% 67k 97.94
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At&t (T) 0.3 $6.6M 373k 17.60
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Abbvie (ABBV) 0.3 $6.5M 36k 181.62
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Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $6.3M +2% 351k 17.91
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Global X Fds S&p 500 Covered (XYLD) 0.3 $6.2M 153k 40.79
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Pacer Fds Tr Pacer Us Small (CALF) 0.3 $6.1M +83% 125k 49.16
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Ishares Tr S&P SML 600 GWT (IJT) 0.3 $6.0M +150% 46k 130.73
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Vanguard World Materials Etf (VAW) 0.3 $5.9M -15% 29k 204.43
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $5.9M 118k 50.10
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $5.9M 64k 92.72
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Pacer Fds Tr Globl Cash Etf (GCOW) 0.3 $5.8M 168k 34.70
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $5.8M +67% 87k 65.87
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Tidal Etf Tr Foliobeyond Alte (RISR) 0.3 $5.8M -13% 174k 33.05
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Devon Energy Corporation (DVN) 0.3 $5.7M +27% 115k 50.18
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McDonald's Corporation (MCD) 0.3 $5.7M +7% 20k 281.82
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Ishares Tr Short Treas Bd (SHV) 0.3 $5.6M 51k 110.54
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Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 0.3 $5.6M 102k 54.90
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $5.4M +16% 30k 183.35
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $5.4M +17% 33k 164.35
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Ishares Tr S&p 100 Etf (OEF) 0.3 $5.4M 22k 247.41
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Wal-Mart Stores (WMT) 0.3 $5.3M +210% 88k 60.15
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Select Sector Spdr Tr Energy (XLE) 0.3 $5.3M +20% 56k 94.44
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $5.2M +16% 148k 34.82
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Visa Com Cl A (V) 0.3 $5.1M +3% 18k 278.99
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Coca-Cola Company (KO) 0.3 $5.1M 83k 61.17
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Select Sector Spdr Tr Indl (XLI) 0.3 $5.1M +13% 40k 125.86
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $5.1M 28k 179.11
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RPM International (RPM) 0.3 $5.0M 42k 118.95
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $5.0M -15% 102k 49.12
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Boeing Company (BA) 0.2 $4.9M -11% 26k 192.75
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $4.9M -15% 31k 155.85
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $4.8M -4% 116k 41.77
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $4.8M +11% 91k 52.87
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Lockheed Martin Corporation (LMT) 0.2 $4.6M -2% 10k 454.04
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $4.6M +24% 113k 41.10
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Walt Disney Company (DIS) 0.2 $4.6M 38k 122.35
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Netflix (NFLX) 0.2 $4.5M 7.4k 607.94
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $4.5M 52k 86.45
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Spdr Gold Tr Gold Shs (GLD) 0.2 $4.3M +15% 21k 205.84
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Ishares Tr Select Divid Etf (DVY) 0.2 $4.3M +14% 35k 123.18
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Bank of America Corporation (BAC) 0.2 $4.2M -2% 112k 37.90
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $4.2M 35k 120.74
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $4.2M 52k 80.51
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $4.2M +8% 56k 74.20
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $4.1M +3% 51k 80.57
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Amplify Etf Tr Amplify Cybersec (HACK) 0.2 $4.1M NEW 64k 64.11
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Vanguard World Mega Grwth Ind (MGK) 0.2 $4.1M +2% 14k 286.62
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Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $4.1M +186% 62k 66.30
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ConocoPhillips (COP) 0.2 $4.1M +6% 32k 127.32
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Ishares Tr Msci Intl Qualty (IQLT) 0.2 $4.1M +2% 103k 39.60
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Advanced Micro Devices (AMD) 0.2 $4.0M +31% 22k 180.66
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $4.0M +4% 55k 72.63
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Pfizer (PFE) 0.2 $4.0M -16% 144k 27.75
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $3.9M +50% 79k 49.70
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $3.9M -2% 69k 56.39
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International Business Machines (IBM) 0.2 $3.8M 20k 190.94
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Select Sector Spdr Tr Financial (XLF) 0.2 $3.8M 91k 42.07
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $3.8M +11% 68k 56.17
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Pioneer Natural Resources 0.2 $3.8M -13% 15k 262.52
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DNP Select Income Fund (DNP) 0.2 $3.8M +5% 418k 9.07
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Oracle Corporation (ORCL) 0.2 $3.8M +10% 30k 125.60
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Timothy Plan Us Lrgmd Cp Core (TPLC) 0.2 $3.8M 89k 42.11
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Raytheon Technologies Corp (RTX) 0.2 $3.7M +9% 38k 97.57
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Costco Wholesale Corporation (COST) 0.2 $3.7M +4% 5.0k 731.19
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.2 $3.6M +632% 73k 49.89
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $3.5M -7% 76k 46.21
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $3.5M +25% 35k 100.71
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Invesco Actively Managed Etf Aaa Clo Fltng Rt (ICLO) 0.2 $3.5M +8% 136k 25.61
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Broadcom (AVGO) 0.2 $3.4M +6% 2.6k 1327.95
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Spdr Ser Tr S&p Biotech (XBI) 0.2 $3.4M +2% 36k 94.89
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Cisco Systems (CSCO) 0.2 $3.4M 68k 49.98
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Vanguard World Consum Stp Etf (VDC) 0.2 $3.4M +32% 17k 204.14
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Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $3.4M NEW 148k 22.82
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $3.3M +5% 43k 76.67
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Union Pacific Corporation (UNP) 0.2 $3.3M -12% 13k 245.68
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Caterpillar (CAT) 0.2 $3.3M +4% 8.9k 366.30
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $3.3M +9% 28k 115.30
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Blackstone Group Inc Com Cl A (BX) 0.2 $3.2M +9% 25k 131.37
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $3.2M -61% 28k 115.81
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $3.1M +5% 43k 73.15
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $3.1M +7% 66k 47.72
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Ishares Tr Core High Dv Etf (HDV) 0.2 $3.1M 28k 110.21
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salesforce (CRM) 0.2 $3.1M +4% 10k 301.40
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $3.1M 59k 52.02
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $3.1M 36k 85.65
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Timothy Plan Hig Dv Stk Etf (TPHD) 0.2 $3.1M 85k 36.17
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Gilead Sciences (GILD) 0.2 $3.1M 42k 73.24
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Applied Materials (AMAT) 0.2 $3.0M 15k 206.27
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $3.0M +5% 10k 304.72
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.0M -29% 16k 191.69
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Prudential Financial (PRU) 0.1 $2.9M 25k 117.40
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.9M +3% 35k 84.09
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $2.9M -32% 5.2k 556.43
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.9M +2% 28k 103.79
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Global X Fds Dow 30 Covered C (DJIA) 0.1 $2.8M 125k 22.79
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Fs Kkr Capital Corp (FSK) 0.1 $2.8M -3% 149k 19.07
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Goldman Sachs (GS) 0.1 $2.8M 6.6k 417.59
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Intel Corporation (INTC) 0.1 $2.7M +2% 62k 44.21
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Amgen (AMGN) 0.1 $2.7M 9.6k 283.48
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Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $2.7M +37% 57k 47.58
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Comcast Corp Cl A (CMCSA) 0.1 $2.7M +3% 63k 43.11
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.7M 44k 60.23
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First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.1 $2.7M -4% 133k 20.04
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Texas Instruments Incorporated (TXN) 0.1 $2.6M +25% 15k 174.16
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Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $2.6M +10% 15k 175.32
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Nextera Energy (NEE) 0.1 $2.6M +8% 41k 63.85
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Fidelity Covington Trust Enhanced Large (FELV) 0.1 $2.6M 89k 29.20
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $2.6M +6% 26k 101.57
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First Tr Value Line Divid In SHS (FVD) 0.1 $2.6M -5% 61k 42.23
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UnitedHealth (UNH) 0.1 $2.6M +3% 5.2k 494.65
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $2.6M +27% 60k 43.04
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Phillips Edison & Co Common Stock (PECO) 0.1 $2.5M -2% 71k 35.87
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $2.5M -49% 28k 91.80
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Vanguard World Health Car Etf (VHT) 0.1 $2.5M +5% 9.3k 270.53
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Duke Energy Corp Com New (DUK) 0.1 $2.5M -6% 26k 96.71
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $2.5M +28% 33k 75.04
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Honeywell International (HON) 0.1 $2.5M +3% 12k 204.75
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Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.1 $2.4M NEW 104k 23.38
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Pepsi (PEP) 0.1 $2.4M 14k 174.58
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First Tr Morningstar Divid L SHS (FDL) 0.1 $2.4M -15% 63k 38.48
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.4M +28% 41k 58.59
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $2.4M +3% 10k 235.73
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $2.4M NEW 28k 85.06
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $2.4M -59% 18k 131.30
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Abbott Laboratories (ABT) 0.1 $2.4M +10% 21k 113.62
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $2.3M +5% 38k 60.42
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $2.3M +9% 20k 114.86
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Thermo Fisher Scientific (TMO) 0.1 $2.3M +76% 4.0k 581.17
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $2.3M 33k 69.77
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.3M +3% 9.5k 239.77
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $2.3M 91k 24.91
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $2.3M +2% 30k 75.98
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $2.3M +269% 10k 225.92
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $2.2M +17% 21k 109.65
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American Express Company (AXP) 0.1 $2.2M 9.8k 227.69
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $2.2M +38% 6.9k 320.64
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General Electric Com New (GE) 0.1 $2.2M +11% 13k 175.55
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Vanguard World Consum Dis Etf (VCR) 0.1 $2.2M +19% 6.9k 317.73
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BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.1 $2.2M +6% 186k 11.63
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $2.1M +6% 31k 69.73
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.1M 26k 81.78
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Qualcomm (QCOM) 0.1 $2.1M -20% 12k 170.14
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Deere & Company (DE) 0.1 $2.1M 5.1k 408.92
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Adobe Systems Incorporated (ADBE) 0.1 $2.1M +6% 4.1k 503.64
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $2.1M +19% 34k 61.53
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Palo Alto Networks (PANW) 0.1 $2.0M +322% 7.2k 284.09
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Northrop Grumman Corporation (NOC) 0.1 $2.0M +14% 4.3k 476.23
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $2.0M +559% 55k 36.72
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Uber Technologies (UBER) 0.1 $2.0M 26k 76.99
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $2.0M 11k 187.37
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.0M +10% 26k 77.73
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Southern Company (SO) 0.1 $2.0M 27k 71.65
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Ishares Core Msci Emkt (IEMG) 0.1 $1.9M -2% 38k 51.65
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Principal Exchange Traded Spectrum Pfd (PREF) 0.1 $1.9M +38% 106k 18.15
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.9M +3% 12k 155.85
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Illinois Tool Works (ITW) 0.1 $1.9M +2% 7.1k 265.89
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Ishares Tr Morningstr Us Eq (ILCB) 0.1 $1.9M -3% 26k 72.47
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.9M +24% 37k 51.28
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $1.9M +14% 46k 41.23
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Exchange Traded Concepts Tru Emqq Em Intern (EMQQ) 0.1 $1.9M 60k 31.31
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.9M 26k 72.19
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.1 $1.9M +10% 63k 29.78
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $1.8M +3% 21k 89.90
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.8M 17k 109.11
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.8M +8% 51k 35.61
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Fidelity Covington Trust Fidelity Magelan (FMAG) 0.1 $1.8M NEW 65k 28.07
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $1.8M +80% 33k 54.24
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Mastercard Incorporated Cl A (MA) 0.1 $1.8M +13% 3.7k 481.15
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Ishares Tr U.s. Energy Etf (IYE) 0.1 $1.8M +12% 36k 49.71
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Lowe's Companies (LOW) 0.1 $1.8M -11% 6.9k 253.72
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Brown Forman Corp CL B (BF.B) 0.1 $1.8M 34k 51.54
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $1.7M NEW 17k 103.01
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Wells Fargo & Company (WFC) 0.1 $1.7M -3% 30k 57.96
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $1.7M -39% 25k 68.80
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.7M 34k 50.57
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Paccar (PCAR) 0.1 $1.7M 14k 123.68
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.7M +7% 6.3k 270.82
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.7M -12% 22k 77.31
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.7M +41% 19k 91.25
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Altria (MO) 0.1 $1.7M -5% 39k 43.58
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Vanguard World Utilities Etf (VPU) 0.1 $1.7M -30% 12k 142.59
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Ishares Tr Us Trsprtion (IYT) 0.1 $1.7M +326% 24k 69.73
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Bristol Myers Squibb (BMY) 0.1 $1.7M -3% 31k 53.99
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Phillips 66 (PSX) 0.1 $1.6M -4% 10k 163.34
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Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $1.6M +3% 20k 82.48
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Kkr & Co (KKR) 0.1 $1.6M +4% 16k 100.58
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Ishares Gold Tr Ishares New (IAU) 0.1 $1.6M -19% 38k 42.01
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $1.6M +440% 26k 61.37
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PPG Industries (PPG) 0.1 $1.6M 11k 144.81
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Past Filings by J.w. Cole Advisors

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

View all past filings