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, INC. 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 December 2020 quarterly 13F filing

J.w. Cole Advisors has 629 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.8 $56M -54% 419k 132.69
Ishares Tr Core S&p500 Etf (IVV) 3.1 $30M +37% 80k 375.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $25M +10% 67k 373.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $23M +17% 74k 313.73
Amazon (AMZN) 2.2 $21M -48% 6.4k 3256.74
Microsoft Corporation (MSFT) 1.5 $14M -53% 65k 222.42
Select Sector Spdr Tr Technology (XLK) 1.4 $13M +28% 102k 130.02
United Parcel Service CL B (UPS) 1.2 $12M -39% 69k 168.40
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $11M -24% 92k 118.19
Vanguard Index Fds Growth Etf (VUG) 1.0 $9.1M -32% 36k 253.33
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $9.1M +6% 135k 67.88
Ishares Tr Russell 2000 Etf (IWM) 0.9 $8.6M +72% 44k 196.06
Verizon Communications (VZ) 0.9 $8.5M -59% 145k 58.75
Ishares Tr Tips Bd Etf (TIP) 0.9 $8.4M +96% 66k 127.66

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At&t (T) 0.8 $7.8M -52% 270k 28.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $7.8M +150% 68k 113.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $7.7M -22% 22k 343.70
Ishares Tr Core Div Grwth (DGRO) 0.8 $7.5M +21% 168k 44.82
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.8 $7.5M +12% 277k 26.96
DNP Select Income Fund (DNP) 0.8 $7.4M -9% 720k 10.26
Tesla Motors (TSLA) 0.8 $7.4M -47% 11k 705.68
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.7 $7.0M +52% 131k 53.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $6.9M +79% 30k 229.84
Ark Etf Tr Innovation Etf (ARKK) 0.7 $6.7M +192% 54k 124.50
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $6.7M +53% 47k 141.18
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.7 $6.4M +450% 127k 50.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $6.3M -61% 27k 231.87
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $6.1M +113% 63k 97.14
Johnson & Johnson (JNJ) 0.6 $6.1M -55% 39k 157.38
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $6.1M +120% 90k 67.45
Wisdomtree Tr Us Largecap Divd (DLN) 0.6 $5.8M 54k 107.50
Facebook Cl A (FB) 0.6 $5.8M -39% 21k 273.17
Pfizer (PFE) 0.5 $5.3M -36% 144k 36.81
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $5.1M -6% 59k 86.38
Boeing Company (BA) 0.5 $5.1M -27% 24k 214.08
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $5.1M +91% 37k 138.14
Spdr Gold Tr Gold Shs (GLD) 0.5 $4.9M +2% 28k 178.35
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.5 $4.8M NEW 76k 63.58
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $4.8M +27% 52k 91.90
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $4.8M +137% 60k 79.89
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.5 $4.6M -8% 78k 58.55
Vanguard Index Fds Value Etf (VTV) 0.5 $4.5M -44% 38k 118.97
Vanguard World Fds Materials Etf (VAW) 0.5 $4.4M +874% 28k 156.98
JPMorgan Chase & Co. (JPM) 0.4 $4.3M -60% 34k 127.06
Walt Disney Company (DIS) 0.4 $4.2M -62% 23k 181.19
Ishares Tr Core High Dv Etf (HDV) 0.4 $4.2M -4% 48k 87.67
Procter & Gamble Company (PG) 0.4 $4.2M -63% 30k 139.15
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $4.1M -55% 87k 47.21
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $4.0M +285% 14k 286.67
Home Depot (HD) 0.4 $4.0M -59% 15k 265.63
Franklin Templeton Etf Tr Libertyq Us Eqt (FLQL) 0.4 $4.0M -2% 105k 37.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $3.9M -62% 20k 194.64
Wal-Mart Stores (WMT) 0.4 $3.8M -39% 27k 144.16
Alphabet Cap Stk Cl C (GOOG) 0.4 $3.8M -36% 2.2k 1751.83
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $3.8M +49% 69k 55.17
Nuveen Nj Div Advantage Mun (NXJ) 0.4 $3.8M +4% 263k 14.37
NVIDIA Corporation (NVDA) 0.4 $3.7M -41% 7.2k 522.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $3.6M +211% 43k 84.93
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $3.6M -23% 64k 56.23
McDonald's Corporation (MCD) 0.4 $3.6M -40% 17k 214.59
Exxon Mobil Corporation (XOM) 0.4 $3.6M -66% 86k 41.22
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $3.5M +30% 22k 161.29
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $3.4M +10% 39k 88.55
Abbvie (ABBV) 0.3 $3.3M -44% 31k 107.16
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $3.3M -12% 86k 38.51
Vanguard World Fds Industrial Etf (VIS) 0.3 $3.3M +771% 19k 169.98
Merck & Co (MRK) 0.3 $3.2M -41% 39k 81.80
Ishares Tr Faln Angls Usd (FALN) 0.3 $3.1M NEW 107k 29.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $3.1M -43% 38k 82.90
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 0.3 $3.1M NEW 94k 33.06
Ishares Tr Core Msci Eafe (IEFA) 0.3 $3.1M 44k 69.09
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $3.0M +98% 19k 160.80
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.0M -50% 1.7k 1752.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $3.0M -48% 34k 88.19
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.0M +15% 14k 206.78
Netflix (NFLX) 0.3 $2.9M -17% 5.5k 540.73
Chevron Corporation (CVX) 0.3 $2.9M -68% 35k 84.45
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $2.9M -18% 28k 105.92
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $2.9M +26% 33k 87.30
Ishares Tr Barclays 7 10 Yr (IEF) 0.3 $2.9M +329% 24k 119.95
Ishares Tr U.s. Fin Svc Etf (IYG) 0.3 $2.8M NEW 19k 150.03
Visa Com Cl A (V) 0.3 $2.8M -57% 13k 218.74
Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) 0.3 $2.8M +8% 5.5k 501.54
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $2.8M +544% 24k 114.19
Coca-Cola Company (KO) 0.3 $2.7M -55% 50k 54.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $2.7M +645% 21k 128.40
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $2.7M -4% 7.5k 353.79
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.3 $2.6M +45% 18k 146.36
Vanguard World Mega Grwth Ind (MGK) 0.3 $2.6M +128% 13k 203.75
salesforce (CRM) 0.3 $2.5M +22% 11k 222.54
Nextera Energy (NEE) 0.3 $2.5M -11% 33k 77.16
Ishares Tr Conser Alloc Etf (AOK) 0.3 $2.5M +6% 65k 38.74
Ark Etf Tr Genomic Rev Etf (ARKG) 0.3 $2.5M +394% 27k 93.28
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.5M -29% 13k 194.72
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $2.5M -13% 8.1k 305.78
CVS Caremark Corporation (CVS) 0.3 $2.5M +2% 36k 68.30
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $2.4M +64% 21k 116.23
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $2.4M -56% 12k 212.24
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $2.4M +9% 39k 62.70
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $2.4M +9% 47k 50.72
Honeywell International (HON) 0.2 $2.4M -57% 11k 212.69
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $2.4M -43% 10k 232.72
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $2.3M 22k 104.50
Cisco Systems (CSCO) 0.2 $2.3M -50% 52k 44.76
Union Pacific Corporation (UNP) 0.2 $2.2M -34% 11k 208.18
Intel Corporation (INTC) 0.2 $2.2M -58% 44k 49.81
Automatic Data Processing (ADP) 0.2 $2.2M -29% 12k 176.18
Ishares Tr Mrngstr Lg-cp Et (JKD) 0.2 $2.1M NEW 9.8k 216.82
Fs Kkr Capital Corp (FSK) 0.2 $2.1M +13% 127k 16.56
UnitedHealth (UNH) 0.2 $2.1M -32% 5.9k 350.68
Qualcomm (QCOM) 0.2 $2.1M -39% 14k 152.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.1M +16% 8.5k 241.17
First Tr Value Line Divid In SHS (FVD) 0.2 $2.1M +500% 59k 35.08
Bristol Myers Squibb (BMY) 0.2 $2.0M -63% 32k 62.04
Comcast Corp Cl A (CMCSA) 0.2 $2.0M -56% 38k 52.41
International Business Machines (IBM) 0.2 $2.0M -45% 16k 125.87
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.0M NEW 38k 51.63
Altria (MO) 0.2 $1.9M -71% 47k 41.00
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.9M +37% 7.1k 267.66
Paypal Holdings (PYPL) 0.2 $1.9M -66% 8.1k 234.18
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $1.9M +123% 41k 45.43
Thermo Fisher Scientific (TMO) 0.2 $1.9M +14% 4.0k 465.72
Costco Wholesale Corporation (COST) 0.2 $1.9M -67% 5.0k 376.74
PPG Industries (PPG) 0.2 $1.9M -66% 13k 144.20
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.9M +292% 26k 72.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.8M +56% 29k 63.82
Dominion Resources (D) 0.2 $1.8M -40% 24k 75.20
Spdr Ser Tr S&p Biotech (XBI) 0.2 $1.8M +163% 13k 140.74
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $1.8M +12% 25k 73.42
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $1.8M +129% 5.6k 327.33
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.2 $1.8M NEW 59k 30.86
Ishares Tr Trans Avg Etf (IYT) 0.2 $1.8M +51% 8.1k 220.55
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $1.8M +110% 11k 157.70
Abbott Laboratories (ABT) 0.2 $1.8M -48% 16k 109.51
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $1.8M +8% 36k 48.42
Gilead Sciences (GILD) 0.2 $1.7M -11% 30k 58.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.7M -48% 35k 50.11
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.7M +14% 33k 51.67
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $1.7M -22% 9.7k 173.90
Southern Company (SO) 0.2 $1.7M -57% 27k 61.44
Ishares Tr MRGSTR MD CP GRW (JKH) 0.2 $1.6M -13% 4.2k 382.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.6M +47% 19k 83.26
Ishares Silver Tr Ishares (SLV) 0.2 $1.6M +18% 66k 24.57
Ishares Tr Core Total Usd (IUSB) 0.2 $1.6M +65% 29k 54.59
Raytheon Technologies Corp (RTX) 0.2 $1.6M -50% 22k 71.50
Ishares Tr Select Divid Etf (DVY) 0.2 $1.6M -55% 16k 96.20
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $1.6M -3% 30k 53.05
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.6M NEW 12k 131.77
Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.6M +66% 7.4k 211.84
Square Cl A (SQ) 0.2 $1.6M -26% 7.2k 217.62
Lowe's Companies (LOW) 0.2 $1.5M -76% 9.6k 160.54
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.5M +152% 37k 42.12
Lockheed Martin Corporation (LMT) 0.2 $1.5M -71% 4.3k 354.99
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.5M -45% 21k 72.98
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $1.5M +380% 15k 102.02
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $1.5M +30% 31k 49.27
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.2 $1.5M NEW 19k 79.56
Duke Energy Corp Com New (DUK) 0.2 $1.5M -74% 16k 91.58
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.5M -64% 16k 92.87
Starbucks Corporation (SBUX) 0.2 $1.5M -69% 14k 106.97
Timothy Plan Hig Dv Stk Etf (TPHD) 0.2 $1.4M NEW 56k 25.92
Delta Air Lines Inc Del Com New (DAL) 0.1 $1.4M -26% 36k 40.20
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.4M +89% 14k 100.90
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.4M -39% 16k 86.25
3M Company (MMM) 0.1 $1.4M -86% 8.1k 174.75
Adobe Systems Incorporated (ADBE) 0.1 $1.4M -40% 2.8k 500.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.4M +12% 9.9k 142.22
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.4M +691% 14k 102.68
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $1.4M +22% 55k 25.38
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.4M +116% 20k 68.57
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.4M +76% 25k 55.17
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.4M -16% 11k 132.99
Vanguard World Fds Health Car Etf (VHT) 0.1 $1.4M -68% 6.2k 223.82
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $1.4M +89% 5.0k 275.27
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $1.4M +53% 22k 61.81
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 0.1 $1.4M +380% 34k 40.98
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $1.4M +53% 47k 29.46
Truist Financial Corp equities (TFC) 0.1 $1.4M +11% 29k 47.94
Select Sector Spdr Tr Energy (XLE) 0.1 $1.4M +212% 36k 37.89
Bank of America Corporation (BAC) 0.1 $1.4M -79% 45k 30.30
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.3M -43% 3.2k 419.81
Pepsi (PEP) 0.1 $1.3M -85% 9.0k 148.28
Ishares Tr Nasdaq Biotech (IBB) 0.1 $1.3M -27% 8.7k 151.49
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.3M +72% 6.2k 212.01
Ishares Tr Mbs Etf (MBB) 0.1 $1.3M +5% 12k 110.15
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $1.3M +13% 9.4k 138.09
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.3M +92% 15k 88.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.3M -66% 14k 91.49
Ishares Tr Core Intl Aggr (IAGG) 0.1 $1.3M NEW 23k 56.22
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $1.3M -21% 22k 57.77
Citigroup Com New (C) 0.1 $1.2M 20k 61.66
Caterpillar (CAT) 0.1 $1.2M -72% 6.9k 181.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.2M -71% 21k 60.18
Ishares Tr National Mun Etf (MUB) 0.1 $1.2M -43% 11k 117.22
Fs Kkr Capital Corp. Ii (FSKR) 0.1 $1.2M -62% 75k 16.40
Advanced Micro Devices (AMD) 0.1 $1.2M -43% 13k 91.71
Advisorshares Tr Newflt Mulsinc (MINC) 0.1 $1.2M +81% 25k 49.11
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $1.2M NEW 23k 52.22
Ishares Core Msci Emkt (IEMG) 0.1 $1.2M +20% 19k 62.06
Southwest Airlines (LUV) 0.1 $1.2M -16% 26k 46.60
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.2M +88% 53k 22.80
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $1.2M NEW 27k 44.99
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.2M -56% 9.3k 128.03
Blackstone Group Com Cl A (BX) 0.1 $1.2M -58% 18k 64.80
Oracle Corporation (ORCL) 0.1 $1.2M -2% 18k 64.70
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.2M +237% 34k 34.81
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $1.2M -47% 11k 109.60
American Electric Power Company (AEP) 0.1 $1.1M -24% 14k 83.27
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.1M +229% 5.0k 223.57
Ishares Tr Us Telecom Etf (IYZ) 0.1 $1.1M NEW 37k 30.22
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $1.1M NEW 22k 50.45
Duff & Phelps Global (DPG) 0.1 $1.1M -6% 90k 12.19
American Express Company (AXP) 0.1 $1.1M -29% 9.0k 120.96
Ishares Tr Conv Bd Etf (ICVT) 0.1 $1.1M NEW 11k 96.51
SYSCO Corporation (SYY) 0.1 $1.1M +20% 15k 74.28
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $1.1M NEW 48k 22.43
Philip Morris International (PM) 0.1 $1.1M -86% 13k 82.77
Broadcom (AVGO) 0.1 $1.1M +29% 2.4k 437.86
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.1M +37% 29k 36.55
Deere & Company (DE) 0.1 $1.0M -55% 3.9k 269.15
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.0M 8.2k 127.51
First Tr Morningstar Divid L SHS (FDL) 0.1 $1.0M +317% 34k 29.59
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $991k +40% 6.0k 164.62
Ishares Tr Mrgstr Md Cp Etf (JKG) 0.1 $986k +58% 4.2k 234.26
ACADIA Pharmaceuticals (ACAD) 0.1 $985k -4% 18k 53.45
Kimberly-Clark Corporation (KMB) 0.1 $973k -33% 7.2k 134.78
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.1 $972k +1599% 14k 70.53
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) 0.1 $962k NEW 14k 69.09
Healthcare Tr Amer Cl A New (HTA) 0.1 $960k -46% 35k 27.54
BP Sponsored Adr (BP) 0.1 $958k -65% 47k 20.51
Target Corporation (TGT) 0.1 $956k -57% 5.4k 176.55
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $942k -39% 12k 78.27
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $936k -20% 34k 27.23
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $927k -46% 31k 29.49
Mastercard Incorporated Cl A (MA) 0.1 $923k -61% 2.6k 356.92
Ishares Tr Blackrock Ultra (ICSH) 0.1 $920k NEW 18k 50.52
Wp Carey (WPC) 0.1 $908k -12% 13k 70.56
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $906k +38% 11k 82.78
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.1 $898k +57% 4.1k 218.54
Amgen (AMGN) 0.1 $897k -61% 3.9k 229.82
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.1 $891k +131% 8.7k 102.80
Fastenal Company (FAST) 0.1 $887k 18k 48.81
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $873k NEW 20k 44.40
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $866k +168% 30k 29.29
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $864k +13% 9.3k 92.55
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $852k +21% 7.7k 111.04
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $836k +108% 12k 69.33
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $824k -66% 15k 54.08
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $807k -8% 92k 8.77
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $803k -17% 7.1k 113.15

Past Filings by J.w. Cole Advisors

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