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J.w. Cole Advisors

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

Top 5 stock holdings are AAPL, VOO, QQQ, MSFT, IVV, and represent 16.04% of J.w. Cole Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$45M), VOO (+$25M), IYW (+$16M), QQH (+$5.5M), XOM, TBIL, GOOG, AMZN, WMT, COST.
Started 77 new stock positions in TDG, FPEI, IBDW, CGUS, MTBA, FMHI, IFF, FICO, ADSK, UTWY.
Reduced shares in these 10 stocks: SPY (-$8.2M), Pioneer Natural Resources, AGG, AAPL, VZ, VTWO, LVHI, GILD, IEI, TSLA.
Sold out of its positions in Agenus, ALB, BABA, AMX, TAXF, MID, FLV, AEO, SILJ, ADI.
J.w. Cole Advisors was a net buyer of stock by $130M.
J.w. Cole Advisors has $2.1B in assets under management (AUM), dropping by 7.26%.
Central Index Key (CIK): 0001404763

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Portfolio Holdings for J.w. Cole Advisors

J.w. Cole Advisors holds 889 positions in its portfolio as reported in the June 2024 quarterly 13F filing

J.w. Cole Advisors has 889 total positions. Only the first 250 positions are shown.

Sign up to view all of the J.w. Cole Advisors June 30, 2024 positions
Download the J.w. Cole Advisors June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.5	$118M		558k	210.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$72M	+54%	144k	500.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$53M		111k	479.11	View chart
Microsoft Corporation (MSFT)	2.3	$50M	+3%	111k	446.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$49M	+2%	89k	547.23	View chart
NVIDIA Corporation (NVDA)	2.3	$49M	+1095%	396k	123.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$47M	-14%	86k	544.22	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.8	$38M	+71%	249k	150.50	View chart
Amazon (AMZN)	1.7	$36M	+6%	188k	193.25	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$27M		474k	57.61	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$25M	-4%	66k	374.01	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$23M		247k	92.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$23M		397k	56.68	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$22M		97k	226.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$21M	+10%	53k	406.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$20M		108k	182.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$20M	+13%	107k	183.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$20M	+6%	395k	49.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$19M	+7%	119k	160.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$19M		71k	267.51	View chart
Exxon Mobil Corporation (XOM)	0.8	$17M	+28%	145k	115.12	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$16M	+6%	298k	54.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$14M	-3%	68k	202.89	View chart
Meta Platforms Cl A (META)	0.6	$14M	-3%	27k	504.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$13M		72k	182.15	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$13M		76k	168.79	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$12M	+3%	84k	145.75	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.6	$12M	+86%	191k	61.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$11M		63k	182.01	View chart
United Parcel Service CL B (UPS)	0.5	$11M	+11%	81k	136.85	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.5	$11M	+23%	217k	49.47	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$10M		135k	76.58	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.5	$10M	-11%	205k	50.31	View chart
JPMorgan Chase & Co. (JPM)	0.5	$10M	+27%	50k	202.26	View chart
Vanguard World Industrial Etf (VIS)	0.5	$10M	-2%	43k	235.22	View chart
Procter & Gamble Company (PG)	0.5	$10M	+16%	61k	164.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$9.9M	+2%	127k	78.33	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$9.9M	-3%	38k	260.71	View chart
Verizon Communications (VZ)	0.4	$8.9M	-17%	217k	41.24	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$8.9M		114k	78.05	View chart
Johnson & Johnson (JNJ)	0.4	$8.9M	+5%	61k	146.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$8.5M	+5%	35k	242.10	View chart
Eli Lilly & Co. (LLY)	0.4	$8.5M		9.3k	905.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$8.4M		144k	58.52	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$8.4M	+17%	100k	83.96	View chart
Wal-Mart Stores (WMT)	0.4	$8.2M	+37%	121k	67.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$8.1M		21k	391.13	View chart
Home Depot (HD)	0.4	$8.1M	+23%	23k	344.25	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.4	$8.0M		159k	50.53	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$7.7M	-6%	113k	68.14	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.4	$7.6M	+4%	278k	27.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$7.5M		21k	364.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$7.5M		149k	50.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$7.2M	-5%	44k	164.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$7.2M	-2%	13k	576.57	View chart
Merck & Co (MRK)	0.3	$7.2M	+10%	58k	123.80	View chart
Tesla Motors (TSLA)	0.3	$7.1M	-19%	36k	197.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$7.0M	-19%	32k	218.04	View chart
Chevron Corporation (CVX)	0.3	$7.0M		45k	156.42	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$7.0M	-2%	63k	110.35	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$6.6M	-2%	52k	127.18	View chart
Costco Wholesale Corporation (COST)	0.3	$6.5M	+52%	7.6k	850.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$6.4M		63k	100.84	View chart
Abbvie (ABBV)	0.3	$6.3M	+3%	37k	171.52	View chart
Visa Com Cl A (V)	0.3	$6.3M	+30%	24k	262.47	View chart
Tidal Etf Tr Foliobeyond Alte (RISR)	0.3	$6.2M	+3%	180k	34.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$6.2M	-8%	58k	106.66	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$6.2M	+24%	185k	33.38	View chart
McDonald's Corporation (MCD)	0.3	$6.0M	+17%	24k	254.84	View chart
Lockheed Martin Corporation (LMT)	0.3	$6.0M	+25%	13k	467.10	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$6.0M	-5%	62k	96.13	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$6.0M	-3%	340k	17.67	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$6.0M	+11%	35k	171.52	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$6.0M	+9%	137k	43.56	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$5.9M	+2%	22k	264.31	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$5.9M		46k	128.43	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$5.8M	+2%	89k	64.95	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$5.7M		117k	48.74	View chart
At&t (T)	0.3	$5.6M	-21%	293k	19.11	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$5.6M	-9%	138k	40.43	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$5.5M	-2%	164k	33.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$5.3M	-5%	31k	170.76	View chart
Coca-Cola Company (KO)	0.3	$5.3M		84k	63.65	View chart
Devon Energy Corporation (DVN)	0.2	$5.1M	-5%	108k	47.40	View chart
Vanguard World Materials Etf (VAW)	0.2	$5.1M	-8%	27k	192.63	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$5.1M	+2%	105k	48.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$5.1M		116k	43.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$5.0M		29k	174.47	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$5.0M	-8%	27k	182.40	View chart
Broadcom (AVGO)	0.2	$5.0M	+20%	3.1k	1605.76	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$5.0M	+26%	100k	49.70	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$4.9M	-3%	54k	91.15	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$4.8M		91k	52.95	View chart
Netflix (NFLX)	0.2	$4.8M	-4%	7.1k	674.88	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$4.8M	+6%	15k	314.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$4.7M	+12%	59k	79.93	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$4.7M	-5%	38k	121.87	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$4.6M	+29%	46k	100.71	View chart
RPM International (RPM)	0.2	$4.6M		42k	107.68	View chart
UnitedHealth (UNH)	0.2	$4.5M	+70%	8.9k	509.24	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$4.5M		21k	215.01	View chart
Amgen (AMGN)	0.2	$4.5M	+48%	14k	312.46	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$4.4M		53k	83.76	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$4.4M	-8%	103k	42.59	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$4.3M	+27%	189k	22.67	View chart
Bank of America Corporation (BAC)	0.2	$4.2M	-5%	106k	39.77	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$4.2M	+4%	107k	39.05	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$4.2M	-25%	38k	110.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$4.2M		57k	72.64	View chart
Powershares Actively Managed Ultra Shrt Dur (GSY)	0.2	$4.1M	+13%	83k	49.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.1M		35k	118.60	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$4.0M	+24%	81k	49.76	View chart
Oracle Corporation (ORCL)	0.2	$4.0M	-4%	29k	141.20	View chart
Advanced Micro Devices (AMD)	0.2	$4.0M	+11%	25k	162.21	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$4.0M		62k	65.21	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$4.0M	+3%	71k	56.42	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$3.9M	+47%	10k	383.19	View chart
Boeing Company (BA)	0.2	$3.9M	-15%	22k	182.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$3.9M	-40%	40k	97.07	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.9M	-8%	32k	120.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.8M	+15%	50k	76.70	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.8M	+12%	32k	118.78	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$3.7M		68k	54.75	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.7M		37k	100.39	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.7M	-7%	48k	77.76	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$3.7M	+47%	88k	41.53	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.7M	-2%	89k	41.11	View chart
Applied Materials (AMAT)	0.2	$3.6M	+3%	15k	235.99	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$3.6M	-13%	55k	64.73	View chart
Nextera Energy (NEE)	0.2	$3.6M	+24%	51k	70.81	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$3.6M	+5%	18k	203.03	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$3.6M	+290%	71k	50.02	View chart
DNP Select Income Fund (DNP)	0.2	$3.6M	+3%	433k	8.22	View chart
ConocoPhillips (COP)	0.2	$3.4M	-6%	30k	114.38	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$3.4M	+2%	10k	333.44	View chart
Comcast Corp Cl A (CMCSA)	0.2	$3.4M	+38%	87k	39.16	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.2	$3.4M		36k	92.71	View chart
Pepsi (PEP)	0.2	$3.4M	+46%	20k	164.93	View chart
International Business Machines (IBM)	0.2	$3.3M	-3%	19k	172.95	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$3.3M	-4%	73k	45.71	View chart
Honeywell International (HON)	0.2	$3.2M	+25%	15k	213.54	View chart
Fs Kkr Capital Corp (FSK)	0.1	$3.1M	+5%	158k	19.73	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$3.1M	+2%	37k	84.04	View chart
Cisco Systems (CSCO)	0.1	$3.1M	-4%	65k	47.51	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$3.0M	+12%	64k	47.40	View chart
Goldman Sachs (GS)	0.1	$3.0M		6.6k	452.34	View chart
Uber Technologies (UBER)	0.1	$3.0M	+57%	41k	72.68	View chart
Caterpillar (CAT)	0.1	$3.0M		8.9k	333.09	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$3.0M	-3%	27k	108.70	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.9M	+10%	49k	60.30	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$2.9M	+21%	127k	23.27	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$2.9M	-19%	72k	40.58	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.9M	-4%	23k	123.80	View chart
Palo Alto Networks (PANW)	0.1	$2.9M	+18%	8.5k	339.02	View chart
Prudential Financial (PRU)	0.1	$2.9M	-2%	25k	117.19	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.9M	-16%	36k	80.13	View chart
Union Pacific Corporation (UNP)	0.1	$2.8M	-5%	13k	226.26	View chart
Powershares Actively Managed Aaa Clo Fltng Rt (ICLO)	0.1	$2.8M	-19%	110k	25.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.8M		28k	102.30	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	0.1	$2.8M	+9%	16k	172.09	View chart
Global X Fds Dow 30 Covered C (DJIA)	0.1	$2.8M		126k	22.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$2.8M	+12%	37k	74.89	View chart
Walt Disney Company (DIS)	0.1	$2.8M	-26%	28k	99.29	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.7M		34k	81.08	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.7M		5.1k	535.07	View chart
Pfizer (PFE)	0.1	$2.7M	-32%	97k	27.98	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.7M	+32%	50k	53.53	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.7M		26k	102.72	View chart
First Tr Exchange-traded Ultra Sht Dur Mu (FUMB)	0.1	$2.6M		131k	20.06	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.6M	+139%	8.6k	303.42	View chart
salesforce (CRM)	0.1	$2.6M		10k	257.09	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$2.6M	+6%	41k	63.54	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.6M		26k	100.23	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.6M	+7%	10k	249.62	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.5M	+3%	10k	246.63	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.5M		62k	40.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.5M	-11%	14k	182.51	View chart
General Dynamics Corporation (GD)	0.1	$2.5M	+96%	8.7k	290.13	View chart
American Express Company (AXP)	0.1	$2.5M	+10%	11k	231.56	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.5M	+16%	39k	64.00	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.5M	+9%	4.5k	555.54	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$2.5M	+7%	33k	75.66	View chart
Qualcomm (QCOM)	0.1	$2.5M		13k	199.18	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$2.5M	-2%	87k	28.56	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$2.5M	+7%	22k	113.99	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$2.5M	+20%	66k	37.26	View chart
Abbott Laboratories (ABT)	0.1	$2.5M	+14%	24k	103.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.5M	-38%	34k	72.05	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.4M		63k	37.93	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$2.4M	+2%	73k	32.71	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.4M	+3%	42k	56.04	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.3M	+85%	46k	50.88	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$2.3M	+671%	45k	52.20	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$2.3M	+8%	202k	11.39	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.3M	-7%	8.6k	265.99	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.3M		10k	229.55	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.3M	-4%	17k	132.05	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$2.3M		33k	68.60	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$2.3M		91k	24.77	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.2M	-23%	11k	194.54	View chart
Deere & Company (DE)	0.1	$2.2M	+15%	5.9k	373.69	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.2M		29k	74.08	View chart
Transmedics Group (TMDX)	0.1	$2.2M	NEW	14k	150.62	View chart
Southern Company (SO)	0.1	$2.1M		28k	77.57	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$2.1M	+22%	50k	42.44	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.1M	+57%	15k	142.74	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.1M	+25%	4.7k	441.19	View chart
Chubb (CB)	0.1	$2.1M	+195%	8.1k	255.07	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.1	$2.0M	+5%	112k	18.22	View chart
Exchange Traded Concepts Tru Emqq Em Intern (EMQQ)	0.1	$2.0M		61k	33.19	View chart
Ross Stores (ROST)	0.1	$2.0M	+63%	14k	145.32	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.0M	+6%	39k	51.24	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$2.0M	+2%	27k	75.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.0M	+40%	10k	197.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.0M	+7%	13k	150.44	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.1	$1.9M	+46%	43k	45.38	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.9M	-6%	9.9k	194.86	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.9M	+4%	35k	55.50	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.9M	-3%	25k	77.14	View chart
Linde SHS (LIN)	0.1	$1.9M	+38%	4.3k	438.86	View chart
Wells Fargo & Company (WFC)	0.1	$1.9M	+5%	32k	59.39	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.9M		26k	72.75	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.9M	+3%	53k	35.03	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.9M	+79%	55k	33.93	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$1.9M	+33%	41k	45.75	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$1.8M		46k	40.63	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.8M		4.2k	435.93	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.8M	+50%	3.00	612241.00	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$1.8M	-7%	19k	97.03	View chart
Micron Technology (MU)	0.1	$1.8M	+86%	14k	131.53	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$1.8M	-15%	5.8k	312.32	View chart
Starbucks Corporation (SBUX)	0.1	$1.8M	+243%	23k	77.85	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.8M		21k	86.61	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$1.8M	-4%	16k	112.37	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.8M	+24%	39k	45.40	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$1.8M	+3%	37k	48.00	View chart
Altria (MO)	0.1	$1.8M		39k	45.55	View chart
Air Products & Chemicals (APD)	0.1	$1.8M	+232%	6.8k	258.06	View chart
Illinois Tool Works (ITW)	0.1	$1.8M	+3%	7.4k	236.97	View chart
Duff & Phelps Global (DPG)	0.1	$1.7M	+48%	178k	9.83	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.7M	-44%	33k	52.01	View chart
Kkr & Co (KKR)	0.1	$1.7M		16k	105.24	View chart
Ge Aerospace Com New (GE)	0.1	$1.7M	-15%	11k	158.95	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.7M	+3%	19k	88.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M	-2%	33k	50.11	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.7M	-34%	18k	91.78	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.7M	+3%	27k	61.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.6M	-3%	21k	77.27	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$1.6M	+4%	25k	65.43	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$1.6M		15k	106.95	View chart

Past Filings by J.w. Cole Advisors

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

J.w. Cole Advisors 2024 Q2 filed Aug. 8, 2024
J.w. Cole Advisors 2024 Q1 filed April 30, 2024
J.w. Cole Advisors 2023 Q4 filed Jan. 31, 2024
J.w. Cole Advisors 2023 Q3 filed Oct. 24, 2023
J.w. Cole Advisors 2023 Q2 filed July 27, 2023
J.w. Cole Advisors 2023 Q1 filed May 3, 2023
J.w. Cole Advisors 2022 Q4 filed Feb. 14, 2023
J.w. Cole Advisors 2022 Q3 filed Oct. 31, 2022
J.w. Cole Advisors 2022 Q2 filed July 27, 2022
J.w. Cole Advisors 2022 Q1 restated filed June 10, 2022
J.w. Cole Advisors 2022 Q1 filed May 16, 2022
J.w. Cole Advisors 2021 Q4 filed Jan. 25, 2022
J.w. Cole Advisors 2021 Q3 filed Oct. 26, 2021
J.w. Cole Advisors 2021 Q2 filed Aug. 6, 2021
J.w. Cole Advisors 2021 Q1 filed April 28, 2021
J.w. Cole Advisors 2020 Q4 filed Feb. 12, 2021

View all past filings

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