J.w. Cole Advisors »

Fidelity fund shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity fund by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 7.7k 31.28

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Fidelity fund

FMR
Commonwealth Equity Services
LPL Financial
Advisor Group Holdings
Cetera Investment Advisers
Cadent Capital Advisors
Kestra Advisory Services
Great Valley Advisor Group
Jpmorgan Chase & Co
Jane Street
Envestnet Asset Management
OmniStar Financial Group
Evergreen Capital Management
Benjamin Edwards
Cambridge Investment Research Advisors

View all funds holding Fidelity fund