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Strategy shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $300k 8.6k 34.95

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p 500 Grwt Etf (IVW)
JPMorgan Chase & Co. (JPM)

View all positions for J.w. Cole Advisors

Top funds holding Strategy

LPL Financial
Private Advisor
ODonnell Financial Services
Urban Wealth Management
Cambridge Investment Research Advisors
Steward Partners Investment Advisory
Resources Investment Advisors
Gts Securities
Advisor Group Holdings
Envestnet Asset Management
Worth Asset Management
Kestra Private Wealth Services
Atlas Wealth Partners
Jane Street
Moors & Cabot

View all funds holding Strategy