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Ishares Tr us tech brkthr shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Ishares Tr us tech brkthr (TECB) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Ishares Tr us tech brkthr

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All positions including Ishares Tr us tech brkthr 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 Ishares Tr us tech brkthr by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 4.0k 60.36
2025-06-30 $235k 4.1k 57.36

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 Ishares Tr us tech brkthr

Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Citadel Advisors
LPL Financial
Two Sigma Investments
Goldman Sachs Group
Valley National Advisers
Advisory Services Network
Ameriprise Financial
Stonebridge Financial Planning Group
Sheets Smith Wealth Management
Advisor Group Holdings
Susquehanna International
Raymond James Financial
Sigma Planning

View all funds holding Ishares Tr us tech brkthr