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Upexi shares owned by J.w. Cole Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Upexi 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 Upexi by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $90k 16k 5.77

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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)
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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 Upexi

Polar Securities
Susquehanna International
Jane Street
Citadel Advisors
Alyeska Investment Group
MMCAP International Inc. SPC
UBS Group
Vanguard Group
BlackRock
Marex Group
Shariaportfolio
NewGen Asset Management
Geode Capital Management
Kathmere Capital Management
Millennium Management

View all funds holding Upexi