CIK 1404763
J.W. COLE ADVISORS, INC.
Institutional 13F holdings & portfolio
Holdings
1,459
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 1.1M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 920K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 237K | $1M+ | SH |
| AMZN | AMAZON COM INC | 429K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 181K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 139K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 125K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 114K | $1M+ | SH |
| IVV | ISHARES TR | 116K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 345K | $1M+ | SH |
| DGRO | ISHARES TR | 719K | $1M+ | SH |
| GOOGL | ALPHABET INC | 143K | $1M+ | SH |
| GOOG | ALPHABET INC | 182K | $1M+ | SH |
| IVW | ISHARES TR | 316K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 118K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 598K | $1M+ | SH |
| TSLA | TESLA INC | 74K | $1M+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 1.6M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 672K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 121K | $1M+ | SH |
| LLY | ELI LILLY & CO | 26K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 94K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 118K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 251K | $1M+ | SH |
| META | META PLATFORMS INC | 49K | $1M+ | SH |
| WMT | WALMART INC | 246K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 507K | $1M+ | SH |
| AVGO | BROADCOM INC | 70K | $1M+ | SH |
| LGH | NORTHERN LTS FD TR III | 402K | $1M+ | SH |
| COWZ | PACER FDS TR | 349K | $1M+ | SH |
| IWM | ISHARES TR | 92K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 217K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 125K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 181K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 27K | $1M+ | SH |
| QQH | NORTHERN LTS FD TR III | 282K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 98K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 79K | $1M+ | SH |
| GE | GE AEROSPACE | 64K | $1M+ | SH |
| IVE | ISHARES TR | 81K | $1M+ | SH |
| ABBV | ABBVIE INC | 76K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 113K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 99K | $1M+ | SH |
| HD | HOME DEPOT INC | 61K | $1M+ | SH |
| GLD | SPDR GOLD TR | 56K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 52K | $1M+ | SH |
| ICSH | ISHARES TR | 354K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 286K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 91K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 23K | $1M+ | SH |