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 451–500 of 1,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AFL | AFLAC INC | 16K | $1M+ | SH |
| PFM | INVESCO EXCHANGE TRADED FD T | 33K | $1M+ | SH |
| BEN | FRANKLIN RESOURCES INC | 70K | $1M+ | SH |
| RYLD | GLOBAL X FDS | 129K | $1M+ | SH |
| PPL | PPL CORP | 51K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 23K | $1M+ | SH |
| NHS | NEUBERGER HIGH YIELD ST FD I | 223K | $1M+ | SH |
| BGH | BARINGS GLOBAL SHORT DURATIO | 110K | $1M+ | SH |
| NBDS | NEUBERGER BERMAN ETF TRUST | 46K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 69K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 14K | $1M+ | SH |
| DHS | WISDOMTREE TR | 16K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 4K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 19K | $1M+ | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 33K | $1M+ | SH |
| EHI | WESTERN ASSET GBL HIGH INC F | 252K | $1M+ | SH |
| D | DOMINION ENERGY INC | 28K | $1M+ | SH |
| QDPL | PACER FDS TR | 38K | $1M+ | SH |
| FOF | COHEN & STEERS CLOSED-END OP | 121K | $1M+ | SH |
| SRE | SEMPRA | 18K | $1M+ | SH |
| USHY | ISHARES TR | 43K | $1M+ | SH |
| CPZ | CALAMOS LNG SHR EQT DYNAMIC | 109K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 40K | $1M+ | SH |
| IQLT | ISHARES TR | 122K | $1M+ | SH |
| JPSE | J P MORGAN EXCHANGE TRADED F | 32K | $1M+ | SH |
| MAGS | LISTED FDS TR | 27K | $1M+ | SH |
| PLD | PROLOGIS INC. | 14K | $1M+ | SH |
| MINT | PIMCO ETF TR | 28K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 810K | $1M+ | SH |
| VVR | INVESCO SR INCOME TR | 479K | $1M+ | SH |
| IBDY | ISHARES TR | 60K | $1M+ | SH |
| EMXC | ISHARES INC | 22K | $1M+ | SH |
| EVRG | EVERGY INC | 21K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 10K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 59K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 31K | $1M+ | SH |
| CTVA | CORTEVA INC | 24K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 38K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 3K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 6K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 32K | $1M+ | SH |
| PFFA | ETFIS SER TR I | 71K | $1M+ | SH |
| KLAC | KLA CORP | 1K | $1M+ | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 133K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 44K | $1M+ | SH |
| BRW | SABA CAPITAL INCOME & OPRNT | 215K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 34K | $1M+ | SH |
| MBB | ISHARES TR | 16K | $1M+ | SH |
| CASY | CASEYS GEN STORES INC | 3K | $1M+ | SH |
| FMAT | FIDELITY COVINGTON TRUST | 28K | $1M+ | SH |