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 51–100 of 1,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | 116K | $1M+ | SH |
| RTX | RTX CORPORATION | 74K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 344K | $1M+ | SH |
| CAT | CATERPILLAR INC | 24K | $1M+ | SH |
| TFLO | ISHARES TR | 254K | $1M+ | SH |
| T | AT&T INC | 613K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 102K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 28K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 254K | $1M+ | SH |
| EFA | ISHARES TR | 153K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 252K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 53K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 26K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 322K | $1M+ | SH |
| IYW | ISHARES TR | 61K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 128K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 150K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 31K | $1M+ | SH |
| PULS | PGIM ETF TR | 223K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 245K | $1M+ | SH |
| V | VISA INC | 46K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 159K | $1M+ | SH |
| BA | BOEING CO | 55K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 20K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 78K | $1M+ | SH |
| IWF | ISHARES TR | 26K | $1M+ | SH |
| PTLC | PACER FDS TR | 192K | $1M+ | SH |
| KO | COCA COLA CO | 168K | $1M+ | SH |
| NFLX | NETFLIX INC | 128K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 488K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 50K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 93K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 167K | $1M+ | SH |
| DJIA | GLOBAL X FDS | 463K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 194K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 169K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 289K | $1M+ | SH |
| OEF | ISHARES TR | 41K | $1M+ | SH |
| AGG | ISHARES TR | 132K | $1M+ | SH |
| MRK | MERCK & CO INC | 103K | $1M+ | SH |
| GEV | GE VERNOVA INC | 18K | $1M+ | SH |
| IEFA | ISHARES TR | 113K | $1M+ | SH |
| MCD | MCDONALDS CORP | 38K | $1M+ | SH |
| BX | BLACKSTONE INC | 65K | $1M+ | SH |
| IJH | ISHARES TR | 178K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 215K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 25K | $1M+ | SH |
| ORCL | ORACLE CORP | 68K | $1M+ | SH |
| LOW | LOWES COS INC | 36K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 12K | $1M+ | SH |