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 101–150 of 1,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 52K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 50K | $1M+ | SH |
| QUAL | ISHARES TR | 45K | $1M+ | SH |
| CLOI | VANECK ETF TRUST | 156K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 33K | $1M+ | SH |
| USMV | ISHARES TR | 103K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 40K | $1M+ | SH |
| UNP | UNION PAC CORP | 39K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 32K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 102K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 37K | $1M+ | SH |
| IWD | ISHARES TR | 37K | $1M+ | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 97K | $1M+ | SH |
| SGOV | ISHARES TR | 76K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 34K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 106K | $1M+ | SH |
| IWP | ISHARES TR | 56K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 101K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 46K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 160K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 98K | $1M+ | SH |
| NOBL | PROSHARES TR | 74K | $1M+ | SH |
| SO | SOUTHERN CO | 86K | $1M+ | SH |
| PSX | PHILLIPS 66 | 53K | $1M+ | SH |
| GCOW | PACER FDS TR | 163K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 139K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 189K | $1M+ | SH |
| GAB | GABELLI EQUITY TR INC | 1.1M | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 145K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 24K | $1M+ | SH |
| IBDU | ISHARES TR | 276K | $1M+ | SH |
| FLOT | ISHARES TR | 157K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 37K | $1M+ | SH |
| O | REALTY INCOME CORP | 114K | $1M+ | SH |
| BFC | BANK FIRST CORP | 52K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 277K | $1M+ | SH |
| ROL | ROLLINS INC | 104K | $1M+ | SH |
| PEP | PEPSICO INC | 47K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 19K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 261K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 132K | $1M+ | SH |
| DIS | DISNEY WALT CO | 66K | $1M+ | SH |
| MAIN | MAIN STR CAP CORP | 109K | $1M+ | SH |
| EFG | ISHARES TR | 56K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 11K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 398K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 30K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 137K | $1M+ | SH |
| SHOP | SHOPIFY INC | 36K | $1M+ | SH |
| IYG | ISHARES TR | 62K | $1M+ | SH |