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 201–250 of 1,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 98K | $1M+ | SH |
| VLY | VALLEY NATL BANCORP | 364K | $1M+ | SH |
| AMLP | ALPS ETF TR | 166K | $1M+ | SH |
| QCOM | QUALCOMM INC | 32K | $1M+ | SH |
| MCK | MCKESSON CORP | 5K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 15K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 46K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 158K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 39K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 75K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 29K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 47K | $1M+ | SH |
| CALF | PACER FDS TR | 88K | $1M+ | SH |
| IWB | ISHARES TR | 13K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 32K | $1M+ | SH |
| ECL | ECOLAB INC | 15K | $1M+ | SH |
| CGSM | CAPITAL GRP FIXED INCM ETF T | 145K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 256K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 160K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 111K | $1M+ | SH |
| AMGN | AMGEN INC | 17K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 69K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 7K | $1M+ | SH |
| BP | BP PLC | 109K | $1M+ | SH |
| EEM | ISHARES TR | 128K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 82K | $1M+ | SH |
| TPLC | TIMOTHY PLAN | 81K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 141K | $1M+ | SH |
| MMM | 3M CO | 26K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 41K | $1M+ | SH |
| ETN | EATON CORP PLC | 21K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 31K | $1M+ | SH |
| ROAD | CONSTRUCTION PARTNERS INC | 33K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 24K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 20K | $1M+ | SH |
| INTU | INTUIT | 5K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 227K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 76K | $1M+ | SH |
| INTC | INTEL CORP | 100K | $1M+ | SH |
| NBSD | NEUBERGER BERMAN ETF TRUST | 67K | $1M+ | SH |
| HYG | ISHARES TR | 44K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 79K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 54K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 51K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 34K | $1M+ | SH |
| KKR | KKR & CO INC | 27K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 98K | $1M+ | SH |
| IWS | ISHARES TR | 26K | $1M+ | SH |
| DRI | DARDEN RESTAURANTS INC | 18K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 37K | $1M+ | SH |