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 351–400 of 1,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNX | FIRST TR EXCHANGE-TRADED ALP | 20K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 22K | $1M+ | SH |
| PREF | PRINCIPAL EXCHANGE TRADED FD | 117K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 166K | $1M+ | SH |
| ESGU | ISHARES TR | 15K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 12K | $1M+ | SH |
| IJT | ISHARES TR | 16K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 8K | $1M+ | SH |
| HPI | HANCOCK JOHN PFD INCOME FD | 136K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 6K | $1M+ | SH |
| EFAV | ISHARES TR | 25K | $1M+ | SH |
| MSIF | MSC INCOME FUND INC | 167K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 44K | $1M+ | SH |
| USB | US BANCORP DEL | 45K | $1M+ | SH |
| COR | CENCORA INC | 7K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 48K | $1M+ | SH |
| XFLT | XAI OCTAGN FLT RAT & ALT INM | 452K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| ICVT | ISHARES TR | 22K | $1M+ | SH |
| FSTA | FIDELITY COVINGTON TRUST | 75K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 11K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 75K | $1M+ | SH |
| ALL | ALLSTATE CORP | 11K | $1M+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 46K | $1M+ | SH |
| FLRT | PACER FDS TR | 45K | $1M+ | SH |
| ARKK | ARK ETF TR | 28K | $1M+ | SH |
| VST | VISTRA CORP | 14K | $1M+ | SH |
| WELL | WELLTOWER INC | 12K | $1M+ | SH |
| ASML | ASML HOLDING N V | 3K | $1M+ | SH |
| SYY | SYSCO CORP | 30K | $1M+ | SH |
| BHF | BRIGHTHOUSE FINL INC | 32K | $1M+ | SH |
| RFEM | FIRST TR EXCH TRADED FD III | 26K | $1M+ | SH |
| CCD | CALAMOS DYNAMIC CONV & INCOM | 100K | $1M+ | SH |
| SHYG | ISHARES TR | 58K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 39K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 18K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 40K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 24K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 58K | $1M+ | SH |
| CMI | CUMMINS INC | 7K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 73K | $1M+ | SH |
| TPHD | TIMOTHY PLAN | 53K | $1M+ | SH |
| IFRA | ISHARES TR | 40K | $1M+ | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 42K | $1M+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 37K | $1M+ | SH |
| OPP | RIVERNORTH DOUBLELINE STRATE | 245K | $1M+ | SH |
| FAST | FASTENAL CO | 49K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 9K | $1M+ | SH |
| SHEL | SHELL PLC | 29K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 39K | $1M+ | SH |