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 401–450 of 1,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TCAF | T ROWE PRICE ETF INC | 57K | $1M+ | SH |
| FMAG | FIDELITY COVINGTON TRUST | 56K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 21K | $1M+ | SH |
| PFN | PIMCO INCOME STRATEGY FD II | 253K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 25K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 69K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 16K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 27K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 25K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 9K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 24K | $1M+ | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 45K | $1M+ | SH |
| IGR | CBRE GBL REAL ESTATE INC FD | 431K | $1M+ | SH |
| PAYX | PAYCHEX INC | 17K | $1M+ | SH |
| FSMD | FIDELITY COVINGTON TRUST | 42K | $1M+ | SH |
| IHI | ISHARES TR | 32K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 15K | $1M+ | SH |
| ECC | EAGLE POINT CREDIT COMPANY I | 320K | $1M+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 172K | $1M+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 33K | $1M+ | SH |
| IBCA | ISHARES TR | 71K | $1M+ | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 26K | $1M+ | SH |
| EDF | VIRTUS STONE HBR EMRG MKTS I | 364K | $1M+ | SH |
| CLM | CORNERSTONE STRATEGIC INVEST | 220K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 84K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 13K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 17K | $1M+ | SH |
| MUB | ISHARES TR | 19K | $1M+ | SH |
| KHC | KRAFT HEINZ CO | 76K | $1M+ | SH |
| LIN | LINDE PLC | 4K | $1M+ | SH |
| COPX | GLOBAL X FDS | 65K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 9K | $1M+ | SH |
| IBDR | ISHARES TR | 73K | $1M+ | SH |
| GMOI | GMO ETF TRUST | 52K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 52K | $1M+ | SH |
| GM | GENERAL MTRS CO | 52K | $1M+ | SH |
| ISTB | ISHARES TR | 36K | $1M+ | SH |
| NRG | NRG ENERGY INC | 13K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 93K | $1M+ | SH |
| SLB | SLB LIMITED | 46K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 36K | $1M+ | SH |
| MET | METLIFE INC | 25K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 15K | $1M+ | SH |
| LQD | ISHARES TR | 23K | $1M+ | SH |
| NXG | NXG NEXTGEN INFRASTR INCM FD | 34K | $1M+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 209K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 16K | $1M+ | SH |
| PPG | PPG INDS INC | 17K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 35K | $1M+ | SH |