Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

J.w. Cole Advisors

Latest statistics and disclosures from J.w. Cole Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, QQQ, IVV, MSFT, and represent 14.66% of J.w. Cole Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$29M), IYW (+$18M), IJH (+$6.9M), IVV (+$5.1M), VUG, HACK, VTV, IJT, WMT, IBDU.
Started 110 new stock positions in IBHE, ALL, BTG, TXT, ELF, VTWO, IVOO, BRLN, FXU, PFL.
Reduced shares in these 10 stocks: IEI (-$5.2M), ITA, XLU, BIL, IBHD, NEAR, MDY, MGV, SPYD, VTIP.
Sold out of its positions in AOD, AFRM, RNA, NET, DKS, DFAX, QQQE, DPZ, Etf Managers Tr purefunds ise mo, ETJ.
J.w. Cole Advisors was a net buyer of stock by $177M.
J.w. Cole Advisors has $2.0B in assets under management (AUM), dropping by 16.05%.
Central Index Key (CIK): 0001404763

Tip: Access up to 7 years of quarterly data

Positions held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for J.w. Cole Advisors

J.w. Cole Advisors holds 881 positions in its portfolio as reported in the March 2024 quarterly 13F filing

J.w. Cole Advisors has 881 total positions. Only the first 250 positions are shown.

Sign up to view all of the J.w. Cole Advisors March 31, 2024 positions
Download the J.w. Cole Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.9	$98M	+2%	569k	171.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$53M		102k	523.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$49M	+7%	110k	444.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$46M	+12%	87k	525.63	View chart
Microsoft Corporation (MSFT)	2.3	$45M	+3%	107k	421.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$45M	+185%	93k	480.63	View chart
Amazon (AMZN)	1.6	$32M	+5%	177k	180.43	View chart
NVIDIA Corporation (NVDA)	1.5	$30M	+6%	33k	903.61	View chart
Ishares Tr Core Div Grwth (DGRO)	1.4	$28M	+6%	477k	58.06	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$24M	+23%	69k	344.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$23M	+7%	397k	57.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$21M	+3%	249k	84.45	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$20M	+7%	98k	208.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$20M	+11%	48k	420.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$20M		108k	182.27	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.0	$20M	+858%	145k	135.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$19M	+20%	373k	50.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$18M	+11%	70k	259.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$18M	+28%	110k	162.77	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$16M	+20%	281k	58.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$15M	-3%	70k	210.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$14M		94k	152.81	View chart
Meta Platforms Cl A (META)	0.7	$14M	-2%	28k	486.04	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.7	$13M	+11%	76k	175.27	View chart
Exxon Mobil Corporation (XOM)	0.7	$13M	+7%	113k	116.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$12M	+2%	64k	186.81	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$12M		81k	147.67	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$12M		232k	50.29	View chart
Verizon Communications (VZ)	0.6	$11M		263k	42.01	View chart
Vanguard World Industrial Etf (VIS)	0.5	$11M	+3%	44k	244.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$11M		71k	151.60	View chart
United Parcel Service CL B (UPS)	0.5	$11M		72k	148.60	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$11M	-6%	138k	76.26	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$9.8M		123k	79.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$9.1M	+47%	40k	228.33	View chart
Johnson & Johnson (JNJ)	0.5	$9.1M	-8%	57k	158.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$8.8M	+35%	39k	225.28	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$8.7M		114k	76.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$8.6M	+404%	141k	60.71	View chart
Procter & Gamble Company (PG)	0.4	$8.5M		52k	161.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$8.3M	-12%	33k	249.40	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$8.2M	+3%	21k	396.91	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.4	$8.2M		176k	46.54	View chart
JPMorgan Chase & Co. (JPM)	0.4	$7.9M		40k	200.17	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$7.9M	-28%	121k	65.44	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.4	$7.9M	+9%	156k	50.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$7.9M	+14%	47k	168.99	View chart
Tesla Motors (TSLA)	0.4	$7.8M	-4%	44k	175.71	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$7.4M		147k	50.45	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$7.4M		65k	114.14	View chart
Home Depot (HD)	0.4	$7.3M	+9%	19k	381.91	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.4	$7.2M	+9%	267k	26.96	View chart
Eli Lilly & Co. (LLY)	0.4	$7.1M		9.2k	776.83	View chart
Chevron Corporation (CVX)	0.4	$7.1M	+3%	45k	158.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$7.1M	+7%	85k	83.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$7.0M	-10%	64k	110.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$7.0M	+6%	21k	337.05	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$7.0M	-3%	53k	130.98	View chart
Merck & Co (MRK)	0.3	$6.9M		52k	131.80	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$6.7M	-2%	13k	524.37	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$6.7M		66k	101.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$6.6M	+17%	67k	97.94	View chart
At&t (T)	0.3	$6.6M		373k	17.60	View chart
Abbvie (ABBV)	0.3	$6.5M		36k	181.62	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$6.3M	+2%	351k	17.91	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$6.2M		153k	40.79	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$6.1M	+83%	125k	49.16	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$6.0M	+150%	46k	130.73	View chart
Vanguard World Materials Etf (VAW)	0.3	$5.9M	-15%	29k	204.43	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$5.9M		118k	50.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$5.9M		64k	92.72	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$5.8M		168k	34.70	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$5.8M	+67%	87k	65.87	View chart
Tidal Etf Tr Foliobeyond Alte (RISR)	0.3	$5.8M	-13%	174k	33.05	View chart
Devon Energy Corporation (DVN)	0.3	$5.7M	+27%	115k	50.18	View chart
McDonald's Corporation (MCD)	0.3	$5.7M	+7%	20k	281.82	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$5.6M		51k	110.54	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.3	$5.6M		102k	54.90	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$5.4M	+16%	30k	183.35	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$5.4M	+17%	33k	164.35	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$5.4M		22k	247.41	View chart
Wal-Mart Stores (WMT)	0.3	$5.3M	+210%	88k	60.15	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$5.3M	+20%	56k	94.44	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$5.2M	+16%	148k	34.82	View chart
Visa Com Cl A (V)	0.3	$5.1M	+3%	18k	278.99	View chart
Coca-Cola Company (KO)	0.3	$5.1M		83k	61.17	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$5.1M	+13%	40k	125.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$5.1M		28k	179.11	View chart
RPM International (RPM)	0.3	$5.0M		42k	118.95	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$5.0M	-15%	102k	49.12	View chart
Boeing Company (BA)	0.2	$4.9M	-11%	26k	192.75	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$4.9M	-15%	31k	155.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$4.8M	-4%	116k	41.77	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$4.8M	+11%	91k	52.87	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.6M	-2%	10k	454.04	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$4.6M	+24%	113k	41.10	View chart
Walt Disney Company (DIS)	0.2	$4.6M		38k	122.35	View chart
Netflix (NFLX)	0.2	$4.5M		7.4k	607.94	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$4.5M		52k	86.45	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$4.3M	+15%	21k	205.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$4.3M	+14%	35k	123.18	View chart
Bank of America Corporation (BAC)	0.2	$4.2M	-2%	112k	37.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.2M		35k	120.74	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$4.2M		52k	80.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$4.2M	+8%	56k	74.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.1M	+3%	51k	80.57	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$4.1M	NEW	64k	64.11	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$4.1M	+2%	14k	286.62	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$4.1M	+186%	62k	66.30	View chart
ConocoPhillips (COP)	0.2	$4.1M	+6%	32k	127.32	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$4.1M	+2%	103k	39.60	View chart
Advanced Micro Devices (AMD)	0.2	$4.0M	+31%	22k	180.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$4.0M	+4%	55k	72.63	View chart
Pfizer (PFE)	0.2	$4.0M	-16%	144k	27.75	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$3.9M	+50%	79k	49.70	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$3.9M	-2%	69k	56.39	View chart
International Business Machines (IBM)	0.2	$3.8M		20k	190.94	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.8M		91k	42.07	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$3.8M	+11%	68k	56.17	View chart
Pioneer Natural Resources (PXD)	0.2	$3.8M	-13%	15k	262.52	View chart
DNP Select Income Fund (DNP)	0.2	$3.8M	+5%	418k	9.07	View chart
Oracle Corporation (ORCL)	0.2	$3.8M	+10%	30k	125.60	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.2	$3.8M		89k	42.11	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.7M	+9%	38k	97.57	View chart
Costco Wholesale Corporation (COST)	0.2	$3.7M	+4%	5.0k	731.19	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.2	$3.6M	+632%	73k	49.89	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$3.5M	-7%	76k	46.21	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$3.5M	+25%	35k	100.71	View chart
Invesco Actively Managed Etf Aaa Clo Fltng Rt (ICLO)	0.2	$3.5M	+8%	136k	25.61	View chart
Broadcom (AVGO)	0.2	$3.4M	+6%	2.6k	1327.95	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.2	$3.4M	+2%	36k	94.89	View chart
Cisco Systems (CSCO)	0.2	$3.4M		68k	49.98	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$3.4M	+32%	17k	204.14	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$3.4M	NEW	148k	22.82	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.3M	+5%	43k	76.67	View chart
Union Pacific Corporation (UNP)	0.2	$3.3M	-12%	13k	245.68	View chart
Caterpillar (CAT)	0.2	$3.3M	+4%	8.9k	366.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.3M	+9%	28k	115.30	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.2M	+9%	25k	131.37	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$3.2M	-61%	28k	115.81	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$3.1M	+5%	43k	73.15	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$3.1M	+7%	66k	47.72	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$3.1M		28k	110.21	View chart
salesforce (CRM)	0.2	$3.1M	+4%	10k	301.40	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$3.1M		59k	52.02	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.1M		36k	85.65	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.2	$3.1M		85k	36.17	View chart
Gilead Sciences (GILD)	0.2	$3.1M		42k	73.24	View chart
Applied Materials (AMAT)	0.2	$3.0M		15k	206.27	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$3.0M	+5%	10k	304.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.0M	-29%	16k	191.69	View chart
Prudential Financial (PRU)	0.1	$2.9M		25k	117.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.9M	+3%	35k	84.09	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.9M	-32%	5.2k	556.43	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.9M	+2%	28k	103.79	View chart
Global X Fds Dow 30 Covered C (DJIA)	0.1	$2.8M		125k	22.79	View chart
Fs Kkr Capital Corp (FSK)	0.1	$2.8M	-3%	149k	19.07	View chart
Goldman Sachs (GS)	0.1	$2.8M		6.6k	417.59	View chart
Intel Corporation (INTC)	0.1	$2.7M	+2%	62k	44.21	View chart
Amgen (AMGN)	0.1	$2.7M		9.6k	283.48	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$2.7M	+37%	57k	47.58	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.7M	+3%	63k	43.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.7M		44k	60.23	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$2.7M	-4%	133k	20.04	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.6M	+25%	15k	174.16	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	0.1	$2.6M	+10%	15k	175.32	View chart
Nextera Energy (NEE)	0.1	$2.6M	+8%	41k	63.85	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$2.6M		89k	29.20	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.6M	+6%	26k	101.57	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.6M	-5%	61k	42.23	View chart
UnitedHealth (UNH)	0.1	$2.6M	+3%	5.2k	494.65	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.6M	+27%	60k	43.04	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$2.5M	-2%	71k	35.87	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$2.5M	-49%	28k	91.80	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.5M	+5%	9.3k	270.53	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.5M	-6%	26k	96.71	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$2.5M	+28%	33k	75.04	View chart
Honeywell International (HON)	0.1	$2.5M	+3%	12k	204.75	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$2.4M	NEW	104k	23.38	View chart
Pepsi (PEP)	0.1	$2.4M		14k	174.58	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.4M	-15%	63k	38.48	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.4M	+28%	41k	58.59	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.4M	+3%	10k	235.73	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$2.4M	NEW	28k	85.06	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.4M	-59%	18k	131.30	View chart
Abbott Laboratories (ABT)	0.1	$2.4M	+10%	21k	113.62	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$2.3M	+5%	38k	60.42	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$2.3M	+9%	20k	114.86	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.3M	+76%	4.0k	581.17	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$2.3M		33k	69.77	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.3M	+3%	9.5k	239.77	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$2.3M		91k	24.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.3M	+2%	30k	75.98	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.3M	+269%	10k	225.92	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$2.2M	+17%	21k	109.65	View chart
American Express Company (AXP)	0.1	$2.2M		9.8k	227.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.2M	+38%	6.9k	320.64	View chart
General Electric Com New (GE)	0.1	$2.2M	+11%	13k	175.55	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$2.2M	+19%	6.9k	317.73	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$2.2M	+6%	186k	11.63	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$2.1M	+6%	31k	69.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.1M		26k	81.78	View chart
Qualcomm (QCOM)	0.1	$2.1M	-20%	12k	170.14	View chart
Deere & Company (DE)	0.1	$2.1M		5.1k	408.92	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.1M	+6%	4.1k	503.64	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.1M	+19%	34k	61.53	View chart
Palo Alto Networks (PANW)	0.1	$2.0M	+322%	7.2k	284.09	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.0M	+14%	4.3k	476.23	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$2.0M	+559%	55k	36.72	View chart
Uber Technologies (UBER)	0.1	$2.0M		26k	76.99	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.0M		11k	187.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.0M	+10%	26k	77.73	View chart
Southern Company (SO)	0.1	$2.0M		27k	71.65	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.9M	-2%	38k	51.65	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.1	$1.9M	+38%	106k	18.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.9M	+3%	12k	155.85	View chart
Illinois Tool Works (ITW)	0.1	$1.9M	+2%	7.1k	265.89	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$1.9M	-3%	26k	72.47	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.9M	+24%	37k	51.28	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$1.9M	+14%	46k	41.23	View chart
Exchange Traded Concepts Tru Emqq Em Intern (EMQQ)	0.1	$1.9M		60k	31.31	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.9M		26k	72.19	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$1.9M	+10%	63k	29.78	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.8M	+3%	21k	89.90	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$1.8M		17k	109.11	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$1.8M	+8%	51k	35.61	View chart
Fidelity Covington Trust Fidelity Magelan (FMAG)	0.1	$1.8M	NEW	65k	28.07	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.8M	+80%	33k	54.24	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.8M	+13%	3.7k	481.15	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$1.8M	+12%	36k	49.71	View chart
Lowe's Companies (LOW)	0.1	$1.8M	-11%	6.9k	253.72	View chart
Brown Forman Corp CL B (BF.B)	0.1	$1.8M		34k	51.54	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$1.7M	NEW	17k	103.01	View chart
Wells Fargo & Company (WFC)	0.1	$1.7M	-3%	30k	57.96	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$1.7M	-39%	25k	68.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M		34k	50.57	View chart
Paccar (PCAR)	0.1	$1.7M		14k	123.68	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.7M	+7%	6.3k	270.82	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.7M	-12%	22k	77.31	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.7M	+41%	19k	91.25	View chart
Altria (MO)	0.1	$1.7M	-5%	39k	43.58	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.7M	-30%	12k	142.59	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$1.7M	+326%	24k	69.73	View chart
Bristol Myers Squibb (BMY)	0.1	$1.7M	-3%	31k	53.99	View chart
Phillips 66 (PSX)	0.1	$1.6M	-4%	10k	163.34	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.1	$1.6M	+3%	20k	82.48	View chart
Kkr & Co (KKR)	0.1	$1.6M	+4%	16k	100.58	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.6M	-19%	38k	42.01	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.6M	+440%	26k	61.37	View chart
PPG Industries (PPG)	0.1	$1.6M		11k	144.81	View chart

Past Filings by J.w. Cole Advisors

SEC 13F filings are viewable for J.w. Cole Advisors going back to 2019

J.w. Cole Advisors 2024 Q1 filed April 30, 2024
J.w. Cole Advisors 2023 Q4 filed Jan. 31, 2024
J.w. Cole Advisors 2023 Q3 filed Oct. 24, 2023
J.w. Cole Advisors 2023 Q2 filed July 27, 2023
J.w. Cole Advisors 2023 Q1 filed May 3, 2023
J.w. Cole Advisors 2022 Q4 filed Feb. 14, 2023
J.w. Cole Advisors 2022 Q3 filed Oct. 31, 2022
J.w. Cole Advisors 2022 Q2 filed July 27, 2022
J.w. Cole Advisors 2022 Q1 restated filed June 10, 2022
J.w. Cole Advisors 2022 Q1 filed May 16, 2022
J.w. Cole Advisors 2021 Q4 filed Jan. 25, 2022
J.w. Cole Advisors 2021 Q3 filed Oct. 26, 2021
J.w. Cole Advisors 2021 Q2 filed Aug. 6, 2021
J.w. Cole Advisors 2021 Q1 filed April 28, 2021
J.w. Cole Advisors 2020 Q4 filed Feb. 12, 2021
J.w. Cole Advisors 2020 Q3 filed Nov. 5, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z