J.W. Cole Advisors, Inc. Portfolio Holdings
J.W. Cole Advisors, Inc.
- $3.14 Billion
- Q1 2025
J.W. Cole Advisors, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.14 Billion distributed in 1255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $211M, Nvidia Corp with a value of $84.6M, Microsoft Corp with a value of $70.6M, Amazon Com Inc with a value of $66.8M, and Spdr S&P 500 ETF Trust with a value of $57.9M.
Examining the 13F form we can see an increase of $727M in the current position value, from $2.42B to 3.14B.
Below you can find more details about J.W. Cole Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.14 Billion
ETFs: $1.35 Billion
Technology: $487 Million
Financial Services: $338 Million
Industrials: $162 Million
Consumer Cyclical: $161 Million
Consumer Defensive: $130 Million
Energy: $127 Million
Healthcare: $121 Million
Other: $261 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,255
- Current Value $3.14 Billion
- Prior Value $2.42 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 408 stocks
- Additional Purchases 647 stocks
- Sold out of 0 stocks
- Reduced holdings in 187 stocks