J.W. Cole Advisors, Inc. Portfolio Holdings
J.W. Cole Advisors, Inc.
- $5.04 Billion
- Q3 2025
J.W. Cole Advisors, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.04 Billion distributed in 1544 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $302M, Nvidia Corp with a value of $179M, Microsoft Corp with a value of $134M, Invesco Qqq Trust, Series 1 with a value of $119M, and Amazon Com Inc with a value of $101M.
Examining the 13F form we can see an increase of $461M in the current position value, from $4.58B to 5.04B.
Below you can find more details about J.W. Cole Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$5.04 Billion
ETFs: $2.34 Billion
Technology: $856 Million
Financial Services: $466 Million
Consumer Cyclical: $252 Million
Industrials: $252 Million
Communication Services: $194 Million
Healthcare: $160 Million
Consumer Defensive: $158 Million
Other: $331 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,544
- Current Value $5.04 Billion
- Prior Value $4.58 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 142 stocks
- Additional Purchases 826 stocks
- Sold out of 0 stocks
- Reduced holdings in 522 stocks