J.W. Cole Advisors, Inc. Portfolio Holdings
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
J.W. Cole Advisors, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.58 Billion distributed in 1461 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $252M, Nvidia Corp with a value of $153M, Microsoft Corp with a value of $127M, Invesco Qqq Trust, Series 1 with a value of $107M, and Amazon Com Inc with a value of $103M.
Examining the 13F form we can see an increase of $1.43B in the current position value, from $3.14B to 4.58B.
Below you can find more details about J.W. Cole Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$4.58 Billion
ETFs: $2.11 Billion
Technology: $741 Million
Financial Services: $447 Million
Consumer Cyclical: $238 Million
Industrials: $229 Million
Communication Services: $172 Million
Consumer Defensive: $169 Million
Healthcare: $149 Million
Other: $304 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,461
- Current Value $4.58 Billion
- Prior Value $3.14 Billion
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 249 stocks
- Additional Purchases 981 stocks
- Sold out of 0 stocks
- Reduced holdings in 193 stocks