J.W. Cole Advisors
$3.0B Assets Reported
1,545 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 1,090,475 | $277M | 9.3% |
| NVDA | NVIDIA CORPORATION | 908,104 | $158M | 5.3% |
| QQQ | INVESCO QQQ TR | 175,087 | $101M | 3.4% |
| AMZN | AMAZON COM INC | 420,363 | $88M | 3.0% |
| SPY | STATE STR SPDR S&P 500 ETF T | 126,655 | $82M | 2.8% |
| XOM | EXXON MOBIL CORP | 343,478 | $58M | 2.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 112,292 | $54M | 1.8% |
| DGRO | ISHARES TR | 736,631 | $52M | 1.7% |
| GOOG | ALPHABET INC | 179,491 | $51M | 1.7% |
| GOOGL | ALPHABET INC | 133,219 | $38M | 1.3% |
Track J.W. Cole Advisors's 13F portfolio: $3.0B in reported holdings, 1,545 positions. Top holdings, AUM, and quarterly changes on SentiSense.