Institutions / J.w. Cole Advisors, Inc.
J.w. Cole Advisors, Inc.
CIK 1404763 · Institution · as of Dec 31, 2025
Portfolio value
$4.12B
Positions
1,459
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,459 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $243.90M | 5.9% |
| NVIDIA Corp | $148.16M | 3.6% |
| Microsoft Corp | $90.55M | 2.2% |
| Amazon.com Inc | $82.78M | 2.0% |
| Invesco Qqq Tr | $76.37M | 1.9% |
| Vanguard Index Fds | $73.42M | 1.8% |
| SPDR S&P 500 ETF Tr | $67.16M | 1.6% |
| Warren E. Buffett | $48.74M | 1.2% |
| iShares Tr | $47.10M | 1.1% |
| Exxon Mobil Corp | $39.01M | 0.9% |
| iShares Tr | $37.92M | 0.9% |
| Alphabet Inc. | $37.25M | 0.9% |
| Alphabet Inc. | $37.08M | 0.9% |
| iShares Tr | $33.51M | 0.8% |
| JPMORGAN CHASE & CO | $31.02M | 0.8% |
| Janus Detroit Str Tr | $30.19M | 0.7% |
| Tesla Inc | $29.25M | 0.7% |
| PIMCO Dynamic Income FundPDI | $28.62M | 0.7% |
| Vanguard Tax-Managed Fds | $26.88M | 0.7% |
| Vanguard Index Fds | $26.49M | 0.6% |
| ELI LILLY & Co | $23.70M | 0.6% |
| Vanguard Index Fds | $23.65M | 0.6% |
| Johnson & Johnson | $22.89M | 0.6% |
| Select Sector SPDR Tr | $21.92M | 0.5% |
| Meta Platforms Inc | $21.36M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.