J.W. COLE ADVISORS, INC.

Q3 2025 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    1,544

  • Value ($000)

    $5,225,274

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0001404763
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
$301.99 M
6 %

1,185,991

NVDA
NVDA

NVIDIA CORPORATION

COM
$179.18 M
3 %

960,365

MSFT
MSFT

MICROSOFT CORP

COM
$134.14 M
3 %

258,982

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$118.64 M
2 %

197,604

AMZN
AMZN

AMAZON COM INC

COM
$101.20 M
2 %

460,897

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$93.25 M
2 %

152,277

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$85.97 M
2 %

129,044

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$78.28 M
2 %

116,962

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$59.76 M
1 %

118,875

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$58.01 M
1 %

120,956

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