J.W. COLE ADVISORS, INC.

Q4 2025 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    1,459

  • Value ($000)

    $4,123,908

  • Date Filed
    02/11/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL

APPLE INC

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$243.9M
6 %

1,099,418

NVDA

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$148.16M
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MSFT

MICROSOFT CORP

COM
$90.55M
2 %

236,720

AMZN

AMAZON COM INC

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$82.78M
2 %

429,039

NDQ

INVESCO QQQ TR

UNIT SER 1
$76.37M
2 %

181,038

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$73.42M
2 %

139,225

SPY

SPDR S&P 500 ETF TR

TR UNIT
$67.16M
2 %

124,844

BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$48.74M
1 %

113,622

IVV

ISHARES TR

CORE S&P500 ETF
$47.1M
1 %

116,022

XOM

EXXON MOBIL CORP

COM
$39.01M
1 %

345,146

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