J.W. COLE ADVISORS, INC.
Q4 2025 13F Holdings
- Locationtampa, FL
- Num holdings
1,459
- Value ($000)
$4,123,908
- Date Filed02/11/2026
- Form type13F-HR
- CIK0001404763
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $243.9M | 6 % | 1,099,418 | ||
NVIDIA CORPORATION | COM | 67066G104 | $148.16M | 4 % | 920,364 | ||
MICROSOFT CORP | COM | 594918104 | $90.55M | 2 % | 236,720 | ||
AMAZON COM INC | COM | 023135106 | $82.78M | 2 % | 429,039 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $76.37M | 2 % | 181,038 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $73.42M | 2 % | 139,225 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $67.16M | 2 % | 124,844 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $48.74M | 1 % | 113,622 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $47.1M | 1 % | 116,022 | ||
EXXON MOBIL CORP | COM | 30231G102 | $39.01M | 1 % | 345,146 |
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