J.W. COLE ADVISORS, INC.

Q4 2024 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    956

  • Value ($000)

    $2,477,111

  • Date Filed
    01/30/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$140.73M
6 %

561,961

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$96.63M
4 %

179,340

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$60.65M
2 %

451,628

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$58.25M
2 %

113,935

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$52.36M
2 %

89,346

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$49.06M
2 %

116,404

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$47.31M
2 %

80,365

AMZN
AMZN

AMAZON COM INC

COM
023135106
$44.11M
2 %

201,070

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$34.48M
1 %

562,126

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$28.47M
1 %

69,361

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 956