J.W. COLE ADVISORS, INC.
Q2 2025 13F Holdings
- Locationtampa, FL
- Num holdings
1,461
- Value ($000)
$4,703,425
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $251.67M | 5 % | 1,226,637 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $152.54M | 3 % | 965,531 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $127.29M | 3 % | 255,905 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $107.44M | 2 % | 194,757 | ||
AMZN AMAZON COM INC | COM | 023135106 | $102.56M | 2 % | 467,470 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $82.56M | 2 % | 145,336 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $78.93M | 2 % | 127,750 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $72.03M | 2 % | 116,004 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $59.27M | 1 % | 122,008 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $51.63M | 1 % | 117,772 |
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