J.W. COLE ADVISORS, INC.
Q1 2025 13F Holdings
- Locationtampa, FL
- Num holdings
1,255
- Value ($000)
$3,222,112
- Date Filed05/05/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $210.78M | 7 % | 948,914 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $84.56M | 3 % | 780,172 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $70.60M | 2 % | 188,065 | ||
AMZN AMAZON COM INC | COM | 023135106 | $66.76M | 2 % | 350,911 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $57.90M | 2 % | 103,511 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $54.71M | 2 % | 116,667 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $52.97M | 2 % | 103,073 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $52.86M | 2 % | 99,252 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $40.82M | 1 % | 343,260 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $39.22M | 1 % | 69,800 |
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