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J.W. COLE ADVISORS, INC.

Q1 2026 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    785

  • Value ($000)

    $2,961,459

  • Date Filed
    04/23/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$276.75M
9 %

1,090,475

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$158.37M
5 %

908,104

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$101.06M
3 %

175,087

A
AMZN

AMAZON COM INC

COM
023135106
$87.55M
3 %

420,363

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$82.37M
3 %

126,655

X
XOM

EXXON MOBIL CORP

COM
30231G102
$58.27M
2 %

343,478

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$53.81M
2 %

112,292

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$51.7M
2 %

736,631

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$51.49M
2 %

179,491

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$38.31M
1 %

133,219

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