J.w. Cole Advisors, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
1,255
Total Value
3222111823
Accession Number
0001376474-25-000429
Form Type
13F-HR
CIK
0001404763
Manager Name
J.w. Cole Advisors, Inc.
Data Enrichment
64% identified
807 identified448 unidentified

Holdings

1,255 positions
Manager:
SEC
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Page 3 of 63
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
13922(+23.1%)
Value:
$13.2B(+27.0%)
922908652
VXF|922908652
Shares:
75589(+2.7%)
Value:
$13.0B(-6.9%)
921908844
VIG|921908844
Shares:
65766(-41.3%)
Value:
$12.8B(-41.8%)
464287408
IVE|464287408
Shares:
64697(+4.9%)
Value:
$12.3B(+4.7%)
COCA COLA CO
KO|191216100
Shares:
169029(+93.6%)
Value:
$12.1B(+122.7%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
26969(+85.4%)
Value:
$12.0B(+70.4%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
15(+650.0%)
Value:
$12.0B(+779.4%)
46641Q837
46641Q837
Shares:
235599(+13.7%)
Value:
$11.9B(+14.3%)
81369Y209
81369Y209
Shares:
80791(-5.9%)
Value:
$11.8B(-0.1%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
46675(+146.7%)
Value:
$11.6B(+179.0%)
92204A702
VGT|92204A702
Shares:
21146(+60.7%)
Value:
$11.5B(+40.2%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
161663(+221.1%)
Value:
$11.5B(+217.5%)
Duke Energy CORP
DUK|26441C204
Shares:
93930(+154.6%)
Value:
$11.5B(+188.3%)
66538R748
66538R748
Shares:
185289(+16.1%)
Value:
$10.8B(+1.3%)
VISA INC.
V|92826C839
Shares:
30383(+18.6%)
Value:
$10.6B(+31.5%)
46434V878
46434V878
Shares:
203878(-7.3%)
Value:
$10.3B(-6.8%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
239391(+116.8%)
Value:
$10.0B(+105.8%)
NETFLIX INC
NFLX|64110L106
Shares:
10470(+37.4%)
Value:
$9.8B(+43.8%)
33741X102
33741X102
Shares:
289512(+63.1%)
Value:
$9.7B(+52.5%)
464287465
EFA|464287465
Shares:
117319(-8.2%)
Value:
$9.6B(-0.7%)