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 6 of 63
464287598
IWD|464287598
Shares:
36120(+21.6%)
Value:
$6.8B(+23.6%)
921910816
MGK|921910816
Shares:
21896(+19.0%)
Value:
$6.8B(+7.0%)
PEPSICO INC
PEP|713448108
Shares:
44915(+93.6%)
Value:
$6.7B(+90.9%)
46432F339
QUAL|46432F339
Shares:
38987(+25.4%)
Value:
$6.7B(+20.4%)
316092352
316092352
Shares:
166073(+186.6%)
Value:
$6.6B(+147.7%)
Phillips 66
PSX|718546104
Shares:
52768(+628.7%)
Value:
$6.5B(+689.8%)
92204A603
92204A603
Shares:
26214(-38.6%)
Value:
$6.5B(-40.2%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
24082(+82.0%)
Value:
$6.5B(+65.0%)
922042858
VWO|922042858
Shares:
140946(+14.4%)
Value:
$6.4B(+17.5%)
92204A504
VHT|92204A504
Shares:
23887(+210.9%)
Value:
$6.3B(+224.4%)
REALTY INCOME CORP
O|756109104
Shares:
108113(+1278.1%)
Value:
$6.3B(+1396.8%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
73957(+23.0%)
Value:
$6.2B(+37.2%)
97717Y527
97717Y527
Shares:
124015(+218.3%)
Value:
$6.2B(+218.4%)
464287101
464287101
Shares:
22893(-5.3%)
Value:
$6.2B(-11.2%)
922908751
VB|922908751
Shares:
27860(-16.5%)
Value:
$6.2B(-23.0%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
14599(-52.8%)
Value:
$6.1B(-53.4%)
81369Y506
81369Y506
Shares:
65318(+16.9%)
Value:
$6.1B(+27.5%)
46137V100
46137V100
Shares:
51786(+80.8%)
Value:
$6.0B(+83.6%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
83383(+104.7%)
Value:
$6.0B(+109.2%)
92206C870
VCIT|92206C870
Shares:
73038(+4.1%)
Value:
$6.0B(+6.1%)