J.w. Cole Advisors, Inc.
Investment Portfolio & 13F Holdings Analysis
About
J.W. COLE ADVISORS, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1255 holdings worth $3.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified807 identified448 unidentified
Holdings
1,255 positions
Manager:
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Page 1 of 63
47103U845
Shares:
466620(+173.7%)
Value:
$23.7B(+173.7%)
69374H881
Shares:
429829(+45.5%)
Value:
$23.5B(+41.1%)
46641Q332
Shares:
343368(-20.9%)
Value:
$19.6B(-21.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 948.9K | All Managers (Combined) | $210.8M | ||
Nvidia Corp(NVDAcusip67066G104) | 780.2K | All Managers (Combined) | $84.6M | ||
Microsoft Corp(MSFTcusip594918104) | 188.1K | All Managers (Combined) | $70.6M | ||
Amazon Com Inc(AMZNcusip023135106) | 350.9K | All Managers (Combined) | $66.8M | ||
103.5K | All Managers (Combined) | $57.9M | |||
116.7K | All Managers (Combined) | $54.7M | |||
103.1K | All Managers (Combined) | $53.0M | |||
99.3K | All Managers (Combined) | $52.9M | |||
Exxon Mobil Corp(XOMcusip30231G102) | 343.3K | All Managers (Combined) | $40.8M | ||
69.8K | All Managers (Combined) | $39.2M | |||
524.1K | All Managers (Combined) | $32.4M | |||
1.4M | All Managers (Combined) | $28.3M | |||
(cusip47103U845)✕ | 466.6K | All Managers (Combined) | $23.7M | ||
(cusip69374H881)✕ | 429.8K | All Managers (Combined) | $23.5M | ||
94.0K | All Managers (Combined) | $23.0M | |||
238.2K | All Managers (Combined) | $22.1M | |||
406.2K | All Managers (Combined) | $20.6M | |||
179.3K | All Managers (Combined) | $19.7M | |||
(cusip46641Q332)✕ | 343.4K | All Managers (Combined) | $19.6M | ||
51.5K | All Managers (Combined) | $19.1M |