JW

J.W. COLE ADVISORS, INC.

13F
J.W. COLE ADVISORS, INC.
Last update 2025-05-05 1250 Stocks (408 new)
Value $3.22 Bil Turnover 37 %
Countries:
Top Holdings: AAPL(6.54%)NVDA(2.62%)MSFT(2.19%)AMZN(2.07%)SPY(1.80%)
Summary Stock Picks Current Portfolio
J.W. COLE ADVISORS, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
948,914
210,782.4
+68.86%
6.540
+2.67%
0.010
+6.71%
-15.47%
3,153,849.0
Hardware
NVDA
NVIDIA Corp
780,172
84,555.1
+72.75%
2.620
+1.10%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
MSFT
Microsoft Corp
188,065
70,597.6
+61.56%
2.190
+0.83%
0.000
+29.81%
+19.87%
3,740,948.0
Software
AMZN
Amazon.com Inc
350,911
66,764.4
+74.52%
2.070
+0.88%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
SPY
SPDR S&P 500 ETF Trust
103,511
57,903.1
+15.85%
1.800
+0.25%
0.010
+17.14%
+7.04%
641,384.0
 
QQQ
INVESCO QQQ Trust
116,667
54,707.4
+2.40%
1.700
+0.04%
0.020
+22.10%
+8.69%
355,935.0
 
VOO
Vanguard S&P 500 ETF
103,073
52,970.3
-42.53%
1.640
-1.66%
0.010
+17.21%
+7.08%
654,655.2
 
BRK.B
Berkshire Hathaway Inc
99,252
52,859.4
+86.24%
1.640
+0.76%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
XOM
Exxon Mobil Corp
343,260
40,823.9
+133.79%
1.270
+0.73%
0.010
+12.95%
+9.26%
497,461.6
Oil & Gas
IVV
iShares Core S&P 500 ETF
69,800
39,220.8
-13.15%
1.220
-0.25%
0.010
+17.02%
+7.08%
622,054.4
 

J.W. COLE ADVISORS, INC.'s Historical Top Holdings Breakdowns

J.W. COLE ADVISORS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Add
Add
+2.67%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Add 68.86%
948,914
386,953
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.66%
●
507.05 ($540.58) 563.67
$573.22
6.04%
Reduce -42.53%
103,073
-76,267
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.10%
●
106.98 ($126.74) 149.43
$164.92
30.12%
Add 72.75%
780,172
328,544
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.88%
●
190.26 ($217) 242.06
$225.02
3.70%
Add 74.52%
350,911
149,841
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.83%
●
375.39 ($407.71) 447.2
$503.32
23.45%
Add 61.56%
188,065
71,661
PDI
PIMCO Dynamic Income Fund
2025-03-31
Add
Add
+0.82%
●
18.51 ($19.48) 20.05
$18.98
-2.57%
Add 1269.98%
1,428,371
1,324,109
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.76%
●
442.66 ($486.15) 534.52
$475.86
-2.12%
Add 86.24%
99,252
45,960
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+0.73%
●
105.44 ($110.59) 118.93
$115.43
4.38%
Add 133.79%
343,260
196,433
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+0.46%
●
50.48 ($50.78) 51.04
$50.62
-0.32%
Add 173.73%
466,620
296,150
PM
Philip Morris International Inc
2025-03-31
Add
Add
+0.39%
●
117.15 ($141.65) 158.79
$179.91
27.01%
Add 540.01%
93,602
78,977

J.W. COLE ADVISORS, INC. Total Holding History ($B)

To

J.W. COLE ADVISORS, INC.'s Asset Allocation

To

J.W. COLE ADVISORS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

J.W. COLE ADVISORS, INC.'s Hypothetical Growth since 2025-03-31

J.W. COLE ADVISORS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

J.W. COLE ADVISORS, INC.'s Holdings Heat Map

Size field:

J.W. COLE ADVISORS, INC.'s Holdings Bubble Chart

J.W. COLE ADVISORS, INC. News

  • 1

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