J.W. COLE ADVISORS, INC.: 13F holdings
CIK 14047632026Q2
| Positions | 1,593 |
|---|
| Reported value | $5.8bn |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 1,593 (+808 vs prior quarter) |
|---|
| Reported value | $5.8bn (+96.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 1,065,235 | $308.2m | 5.3% |
| NVDA NVIDIA CORPORATION | 882,651 | $176.6m | 3.0% |
| QQQ INVESCO QQQ TR | 174,312 | $128.4m | 2.2% |
| VOO VANGUARD INDEX FDS | 147,919 | $101.6m | 1.7% |
| AMZN AMAZON COM INC | 405,558 | $96.7m | 1.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 125,871 | $94.0m | 1.6% |
| MSFT MICROSOFT CORP | 238,682 | $89.0m | 1.5% |
| IVV ISHARES TR | 112,278 | $84.1m | 1.4% |
| GOOG ALPHABET INC | 178,659 | $63.1m | 1.1% |
| DGRO ISHARES TR | 734,223 | $55.6m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1404763")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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