Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
J.W. COLE ADVISORS, INC. (CIK 1404763) reported $2.96B across 780 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($276.8M, 9.35%), NVDA ($158.4M, 5.35%), QQQ ($101.1M, 3.41%), AMZN ($87.5M, 2.96%), SPY ($82.4M, 2.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $276.8M | 9.35% | 1.1M | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $158.4M | 5.35% | 908,104 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $101.1M | 3.41% | 175,087 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $87.5M | 2.96% | 420,363 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $82.4M | 2.78% | 126,655 | Added |
| 6 | XOM | EXXON MOBIL CORP | $58.3M | 1.97% | 343,478 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $53.8M | 1.82% | 112,292 | Trimmed |
| 8 | DGRO | ISHARES TR | $51.7M | 1.75% | 736,631 | Added |
| 9 | GOOG | ALPHABET INC | $51.5M | 1.74% | 179,491 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $38.3M | 1.29% | 133,219 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $34.4M | 1.16% | 116,797 | Trimmed |
| 12 | XLK | SELECT SECTOR SPDR TR | $33.7M | 1.14% | 253,774 | Added |
| 13 | JAAA | JANUS DETROIT STR TR | $32.9M | 1.11% | 654,069 | Added |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | $29.8M | 1.00% | 524,978 | Added |
| 15 | TSLA | TESLA INC | $29.2M | 0.99% | 78,529 | Added |
| 16 | META | META PLATFORMS INC | $26.6M | 0.90% | 46,443 | Trimmed |
| 17 | GLD | SPDR GOLD TR | $25.2M | 0.85% | 58,492 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $22.4M | 0.76% | 22,513 | Trimmed |
| 19 | DIA | STATE STR SPDR DOW JONES IND | $21.9M | 0.74% | 47,282 | Added |
| 20 | AVGO | BROADCOM INC | $21.1M | 0.71% | 68,016 | Trimmed |
| 21 | COWZ | PACER FDS TR | $20.0M | 0.67% | 318,908 | Trimmed |
| 22 | BIL | SPDR SERIES TRUST | $19.5M | 0.66% | 212,357 | Added |
| 23 | VGT | VANGUARD WORLD FD | $18.6M | 0.63% | 26,718 | Trimmed |
| 24 | QQH | NORTHERN LTS FD TR III | $18.6M | 0.63% | 266,467 | Trimmed |
| 25 | ICSH | ISHARES TR | $18.2M | 0.61% | 359,233 | Added |
Source: SEC Form 13F filings · as of 2026-03-31