Position in HCWB
as of Dec 31, 2025
· filed Feb 11, 2026
Position Value
$12,137
New position
Shares Held
12,500
first reported quarter
Ownership
0.186%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Biotechnology
Healthcare · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $3,075,638 across 11 Biotechnology names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,414 | $702,376 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
958 | $597,351 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
2,722 | $509,776 | |
| 4 | ACAD |
Acadia Pharmaceuticals Inc
|
16,906 | $427,721 | |
| 5 | EXEL |
Exelixis, Inc.
|
5,934 | $322,868 | |
| 6 | INCY |
Incyte Corp
|
2,210 | $250,525 | |
| 7 | VCEL |
Vericel Corp
|
4,700 | $209,103 | |
| 8 | CRBU |
Caribou Biosciences, Inc.
|
11,269 | $19,833 |
All Filings in HCWB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $12,137 | 12,500 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||