J.W. COLE ADVISORS, INC.
CIK
1404763
City
TAMPA
State / Country
FL
Top Portfolio Positions
409 positions ·
$1,795,049,324 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,090,475 | $276,751,650 | 15.42% | |
| NVDA |
Nvidia Corp
Technology
|
908,104 | $158,373,337 | 8.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
175,087 | $101,056,714 | 5.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
420,363 | $87,549,002 | 4.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
126,655 | $82,368,812 | 4.59% | |
| XOM |
Exxon Mobil Corp
Energy
|
343,478 | $58,274,477 | 3.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
112,292 | $53,810,326 | 3.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
133,219 | $38,308,455 | 2.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
116,797 | $34,357,005 | 1.91% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
78,529 | $29,193,155 | 1.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NXJ
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,754,564 | 793,054 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,073,661 | 717,853 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,863,141 | 472,453 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,373,614 | 209,129 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $191,129 | 15,705 | Shares | Sole | 2025-01-31 | |
| 2023-06-30 | $1,960,406 | 170,916 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,968,638 | 168,116 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,051,933 | 181,587 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,839,440 | 348,723 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,728,981 | 296,186 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,051,183 | 302,779 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $4,743,192 | 308,400 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $4,428,039 | 286,976 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,427,107 | 283,971 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,991,643 | 275,666 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,780,948 | 263,114 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,418,530 | 252,663 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,036,582 | 229,176 | Shares | Sole | 2020-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||