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Equibles

J.W. COLE ADVISORS, INC.

Position in UPXI — Upexi, Inc.

CIK 1404763 TAMPA, FL
Back to UPXI Full portfolio

Position in UPXI

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$11,603
-$3,285 QoQ
Shares Held
14,800
-2.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 48 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UPXI Over Time

Shares Held

Position Value (USD)

Position in Internet Content & Information

Communication Services · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $76,687,057 across 6 Internet Content & Information names. UPXI ranks #6 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GOOGL
Alphabet Inc.
 132,277 $47,271,831
2 META
Meta Platforms, Inc.
 47,101 $26,531,522
3 NBIS
Nebius Group N.V.
 8,280 $2,286,687
4 SPOT
Spotify Technology S.A.
 1,151 $528,458
5 SNAP
Snap Inc
 12,828 $56,956
6 UPXI
Upexi, Inc.
This page 		14,800 $11,603

All Filings in UPXI

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,603 14,800
2026-03-31 $14,888 15,100
2025-12-31 $25,368 15,100
2025-09-30 $90,012 15,600