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J.W. COLE ADVISORS, INC.
J.W. COLE ADVISORS, INC. is an institution, managing $5.2B across 1,519 long positions as of Q3 2025 with 46% ETF concentration.
- Portfolio Value
- $5.2B
- Positions
- 1,519
- Top Holding
- AAPL at 5.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in J.W. COLE ADVISORS, INC.'s portfolio (23.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $302.0M | 5.79% | -$10.3M Sold | 0.01% 1.2M shares | |
Semiconductors Technology | $179.2M | 3.44% | -$963.9K Sold | 0.00% 960.4K shares | |
Software - Infrastructure Technology | $134.1M | 2.57% | +$1.6M Bought | 0.00% 259.0K shares | |
ETF ETF | $118.6M | 2.28% | +$1.7M Bought | — 197.6K shares | |
Specialty Retail Consumer Cyclical | $101.2M | 1.94% | -$1.4M Sold | 0.00% 460.9K shares | |
ETF ETF | $93.3M | 1.79% | +$4.3M Bought | — 152.3K shares | |
ETF ETF | $86.0M | 1.65% | +$862.0K Bought | — 129.0K shares | |
ETF ETF | $78.3M | 1.50% | +$641.2K Bought | — 117.0K shares | |
Insurance - Diversified Financial Services | $59.8M | 1.15% | -$1.6M Sold | 0.01% 118.9K shares | |
ETF ETF | $58.0M | 1.11% | +$1.5M Bought | — 121.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in J.W. COLE ADVISORS, INC.'s latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for J.W. COLE ADVISORS, INC.
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