J.W. COLE ADVISORS, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$2.39B
Signature - Title
Jordan Anderson - Investment Advisory Compliance Officer
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by J.W. COLE ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. J.W. COLE ADVISORS, INC. reported 934 stock holdings with total value $2.39B as of Q3 2024. Top holdings included AAPL, VOO, QQQ, NVDA, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 934 $2.39B +$215M -$69.2M +$146M AAPL, VOO, QQQ, NVDA, IVV 13F-HR 10/24/2024, 04:41 PM
Q2 2024 889 $2.13B +$235M -$105M +$129M AAPL, VOO, QQQ, MSFT, IVV 13F-HR 8/8/2024, 04:29 PM
Q1 2024 881 $1.98B +$245M -$67.2M +$177M AAPL, SPY, QQQ, IVV, MSFT 13F-HR 4/30/2024, 03:51 PM
Q4 2023 816 $1.71B +$301M -$76.4M +$225M AAPL, SPY, QQQ, MSFT, IVV 13F-HR 1/31/2024, 04:51 PM
Q3 2023 734 $1.36B +$81M -$69.4M +$11.6M AAPL, SPY, QQQ, MSFT, DGRO 13F-HR 10/24/2023, 05:00 PM
Q2 2023 757 $1.4B +$79.2M -$160M -$80.5M AAPL, SPY, QQQ, MSFT, DGRO 13F-HR 7/27/2023, 04:36 PM
Q1 2023 774 $1.4B +$122M -$94.7M +$27.7M AAPL, SPY, QQQ, IVV, MSFT 13F-HR 5/3/2023, 02:26 PM
Q4 2022 741 $1.3B +$100M -$68.2M +$32M AAPL, SPY, IVV, QQQ, MSFT 13F-HR 2/14/2023, 10:50 AM
Q3 2022 725 $1.2B +$101M -$69.5M +$31.6M AAPL, SPY, IVV, QQQ, MSFT 13F-HR 10/31/2022, 12:20 PM
Q2 2022 733 $1.25B +$131M -$130M +$1.16M AAPL, QQQ, SPY, IVV, MSFT 13F-HR 7/27/2022, 04:53 PM
Q1 2022 806 $1.49B +$131M -$103M +$28.5M AAPL, IVV, QQQ, SPY, MSFT Restatement 6/10/2022, 09:44 AM
Q4 2021 833 $1.54B +$798M -$270M +$527M AAPL, IVV, SPY, QQQ, MSFT 13F-HR 1/25/2022, 10:46 AM
Q3 2021 475 $915M +$317M -$651M -$335M VOT, AAPL, XLB, SPY, QQQ 13F-HR 10/26/2021, 12:44 PM
Q2 2021 736 $1.27B +$216M -$39.6M +$177M AAPL, IVV, SPY, QQQ, AMZN 13F-HR 8/5/2021, 06:38 PM
Q1 2021 668 $1.04B +$93.8M -$53.3M +$40.5M AAPL, IVV, SPY, QQQ, AMZN 13F-HR 4/28/2021, 08:36 AM
Q4 2020 629 $962M +$218M -$667M -$449M AAPL, IVV, SPY, QQQ, AMZN 13F-HR 2/12/2021, 07:42 AM
Q3 2020 766 $1.31B +$773M -$146M +$627M AAPL, AMZN, MSFT, VZ, SPY 13F-HR 11/4/2020, 09:46 PM
Q2 2020 303 $665M +$612M -$6.54M +$605M AAPL, SPY, IVV, QQQ, AMZN 13F-HR 8/7/2020, 11:59 AM
Q1 2020 101 $51.7M +$526K -$686M -$685M UPS, AAPL, IVV, SPY, IEF 13F-HR 5/7/2020, 04:12 PM
Q4 2019 547 $793M $0 $0 SPY, AAPL, IVV, QQQ, T 13F-HR 1/23/2020, 05:00 PM