J.W. COLE ADVISORS, INC. - Portfolio overview

J.W. COLE ADVISORS, INC. has 1623 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.40%
2. NVDA - NVIDIA CORPORATION, 3.09%
3. MSFT - MICROSOFT CORP, 2.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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