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J.W. Cole Advisors, Inc.
J.W. Cole Advisors, Inc. is an independent Registered Investment Adviser (RIA) headquartered in Tampa, Florida. Founded in 2007, the firm specializes in offering objective financial guidance and personalized wealth management solutions to individuals, families, and institutions nationwide. It partners with independent financial advisors to provide tailored investment strategies backed by robust compliance and operational support. J.W. Cole Advisors employs a dedicated team focused on fostering long-term client relationships and maintaining high standards of fiduciary duty.
Investment Strategy
J.W. Cole Advisors delivers comprehensive, client-centric investment advisory services, designing portfolios that reflect clients’ unique risk profiles and financial objectives. The firm emphasizes independence and long-term relationships, leveraging diversified strategies—including allocation to equities, ETFs, and fixed income—across nearly a thousand positions. Its approach centers on objective advice, partnership with select independent advisors, and flexible solutions adapted to evolving market conditions while maintaining high compliance standards.
Latest 13F Filing Activity
J.W. Cole Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,444 equity positions with a total 13F market value of $5B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Invesco QQQ TR among other positions. J.W. Cole Advisors, Inc. reduced exposure to Ishares TR, Invesco Actively Managed Exc, Wisdomtree TR among others.
Top Holdings
Equity Positions (1,444)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.35% | $251.7M | 1,226,637 | $172.45 | $205.17 | +$40.9M |
N NVDA | NVIDIA CORPORATION | 3.24% | $152.5M | 965,531 | $91.29 | $157.99 | +$68.0M |
M MSFT | MICROSOFT CORP | 2.71% | $127.3M | 255,905 | $362.11 | $497.41 | +$56.7M |
Q QQQ | INVESCO QQQ TR | 2.28% | $107.4M | 194,757 | $411.64 | $551.64 | +$52.7M |
A AMZN | AMAZON COM INC | 2.18% | $102.6M | 467,470 | $183.09 | $219.39 | +$35.8M |
Industry Allocation
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