• 13F History

J.W. COLE ADVISORS, INC.

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$2.48B
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 956 stock holdings with total value $2.48B as of Q4 2024. Top holdings included AAPL, VOO, NVDA, QQQ, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 956 $2.48B +$177M -$84.2M +$93M AAPL, VOO, NVDA, QQQ, SPY 13F-HR 1/30/2025, 05:35 PM
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 +$130M AAPL, VOO, QQQ, MSFT, IVV 13F-HR 8/8/2024, 04:29 PM
Q1 2024 879 $1.98B +$245M -$67.1M +$178M 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 732 $1.35B +$80.3M -$42.8M +$37.6M AAPL, SPY, QQQ, MSFT, DGRO 13F-HR 10/24/2023, 05:00 PM
Q2 2023 757 $1.4B +$82.6M -$125M -$42.6M AAPL, SPY, QQQ, MSFT, DGRO 13F-HR 7/27/2023, 04:36 PM
Q1 2023 774 $1.4B +$122M -$76.4M +$46M AAPL, SPY, QQQ, IVV, MSFT 13F-HR 5/3/2023, 02:26 PM
Q4 2022 741 $1.3B +$100M -$55.3M +$44.8M AAPL, SPY, IVV, QQQ, MSFT 13F-HR 2/14/2023, 09:50 AM
Q3 2022 723 $1.19B +$101M -$54.2M +$46.8M AAPL, SPY, IVV, QQQ, MSFT 13F-HR 10/31/2022, 12:20 PM
Q2 2022 733 $1.25B +$131M -$96.6M +$34.2M AAPL, QQQ, SPY, IVV, MSFT 13F-HR 7/27/2022, 04:53 PM
Q1 2022 805 $1.49B +$131M -$70.7M +$60.6M AAPL, IVV, QQQ, SPY, MSFT Restatement 6/10/2022, 09:44 AM
Q4 2021 832 $1.54B +$797M -$16.6B -$15.8B AAPL, IVV, SPY, QQQ, MSFT 13F-HR 1/25/2022, 09:46 AM
Q3 2021 468 $1.02B +$422M -$650M -$228M VOT, AAPL, XLB, SPY, QQQ 13F-HR 10/26/2021, 12:44 PM
Q2 2021 736 $1.27B +$216M -$39.3M +$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 $960M +$216M -$534M -$318M AAPL, IVV, SPY, QQQ, AMZN 13F-HR 2/12/2021, 06:42 AM
Q3 2020 765 $1.3B +$773M -$107M +$666M AAPL, AMZN, MSFT, VZ, SPY 13F-HR 11/4/2020, 08:46 PM
Q2 2020 303 $665M +$612M +$612M AAPL, SPY, IVV, QQQ, AMZN 13F-HR 8/7/2020, 11:59 AM
Q1 2020 101 $51.7M +$526K -$210M -$210M UPS, AAPL, IVV, SPY, IEF 13F-HR 5/7/2020, 04:12 PM
Q4 2019 546 $793M SPY, AAPL, IVV, QQQ, T 13F-HR 1/23/2020, 04:00 PM