| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 8.1% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 4.2% |
| INVESCO QQQ TR | 19 | Q2 2024 | 3.1% |
| MICROSOFT CORP | 19 | Q2 2024 | 2.3% |
| UNITED PARCEL SERVICE INC | 19 | Q2 2024 | 11.0% |
| ISHARES TR | 19 | Q2 2024 | 20.7% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 1.8% |
| VERIZON COMMUNICATIONS INC | 19 | Q2 2024 | 1.6% |
| EXXON MOBIL CORP | 19 | Q2 2024 | 1.1% |
| META PLATFORMS INC | 19 | Q2 2024 | 0.7% |
View J.W. COLE ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| N-PX | 2024-07-11 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-27 |
View J.W. COLE ADVISORS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.