J.W. COLE ADVISORS, INC. Q1 2023 Filing

Filed May 3, 2023

Portfolio Value

$1.4B

Holdings

774

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (774 positions)

StockValue
DHSWISDOMTREE TR
$609K
FOURSHIFT4 PMTS INC
$607K
CWBSPDR SER TR
$604K
DEODIAGEO PLC
$603K
TRVCCITIGROUP INC
$600K
SPYMSPDR SER TR
$598K
HALHALLIBURTON CO
$594K
NVSNNOVARTIS AG
$594K
DOWDOW INC
$591K
CADECADENCE BANK
$590K
GPCGENUINE PARTS CO
$581K
AQLTISHARES TR
$581K
LULULULULEMON ATHLETICA INC
$578K
WYWEYERHAEUSER CO MTN BE
$576K
IWNISHARES TR
$574K
CARRCARRIER GLOBAL CORPORATION
$571K
ENBENBRIDGE INC
$569K
ISRGINTUITIVE SURGICAL INC
$567K
SPDWSPDR INDEX SHS FDS
$567K
RBLXROBLOX CORP
$565K
AQLTISHARES TR
$561K
AGZISHARES TR
$557K
DDIVFIRST TR EXCHANGE-TRADED FD
$555K
RFREGIONS FINANCIAL CORP NEW
$550K
LGLVSPDR SER TR
$549K
PDOPIMCO DYNAMIC INCOME OPRNTS
$547K
IBTEISHARES TR
$547K
YUMYUM BRANDS INC
$542K
DHRDANAHER CORPORATION
$538K
IYY*ISHARES TR
$538K
MOSMOSAIC CO NEW
$536K
MCOMOODYS CORP
$534K
TJXTJX COS INC NEW
$534K
PAYXPAYCHEX INC
$529K
AMTAMERICAN TOWER CORP NEW
$527K
CIVICIVITAS RESOURCES INC
$524K
CRWDCROWDSTRIKE HLDGS INC
$524K
SCHMSCHWAB STRATEGIC TR
$522K
8CWCROWN CASTLE INC
$522K
NXTGFIRST TR EXCHANGE TRADED FD
$522K
JCPBJ P MORGAN EXCHANGE TRADED F
$519K
PTMCPACER FDS TR
$515K
SHELSHELL PLC
$514K
DUSADAVIS FUNDAMENTAL ETF TR
$506K
CBCHUBB LIMITED
$504K
IAUISHARES TR
$503K
SKYYFIRST TR EXCHANGE TRADED FD
$502K
CMGCHIPOTLE MEXICAN GRILL INC
$502K
VNLAJANUS DETROIT STR TR
$502K
ICVTISHARES TR
$501K
FBCGFIDELITY COVINGTON TRUST
$501K
QQQINVESCO EXCH TRD SLF IDX FD
$499K
IMCGISHARES TR
$498K
IYEISHARES TR
$492K
ELVELEVANCE HEALTH INC
$488K
MARMARRIOTT INTL INC NEW
$484K
GMGENERAL MTRS CO
$484K
MLPAGLOBAL X FDS
$484K
NJRNEW JERSEY RES CORP
$480K
STTSTATE STR CORP
$478K
OGEOGE ENERGY CORP
$478K
LNGCHENIERE ENERGY INC
$477K
MPCMARATHON PETE CORP
$473K
CITHE CIGNA GROUP
$471K
EXREXTRA SPACE STORAGE INC
$470K
PHPARKER-HANNIFIN CORP
$466K
BRK-BBERKSHIRE HATHAWAY INC DEL
$466K
USBUS BANCORP DEL
$458K
ATVIEURACTIVISION BLIZZARD INC
$455K
RLYSSGA ACTIVE ETF TR
$454K
WTRGESSENTIAL UTILS INC
$449K
IDEVISHARES TR
$448K
MCKMCKESSON CORP
$448K
ITWILLINOIS TOOL WKS INC
$446K
HNDLSTRATEGY SHS
$444K
NOWSERVICENOW INC
$442K
VWOBVANGUARD WHITEHALL FDS
$441K
IXNISHARES TR
$438K
DFNLDAVIS FUNDAMENTAL ETF TR
$437K
LHXL3HARRIS TECHNOLOGIES INC
$433K
OMCOMNICOM GROUP INC
$424K
DBCINVESCO DB COMMDY INDX TRCK
$423K
PTNQPACER FDS TR
$423K
DESWISDOMTREE TR
$422K
TPSCTIMOTHY PLAN
$422K
PSAPUBLIC STORAGE
$422K
THE NECESSITY RETAIL REIT IN
$419K
CFRCULLEN FROST BANKERS INC
$418K
ESEVERSOURCE ENERGY
$417K
FAXABRDN ASIA PACIFIC INCOME FU
$416K
NSCNORFOLK SOUTHN CORP
$416K
ETVEATON VANCE TAX-MANAGED BUY-
$412K
ETWEATON VANCE TAX-MANAGED GLOB
$412K
RWOSPDR INDEX SHS FDS
$412K
IXUSISHARES TR
$411K
BSCQINVESCO EXCH TRD SLF IDX FD
$411K
ETENERGY TRANSFER L P
$410K
SHMSPDR SER TR
$409K
OKEONEOK INC NEW
$408K
OTISOTIS WORLDWIDE CORP
$403K
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