J.W. COLE ADVISORS, INC. Q2 2023 Filing

Filed July 27, 2023

Portfolio Value

$1.4T

Holdings

757

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (757 positions)

#StockSharesValue% PortfolioType
101
DGRWWISDOMTREE TR
50,989$3.4B0.24%
102
SPLVINVESCO EXCH TRADED FD TR II
53,893$3.4B0.24%
103
SPBOSPDR SER TR
115,094$3.3B0.24%
104
AQLTISHARES TR
48,092$3.2B0.23%
105
PXDEURPIONEER NAT RES CO
15,617$3.2B0.23%
106
XBISPDR SER TR
38,060$3.2B0.23%
107
COPCONOCOPHILLIPS
30,504$3.2B0.23%
108
FDLFIRST TR MORNINGSTAR DIVID L
90,863$3.1B0.22%
109
CIBRFIRST TR EXCHANGE TRADED FD
67,771$3.1B0.22%
110
VHTVANGUARD WORLD FDS
12,445$3.0B0.22%
111
TPLCTIMOTHY PLAN
84,293$3.0B0.22%
112
FVDFIRST TR VALUE LINE DIVID IN
75,623$3.0B0.22%
113
DISDISNEY WALT CO
33,212$3.0B0.21%
114
CRMSALESFORCE INC
14,020$3.0B0.21%
115
DLNWISDOMTREE TR
46,373$2.9B0.21%
116
LMTLOCKHEED MARTIN CORP
6,355$2.9B0.21%
117
VPUVANGUARD WORLD FDS
20,452$2.9B0.21%
118
UNPUNION PAC CORP
14,104$2.9B0.21%
119
FUMBFIRST TR EXCH TRADED FD III
142,886$2.9B0.20%
120
XLFSELECT SECTOR SPDR TR
84,393$2.8B0.20%
121
HDVISHARES TR
28,220$2.8B0.20%
122
VYMIVANGUARD WHITEHALL FDS
44,106$2.8B0.20%
123
NEENEXTERA ENERGY INC
37,492$2.8B0.20%
124
RDVYFIRST TR EXCHANGE-TRADED FD
58,798$2.8B0.20%
125
ABBVABBVIE INC
20,422$2.8B0.20%
126
JQUAJ P MORGAN EXCHANGE TRADED F
61,777$2.7B0.19%
127
PECOPHILLIPS EDISON & CO INC
80,114$2.7B0.19%
128
GILDGILEAD SCIENCES INC
35,259$2.7B0.19%
129
FSKFS KKR CAP CORP
141,673$2.7B0.19%
130
SCHPSCHWAB STRATEGIC TR
51,146$2.7B0.19%
131
XLYSELECT SECTOR SPDR TR
15,323$2.6B0.19%
132
QUALISHARES TR
18,921$2.6B0.18%
133
SPYDSPDR SER TR
68,133$2.5B0.18%
134
ORCLORACLE CORP
21,190$2.5B0.18%
135
TPHDTIMOTHY PLAN
79,506$2.5B0.18%
136
COSTCOSTCO WHSL CORP NEW
4,641$2.5B0.18%
137
FTCSFIRST TR EXCHANGE-TRADED FD
33,273$2.5B0.18%
138
RTXRAYTHEON TECHNOLOGIES CORP
25,059$2.5B0.17%
139
DJIAGLOBAL X FDS
109,100$2.4B0.17%
140
IBMINTERNATIONAL BUSINESS MACHS
17,956$2.4B0.17%
141
EFGISHARES TR
24,926$2.4B0.17%
142
DUKDUKE ENERGY CORP NEW
26,393$2.4B0.17%
143
INTCINTEL CORP
70,722$2.4B0.17%
144
MDYSPDR S&P MIDCAP 400 ETF TR
4,927$2.4B0.17%
145
VVVANGUARD INDEX FDS
11,548$2.3B0.17%
146
IWRISHARES TR
31,930$2.3B0.17%
147
PRUPRUDENTIAL FINL INC
26,130$2.3B0.16%
148
PTLCPACER FDS TR
55,795$2.3B0.16%
149
EEMISHARES TR
57,557$2.3B0.16%
150
GSGOLDMAN SACHS GROUP INC
6,980$2.3B0.16%
151
ITOTISHARES TR
22,407$2.2B0.16%
152
BXBLACKSTONE INC
23,385$2.2B0.15%
153
UNHUNITEDHEALTH GROUP INC
4,507$2.2B0.15%
154
VNQIVANGUARD INTL EQUITY INDEX F
53,540$2.2B0.15%
155
ADBEADOBE SYSTEMS INCORPORATED
4,329$2.1B0.15%
156
NFLXNETFLIX INC
4,771$2.1B0.15%
157
VTVANGUARD INTL EQUITY INDEX F
21,263$2.1B0.15%
158
CMCSACOMCAST CORP NEW
49,509$2.1B0.15%
159
SHYISHARES TR
25,215$2.0B0.15%
160
AMATAPPLIED MATLS INC
13,989$2.0B0.14%
161
FHLCFIDELITY COVINGTON TRUST
31,790$2.0B0.14%
162
RSPINVESCO EXCHANGE TRADED FD T
13,381$2.0B0.14%
163
ARCCARES CAPITAL CORP
104,774$2.0B0.14%
164
VDCVANGUARD WORLD FDS
10,087$2.0B0.14%
165
NXJNUVEEN NEW JERSEY QULT MUN F
170,916$2.0B0.14%
166
BF/BBROWN FORMAN CORP
29,334$2.0B0.14%
167
RISRTIDAL ETF TR
59,644$1.9B0.14%
168
CSCOCISCO SYS INC
36,905$1.9B0.14%
169
SPYGSPDR SER TR
31,263$1.9B0.14%
170
ABTABBOTT LABS
17,440$1.9B0.14%
171
CATCATERPILLAR INC
7,713$1.9B0.14%
172
VCSHVANGUARD SCOTTSDALE FDS
24,890$1.9B0.13%
173
VYMVANGUARD WHITEHALL FDS
17,615$1.9B0.13%
174
FSTAFIDELITY COVINGTON TRUST
40,046$1.8B0.13%
175
PULSPGIM ETF TR
36,720$1.8B0.13%
176
IHIISHARES TR
32,107$1.8B0.13%
177
MPMP MATERIALS CORP
78,963$1.8B0.13%
178
XYLGGLOBAL X FDS
63,813$1.8B0.13%
179
VOTVANGUARD INDEX FDS
8,535$1.8B0.13%
180
PEPPEPSICO INC
9,382$1.7B0.12%
181
AOKISHARES TR
49,302$1.7B0.12%
182
SPHQINVESCO EXCHANGE TRADED FD T
34,386$1.7B0.12%
183
IJTISHARES TR
15,064$1.7B0.12%
184
UBERUBER TECHNOLOGIES INC
39,885$1.7B0.12%
185
SPSMSPDR SER TR
44,211$1.7B0.12%
186
ILCBISHARES TR
27,874$1.7B0.12%
187
BMYBRISTOL-MYERS SQUIBB CO
26,590$1.7B0.12%
188
SDVYFIRST TR EXCHANGE-TRADED FD
60,009$1.7B0.12%
189
VCRVANGUARD WORLD FDS
5,994$1.7B0.12%
190
OREALTY INCOME CORP
28,267$1.7B0.12%
191
SCHVSCHWAB STRATEGIC TR
25,076$1.7B0.12%
192
NEARISHARES U S ETF TR
33,674$1.7B0.12%
193
SOSOUTHERN CO
23,701$1.7B0.12%
194
EMQQEXCHANGE TRADED CONCEPTS TR
55,989$1.6B0.12%
195
AMDADVANCED MICRO DEVICES INC
14,426$1.6B0.12%
196
HONHONEYWELL INTL INC
7,867$1.6B0.12%
197
MOALTRIA GROUP INC
35,799$1.6B0.12%
198
ISTBISHARES TR
34,529$1.6B0.11%
199
LOWLOWES COS INC
7,086$1.6B0.11%
200
HYGISHARES TR
21,089$1.6B0.11%
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