J.W. COLE ADVISORS, INC. Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$1.3T

Holdings

741

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (741 positions)

#StockSharesValue% PortfolioType
101
SMHVANECK ETF TRUST
15,779$3.2B0.25%
102
SCHPSCHWAB STRATEGIC TR
61,675$3.2B0.25%
103
BNDVANGUARD BD INDEX FDS
44,144$3.2B0.24%
104
SHYISHARES TR
39,068$3.2B0.24%
105
FUMBFIRST TR EXCH TRADED FD III
157,216$3.1B0.24%
106
QQHNORTHERN LTS FD TR III
91,441$3.1B0.24%
107
VHTVANGUARD WORLD FDS
12,525$3.1B0.24%
108
VDEVANGUARD WORLD FDS
25,420$3.1B0.24%
109
VOOGVANGUARD ADMIRAL FDS INC
14,549$3.1B0.24%
110
SCHGSCHWAB STRATEGIC TR
55,108$3.1B0.24%
111
XBISPDR SER TR
36,737$3.0B0.23%
112
DGRWWISDOMTREE TR
49,770$3.0B0.23%
113
MGVVANGUARD WORLD FD
29,151$3.0B0.23%
114
GILDGILEAD SCIENCES INC
34,694$3.0B0.23%
115
ACWXISHARES TR
65,094$3.0B0.23%
116
UNPUNION PAC CORP
13,986$2.9B0.22%
117
DLNWISDOMTREE TR
45,838$2.8B0.22%
118
DISDISNEY WALT CO
32,473$2.8B0.22%
119
VTEBVANGUARD MUN BD FDS
56,761$2.8B0.22%
120
VGKVANGUARD INTL EQUITY INDEX F
50,368$2.8B0.21%
121
PRUPRUDENTIAL FINL INC
27,656$2.8B0.21%
122
LLYLILLY ELI & CO
7,456$2.7B0.21%
123
TPLCTIMOTHY PLAN
80,958$2.7B0.21%
124
FVDFIRST TR VALUE LINE DIVID IN
67,599$2.7B0.21%
125
CVSCVS HEALTH CORP
28,929$2.7B0.21%
126
FTECFIDELITY COVINGTON TRUST
28,033$2.6B0.20%
127
IBMINTERNATIONAL BUSINESS MACHS
18,610$2.6B0.20%
128
GSGOLDMAN SACHS GROUP INC
7,523$2.6B0.20%
129
FRELFIDELITY COVINGTON TRUST
103,069$2.6B0.20%
130
GCOWPACER FDS TR
80,164$2.5B0.20%
131
RTXRAYTHEON TECHNOLOGIES CORP
25,172$2.5B0.20%
132
FSKFS KKR CAP CORP
143,462$2.5B0.19%
133
AQLTISHARES TR
40,457$2.5B0.19%
134
UNHUNITEDHEALTH GROUP INC
4,585$2.4B0.19%
135
CIBRFIRST TR EXCHANGE TRADED FD
62,400$2.4B0.19%
136
XLYSELECT SECTOR SPDR TR
18,594$2.4B0.18%
137
COSTCOSTCO WHSL CORP NEW
5,201$2.4B0.18%
138
CSCOCISCO SYS INC
49,584$2.4B0.18%
139
MUBISHARES TR
22,220$2.3B0.18%
140
PULSPGIM ETF TR
47,298$2.3B0.18%
141
FTCSFIRST TR EXCHANGE-TRADED FD
30,690$2.3B0.18%
142
TPHDTIMOTHY PLAN
73,269$2.3B0.18%
143
EEMISHARES TR
59,540$2.3B0.17%
144
DUKDUKE ENERGY CORP NEW
21,797$2.2B0.17%
145
IGSBISHARES TR
44,367$2.2B0.17%
146
RDVYFIRST TR EXCHANGE-TRADED FD
50,016$2.2B0.17%
147
VDCVANGUARD WORLD FDS
11,002$2.1B0.16%
148
IWRISHARES TR
31,046$2.1B0.16%
149
ORCLORACLE CORP
25,525$2.1B0.16%
150
FDNFIRST TR EXCHANGE-TRADED FD
16,929$2.1B0.16%
151
ABTABBOTT LABS
18,875$2.1B0.16%
152
OREALTY INCOME CORP
32,400$2.1B0.16%
153
VBRVANGUARD INDEX FDS
12,940$2.1B0.16%
154
NXJNUVEEN NEW JERSEY QULT MUN F
181,587$2.1B0.16%
155
VCSHVANGUARD SCOTTSDALE FDS
27,127$2.0B0.16%
156
BMYBRISTOL-MYERS SQUIBB CO
28,025$2.0B0.16%
157
VNQIVANGUARD INTL EQUITY INDEX F
48,616$2.0B0.15%
158
VTVANGUARD INTL EQUITY INDEX F
23,146$2.0B0.15%
159
FDLFIRST TR MORNINGSTAR DIVID L
54,293$2.0B0.15%
160
FHLCFIDELITY COVINGTON TRUST
31,003$2.0B0.15%
161
IJKISHARES TR
28,732$2.0B0.15%
162
EFGISHARES TR
23,283$2.0B0.15%
163
DTDWISDOMTREE TR
31,491$1.9B0.15%
164
BF/BBROWN FORMAN CORP
29,073$1.9B0.15%
165
PPGPPG INDS INC
15,111$1.9B0.15%
166
INTCINTEL CORP
71,349$1.9B0.15%
167
BXBLACKSTONE INC
25,374$1.9B0.14%
168
ARCCARES CAPITAL CORP
101,688$1.9B0.14%
169
TMOTHERMO FISHER SCIENTIFIC INC
3,381$1.9B0.14%
170
NEARISHARES U S ETF TR
37,656$1.9B0.14%
171
IYKISHARES TR
9,137$1.9B0.14%
172
PFFISHARES TR
60,685$1.9B0.14%
173
IHIISHARES TR
35,177$1.8B0.14%
174
VYMVANGUARD WHITEHALL FDS
16,848$1.8B0.14%
175
PTLCPACER FDS TR
48,307$1.8B0.14%
176
CRMSALESFORCE INC
13,657$1.8B0.14%
177
SPHQINVESCO EXCHANGE TRADED FD T
40,918$1.8B0.14%
178
VOTVANGUARD INDEX FDS
9,931$1.8B0.14%
179
ITOTISHARES TR
20,983$1.8B0.14%
180
DEDEERE & CO
4,089$1.8B0.13%
181
CMCSACOMCAST CORP NEW
49,859$1.7B0.13%
182
ILCBISHARES TR
33,079$1.7B0.13%
183
QUALISHARES TR
15,154$1.7B0.13%
184
HONHONEYWELL INTL INC
8,025$1.7B0.13%
185
AXPAMERICAN EXPRESS CO
11,449$1.7B0.13%
186
NFLXNETFLIX INC
5,656$1.7B0.13%
187
PEPPEPSICO INC
9,226$1.7B0.13%
188
FSTAFIDELITY COVINGTON TRUST
37,185$1.7B0.13%
189
AOKISHARES TR
49,323$1.7B0.13%
190
MTUMISHARES TR
11,341$1.7B0.13%
191
DVNDEVON ENERGY CORP NEW
26,820$1.6B0.13%
192
RSPINVESCO EXCHANGE TRADED FD T
11,607$1.6B0.13%
193
CATCATERPILLAR INC
6,766$1.6B0.12%
194
IJTISHARES TR
14,975$1.6B0.12%
195
SLYSPDR SER TR
19,414$1.6B0.12%
196
ISTBISHARES TR
34,193$1.6B0.12%
197
LQDISHARES TR
14,921$1.6B0.12%
198
IUSGISHARES TR
19,202$1.6B0.12%
199
JQUAJ P MORGAN EXCHANGE TRADED F
40,049$1.6B0.12%
200
PYPLPAYPAL HLDGS INC
21,574$1.5B0.12%
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