HoldingsChannel.com
J.W. Cole Advisors Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 95,650 +95,650 $30,786
     SPY95,650+95,650$30,786
APPLE INC 87,147 +87,147 $25,591
     AAPL87,147+87,147$25,591
ISHARES TR (IVV) 77,888 +77,888 $25,176
     IVV77,888+77,888$25,176
INVESCO QQQ TR 63,155 +63,155 $13,427
     QQQ63,155+63,155$13,427
AT&T INC 259,194 +259,194 $10,129
     T259,194+259,194$10,129
ISHARES TR (USMV) 142,520 +142,520 $9,349
     USMV142,520+142,520$9,349
ISHARES TR (AGG) 81,645 +81,645 $9,174
     AGG81,645+81,645$9,174
BARCLAYS BK PLC 61,495 +61,495 $9,167
     CAPE61,495+61,495$9,167
AMAZON COM INC 4,911 +4,911 $9,074
     AMZN4,911+4,911$9,074
VANGUARD INDEX FDS (VUG) 49,014 +49,014 $8,929
     VUG49,014+49,014$8,929
DNP SELECT INCOME FD 685,192 +685,192 $8,750
     DNP685,192+685,192$8,750
SELECT SECTOR SPDR TR (XLK) 95,077 +95,077 $8,716
     XLK95,077+95,077$8,716
VANGUARD TAX MANAGED INTL FD (VEA) 185,582 +185,582 $8,177
     VEA185,582+185,582$8,177
VERIZON COMMUNICATIONS INC 130,276 +130,276 $7,999
     VZ130,276+130,276$7,999
ISHARES TR (IWM) 46,965 +46,965 $7,781
     IWM46,965+46,965$7,781
MICROSOFT CORP 49,258 +49,258 $7,768
     MSFT49,258+49,258$7,768
BERKSHIRE HATHAWAY INC DEL      $7,738
     BRK.B32,664+32,664$7,398
     BRK.A1+1$340
UNITED PARCEL SERVICE INC 66,038 +66,038 $7,730
     UPS66,038+66,038$7,730
ISHARES TR (IJH) 36,256 +36,256 $7,462
     IJH36,256+36,256$7,462
VANGUARD INDEX FDS (VTV) 61,934 +61,934 $7,423
     VTV61,934+61,934$7,423
VANGUARD INDEX FDS (VOO) 23,223 +23,223 $6,869
     VOO23,223+23,223$6,869
EXXON MOBIL CORP 92,031 +92,031 $6,422
     XOM92,031+92,031$6,422
VANGUARD GROUP (VIG) 49,371 +49,371 $6,155
     VIG49,371+49,371$6,155
WISDOMTREE TR 54,352 +54,352 $5,757
     DLN54,352+54,352$5,757
INVESCO EXCHNG TRADED FD TR (SPLV) 98,261 +98,261 $5,733
     SPLV98,261+98,261$5,733
VANGUARD CHARLOTTE FDS (BNDX) 101,262 +101,262 $5,729
     BNDX101,262+101,262$5,729
BLACKROCK TAX MUNICPAL BD TR 230,900 +230,900 $5,620
     BBN230,900+230,900$5,620
WISDOMTREE TR 114,646 +114,646 $5,557
     DGRW114,646+114,646$5,557
CHEVRON CORP NEW 44,838 +44,838 $5,403
     CVX44,838+44,838$5,403
SPDR SERIES TRUST (SDY) 49,797 +49,797 $5,357
     SDY49,797+49,797$5,357
VANGUARD INDEX FDS (VTI) 29,529 +29,529 $4,832
     VTI29,529+29,529$4,832
ISHARES TR (HDV) 48,958 +48,958 $4,801
     HDV48,958+48,958$4,801
ISHARES TR (IJR) 56,560 +56,560 $4,743
     IJR56,560+56,560$4,743
SELECT SECTOR SPDR TR (XLV) 46,178 +46,178 $4,704
     XLV46,178+46,178$4,704
SELECT SECTOR SPDR TR (XLP) 72,980 +72,980 $4,596
     XLP72,980+72,980$4,596
ISHARES TR (TIP) 39,321 +39,321 $4,584
     TIP39,321+39,321$4,584
SELECT SECTOR SPDR TR (XLI) 56,199 +56,199 $4,579
     XLI56,199+56,199$4,579
JPMORGAN CHASE & CO 32,205 +32,205 $4,489
     JPM32,205+32,205$4,489
PROCTER & GAMBLE CO 35,892 +35,892 $4,483
     PG35,892+35,892$4,483
FIRST TR EXCHANGE TRADED FD (FDN) 29,986 +29,986 $4,172
     FDN29,986+29,986$4,172
VANGUARD INDEX FDS (VB) 24,819 +24,819 $4,111
     VB24,819+24,819$4,111
VANGUARD BD INDEX FD INC (BSV) 49,718 +49,718 $4,008
     BSV49,718+49,718$4,008
SPDR DOW JONES INDL AVRG ETF (DIA) 13,928 +13,928 $3,971
     DIA13,928+13,928$3,971
VANGUARD WORLD FDS (VAW) 29,473 +29,473 $3,953
     VAW29,473+29,473$3,953
FACEBOOK INC 18,778 +18,778 $3,854
     FB18,778+18,778$3,854
VANGUARD SCOTTSDALE FDS (VCIT) 41,653 +41,653 $3,804
     VCIT41,653+41,653$3,804
PFIZER INC 94,629 +94,629 $3,708
     PFE94,629+94,629$3,708
VANGUARD INDEX FDS (VO) 20,767 +20,767 $3,700
     VO20,767+20,767$3,700
ISHARES TR (DGRO) 87,015 +87,015 $3,661
     DGRO87,015+87,015$3,661
SELECT SECTOR SPDR TR (XLU) 55,237 +55,237 $3,569
     XLU55,237+55,237$3,569

See Full List: All Stocks Held By J.W. Cole Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By J.W. Cole Advisors Inc.

Size ($ in 1000's)
At 12/31/2019: $793,235
At 09/30/2019: $0

J.W. Cole Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from J.W. Cole Advisors Inc. 13F filings. Link to 13F filings: SEC filings

J.W. Cole Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.