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Home > Institutional Investor > J.w. Cole Advisors, Inc. > Profile

Instuitional Investor - J.w. Cole Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: J.w. Cole Advisors, Inc.
Portfolio Value $2,477,110,695
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 561,961 $140,726,472 5.68%
2.
Vanguard Index Fds
 179,340 $96,630,943 3.9%
3.
Nvidia Corp
 NVDA 451,628 $60,649,203 2.44%
4.
Invesco Qqq Tr
 113,935 $58,246,517 2.35%
5.
Spdr S & P 500 Etf Trust
 SPY 89,346 $52,363,785 2.11%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)