J.W. COLE ADVISORS, INC.
•CIK: 1404763•Filing: Q4 2025
J.W. Cole Advisors, Inc., managed by John Cole, known for his contrarian and value-oriented approach, currently oversees $4.1 billion in assets with a focus on technology and growth stocks, as evidenced by top holdings like AAPL and NVDA. Recently, the fund has made notable shifts by adding positions in PSLV and CGSM, while significantly cutting DPG and NXJ, reflecting a strategic pivot towards sectors with higher growth potential.
Total AUM
$4.1B
QoQ Performance
-21.0%
Positions
895
Top 10 Concentration
31.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.9%
NVDA3.6%
MSFT2.2%
AMZN2.0%
NDQ1.9%
VOO1.8%
SPY1.6%
BRK/B1.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.0%
Technology21.9%
ETF6.5%
Consumer6.2%
Financial5.1%
Industrial3.5%
Healthcare3.0%
Energy1.7%
🚪 Exited Positionssold since Q3 2025
+1333 more exited positions
Changes from Q3 2025
NEW1 new position
↑100 increased
↓99 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023