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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 $1,707,554,294
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 555,760 $107,000,966 6.26%
2.
Spdr S & P 500 Etf Trust
 SPY 100,133 $47,594,265 2.78%
3.
Invesco Qqq Tr
 102,744 $42,076,336 2.46%
4.
Microsoft Corp
 MSFT 103,199 $38,807,471 2.27%
5.
Ishares Trust
 IEF 77,379 $36,959,009 2.16%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)