Long-term investor
J.w. Cole Advisors, Inc. @jwcoleadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001404763).
Record
- Tracked since 2025-06-30 (472 days), 420 trades recorded
- Returns: week n/a · month n/a · 90 days -0.8% · 6 months +9.9% · 1 year n/a · all +14.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.3% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- 46090E103 · 2.2% · long · since 2025-06-30
- 922908363 · 1.7% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30
- 78462F103 · 1.6% · long · since 2025-06-30
- MSFT · 1.5% · long · since 2025-06-30
- 464287200 · 1.4% · long · since 2025-06-30
- 02079K107 · 1.1% · long · since 2025-06-30
- 46434V621 · 1.0% · long · since 2025-06-30
- BRK-B · 0.9% · long · since 2025-06-30
- 922908736 · 0.9% · long · since 2025-06-30