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 (431 days), 420 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.4% · 6 months +4.3% · 1 year +11.6% · all +11.6%
  • Max drawdown -15.3% · Sharpe 0.25 · win rate 39% · data quality High
  • 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
  • QQQ · 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

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