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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

J.W. COLE ADVISORS, INC. INSTITUTION : J.W. COLE ADVISORS, INC.
J.W. COLE ADVISORS, INC. Portfolio (reported on 2020-05-07)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
UNITED PARCEL SERVICE INC    (CL B) UPS 5,683,000 60,830 10.98%
APPLE INC    (COM) AAPL 3,373,000 13,266 6.51%
ISHARES TR    (CORE S&P500 ETF) IVV 2,860,000 11,069 5.52%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,716,000 6,659 3.31%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 1,457,000 11,997 2.81%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 1,408,000 28,350 2.72%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 1,367,000 10,003 2.64%
GILEAD SCIENCES INC    (COM) GILD 1,115,000 14,910 2.15%
PPG INDS INC    (COM) PPG 1,043,000 12,477 2.01%
UNION PAC CORP    (COM) UNP 1,008,000 7,150 1.94%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 939,000 9,086 1.81%
ISHARES TR    (ULTR SH TRM BD) ICSH 807,000 16,158 1.55%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 720,000 9,039 1.39%
SPDR GOLD TRUST    (GOLD SHS) GLD 666,000 4,497 1.28%
JPMORGAN CHASE & CO    (COM) JPM 655,000 7,270 1.26%
EVERGY INC    (COM) 649,000 11,793 1.25%
ISHARES TR    (RUSSELL 2000 ETF) IWM 640,000 5,589 1.23%
PROCTER & GAMBLE CO    (COM) PG 632,000 5,743 1.22%
INVESCO QQQ TR    (UNIT SER 1) 628,000 3,298 1.21%
ISHARES TR    (RUS 1000 GRW ETF) IWF 622,000 4,126 1.20%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 592,000 7,360 1.14%
CHEVRON CORP NEW    (COM) CVX 576,000 7,944 1.11%
UNITED TECHNOLOGIES CORP    (COM) UTX 566,000 6,000 1.09%
NEXTERA ENERGY INC    (COM) NEE 566,000 2,352 1.09%
MCCORMICK & CO INC    (COM NON VTG) MKC 565,000 4,000 1.09%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 563,000 1,984 1.08%
EXXON MOBIL CORP    (COM) XOM 557,000 14,668 1.07%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 548,000 3,000 1.05%
TRUIST FINL CORP    (COM) 520,000 16,860 1.00%
SOUTHERN CO    (COM) SO 491,000 9,071 0.94%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 487,000 12,847 0.94%
EXCHANGE TRADED CONCEPTS TR    (EMQQ EM INTERN) EMQQ 486,000 15,414 0.93%
ESSEX PPTY TR INC    (COM) ESS 475,000 2,155 0.91%
ABBVIE INC    (COM) ABBV 466,000 6,122 0.90%
HONEYWELL INTL INC    (COM) HON 459,000 3,433 0.88%
FIRST TR EXCHANGE-TRADED FD    (RISNG DIVD ACHIV) RDVY 454,000 17,721 0.87%
DNP SELECT INCOME FD    (COM) DNP 450,000 45,944 0.86%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 444,000 5,095 0.85%
VANGUARD INDEX FDS    (MID CAP ETF) VO 441,000 3,350 0.85%
DOMINION ENERGY INC    (COM) D 439,000 6,079 0.84%
ISHARES TR    (EAFE GRWTH ETF) EFG 426,000 5,990 0.82%
ECOLAB INC    (COM) ECL 390,000 2,500 0.75%
FACEBOOK INC    (CL A) FB 384,000 2,304 0.74%
ISHARES TR    (MSCI EMG MKT ETF) EEM 384,000 11,255 0.74%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 379,000 3,860 0.73%
PACCAR INC    (COM) PCAR 367,000 6,000 0.70%
PACER FDS TR    (TRENDP US MID CP) 367,000 12,963 0.70%
VERIZON COMMUNICATIONS INC    (COM) VZ 363,000 6,758 0.70%
ISHARES TR    (USA MOMENTUM FCT) 319,000 2,995 0.61%
ALLERGAN PLC    (SHS) AGN 312,000 1,764 0.60%
ROYAL BK CDA    (COM) RY 304,000 4,944 0.58%
NORTHROP GRUMMAN CORP    (COM) NOC 303,000 1,000 0.58%
MERCK & CO. INC    (COM) MRK 295,000 3,840 0.57%
COSTCO WHSL CORP NEW    (COM) COST 285,000 1,000 0.55%
ISHARES TR    (CORE 1 5 YR USD) ISTB 280,000 5,549 0.54%
AMERICAN ELEC PWR CO INC    (COM) AEP 274,000 3,426 0.52%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 272,000 1 0.52%
ALPHABET INC    (CAP STK CL A) GOOGL 270,000 232 0.52%
FLOWERS FOODS INC    (COM) FLO 266,000 12,960 0.51%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 261,000 2,820 0.50%
J P MORGAN EXCHANGE-TRADED F    (US AGGREGATE) 257,000 9,500 0.49%
MARRIOTT VACTINS WORLDWID CO    (COM) VAC 254,000 4,578 0.49%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 252,000 1,955 0.48%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 247,000 2,785 0.47%
ISHARES TR    (S&P SML 600 GWT) IJT 245,000 1,779 0.47%
ISHARES TR    (3 7 YR TREAS BD) IEI 245,000 1,835 0.47%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 245,000 2,765 0.47%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 244,000 8,143 0.47%
FS KKR CAPITAL CORP    (COM) 243,000 81,010 0.46%
ISHARES TR    (U.S. UTILITS ETF) IDU 240,000 1,740 0.46%
FASTENAL CO    (COM) FAST 236,000 7,560 0.45%
SALESFORCE COM INC    (COM) CRM 234,000 1,626 0.45%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 232,000 4,262 0.44%
VANGUARD WORLD FDS    (MATERIALS ETF) VAW 230,000 2,392 0.44%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 229,000 3,234 0.44%
NEW JERSEY RES    (COM) NJR 226,000 6,662 0.43%
BROADRIDGE FINL SOLUTIONS IN    (COM) BR 222,000 2,344 0.42%
PHILIP MORRIS INTL INC    (COM) PM 219,000 3,000 0.42%
ISHARES TR    (TIPS BD ETF) TIP 216,000 1,834 0.41%
INTERNATIONAL FLAVORS&FRAGRA    (COM) IFF 214,000 2,100 0.41%
MICROSOFT CORP    (COM) MSFT 214,000 1,356 0.41%
TESLA INC    (COM) TSLA 210,000 400 0.40%
COMCAST CORP NEW    (CL A) CMCSA 208,000 6,053 0.40%
NETFLIX INC    (COM) NFLX 207,000 550 0.40%
AT&T INC    (COM) T 203,000 6,963 0.39%
BLACKSTONE GROUP INC    (COM CL A) 201,000 4,421 0.38%
WISDOMTREE TR    (FLOATNG RAT TREA) USFR 200,000 7,980 0.38%
HOME DEPOT INC    (COM) HD 200,000 1,073 0.38%
ADAMS DIVERSIFIED EQUITY FD    (COM) ADX 194,000 15,431 0.37%
AMERICAN FIN TR INC    (COM CLASS A) 129,000 20,594 0.24%
WELLS FARGO UTILITIES AND HI    (WF UTILITIES INC) ERH 110,000 10,075 0.21%
ARBOR RLTY TR INC    (COM) ABR 78,000 16,003 0.15%
NUVEEN CR STRATEGIES INCOME    (COM SHS) JQC 64,000 11,306 0.12%
SIRIUS XM HLDGS INC    (COM) SIRI 51,000 10,273 0.09%
TETRA TECHNOLOGIES INC DEL    (COM) TTI 27,000 83,891 0.05%
PROSPECT CAPITAL CORPORATION    (NOTE 4.750% 4/1) 25,000 25,000 0.04%
CLEAN ENERGY FUELS CORP    (COM) CLNE 23,000 13,000 0.04%
MIND C T I LTD    (ORD) MNDO 17,000 10,000 0.03%
RAYONIER ADVANCED MATLS INC    (COM) RYAM 11,000 10,000 0.02%
KOPIN CORP    (COM) KOPN 7,000 18,732 0.01%
CHESAPEAKE ENERGY CORP    (COM) CHK 2,000 13,934 0.00%
Total Value As 2020-03-31: 51,745,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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