J.W. Cole Advisors, Inc. Purchases in Q3 2024

J.W. Cole Advisors, Inc.

  • $2.33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
8.73K
+ 1.56%
$207.23 - $234.82 $1.81M - $2.05M
567K $132M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.41K
+ 6.54%
$475.2 - $527.7 $4.47M - $4.96M
153K $80.8M
NVDA
Nvidia Corp

Technology
50.8K
+ 12.85%
$98.91 - $134.91 $5.03M - $6.86M
446K $54.2M
DGRO
Ishares Core Dividend Growth E

ETFs
32.3K
+ 6.82%
$57.47 - $62.76 $1.86M - $2.03M
506K $31.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.56K
+ 2.96%
$405.19 - $478.57 $630K - $745K
54.1K $24.9M
HYG
Ishares Tr

ETFs
42K
+ 170.46%
$76.72 - $80.36 $3.22M - $3.38M
66.7K $5.36M
KORP
American Centy ETF Tr Diversif

ETFs
67.6K
+ 262.23%
$45.64 - $48.46 $3.08M - $3.27M
93.4K $4.51M
VTV
Vanguard Value ETF

ETFs
8.98K
+ 7.57%
$159.75 - $174.57 $1.43M - $1.57M
128K $22.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
60.2K
+ 131.44%
$50.52 - $50.95 $3.04M - $3.07M
106K $5.39M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.63K
+ 27.16%
$386.81 - $423.12 $2.18M - $2.38M
26.4K $11.1M
HD
Home Depot, Inc.

Consumer Cyclical
3.27K
+ 13.96%
$333.64 - $405.2 $1.09M - $1.33M
26.7K $10.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
109K
+ 57.97%
$22.51 - $23.57 $2.46M - $2.58M
298K $7.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
294
+ 0.34%
$517.38 - $573.86 $152K - $169K
86.6K $49.7M
VEA
Vanguard Ftse Developed Market

ETFs
26.1K
+ 6.61%
$47.6 - $53.31 $1.24M - $1.39M
421K $22.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.8K
+ 61.68%
$96.25 - $101.98 $2.38M - $2.53M
65K $6.58M
DNP
Dnp Select Income Fund Inc

Financial Services
188K
+ 43.37%
$8.21 - $10.03 $1.54M - $1.89M
621K $6.23M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
49.8K
+ 33.5%
$50.25 - $50.74 $2.5M - $2.53M
198K $10.1M
WMT
Walmart Inc.

Consumer Defensive
10.8K
+ 8.87%
$66.91 - $81.4 $720K - $877K
132K $10.7M
ORCL
Oracle Corp

Technology
9.48K
+ 33.07%
$125.9 - $170.35 $1.19M - $1.62M
38.2K $6.5M
LMT
Lockheed Martin Corp

Industrials
1.4K
+ 10.91%
$460.3 - $584.56 $645K - $819K
14.2K $8.33M
VTWO
Vanguard Russell 2000 ETF

ETFs
25.6K
+ 545.73%
$81.17 - $90.77 $2.08M - $2.33M
30.3K $2.71M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
18.2K
+ 138.75%
$114.73 - $120.23 $2.08M - $2.18M
31.2K $3.74M
UNH
Unitedhealth Group Inc

Healthcare
2.56K
+ 28.75%
$488.01 - $604.18 $1.25M - $1.54M
11.5K $6.69M
GLD
Spdr Gold Trust

ETFs
6.21K
+ 29.73%
$215.56 - $246.98 $1.34M - $1.53M
27.1K $6.58M
COST
Costco Wholesale Corp

Consumer Defensive
1.92K
+ 25.09%
$801.83 - $917.05 $1.54M - $1.76M
9.56K $8.48M
VTI
Vanguard Total Stock Market Et

ETFs
3.03K
+ 4.29%
$255.18 - $283.2 $772K - $857K
73.5K $20.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.9K
+ 3.5%
$54.98 - $59.51 $764K - $827K
411K $24.4M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
81.9K
New
$23.75 - $23.75 $1.94M - $1.94M
81.9K $1.94M
MCD
Mcdonalds Corp

Consumer Cyclical
1.85K
+ 7.85%
$245.82 - $304.51 $456K - $564K
25.5K $7.75M
ACN
Accenture PLC

Technology
3.59K
+ 41.55%
$295.44 - $355.81 $1.06M - $1.28M
12.2K $4.32M
IBDV
Ishares Tr

Technology
76.1K
New
$21.11 - $22.24 $1.61M - $1.69M
76.1K $1.69M
TTD
Trade Desk, Inc.

Technology
13.5K
+ 84.32%
$83.08 - $110.79 $1.12M - $1.49M
29.5K $3.23M
XLU
Utilities Sector Spdr

ETFs
2.66K
+ 2.35%
$67.67 - $80.78 $180K - $215K
116K $9.36M
VUG
Vanguard Growth ETF

ETFs
2.48K
+ 3.78%
$341.08 - $391.94 $845K - $970K
68K $26.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
45.8K
New
$32.36 - $33.78 $1.48M - $1.55M
45.8K $1.54M
JNJ
Johnson & Johnson

Healthcare
3.53K
+ 5.81%
$145.48 - $167.38 $514K - $591K
64.3K $10.4M
JPM
Jpmorgan Chase & CO

Financial Services
5.21K
+ 10.35%
$194.9 - $224.8 $1.02M - $1.17M
55.6K $11.7M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
16.5K
New
$82.38 - $93.84 $1.36M - $1.55M
16.5K $1.53M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.6K
+ 19.94%
$92.63 - $105.69 $1.17M - $1.33M
75.8K $7.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
24.7K
+ 28.15%
$41.02 - $46.01 $1.02M - $1.14M
113K $5.13M
DELL
Dell Technologies Inc.

Technology
12.5K
+ 395.76%
$87.89 - $145.97 $1.1M - $1.83M
15.7K $1.86M
ABBV
Abb Vie Inc.

Healthcare
2.28K
+ 6.18%
$163.84 - $199.33 $373K - $454K
39.1K $7.73M
ETN
Eaton Corp PLC

Industrials
4.11K
+ 200.15%
$272.52 - $333.02 $1.12M - $1.37M
6.16K $2.04M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.96K
+ 8.98%
$162.83 - $179.16 $645K - $710K
48.1K $8.61M
IGLB
Ishares 10+ Year Investment Gr

ETFs
25K
New
$49.38 - $54.19 $1.23M - $1.35M
25K $1.34M
XLV
Select Sector Spdr Fund Health

ETFs
4.2K
+ 5.02%
$143.3 - $157.24 $602K - $660K
87.9K $13.5M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
54.3K
New
$23.63 - $24.42 $1.28M - $1.33M
54.3K $1.32M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.19K
+ 2.1%
$84.77 - $97.13 $440K - $504K
252K $24.1M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
80.9K
+ 45.54%
$9.76 - $11.79 $790K - $954K
259K $3.04M
Activity Summary
Buys All Purchases 610 New Holdings 88 Increased Positions 522 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 0 Puts 0
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