J.W. Cole Advisors, Inc. Purchases in Q1 2025

J.W. Cole Advisors, Inc.

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
387K
+ 68.86%
$209.68 - $247.1 $81.1M - $95.6M
949K $211M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46K
+ 86.24%
$442.66 - $534.52 $20.3M - $24.6M
99.3K $52.9M
PDI
Pimco Dynamic Income Fund

Financial Services
1.32M
+ 1269.98%
$18.51 - $20.05 $24.5M - $26.5M
1.43M $28.3M
XOM
Exxon Mobil Corp

Energy
196K
+ 133.79%
$105.44 - $118.93 $20.7M - $23.4M
343K $40.8M
NVDA
Nvidia Corp

Technology
329K
+ 72.75%
$106.98 - $149.43 $35.1M - $49.1M
780K $84.6M
AMZN
Amazon Com Inc

Consumer Cyclical
150K
+ 74.52%
$190.26 - $242.06 $28.5M - $36.3M
351K $66.8M
MSFT
Microsoft Corp

Technology
71.7K
+ 61.56%
$375.39 - $447.2 $26.9M - $32M
188K $70.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
296K
+ 173.73%
$50.48 - $51.04 $14.9M - $15.1M
467K $23.7M
PM
Philip Morris International Inc.

Consumer Defensive
79K
+ 540.01%
$117.15 - $158.79 $9.25M - $12.5M
93.6K $14.9M
CVX
Chevron Corp

Energy
63.9K
+ 140.74%
$146.71 - $167.97 $9.37M - $10.7M
109K $18.3M
UPS
United Parcel Service Inc

Industrials
107K
+ 147.21%
$109.66 - $136.26 $11.7M - $14.6M
179K $19.7M
COP
Conocophillips

Energy
96.8K
+ 316.51%
$88.6 - $105.85 $8.58M - $10.3M
127K $13.4M
JNJ
Johnson & Johnson

Healthcare
48K
+ 76.21%
$142.06 - $167.7 $6.82M - $8.05M
111K $18.4M
JPM
Jpmorgan Chase & CO

Financial Services
36.2K
+ 62.72%
$225.19 - $279.95 $8.15M - $10.1M
94K $23M
LLY
Eli Lilly & CO

Healthcare
8.96K
+ 90.98%
$725.72 - $929.72 $6.5M - $8.33M
18.8K $15.5M
NEE
Nextera Energy Inc

Utilities
111K
+ 221.08%
$66.96 - $76.16 $7.45M - $8.48M
162K $11.5M
MO
Altria Group, Inc.

Consumer Defensive
121K
+ 322.14%
$50.81 - $60.02 $6.16M - $7.28M
159K $9.54M
T
At&T Inc.

Communication Services
208K
+ 71.94%
$21.56 - $28.28 $4.49M - $5.89M
498K $14.1M
DUK
Duke Energy Corp

Utilities
57K
+ 154.65%
$105.87 - $121.97 $6.04M - $6.96M
93.9K $11.5M
IBM
International Business Machines Corp

Technology
27.8K
+ 146.67%
$217.4 - $264.74 $6.03M - $7.35M
46.7K $11.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
157K
+ 859.86%
$44.41 - $45.98 $6.96M - $7.21M
175K $7.99M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
134K
+ 45.5%
$53.6 - $58.97 $7.2M - $7.93M
430K $23.5M
GE
General Electric CO

Industrials
31.6K
+ 222.38%
$168.59 - $212.13 $5.33M - $6.7M
45.8K $9.17M
TFLO
Ishares Treasury Floating Rate

ETFs
133K
+ 1288.07%
$50.48 - $50.68 $6.72M - $6.74M
143K $7.26M
KO
Coca Cola CO

Consumer Defensive
81.7K
+ 93.61%
$60.81 - $72.32 $4.97M - $5.91M
169K $12.1M
VZ
Verizon Communications Inc

Communication Services
116K
+ 56.04%
$37.81 - $46.49 $4.4M - $5.41M
324K $14.7M
ABBV
Abb Vie Inc.

Healthcare
24.1K
+ 61.2%
$169.2 - $216.66 $4.07M - $5.21M
63.4K $13.3M
LOW
Lowes Companies Inc

Consumer Cyclical
26.3K
+ 295.38%
$222.66 - $268.42 $5.86M - $7.07M
35.2K $8.22M
ROL
Rollins Inc

Consumer Cyclical
110K
New
$45.65 - $54.03 $5.03M - $5.95M
110K $5.95M
O
Realty Income Corp

Real Estate
100K
+ 1278.11%
$51.67 - $58.49 $5.18M - $5.86M
108K $6.27M
PSX
Phillips 66

Energy
45.5K
+ 628.74%
$113.93 - $131.55 $5.19M - $5.99M
52.8K $6.52M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
51.8K
+ 212.26%
$110.9 - $132.93 $5.75M - $6.89M
76.2K $8.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
14.2K
+ 15.85%
$551.42 - $612.93 $7.81M - $8.68M
104K $57.9M
CLOI
Vaneck ETF Tr

ETFs
103K
+ 287.81%
$52.68 - $53.16 $5.45M - $5.5M
139K $7.36M
UNP
Union Pacific Corp

Industrials
22.1K
+ 160.84%
$225.21 - $254.42 $4.99M - $5.63M
35.9K $8.48M
SO
Southern CO

Utilities
52.9K
+ 172.83%
$80.96 - $92.96 $4.28M - $4.92M
83.5K $7.68M
BAC
Bank Of America Corp

Financial Services
129K
+ 116.77%
$39.61 - $47.74 $5.11M - $6.16M
239K $9.99M
RTX
Raytheon Technologies Corp

Industrials
32.8K
+ 85.32%
$114.1 - $135.66 $3.74M - $4.45M
71.2K $9.44M
LMT
Lockheed Martin Corp

Industrials
12.4K
+ 85.38%
$423.19 - $506.29 $5.26M - $6.29M
27K $12M
PG
Procter & Gamble CO

Consumer Defensive
28K
+ 42.94%
$158.56 - $176.26 $4.43M - $4.93M
93.1K $15.9M
WM
Waste Management Inc

Industrials
19.1K
+ 153.06%
$200.54 - $233.78 $3.83M - $4.46M
31.5K $7.3M
HD
Home Depot, Inc.

Consumer Cyclical
14.7K
+ 52.3%
$347.25 - $424.87 $5.1M - $6.24M
42.8K $15.7M
PECO
Phillips Edison & Company, Inc.

Real Estate
127K
+ 190.75%
$34.43 - $37.49 $4.37M - $4.76M
193K $7.06M
CGDV
Capital Group Divid Value ETF

ETFs
123K
+ 1063.67%
$34.95 - $37.36 $4.31M - $4.61M
135K $4.81M
BA
Boeing CO

Industrials
26.6K
+ 113.63%
$148.15 - $186.25 $3.93M - $4.94M
49.9K $8.51M
VHT
Vanguard Health Care ETF

ETFs
16.2K
+ 210.87%
$254.06 - $273.83 $4.12M - $4.44M
23.9K $6.32M
USFR
Wisdomtree Floating Rate Treas

ETFs
85.1K
+ 218.32%
$50.29 - $50.5 $4.28M - $4.3M
124K $6.24M
TSLA
Tesla, Inc.

Consumer Cyclical
33.1K
+ 110.67%
$222.15 - $428.22 $7.36M - $14.2M
63K $16.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13.1K
+ 125.73%
$333.37 - $384.99 $4.36M - $5.04M
23.5K $7.86M
Activity Summary
Buys All Purchases 1055 New Holdings 408 Increased Positions 647 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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