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
UAL
United Airlines Holdings, Inc.

Industrials
6.71K
+ 224.3%
$69.05 - $110.52 $463K - $742K
9.7K $669K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
20K
New
$18.53 - $29.07 $370K - $580K
20K $378K
TYL
Tyler Technologies Inc

Technology
651
New
$553.41 - $646.74 $360K - $421K
651 $378K
BRSP
Bright Spire Capital, Inc.

Real Estate
69.6K
+ 44.08%
$5.48 - $6.23 $381K - $433K
227K $1.26M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
26.3K
New
$14.21 - $15.67 $373K - $411K
26.3K $374K
JHPI
John Hancock ETF Preferred Inc

ETFs
16.7K
New
$22.23 - $22.87 $371K - $381K
16.7K $373K
MAR
Marriott International Inc

Consumer Cyclical
2.3K
+ 53.92%
$237.01 - $304.45 $544K - $699K
6.55K $1.56M
EHI
Western Asset Global High Income Fund Inc.

Financial Services
58.4K
+ 33.83%
$6.57 - $6.89 $384K - $402K
231K $1.53M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
12.5K
New
$27.52 - $33.6 $344K - $420K
12.5K $372K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.1K
+ 13.07%
$65.27 - $71.18 $398K - $434K
52.8K $3.5M
SQ
Block, Inc.

Technology
6.47K
New
$54.04 - $92.95 $350K - $602K
6.47K $370K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
17.5K
New
$21.0 - $24.67 $368K - $432K
17.5K $369K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.41K
New
$48.43 - $49.9 $359K - $370K
7.41K $369K
ABC
Amerisourcebergen Corp

Healthcare
1.99K
+ 49.29%
N/A
6.02K $1.11M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
15.4K
New
$23.87 - $24.35 $367K - $375K
15.4K $368K
AXON
Axon Enterprise, Inc.

Industrials
1.46K
+ 24.89%
$496.65 - $710.01 $726K - $1.04M
7.33K $3.86M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.3K
+ 40.71%
$48.31 - $49.23 $353K - $360K
25.2K $1.24M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
13.2K
+ 125.42%
$28.22 - $30.06 $371K - $395K
23.6K $674K
FXO
First Tr Exchange Traded Fd Fi

ETFs
7.14K
+ 67.67%
$50.93 - $57.24 $364K - $409K
17.7K $937K
BSX
Boston Scientific Corp

Healthcare
3.03K
+ 60.65%
$89.38 - $106.18 $271K - $322K
8.03K $810K
IVT
Inven Trust Properties Corp.

Real Estate
12.5K
+ 185.24%
$28.36 - $30.77 $355K - $385K
19.3K $566K
ROP
Roper Technologies Inc

Industrials
611
New
$502.71 - $593.81 $307K - $363K
611 $360K
GUT
Gabelli Utility Trust

Financial Services
66.3K
+ 361.47%
$5.11 - $5.55 $339K - $368K
84.6K $451K
ADC
Agree Realty Corp

Real Estate
4.62K
New
$68.36 - $77.19 $316K - $356K
4.62K $356K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
12.1K
New
$28.69 - $31.94 $347K - $386K
12.1K $354K
SPTL
Spdr Portfolio Long Term Treas

ETFs
12.9K
New
$25.54 - $27.64 $329K - $356K
12.9K $350K
BOCT
Innovator U.S. Equity Buffer E

ETFs
8.31K
New
$41.53 - $44.57 $345K - $370K
8.31K $349K
ZTS
Zoetis Inc.

Healthcare
2.1K
+ 128.54%
$156.48 - $175.67 $328K - $369K
3.73K $614K
AMD
Advanced Micro Devices Inc

Technology
9.57K
+ 27.12%
$96.63 - $129.55 $925K - $1.24M
44.9K $4.61M
PAPR
Innovator U.S. Equity Power Bu

ETFs
9.73K
New
$35.21 - $37.69 $343K - $367K
9.73K $347K
EMN
Eastman Chemical CO

Basic Materials
3.94K
New
$87.05 - $103.47 $343K - $407K
3.94K $346K
ORI
Old Republic International Corp

Financial Services
8.83K
New
$33.46 - $39.22 $296K - $346K
8.83K $346K
RFV
Invesco Exchange Traded Fd Tr

ETFs
3.03K
New
$111.51 - $128.61 $338K - $390K
3.03K $345K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
37.8K
+ 43.99%
$9.49 - $9.97 $359K - $377K
124K $1.19M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.54K
+ 21.62%
$56.51 - $62.98 $256K - $286K
25.5K $1.55M
HPQ
Hp Inc

Technology
14.4K
+ 127.1%
$27.69 - $34.72 $397K - $498K
25.6K $710K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.91K
+ 4.15%
$79.17 - $82.04 $230K - $238K
73K $5.97M
UGI
Ugi Corp

Utilities
10.3K
New
$28.0 - $34.16 $289K - $353K
10.3K $341K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.04K
+ 35.95%
$100.59 - $103.47 $306K - $315K
11.5K $1.19M
PWV
Invesco Exchange Traded Fd Tr

ETFs
5.68K
New
$56.58 - $60.89 $321K - $346K
5.68K $338K
LVHI
Franklin International Low Vol

ETFs
10.5K
New
$30.53 - $32.85 $319K - $343K
10.5K $338K
ERIE
Erie Indemnity CO

Financial Services
805
New
$377.62 - $450.61 $304K - $363K
805 $337K
FSMD
Fidelity Covington Tr Small Mi

ETFs
9.04K
+ 113.49%
$38.04 - $43.22 $344K - $390K
17K $665K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.23K
New
$147.38 - $176.39 $328K - $393K
2.23K $337K
EMB
Ishares Tr

ETFs
3.72K
New
$88.64 - $92.03 $329K - $342K
3.72K $336K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
30.2K
New
$9.19 - $12.93 $277K - $390K
30.2K $336K
VEEV
Veeva Systems Inc

Healthcare
1.26K
+ 62.62%
$210.58 - $246.8 $266K - $312K
3.28K $759K
BCE
Bce Inc

Communication Services
14.6K
New
$22.14 - $25.18 $323K - $367K
14.6K $334K
LNC
Lincoln National Corp

Financial Services
9.29K
New
$30.06 - $39.23 $279K - $364K
9.29K $333K
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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