J.W. Cole Advisors, Inc. Purchases in Q4 2024

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust
10.4K
New
N/A
10.4K $0
Blackrock Inc
1.28K
New
N/A
1.28K $0
TRFK
Pacer Fds Tr
907
+ 1.99%
N/A
46.5K $0
Annaly Capital Management In
19K
+ 26.68%
N/A
90.2K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
7.07K
New
N/A
7.07K $0
Fidelity Covington Trust
6.11K
+ 6.91%
N/A
94.6K $0
Super Micro Computer Inc
7.22K
New
N/A
7.22K $0
GAB
Gabelli Equity Trust Inc

Financial Services
133
+ 0.7%
$5.36 - $5.83 $713 - $775
19.2K $103K
DHR
Danaher Corp

Healthcare
446
+ 20.84%
$226.16 - $274.52 $101K - $122K
2.59K $593K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
13
+ 0.48%
$75.44 - $80.53 $981 - $1.05K
2.73K $207K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
49
+ 1.38%
$67.38 - $75.88 $3.3K - $3.72K
3.61K $244K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
187
+ 0.35%
$100.16 - $100.7 $18.7K - $18.8K
53.3K $5.35M
PPL
Ppl Corp

Utilities
59
+ 0.77%
$31.47 - $35.0 $1.86K - $2.07K
7.72K $250K
NSC
Norfolk Southern Corp

Industrials
194
+ 5.34%
$230.6 - $277.0 $44.7K - $53.7K
3.82K $897K
VOOV
Vanguard S&P 500 Value ETF

ETFs
143
+ 2.87%
$184.21 - $199.29 $26.3K - $28.5K
5.12K $945K
RFG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$47.9 - $53.39 $47.9 - $53.4
5.36K $259K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
72
+ 1.32%
$74.69 - $79.24 $5.38K - $5.71K
5.52K $416K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
9
+ 0.2%
$47.11 - $50.8 $424 - $457
4.5K $212K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
128
+ 0.37%
$126.68 - $134.74 $16.2K - $17.2K
34.5K $4.4M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
14
+ 0.2%
$53.0 - $55.5 $742 - $777
7.03K $373K
CTVA
Corteva, Inc.

Basic Materials
92
+ 1.55%
$55.21 - $64.13 $5.08K - $5.9K
6.02K $343K
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.19K
+ 8.28%
$26.61 - $29.85 $58.2K - $65.3K
28.6K $772K
TOLZ
Dj Brookfield Global

ETFs
380
+ 2.15%
$48.31 - $52.66 $18.4K - $20K
18.1K $888K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
25
+ 0.52%
$70.31 - $77.39 $1.76K - $1.93K
4.83K $339K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
204
+ 1.64%
$8.36 - $9.06 $1.71K - $1.85K
12.7K $106K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
146
+ 2.21%
$55.73 - $61.23 $8.14K - $8.94K
6.76K $381K
FXR
First Trust Industrials/Produc

ETFs
16
+ 0.17%
$74.81 - $83.27 $1.2K - $1.33K
9.26K $692K
CHW
Calamos Global Dynamic Income Fund

Financial Services
284
+ 1.12%
$6.75 - $7.33 $1.92K - $2.08K
25.6K $172K
SBLK
Star Bulk Carriers Corp.

Industrials
7.73K
+ 54.13%
$14.7 - $23.59 $114K - $182K
22K $329K
IWX
Ishares Tr Russell 200 Value E

ETFs
34
+ 0.66%
$78.25 - $85.17 $2.66K - $2.9K
5.19K $409K
VGSH
Vanguard

ETFs
89
+ 0.54%
$58.02 - $58.88 $5.16K - $5.24K
16.4K $956K
AGZ
Ishares Agency Bond ETF

ETFs
2
+ 0.05%
$107.68 - $110.37 $215 - $221
4.16K $449K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.53K
+ 6.13%
$12.1 - $13.52 $18.5K - $20.7K
26.5K $324K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
30
+ 2.05%
$260.96 - $307.26 $7.83K - $9.22K
1.49K $404K
ACN
Accenture PLC

Technology
31
+ 0.25%
$343.9 - $376.86 $10.7K - $11.7K
12.2K $4.31M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
123
+ 0.47%
$77.23 - $82.11 $9.5K - $10.1K
26.4K $2.05M
IXC
Ishares Tr Global Energy ETF

ETFs
123
+ 1.96%
$36.95 - $43.06 $4.54K - $5.3K
6.41K $244K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
72
+ 0.88%
$83.21 - $88.08 $5.99K - $6.34K
8.3K $707K
ZTR
Virtus Total Return Fund Inc.

Financial
730
+ 1.6%
$5.8 - $6.24 $4.23K - $4.56K
46.4K $271K
DVY
Ishares Tr

ETFs
852
+ 2.63%
$129.55 - $143.41 $110K - $122K
33.3K $4.37M
GUG
Guggenheim Active Allocation Fund

ETFs
3.75K
+ 9.42%
$14.87 - $16.49 $55.8K - $61.9K
43.6K $648K
TT
Trane Technologies PLC

Industrials
59
+ 3.41%
$369.35 - $419.14 $21.8K - $24.7K
1.79K $661K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
11.2K
+ 10.52%
$3.76 - $4.47 $42.3K - $50.2K
118K $445K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
3
+ 0.09%
$164.89 - $177.66 $495 - $533
3.31K $547K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2
+ 0.73%
$1124.26 - $1344.96 $2.25K - $2.69K
277 $349K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
150
+ 0.81%
$20.92 - $23.57 $3.14K - $3.54K
18.8K $400K
MBB
Ishares Tr

ETFs
15
+ 0.34%
$91.26 - $95.82 $1.37K - $1.44K
4.43K $406K
BIBL
Northern Lts Fd Tr Iv

ETFs
521
+ 2.3%
$38.73 - $42.41 $20.2K - $22.1K
23.2K $902K
ODFL
Old Dominion Freight Line, Inc.

Industrials
218
+ 8.42%
$176.4 - $231.84 $38.5K - $50.5K
2.81K $494K
Activity Summary
Buys All Purchases 603 New Holdings 79 Increased Positions 524 Sells All Sells 310 Reductions 310 Sold out 0 Options Calls 0 Puts 0
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