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
CACI
Caci International Inc

Technology
776
New
N/A
776 $331K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.24K
New
$101.98 - $115.66 $330K - $374K
3.24K $331K
SOXX
Ishares Semiconductor ETF

ETFs
3.25K
+ 31.63%
$188.17 - $235.81 $612K - $766K
13.5K $2.54M
MKC
Mccormick & CO Inc

Consumer Defensive
3.28K
+ 32.41%
$71.24 - $84.73 $233K - $277K
13.4K $1.1M
CDNS
Cadence Design Systems Inc

Technology
1.29K
New
$233.96 - $324.52 $303K - $420K
1.29K $329K
ADI
Analog Devices Inc

Technology
1.63K
New
$201.56 - $243.82 $328K - $397K
1.63K $328K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.77K
+ 19.43%
$81.83 - $82.73 $309K - $312K
23.2K $1.92M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.47K
+ 123.96%
$85.29 - $92.57 $296K - $321K
6.27K $570K
NFG
National Fuel Gas CO

Energy
4.12K
New
$60.71 - $79.19 $250K - $326K
4.12K $325K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
16K
+ 12.65%
$20.07 - $20.16 $322K - $323K
143K $2.87M
IRM
Iron Mountain Inc

Real Estate
5.68K
+ 65.49%
$82.79 - $111.31 $471K - $633K
14.4K $1.24M
TRV
Travelers Companies, Inc.

Financial Services
778
+ 15.7%
$232.43 - $265.13 $181K - $206K
5.73K $1.52M
BGX
Blackstone Long Short Credit Income Fund

Financial Services
26.7K
+ 32.8%
$12.32 - $12.99 $329K - $347K
108K $1.33M
SBAC
Sba Communications Corp

Real Estate
1.46K
New
$192.76 - $224.91 $282K - $329K
1.46K $322K
ARKW
Ark Next Generation Internet E

ETFs
3.38K
New
$91.59 - $125.64 $310K - $425K
3.38K $320K
GGG
Graco Inc

Industrials
3.82K
New
$80.53 - $87.54 $308K - $334K
3.82K $319K
PKI
Perkinelmer Inc

Healthcare
2.64K
New
N/A
2.64K $319K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
6.08K
+ 16.45%
$47.27 - $50.52 $287K - $307K
43K $2.1M
PAUG
Innovator U.S. Equity Power Bu

ETFs
8.41K
New
$37.4 - $39.42 $314K - $331K
8.41K $317K
FNDA
Schwab Fundamental U S Small C

ETFs
11.6K
New
$26.87 - $30.99 $312K - $359K
11.6K $317K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
111K
New
$2.86 - $9.78 $316K - $1.08M
111K $316K
IYR
Ishares Tr

ETFs
3.22K
+ 112.73%
$89.49 - $98.98 $288K - $318K
6.07K $580K
RC
Ready Capital Corp

Real Estate
62K
New
$4.9 - $7.05 $304K - $437K
62K $315K
TD
Toronto Dominion Bank

Financial Services
5.24K
New
$53.12 - $61.15 $279K - $321K
5.24K $314K
FVAL
Fidelity Covington Tr Value Fa

ETFs
5.5K
+ 68.24%
$58.79 - $65.0 $324K - $358K
13.6K $808K
LNG
Cheniere Energy, Inc.

Energy
1.04K
+ 24.51%
$209.32 - $253.66 $219K - $265K
5.3K $1.23M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
37.5K
+ 24.91%
$7.6 - $7.96 $285K - $298K
188K $1.46M
DLR
Digital Realty Trust, Inc.

Real Estate
2.16K
New
$142.1 - $183.56 $307K - $397K
2.16K $309K
VTR
Ventas, Inc.

Real Estate
3.8K
+ 79.3%
$56.9 - $70.47 $216K - $268K
8.59K $590K
ALLE
Allegion PLC

Industrials
2.35K
New
$123.79 - $135.5 $291K - $318K
2.35K $306K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
16.6K
New
$18.47 - $21.1 $306K - $350K
16.6K $306K
DPZ
Dominos Pizza Inc

Consumer Cyclical
668
New
$402.33 - $489.71 $269K - $327K
668 $306K
FDHY
Fidelity Covington Trust High

ETFs
6.37K
New
$47.92 - $49.1 $305K - $313K
6.37K $306K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.13K
New
$96.93 - $109.51 $303K - $343K
3.13K $306K
AVEM
American Centy ETF Tr Avantis

ETFs
5.07K
New
$57.11 - $62.4 $289K - $316K
5.07K $305K
NI
Nisource Inc.

Utilities
7.61K
New
$35.57 - $41.23 $271K - $314K
7.61K $305K
QJUN
First Tr ETF
11.5K
New
$26.45 - $29.15 $303K - $334K
11.5K $303K
BITO
Proshares Tr Bitcoin Strategy

ETFs
16.6K
New
$17.57 - $25.81 $292K - $428K
16.6K $303K
BMO
Bank Of Montreal

Financial Services
3.17K
New
$94.92 - $104.14 $301K - $330K
3.17K $302K
PJAN
Innovator U.S. Equity Power Bu

ETFs
7.3K
New
$41.09 - $43.24 $300K - $316K
7.3K $302K
AROC
Archrock, Inc.

Energy
11.5K
New
$22.72 - $30.34 $261K - $348K
11.5K $300K
FDLO
Fidelity Covington Tr Low Vola

ETFs
4.96K
New
$59.43 - $63.22 $295K - $314K
4.96K $300K
LNKB
Linkbancorp, Inc.

Financial Services
43.9K
New
$6.69 - $7.63 $294K - $335K
43.9K $297K
MFC
Manulife Financial Corp

Financial Services
9.33K
+ 62.42%
$28.41 - $31.82 $265K - $297K
24.3K $755K
SWK
Stanley Black & Decker, Inc.

Industrials
3.86K
New
$76.43 - $90.41 $295K - $349K
3.86K $297K
MLPA
Global X Mlp ETF

ETFs
4.47K
+ 29.09%
$49.83 - $54.53 $222K - $243K
19.8K $1.05M
SCHW
Schwab Charles Corp

Financial Services
3.47K
+ 68.43%
$71.24 - $83.64 $247K - $290K
8.55K $669K
KIM
Kimco Realty Corp

Real Estate
13.8K
New
$20.15 - $23.42 $278K - $324K
13.8K $293K
MTB
M&T Bank Corp

Financial Services
1.63K
New
$170.47 - $201.98 $278K - $330K
1.63K $291K
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
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email