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
UL
Unilever PLC

Consumer Defensive
1.29K
+ 11.36%
$56.7 - $64.64 $72.9K - $83.1K
12.6K $714K
ORCL
Oracle Corp

Technology
713
+ 1.87%
$165.41 - $192.43 $118K - $137K
38.9K $6.48M
VLO
Valero Energy Corp

Energy
61
+ 2.41%
$118.59 - $144.02 $7.23K - $8.79K
2.59K $317K
IDU
Ishares Tr U S Utils ETF

ETFs
5
+ 0.12%
$94.65 - $105.73 $473 - $529
4.18K $402K
SCHO
Schwab Short Term Us Treasury

ETFs
16.3K
+ 97.51%
$24.06 - $48.88 $391K - $794K
32.9K $791K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.64K
+ 4.04%
$74.5 - $78.37 $122K - $128K
42.2K $3.15M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
323
+ 6.04%
$114.08 - $125.68 $36.8K - $40.6K
5.67K $648K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
452
+ 1.1%
$238.25 - $261.28 $108K - $118K
41.7K $10.1M
EXAS
Exact Sciences Corp

Healthcare
1.07K
+ 14.29%
$49.33 - $71.97 $52.9K - $77.2K
8.58K $482K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.4K
+ 7.13%
$57.29 - $63.1 $80.1K - $88.2K
21K $1.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
596
+ 1.03%
$113.92 - $127.38 $67.9K - $75.9K
58.3K $6.72M
D
Dominion Energy, Inc

Utilities
257
+ 2.26%
$52.63 - $60.92 $13.5K - $15.7K
11.6K $626K
RWO
Spdr Dow Jones Global Real Est

ETFs
194
+ 2.17%
$42.41 - $47.31 $8.23K - $9.18K
9.12K $391K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
20
+ 2.9%
$396.64 - $516.74 $7.93K - $10.3K
709 $285K
APD
Air Products & Chemicals, Inc.

Basic Materials
107
+ 1.26%
$285.5 - $335.62 $30.5K - $35.9K
8.63K $2.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
42
+ 0.26%
$25.61 - $28.0 $1.08K - $1.18K
16.5K $426K
WM
Waste Management Inc

Industrials
166
+ 1.35%
$201.79 - $228.46 $33.5K - $37.9K
12.5K $2.52M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.13K
+ 2.45%
$134.53 - $150.65 $152K - $171K
47.4K $6.42M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
469
+ 1.29%
$48.12 - $52.79 $22.6K - $24.8K
37K $1.78M
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.25K
+ 1.97%
$49.28 - $52.29 $61.6K - $65.4K
64.8K $3.2M
NNBR
Nn Inc

Industrials
1.8K
+ 2.39%
$3.15 - $4.25 $5.67K - $7.65K
77K $251K
WTRG
Essential Utilities, Inc.

Utilities
13
+ 0.07%
$36.18 - $40.55 $470 - $527
19.5K $706K
DD
Du Pont De Nemours, Inc.

Basic Materials
201
+ 4.33%
$75.95 - $88.05 $15.3K - $17.7K
4.85K $369K
ES
Eversource Energy

Utilities
93
+ 1.97%
$55.9 - $67.73 $5.2K - $6.3K
4.8K $275K
WPC
W. P. Carey Inc.

Real Estate
134
+ 2.0%
$53.44 - $61.33 $7.16K - $8.22K
6.83K $372K
ZTS
Zoetis Inc.

Healthcare
23
+ 1.43%
$162.24 - $194.42 $3.73K - $4.47K
1.63K $266K
BDX
Becton Dickinson & CO

Healthcare
14
+ 0.39%
$220.02 - $243.75 $3.08K - $3.41K
3.57K $809K
CLF
Cleveland Cliffs Inc.

Basic Materials
4.5K
+ 16.75%
$9.24 - $13.94 $41.6K - $62.7K
31.4K $294K
VPU
Vanguard Utilities ETF

ETFs
20
+ 0.39%
$160.52 - $179.11 $3.21K - $3.58K
5.1K $833K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
59
+ 0.51%
$48.5 - $53.31 $2.86K - $3.15K
11.7K $570K
OGN
Organon & Co.

Healthcare
39
+ 0.31%
$14.44 - $18.83 $563 - $734
12.5K $186K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
1.19K
+ 6.46%
$47.92 - $55.17 $57.1K - $65.7K
19.6K $945K
TPHD
Timothy Plan High Divid Stk Et

ETFs
148
+ 0.32%
$35.89 - $39.51 $5.31K - $5.85K
46.1K $1.68M
CB
Chubb LTD

Financial Services
208
+ 2.17%
$271.57 - $301.89 $56.5K - $62.8K
9.78K $2.7M
TPIF
Timothy Plan Intl ETF (De)

ETFs
722
+ 2.1%
$26.38 - $28.72 $19K - $20.7K
35.1K $932K
NUE
Nucor Corp

Basic Materials
70
+ 3.41%
$115.78 - $167.74 $8.1K - $11.7K
2.12K $247K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
744
+ 0.58%
$22.42 - $23.68 $16.7K - $17.6K
128K $2.88M
GPC
Genuine Parts CO

Consumer Cyclical
573
+ 10.14%
$113.11 - $143.63 $64.8K - $82.3K
6.23K $726K
ITW
Illinois Tool Works Inc

Industrials
15
+ 0.18%
$253.56 - $278.5 $3.8K - $4.18K
8.13K $2.06M
ICF
Ishares Tr

ETFs
103
+ 0.79%
$58.8 - $66.61 $6.06K - $6.86K
13.1K $790K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.24K
+ 5.52%
$68.25 - $75.42 $84.8K - $93.7K
23.8K $1.63M
MDT
Medtronic PLC

Healthcare
328
+ 3.47%
$79.61 - $92.24 $26.1K - $30.3K
9.78K $781K
EFG
Msci Eafe Growth ETF

ETFs
2.29K
+ 8.51%
$96.83 - $106.88 $221K - $244K
29.1K $2.82M
CSX
Csx Corp

Industrials
300
+ 0.85%
$31.58 - $36.88 $9.47K - $11.1K
35.7K $1.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.6K
+ 78.7%
$25.33 - $51.16 $269K - $542K
24.1K $622K
FTCS
First Trust Capital Strength E

ETFs
426
+ 1.15%
$87.62 - $94.03 $37.3K - $40.1K
37.5K $3.29M
WY
Weyerhaeuser CO

Real Estate
1.22K
+ 6.47%
$27.21 - $33.7 $33.1K - $41K
20K $562K
OTIS
Otis Worldwide Corp

Industrials
63
+ 0.88%
$92.57 - $106.01 $5.83K - $6.68K
7.21K $667K
OMC
Omnicom Group Inc.

Communication Services
51
+ 1.11%
$85.82 - $105.47 $4.38K - $5.38K
4.67K $401K
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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