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
AB
Alliancebernstein Holding L.P.

Financial Services
7.58K
New
$35.0 - $40.73 $265K - $309K
7.58K $290K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
7.04K
+ 64.66%
$39.61 - $42.65 $279K - $300K
17.9K $730K
IXJ
Ishares Global Healthcare ETF

ETFs
3.18K
New
$86.01 - $94.19 $274K - $300K
3.18K $290K
MCHP
Microchip Technology Inc

Technology
6.01K
New
$48.41 - $64.3 $291K - $386K
6.01K $290K
AME
Ametek Inc

Industrials
1.68K
New
$170.39 - $190.43 $286K - $320K
1.68K $289K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.81K
New
$74.34 - $81.0 $283K - $309K
3.81K $289K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.12K
New
$40.15 - $47.73 $286K - $340K
7.12K $289K
EFV
Msci Eafe Value ETF

ETFs
4.06K
+ 52.74%
$51.88 - $60.73 $211K - $247K
11.8K $693K
PPG
Ppg Industries Inc

Basic Materials
3.82K
+ 30.08%
$107.44 - $124.29 $410K - $474K
16.5K $1.8M
CALM
Cal Maine Foods Inc

Consumer Defensive
3.18K
New
$80.87 - $115.8 $257K - $368K
3.18K $288K
SNY
Sanofi

Healthcare
5.17K
New
$48.15 - $59.42 $249K - $307K
5.17K $286K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
12.6K
New
$22.2 - $23.74 $279K - $299K
12.6K $284K
VICI
Vici Properties Inc.

Real Estate
8.72K
New
$28.21 - $32.68 $246K - $285K
8.72K $284K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
27.6K
+ 34.49%
$11.83 - $13.03 $327K - $360K
108K $1.3M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
5.02K
New
$55.58 - $62.24 $279K - $312K
5.02K $283K
SR
Spire Inc

Utilities
3.61K
New
$65.62 - $78.25 $237K - $282K
3.61K $282K
FGRO
Fidelity Covington Tr

ETFs
12.5K
New
N/A
12.5K $280K
ACGL
Arch Capital Group Ltd.

Financial Services
2.9K
New
$88.13 - $96.94 $255K - $281K
2.9K $278K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
6.63K
+ 30.6%
$41.85 - $49.61 $277K - $329K
28.3K $1.24M
NRG
Nrg Energy, Inc.

Utilities
2.48K
+ 32.69%
$84.82 - $113.33 $211K - $282K
10.1K $962K
A
Agilent Technologies, Inc.

Healthcare
2.36K
New
$116.69 - $152.6 $275K - $360K
2.36K $275K
RACE
Ferrari N.V.

Consumer Cyclical
644
New
$413.73 - $508.15 $266K - $327K
644 $275K
PSA
Public Storage

Real Estate
916
+ 46.71%
$288.99 - $313.98 $265K - $288K
2.88K $861K
CBZ
Cbiz, Inc.

Industrials
3.61K
New
$68.46 - $88.65 $247K - $320K
3.61K $273K
ELV
Elevance Health, Inc.

Healthcare
418
+ 30.22%
$365.9 - $436.25 $153K - $182K
1.8K $783K
MGEE
Mge Energy Inc

Utilities
2.95K
New
$85.7 - $94.18 $252K - $277K
2.95K $273K
TM
Toyota Motor Corp

Consumer Cyclical
1.54K
New
$176.53 - $195.35 $272K - $301K
1.54K $272K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
22.2K
New
$12.03 - $12.69 $267K - $281K
22.2K $270K
LUV
Southwest Airlines CO

Industrials
8.05K
New
$28.18 - $34.84 $227K - $280K
8.05K $270K
AIZ
Assurant, Inc.

Financial Services
1.29K
New
$198.92 - $218.67 $256K - $281K
1.29K $269K
GBCI
Glacier Bancorp, Inc.

Financial Services
6.1K
New
$43.81 - $52.23 $267K - $318K
6.1K $269K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.78K
New
$95.53 - $112.45 $265K - $312K
2.78K $269K
AX
Axos Financial, Inc.

Financial Services
4.15K
New
$61.63 - $73.1 $256K - $303K
4.15K $267K
HPE
Hewlett Packard Enterprise CO

Technology
17.2K
New
$14.77 - $24.42 $255K - $421K
17.2K $266K
AINV
Apollo Investment Corp

Financial Services
23.9K
+ 29.22%
N/A
106K $1.17M
VONE
Vanguard Russell 1000 ETF

ETFs
1.05K
New
$250.16 - $278.79 $261K - $291K
1.05K $265K
VOD
Vodafone Group Public LTD CO

Communication Services
28.3K
New
$8.05 - $9.86 $228K - $279K
28.3K $265K
PGZ
Principal Real Estate Income Fund

Financial Services
20.3K
+ 27.13%
$9.86 - $10.75 $201K - $219K
95.3K $1M
PSTG
Pure Storage, Inc.

Technology
5.94K
New
$44.27 - $72.37 $263K - $430K
5.94K $262K
SAP
Sap Se

Technology
977
New
$241.4 - $293.69 $236K - $287K
977 $262K
CCJ
Cameco Corp

Energy
6.32K
New
$40.64 - $56.86 $257K - $359K
6.32K $260K
HES
Hess Corp

Energy
1.63K
New
$135.42 - $160.52 $221K - $261K
1.63K $260K
ZS
Zscaler, Inc.

Technology
1.07K
+ 39.48%
$181.66 - $216.87 $194K - $231K
3.77K $747K
ADSK
Autodesk, Inc.

Technology
1.05K
+ 65.24%
N/A
2.67K $655K
UL
Unilever PLC

Consumer Defensive
3.73K
+ 29.56%
$54.72 - $60.29 $204K - $225K
16.3K $972K
USAC
Usa Compression Partners, LP

Energy
9.54K
New
$23.75 - $29.24 $227K - $279K
9.54K $257K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.01K
+ 14.41%
$77.7 - $78.94 $234K - $238K
23.9K $1.89M
ASTS
Ast Space Mobile, Inc.

Communication Services
11.3K
New
$17.72 - $33.8 $200K - $381K
11.3K $256K
PEAK
Healthpeak Properties, Inc.

Real Estate
13.5K
New
N/A
13.5K $256K
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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