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
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.55K
+ 3.92%
$40.41 - $45.12 $62.6K - $69.8K
41K $1.66M
IHDG
Wisdomtree Tr

ETFs
381
+ 0.9%
$43.38 - $46.0 $16.5K - $17.5K
42.6K $1.85M
O
Realty Income Corp

Real Estate
6
+ 0.08%
$51.76 - $64.71 $311 - $388
7.85K $419K
MDLZ
Mondelez International, Inc.

Consumer Defensive
576
+ 6.47%
$59.25 - $72.99 $34.1K - $42K
9.48K $566K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
4.18K
+ 4.48%
$15.84 - $17.86 $66.2K - $74.7K
97.5K $1.57M
RFEM
First Trust Iii Riverfront Dyn

ETFs
327
+ 1.25%
$62.89 - $68.65 $20.6K - $22.4K
26.4K $1.67M
PLD
Prologis, Inc.

Real Estate
34
+ 0.62%
$101.4 - $126.96 $3.45K - $4.32K
5.55K $586K
SCHV
Schwab Strategic Tr Us Large C

ETFs
58.3K
+ 193.7%
$25.79 - $80.4 $1.5M - $4.69M
88.5K $2.31M
PPG
Ppg Industries Inc

Basic Materials
377
+ 3.06%
$119.09 - $131.37 $44.9K - $49.5K
12.7K $1.52M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.85K
+ 1.67%
$56.06 - $61.35 $272K - $297K
295K $16.7M
SOXX
Ishares Semiconductor ETF

ETFs
129
+ 1.27%
$211.27 - $239.8 $27.3K - $30.9K
10.3K $2.21M
CARR
Carrier Global Corp

Industrials
464
+ 3.31%
$66.69 - $82.65 $30.9K - $38.3K
14.5K $987K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.52K
+ 68.06%
$18.41 - $40.87 $175K - $389K
23.5K $434K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.31K
+ 2.02%
$96.64 - $101.23 $127K - $133K
66.3K $6.42M
RSP
Invesco S&P 500 Equal Weight E

ETFs
178
+ 0.37%
$174.22 - $187.62 $31K - $33.4K
48.2K $8.45M
COP
Conocophillips

Energy
210
+ 0.69%
$95.12 - $114.72 $20K - $24.1K
30.6K $3.03M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
7.39K
+ 3.02%
$10.97 - $12.21 $81.1K - $90.2K
252K $2.79M
ELV
Elevance Health, Inc.

Healthcare
58
+ 4.38%
$365.96 - $514.62 $21.2K - $29.8K
1.38K $510K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.45K
+ 4.06%
$89.81 - $104.0 $130K - $151K
37.2K $3.35M
QCOM
Qualcomm Inc

Technology
297
+ 2.08%
$150.4 - $178.04 $44.7K - $52.9K
14.6K $2.24M
CL
Colgate Palmolive CO

Consumer Defensive
86
+ 0.56%
$90.22 - $102.31 $7.76K - $8.8K
15.4K $1.4M
IDXX
Idexx Laboratories Inc

Healthcare
118
+ 4.47%
$406.92 - $495.42 $48K - $58.5K
2.76K $1.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.75K
+ 4.89%
$44.04 - $49.49 $253K - $284K
123K $5.43M
SO
Southern CO

Utilities
403
+ 1.33%
$81.5 - $94.15 $32.8K - $37.9K
30.6K $2.52M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
497
+ 0.49%
$88.59 - $94.57 $44K - $47K
102K $9.06M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
389
+ 1.17%
$64.85 - $73.04 $25.2K - $28.4K
33.6K $2.19M
PG
Procter & Gamble CO

Consumer Defensive
767
+ 1.19%
$161.05 - $179.7 $124K - $138K
65.1K $10.9M
VIS
Vanguard Industrial ETF

ETFs
66
+ 0.15%
$254.39 - $279.7 $16.8K - $18.5K
42.7K $10.9M
ASML
Asml Holding Nv

Technology
17
+ 0.99%
$658.43 - $872.27 $11.2K - $14.8K
1.73K $1.2M
UNP
Union Pacific Corp

Industrials
71
+ 0.52%
$223.15 - $249.32 $15.8K - $17.7K
13.8K $3.14M
CAT
Caterpillar Inc

Industrials
84
+ 0.88%
$360.37 - $416.88 $30.3K - $35K
9.66K $3.5M
IEFA
Ishares Tr

ETFs
2.96K
+ 5.07%
$70.06 - $77.43 $207K - $229K
61.2K $4.3M
EMQQ
Emqq Emerging Markets Internet

ETFs
1.1K
+ 1.78%
$34.48 - $41.58 $38K - $45.8K
62.9K $2.17M
EEM
Ishares Msci Emerging Markets

ETFs
2.58K
+ 2.52%
$41.82 - $47.36 $108K - $122K
105K $4.39M
MU
Micron Technology Inc

Technology
329
+ 1.91%
$84.16 - $113.41 $27.7K - $37.3K
17.5K $1.48M
MCD
Mcdonalds Corp

Consumer Cyclical
160
+ 0.63%
$288.47 - $316.54 $46.2K - $50.6K
25.6K $7.42M
ADBE
Adobe Inc.

Technology
99
+ 1.91%
$437.39 - $552.96 $43.3K - $54.7K
5.28K $2.35M
VAW
Vanguard Materials ETF

ETFs
1.19K
+ 4.78%
$186.91 - $215.32 $222K - $256K
26K $4.89M
MSFT
Microsoft Corp

Technology
1.47K
+ 1.28%
$406.35 - $454.46 $596K - $666K
116K $49.1M
AMAT
Applied Materials Inc

Technology
1.13K
+ 7.64%
$161.44 - $213.89 $183K - $242K
15.9K $2.59M
MELI
Mercadolibre Inc

Consumer Cyclical
23
+ 1.69%
$1666.0 - $2117.3 $38.3K - $48.7K
1.38K $2.35M
NEE
Nextera Energy Inc

Utilities
891
+ 1.8%
$69.77 - $85.43 $62.2K - $76.1K
50.4K $3.61M
UNH
Unitedhealth Group Inc

Healthcare
551
+ 4.81%
$485.52 - $625.25 $268K - $345K
12K $6.07M
ABBV
Abb Vie Inc.

Healthcare
174
+ 0.44%
$164.99 - $203.87 $28.7K - $35.5K
39.3K $6.99M
KO
Coca Cola CO

Consumer Defensive
1.14K
+ 1.33%
$61.74 - $71.71 $70.6K - $82K
87.3K $5.44M
TMDX
Trans Medics Group, Inc.

Healthcare
2.13K
+ 20.74%
$59.28 - $144.9 $126K - $308K
12.4K $772K
AMGN
Amgen Inc

Healthcare
477
+ 3.02%
$258.78 - $328.31 $123K - $157K
16.3K $4.24M
LLY
Eli Lilly & CO

Healthcare
300
+ 3.14%
$727.2 - $932.06 $218K - $280K
9.85K $7.6M
AMD
Advanced Micro Devices Inc

Technology
3.49K
+ 10.97%
$118.88 - $172.8 $415K - $603K
35.3K $4.26M
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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