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
MKL
Markel Corp

Financial Services
99
+ 20.16%
$1660.14 - $2059.83 $164K - $204K
590 $1.1M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
4.59K
New
$54.9 - $62.36 $252K - $286K
4.59K $255K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
11.1K
+ 25.59%
$23.03 - $23.17 $255K - $257K
54.3K $1.25M
BNDX
Vanguard Total International B

ETFs
5.61K
+ 6.58%
$48.33 - $49.5 $271K - $278K
90.9K $4.44M
DHI
Horton D R Inc

Consumer Cyclical
2K
New
$125.29 - $147.65 $250K - $295K
2K $253K
TEQI
T Rowe Price Exchange Traded F

Technology
6.06K
New
$40.26 - $42.96 $244K - $260K
6.06K $253K
PDP
Invesco Exchange Traded Fd Tr

ETFs
2.53K
New
$96.95 - $116.13 $245K - $293K
2.53K $252K
PJP
Invesco Exchange Traded Fd Tr

ETFs
2.92K
New
$81.43 - $87.33 $237K - $255K
2.92K $252K
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.35K
New
$45.56 - $47.23 $244K - $253K
5.35K $251K
NOW
Service Now, Inc.

Technology
1.08K
+ 46.87%
$783.83 - $1170.39 $846K - $1.26M
3.38K $2.69M
MNST
Monster Beverage Corp

Consumer Defensive
4.26K
New
$46.16 - $58.58 $197K - $250K
4.26K $249K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
54K
+ 39.08%
$5.3 - $5.75 $286K - $310K
192K $1.03M
CGXU
Capital Group Intl Focus Equit

ETFs
10.1K
New
$24.48 - $26.59 $248K - $269K
10.1K $247K
CGCP
Capital Group Core Plus Income

ETFs
11K
New
$21.94 - $22.64 $242K - $249K
11K $247K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.45K
+ 5.67%
$62.72 - $71.92 $279K - $320K
83K $5.23M
VVR
Invesco Senior Income Trust

Financial Services
79.7K
+ 29.95%
$3.55 - $4.15 $283K - $331K
346K $1.3M
NWE
Northwestern Corp

Utilities
4.24K
New
$51.11 - $57.87 $217K - $245K
4.24K $245K
NVO
Novo Nordisk A S

Healthcare
5.99K
+ 58.28%
$69.3 - $90.95 $415K - $545K
16.3K $1.13M
CMA
Comerica Inc

Financial Services
4.14K
New
$56.11 - $68.38 $232K - $283K
4.14K $244K
ALC
Alcon Inc

Healthcare
2.57K
New
$82.73 - $96.8 $212K - $248K
2.57K $243K
DSL
Double Line Income Solutions Fund

Financial Services
19.2K
+ 61.03%
$12.53 - $12.88 $241K - $247K
50.7K $638K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
21.5K
New
$11.17 - $11.61 $241K - $250K
21.5K $242K
CQP
Cheniere Energy Partners, L.P.

Energy
3.64K
New
$55.42 - $67.71 $201K - $246K
3.64K $240K
SLRC
Slr Investment Corp.

Financial Services
14.3K
New
$16.18 - $17.82 $231K - $254K
14.3K $240K
OKTA
Okta, Inc.

Technology
1.47K
+ 46.44%
$78.83 - $116.72 $116K - $172K
4.65K $488K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.32K
+ 98.51%
$146.9 - $170.92 $194K - $226K
2.66K $445K
OXY
Occidental Petroleum Corp

Energy
4.82K
+ 77.36%
$45.45 - $52.7 $219K - $254K
11.1K $545K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.54K
New
$33.84 - $37.77 $221K - $247K
6.54K $238K
EPR
Epr Properties

Real Estate
4.52K
New
$43.98 - $53.81 $199K - $243K
4.52K $237K
FULT
Fulton Financial Corp

Financial Services
13.1K
New
$17.24 - $21.11 $226K - $276K
13.1K $236K
SUB
Ishares Short Term National Mu

ETFs
2.24K
New
$105.3 - $106.24 $236K - $238K
2.24K $236K
DGX
Quest Diagnostics Inc

Healthcare
1.73K
New
N/A
1.73K $236K
FITB
Fifth Third Bancorp

Financial Services
6.87K
+ 61.92%
$37.48 - $44.96 $258K - $309K
18K $704K
PHK
Pimco High Income Fund

Financial Services
48.2K
New
$4.85 - $4.98 $234K - $240K
48.2K $235K
CNQ
Canadian Natural Resources LTD

Energy
7.6K
New
$26.72 - $32.74 $203K - $249K
7.6K $234K
EOG
Eog Resources Inc

Energy
1.75K
+ 102.71%
$120.54 - $138.05 $210K - $241K
3.44K $441K
FDN
First Tr Fd Dow Jones

ETFs
1.05K
New
$221.38 - $266.86 $233K - $281K
1.05K $233K
SHYD
Vaneck Short High Yield Muni E

ETFs
10.3K
New
$22.46 - $22.9 $232K - $236K
10.3K $232K
HRB
H&R Block Inc

Consumer Cyclical
4.21K
New
$49.96 - $55.97 $210K - $235K
4.21K $231K
BSMU
Invesco Exchange Self Ind Tr

ETFs
10.7K
New
$21.49 - $22.03 $231K - $236K
10.7K $231K
CVNA
Carvana Co.

Consumer Cyclical
1.1K
New
$166.52 - $285.33 $183K - $314K
1.1K $230K
DWLD
Davis Fundamental ETF Tr

ETFs
6.12K
New
$35.32 - $39.55 $216K - $242K
6.12K $230K
HEI
Heico Corp

Industrials
862
New
$219.6 - $270.85 $189K - $233K
862 $230K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.43K
+ 7.21%
$71.17 - $73.66 $173K - $179K
36.1K $2.65M
AZO
Autozone Inc

Consumer Cyclical
60
New
$3193.96 - $3828.11 $192K - $230K
60 $228K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.6K
+ 7.75%
$25.69 - $26.89 $144K - $151K
77.8K $2.09M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.18K
+ 36.06%
$59.28 - $66.1 $189K - $210K
12K $763K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.55K
+ 55.38%
$161.13 - $209.29 $250K - $325K
4.36K $721K
UPRO
Proshares Trust Proshares Ultr

ETFs
3.08K
New
$71.19 - $99.29 $219K - $306K
3.08K $227K
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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