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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
8.04K
+ 39.69%
$47.25 - $67.02 $380K - $539K
28.3K $1.35M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
15.7K
New
$10.61 - $16.49 $167K - $259K
15.7K $195K
FCX
Freeport Mcmoran Inc

Basic Materials
5.21K
+ 41.95%
$34.5 - $43.01 $180K - $224K
17.6K $667K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
23K
+ 181.64%
$8.38 - $8.86 $193K - $204K
35.7K $299K
HE
Hawaiian Electric Industries Inc

Utilities
17.6K
New
$8.18 - $11.46 $144K - $202K
17.6K $193K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
13.2K
New
$12.0 - $14.77 $159K - $195K
13.2K $193K
IXN
Ishares Global Information Tec

ETFs
3.04K
+ 68.15%
$75.73 - $88.4 $230K - $269K
7.5K $568K
CVE
Cenovus Energy Inc.

Energy
13.3K
New
$12.24 - $15.63 $162K - $207K
13.3K $184K
DVY
Ishares Tr

ETFs
624
+ 1.87%
$128.58 - $138.1 $80.2K - $86.2K
33.9K $4.56M
RWK
Invesco Exchange Traded Fd Tr

ETFs
1.83K
+ 104.86%
$106.43 - $123.29 $195K - $226K
3.58K $386K
ARLP
Alliance Resource Partners LP

Energy
5.86K
+ 26.54%
$24.47 - $29.24 $143K - $171K
27.9K $761K
QBTS
D Wave Quantum Inc.

Technology
23.9K
New
$3.83 - $11.18 $91.6K - $267K
23.9K $181K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
17.6K
New
$10.13 - $10.52 $178K - $185K
17.6K $181K
HLN
Haleon PLC

Healthcare
17.5K
New
$9.02 - $10.67 $158K - $187K
17.5K $180K
HUN
Huntsman Corp

Basic Materials
11.3K
New
$15.79 - $18.04 $178K - $204K
11.3K $178K
TMUS
T Mobile Us, Inc.

Communication Services
205
+ 7.64%
$211.3 - $272.83 $43.3K - $55.9K
2.89K $769K
APH
Amphenol Corp

Technology
3.02K
+ 53.44%
$61.62 - $78.55 $186K - $237K
8.66K $568K
ABR
Arbor Realty Trust Inc

Real Estate
15K
New
$11.68 - $13.98 $175K - $210K
15K $176K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
2.8K
+ 77.41%
$64.6 - $69.89 $181K - $195K
6.41K $420K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
12.9K
New
$13.34 - $13.81 $172K - $178K
12.9K $175K
PDT
John Hancock Premium Dividend Fund

Financial Services
13.4K
New
$12.43 - $13.08 $166K - $175K
13.4K $174K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.41K
+ 64.73%
$50.72 - $50.92 $173K - $174K
8.69K $441K
OSBC
Old Second Bancorp Inc

Financial Services
10.5K
New
$16.18 - $19.4 $169K - $203K
10.5K $174K
FHB
First Hawaiian, Inc.

Financial Services
7.88K
+ 62.63%
$24.13 - $28.18 $190K - $222K
20.5K $499K
LYTS
Lsi Industries Inc

Technology
10.2K
New
$17.0 - $24.72 $173K - $251K
10.2K $172K
SNOW
Snowflake Inc.

Technology
1.36K
+ 43.14%
$146.16 - $192.78 $198K - $262K
4.51K $658K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
15.5K
+ 134.4%
$11.22 - $11.8 $174K - $183K
27K $303K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.5K
+ 8.85%
$57.21 - $65.8 $717K - $824K
154K $8.99M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
21.3K
New
$7.89 - $8.07 $168K - $172K
21.3K $169K
ACHR
Archer Aviation Inc.

Industrials
23.5K
New
$6.8 - $11.51 $160K - $271K
23.5K $167K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.42K
+ 33.15%
$41.61 - $44.72 $142K - $153K
13.7K $594K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
8.25K
+ 6.48%
$18.55 - $18.81 $153K - $155K
136K $2.54M
BGS
B&G Foods, Inc.

Consumer Defensive
23.9K
New
$5.62 - $7.87 $134K - $188K
23.9K $164K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
336
+ 53.59%
$634.14 - $744.83 $213K - $250K
963 $610K
NRZ
New Residential Investment Corp.

Real Estate
22.7K
New
N/A
22.7K $164K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
11.1K
New
$14.32 - $16.14 $159K - $180K
11.1K $162K
QUBT
Quantum Computing Inc.

Technology
20.3K
New
$4.46 - $18.76 $90.5K - $381K
20.3K $162K
SWBI
Smith & Wesson Brands, Inc.

Industrials
17.4K
New
$9.32 - $11.16 $162K - $194K
17.4K $162K
KIO
Kkr Income Opportunities Fund

Financial Services
18.2K
+ 29.9%
$12.16 - $13.6 $221K - $247K
78.9K $970K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
15K
New
$10.43 - $10.86 $157K - $163K
15K $157K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
31.9K
+ 105.46%
$5.74 - $7.6 $183K - $242K
62.1K $388K
MSI
Motorola Solutions, Inc.

Technology
523
+ 17.65%
$411.73 - $482.1 $215K - $252K
3.49K $1.53M
VFC
V F Corp

Consumer Cyclical
10.1K
New
$15.52 - $26.93 $157K - $272K
10.1K $156K
DFS
Discover Financial Services

Financial Services
937
+ 48.83%
$152.99 - $203.25 $143K - $190K
2.86K $487K
GBDC
Golub Capital Bdc, Inc.

Financial Services
10.2K
New
$14.46 - $15.96 $147K - $162K
10.2K $154K
CMT
Core Molding Technologies Inc

Basic Materials
10.1K
New
$12.5 - $15.71 $126K - $159K
10.1K $153K
ORCC
Owl Rock Capital Corp

Financial Services
11.3K
+ 72.5%
N/A
26.8K $359K
SPGI
S&P Global Inc.

Financial Services
289
+ 64.37%
$478.26 - $543.77 $138K - $157K
738 $374K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
19
+ 3.83%
$1187.71 - $1432.58 $22.6K - $27.2K
515 $737K
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