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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
232
+ 15.52%
$208.48 - $244.03 $48.4K - $56.6K
1.73K $421K
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.25K
+ 11.36%
$25.98 - $28.59 $84.4K - $92.9K
31.8K $874K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
7.21K
+ 6.1%
$3.88 - $4.37 $28K - $31.5K
125K $547K
BR
Broadridge Financial Solutions, Inc.

Technology
344
+ 33.4%
$221.46 - $244.83 $76.2K - $84.2K
1.37K $333K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
12.3K
+ 22.71%
$8.11 - $8.58 $100K - $106K
66.7K $542K
IWL
Ishares Tr Russell 200 ETF

ETFs
788
+ 55.89%
$135.83 - $151.73 $107K - $120K
2.2K $302K
OPTT
Ocean Power Technologies, Inc.

Industrials
215K
New
$0.45 - $1.61 $96.8K - $346K
215K $98K
BOH
Bank Of Hawaii Corp

Financial Services
1.59K
+ 26.82%
$65.97 - $75.81 $105K - $120K
7.49K $516K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
378
+ 1.1%
$126.11 - $135.06 $47.7K - $51.1K
34.9K $4.5M
BSJR
Invesco Indx Tr

ETFs
4.29K
+ 18.15%
$22.4 - $22.69 $96.1K - $97.4K
27.9K $625K
OGN
Organon & Co.

Healthcare
6.26K
+ 50.2%
$14.29 - $16.41 $89.5K - $103K
18.7K $279K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
33.1K
+ 24.9%
$7.39 - $9.09 $244K - $301K
166K $1.23M
CTRA
Coterra Energy Inc.

Energy
1.64K
+ 12.7%
$25.51 - $29.83 $41.8K - $48.9K
14.5K $420K
EEMV
Ishares Msci Emerging Markets

ETFs
1.52K
+ 38.98%
$57.07 - $59.29 $86.6K - $89.9K
5.41K $315K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.32K
+ 19.54%
$55.76 - $59.54 $73.6K - $78.6K
8.08K $469K
SOFI
So Fi Technologies, Inc.

Financial Services
11.5K
+ 95.12%
$11.18 - $18.03 $128K - $207K
23.5K $273K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.89K
+ 36.32%
$42.4 - $44.11 $80.1K - $83.3K
7.09K $310K
WULF
Terawulf Inc.

Financial Services
31.8K
New
$2.73 - $6.82 $86.7K - $217K
31.8K $86K
ISSC
Innovative Solutions & Support Inc

Industrials
13.7K
New
$6.29 - $11.91 $85.9K - $163K
13.7K $85K
INTF
Ishares Tr

ETFs
1.89K
+ 15.48%
$28.43 - $31.96 $53.8K - $60.5K
14.1K $435K
HNDL
Strategy Shs

ETFs
4.37K
+ 16.14%
$20.7 - $21.8 $90.4K - $95.2K
31.4K $662K
NET
Cloudflare, Inc.

Technology
552
+ 14.83%
$110.71 - $176.5 $61.1K - $97.4K
4.27K $481K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.01K
+ 16.81%
$91.76 - $103.26 $92.8K - $104K
7.02K $649K
GRMN
Garmin LTD

Technology
307
+ 29.86%
$204.55 - $241.93 $62.8K - $74.3K
1.34K $289K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
731
+ 6.34%
$100.32 - $100.76 $73.3K - $73.7K
12.3K $1.23M
PEG
Public Service Enterprise Group Inc

Utilities
1.37K
+ 7.98%
$78.2 - $90.39 $107K - $124K
18.5K $1.53M
PMM
Putnam Managed Municipal Income Trust

Financial Services
12.2K
New
$5.99 - $6.38 $73.3K - $78.1K
12.2K $75K
FEX
First Tr Large Cap Core Alphde

ETFs
770
+ 28.69%
$99.27 - $109.89 $76.4K - $84.6K
3.45K $353K
STZ
Constellation Brands, Inc.

Consumer Defensive
651
+ 52.58%
$161.05 - $222.93 $105K - $145K
1.89K $346K
EVGO
E Vgo Inc.

Consumer Cyclical
27.8K
New
$2.37 - $4.46 $65.8K - $124K
27.8K $73K
IXC
Ishares Tr Global Energy ETF

ETFs
1.14K
+ 17.81%
$38.48 - $42.16 $43.9K - $48.1K
7.55K $317K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.7K
+ 9.07%
$42.38 - $43.28 $72.1K - $73.6K
20.5K $869K
NOK
Nokia Corp

Technology
10.8K
+ 66.99%
$4.43 - $5.42 $47.8K - $58.5K
26.9K $141K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
2.31K
+ 3.24%
$41.17 - $45.22 $95.1K - $105K
73.6K $3.13M
POET
Poet Technologies Inc.

Technology
18.4K
New
$3.29 - $6.75 $60.6K - $124K
18.4K $69K
EMGF
Ishares Msci Emerging Markets

ETFs
1.26K
+ 20.82%
$44.18 - $48.23 $55.6K - $60.7K
7.3K $341K
TOLZ
Dj Brookfield Global

ETFs
30
+ 0.17%
$48.2 - $52.75 $1.45K - $1.58K
18.1K $953K
EGP
Eastgroup Properties Inc

Real Estate
1
+ 0.02%
$155.63 - $187.46 $156 - $187
4.04K $711K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
493
+ 8.7%
$110.75 - $119.78 $54.6K - $59.1K
6.16K $712K
ABNB
Airbnb, Inc.

Consumer Cyclical
986
+ 21.58%
$119.38 - $161.42 $118K - $159K
5.55K $663K
TPHD
Timothy Plan High Divid Stk Et

ETFs
123
+ 0.27%
$36.09 - $38.27 $4.44K - $4.71K
46.3K $1.74M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.55K
+ 6.59%
$18.36 - $20.51 $28.4K - $31.8K
25K $495K
NEAR
Blackrock Short Maturity Bond

ETFs
1.13K
+ 18.7%
$50.4 - $50.89 $57.1K - $57.6K
7.19K $365K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
5.41K
+ 30.68%
$16.61 - $20.29 $89.8K - $110K
23K $382K
FICO
Fair Isaac Corp

Technology
61
+ 16.76%
$1695.35 - $2030.47 $103K - $124K
425 $783K
GLDG
Gold Mining Inc.

Basic Materials
70K
New
$0.77 - $0.9 $53.9K - $63K
70K $59K
JBL
Jabil Inc

Technology
535
+ 25.95%
$130.51 - $173.33 $69.8K - $92.7K
2.6K $353K
IGV
Ishares Expanded Tech Software

ETFs
1.31K
+ 23.97%
$88.3 - $107.83 $116K - $142K
6.79K $604K
COTY
Coty Inc.

Consumer Defensive
10K
New
$5.43 - $7.61 $54.5K - $76.4K
10K $54K
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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