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
RPM
Rpm International Inc

Basic Materials
3.18K
+ 7.47%
$114.03 - $128.31 $363K - $408K
45.8K $5.3M
SBLK
Star Bulk Carriers Corp.

Industrials
2.61K
+ 11.84%
$14.35 - $17.15 $37.4K - $44.7K
24.6K $383K
LCID
Lucid Group, Inc.

Consumer Cyclical
22.1K
New
$2.03 - $3.48 $45K - $77.1K
22.1K $53K
OMC
Omnicom Group Inc.

Communication Services
801
+ 17.17%
$79.43 - $88.34 $63.6K - $70.8K
5.47K $453K
NGD
New Gold Inc.

Basic Materials
13.6K
New
$2.54 - $3.71 $34.6K - $50.6K
13.6K $50K
DNN
Denison Mines Corp.

Energy
38K
New
$1.3 - $2.1 $49.4K - $79.8K
38K $49K
CSM
Proshares Large Cap Core Plus

ETFs
959
+ 18.24%
$63.0 - $69.13 $60.4K - $66.3K
6.22K $396K
RF
Regions Financial Corp

Financial Services
4.89K
+ 15.1%
$20.84 - $24.77 $102K - $121K
37.3K $809K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.44K
+ 9.8%
$29.82 - $30.1 $42.8K - $43.2K
16.1K $484K
STT
State Street Corp

Financial Services
1.12K
+ 17.73%
$84.47 - $102.23 $94.6K - $114K
7.44K $665K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.39K
+ 12.35%
$60.91 - $71.4 $146K - $171K
21.8K $1.35M
ROUS
Hartford Multifactor Us Equity

ETFs
905
+ 14.52%
$49.44 - $53.78 $44.7K - $48.7K
7.14K $362K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
11.4K
New
$3.71 - $3.96 $42.1K - $44.9K
11.4K $42K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.8K
+ 11.71%
$43.72 - $51.15 $78.7K - $92.1K
17.2K $757K
IOO
Ishares Tr Global 100 ETF

ETFs
553
+ 18.15%
$96.2 - $105.12 $53.2K - $58.1K
3.6K $346K
OMFL
Invesco Exchange Traded Self I

ETFs
839
+ 10.3%
$52.19 - $57.45 $43.8K - $48.2K
8.99K $479K
VOOV
Vanguard S&P 500 Value ETF

ETFs
209
+ 4.08%
$179.71 - $192.06 $37.6K - $40.1K
5.33K $982K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
689
+ 13.15%
$49.92 - $50.3 $34.4K - $34.7K
5.93K $297K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
1.69K
+ 16.36%
$34.5 - $38.9 $58.1K - $65.5K
12K $414K
XLB
Select Sector Spdr Fd Material

ETFs
90
+ 0.62%
$83.19 - $90.99 $7.49K - $8.19K
14.6K $1.25M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
550
+ 21.4%
$103.96 - $122.36 $57.2K - $67.3K
3.12K $333K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
657
+ 11.06%
$45.66 - $47.41 $30K - $31.1K
6.6K $309K
PLUG
Plug Power Inc

Industrials
25.3K
New
$1.34 - $3.15 $33.9K - $79.6K
25.3K $34K
BTG
B2 Gold Corp

Basic Materials
11.7K
New
$2.3 - $3.3 $27K - $38.7K
11.7K $33K
NOTE
Fiscal Note Holdings, Inc.

Technology
40.8K
New
$0.81 - $1.93 $33K - $78.6K
40.8K $33K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
2.39K
+ 18.98%
$15.12 - $16.04 $36.2K - $38.4K
15K $226K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
863
+ 27.62%
$67.24 - $84.27 $58K - $72.7K
3.99K $272K
JMIA
Jumia Technologies Ag

Consumer Cyclical
15K
New
$2.15 - $4.21 $32.3K - $63.2K
15K $32K
FIDI
Fidelity Covington Tr

ETFs
137
+ 0.97%
$19.41 - $22.35 $2.66K - $3.06K
14.3K $306K
NMTC
Neuroone Medical Technologies Corp

Healthcare
37.1K
New
$0.83 - $1.22 $30.8K - $45.3K
37.1K $31K
COIN
Coinbase Global, Inc.

Technology
1.63K
+ 49.59%
$172.23 - $301.3 $281K - $492K
4.92K $847K
VRIG
Invesco Actively Managed ETF F

ETFs
1.26K
+ 3.65%
$25.06 - $25.19 $31.6K - $31.7K
35.8K $896K
RIO
Rio Tinto PLC

Basic Materials
361
+ 6.76%
$58.19 - $64.29 $21K - $23.2K
5.7K $342K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.97K
+ 23.32%
$47.79 - $59.89 $190K - $238K
21K $1.05M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
183
+ 23.46%
$238.2 - $273.85 $43.6K - $50.1K
963 $231K
POWW
Ammo, Inc.

Industrials
18.9K
New
$1.17 - $1.88 $22.1K - $35.6K
18.9K $26K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
444
+ 6.2%
$27.77 - $31.75 $12.3K - $14.1K
7.6K $230K
GERN
Geron Corp

Healthcare
16.2K
New
$1.59 - $3.6 $25.8K - $58.4K
16.2K $25K
BTO
John Hancock Financial Opportunities Fund

Financial Services
1.14K
+ 12.59%
$32.12 - $38.37 $36.6K - $43.7K
10.2K $347K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
2.48K
+ 17.98%
$12.24 - $13.31 $30.4K - $33.1K
16.3K $199K
CFLT
Confluent, Inc.

Technology
2.84K
+ 28.23%
$23.44 - $37.65 $66.5K - $107K
12.9K $302K
DSX
Diana Shipping Inc.

Industrials
14.2K
New
$1.56 - $1.96 $22.2K - $27.9K
14.2K $22K
ICF
Ishares Tr

ETFs
67
+ 0.51%
$57.98 - $63.8 $3.88K - $4.27K
13.2K $811K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
924
+ 5.78%
$108.02 - $120.45 $99.8K - $111K
16.9K $1.86M
IYY
Ishares Tr

ETFs
417
+ 7.77%
$134.05 - $149.75 $55.9K - $62.4K
5.78K $787K
RFG
Invesco Exchange Traded Fd Tr

ETFs
1.01K
+ 18.8%
$43.07 - $51.51 $43.4K - $51.9K
6.36K $278K
PVL
Permianville Royalty Trust

Energy
12.5K
New
$1.4 - $1.58 $17.5K - $19.8K
12.5K $19K
RWO
Spdr Dow Jones Global Real Est

ETFs
278
+ 3.05%
$41.41 - $45.24 $11.5K - $12.6K
9.4K $410K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
197
+ 7.21%
$74.87 - $79.99 $14.7K - $15.8K
2.93K $225K
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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