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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
735
+ 5.29%
$22.25 - $23.0 $16.4K - $16.9K
14.6K $336K
FV
First Trust Dorsey Wright Focu

ETFs
769
+ 12.28%
$53.91 - $63.03 $41.5K - $48.5K
7.03K $385K
HRTX
Heron Therapeutics, Inc.

Healthcare
1K
+ 6.67%
$1.47 - $2.55 $1.47K - $2.55K
16K $35K
PHM
Pultegroup Inc

Consumer Cyclical
298
+ 9.93%
$101.09 - $118.51 $30.1K - $35.3K
3.3K $339K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.16K
+ 17.22%
$62.43 - $84.12 $72.3K - $97.4K
7.88K $513K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
175
+ 2.49%
$51.94 - $55.24 $9.09K - $9.67K
7.2K $383K
CRBU
Caribou Biosciences, Inc.

Healthcare
12K
New
$0.88 - $1.88 $10.6K - $22.6K
12K $10K
URG
Ur Energy Inc

Energy
15K
New
$0.66 - $1.26 $9.9K - $18.9K
15K $10K
FSIG
First Tr ETF Iv LTD Duration I
217
+ 0.51%
$18.74 - $19.04 $4.07K - $4.13K
43K $815K
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
300
+ 3.86%
$31.93 - $33.88 $9.58K - $10.2K
8.07K $259K
AREC
American Resources Corp

Basic Materials
10K
New
$0.45 - $0.79 $4.5K - $7.9K
10K $4K
BIGZ
Black Rock Innovation & Growth Trust
2.05K
+ 19.11%
$6.4 - $8.25 $13.1K - $16.9K
12.8K $84K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
105
+ 0.94%
$21.64 - $22.08 $2.27K - $2.32K
11.3K $244K
AIM
Aim Immuno Tech Inc.

Healthcare
15K
New
$0.12 - $0.25 $1.8K - $3.75K
15K $1K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
31
+ 0.69%
$46.53 - $53.12 $1.44K - $1.65K
4.54K $213K
2023 ETF Series Trust Ii
11.4K
+ 128.33%
N/A
20.3K $0
Abrdn Asia Pacific Income Fu
1.51K
+ 4.99%
N/A
31.7K $0
Aegon LTD
31.6K
New
N/A
31.6K $0
Airship Ai Hldgs Inc
18.4K
New
N/A
18.4K $0
American Healthcare Reit Inc
60.2K
+ 164.03%
N/A
96.9K $0
Amplify ETF Tr
2.66K
+ 26.61%
N/A
12.6K $0
Annaly Capital Management In
32.2K
+ 35.66%
N/A
122K $0
Arista Networks Inc
8.88K
+ 41.1%
N/A
30.5K $0
Arm Holdings PLC
3.32K
New
N/A
3.32K $0
Atlassian Corporation
971
+ 24.53%
N/A
4.93K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
7.13K
+ 22.77%
N/A
38.4K $0
Blackrock ETF Trust
220
+ 2.12%
N/A
10.6K $0
Brookfield Corp
2.89K
+ 72.08%
N/A
6.91K $0
BFA
Brown Forman Corp Cl A
8.31K
New
N/A
8.31K $0
BFB
Brown Forman Corp Cl B
3.53K
+ 12.34%
N/A
32.1K $0
Bullfrog Ai Hldgs Inc
39.1K
New
N/A
39.1K $0
Bunge Global Sa
11.8K
New
N/A
11.8K $0
Capital Group Core Balanced
14K
New
N/A
14K $0
Capital Group Dividend Growe
14.2K
New
N/A
14.2K $0
Capital Group International
6.99K
New
N/A
6.99K $0
Capital Grp Fixed Incm ETF T
8.1K
New
N/A
8.1K $0
CGMU
Capital Group Core Plus Income
34.6K
New
N/A
34.6K $0
CGMS
Capital Grp Core Plus Income E
33.5K
New
N/A
33.5K $0
CRH.L
Crh PLC

Basic Materials
2.47K
New
N/A
2.47K $0
Diana Shipping Inc
10.7K
New
N/A
10.7K $0
Direxion Shs ETF Tr
9.48K
+ 73.86%
N/A
22.3K $0
Fidelity Covington Trust
7.24K
New
N/A
7.24K $0
Fidelity Covington Trust
17K
New
N/A
17K $0
Fidelity Covington Trust
15.4K
+ 16.23%
N/A
110K $0
Fidelity Covington Trust
914
+ 3.84%
N/A
24.7K $0
Fidelity Covington Trust
2.45K
+ 24.45%
N/A
12.5K $0
FMIL
Fidelity Covington Tr New Mill
5
+ 0.07%
N/A
6.79K $0
Fidelity Merrimack Str Tr
4.31K
New
N/A
4.31K $0
Fidelity Wise Origin Bitcoin
5.41K
New
N/A
5.41K $0
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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