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
FBCG
Fidelity Covington Tr Blue Chi

ETFs
108K
+ 186.65%
$39.97 - $48.7 $4.32M - $5.27M
166K $6.64M
CAT
Caterpillar Inc

Industrials
13K
+ 134.22%
$326.75 - $407.63 $4.23M - $5.28M
22.6K $7.46M
MDLZ
Mondelez International, Inc.

Consumer Defensive
56.6K
+ 597.2%
$56.12 - $68.15 $3.18M - $3.86M
66.1K $4.49M
GAB
Gabelli Equity Trust Inc

Financial Services
701K
+ 3654.14%
$5.36 - $5.67 $3.76M - $3.98M
720K $3.97M
FSK
Fs Kkr Capital Corp

Financial Services
184K
+ 89.23%
$20.47 - $24.06 $3.76M - $4.42M
390K $8.16M
SUN
Sunoco LP

Energy
62.3K
+ 785.08%
$51.29 - $59.25 $3.2M - $3.69M
70.3K $4.08M
MAIN
Main Street Capital Corp

Financial Services
62.1K
+ 272.76%
$54.71 - $63.1 $3.4M - $3.92M
84.9K $4.8M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
112K
+ 63.15%
$32.49 - $37.99 $3.64M - $4.26M
290K $9.7M
DRI
Darden Restaurants Inc

Consumer Cyclical
15.7K
+ 896.05%
$180.02 - $208.56 $2.82M - $3.27M
17.4K $3.62M
VGT
Vanguard Information Technolog

ETFs
7.99K
+ 60.68%
$542.38 - $646.34 $4.33M - $5.16M
21.1K $11.5M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
63K
+ 205.16%
$50.87 - $51.09 $3.2M - $3.22M
93.7K $4.78M
VLY
Valley National Bancorp

Financial Services
362K
New
$8.56 - $10.42 $3.1M - $3.77M
362K $3.22M
SYK
Stryker Corp

Healthcare
8.5K
+ 196.46%
$355.18 - $399.9 $3.02M - $3.4M
12.8K $4.77M
PEP
Pepsico Inc

Consumer Defensive
21.7K
+ 93.62%
$142.64 - $156.42 $3.1M - $3.4M
44.9K $6.73M
AMAT
Applied Materials Inc

Technology
23.9K
+ 150.18%
$145.06 - $195.51 $3.47M - $4.68M
39.9K $5.79M
BX
Blackstone Inc.

Financial Services
28.1K
+ 123.88%
$136.53 - $186.74 $3.84M - $5.25M
50.8K $7.11M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
66K
+ 61.21%
$50.25 - $55.9 $3.32M - $3.69M
174K $8.95M
PVAL
Putnam ETF Tr Putnam Focused L
82.3K
New
$36.8 - $39.59 $3.03M - $3.26M
82.3K $3.13M
WFC
Wells Fargo & Company

Financial Services
42.6K
+ 104.7%
$66.78 - $81.42 $2.85M - $3.47M
83.4K $5.99M
RY
Royal Bank Of Canada

Financial Services
27.6K
New
$108.81 - $123.4 $3M - $3.41M
27.6K $3.11M
CEG
Constellation Energy Corp

Utilities
15.3K
+ 475.51%
$201.63 - $347.44 $3.09M - $5.32M
18.5K $3.74M
NFLX
Netflix Inc

Communication Services
2.85K
+ 37.4%
$828.4 - $1058.6 $2.36M - $3.02M
10.5K $9.76M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
99.9K
New
$29.34 - $31.31 $2.93M - $3.13M
99.9K $2.97M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
210K
+ 182.27%
$13.33 - $14.08 $2.8M - $2.96M
325K $4.51M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
229K
+ 862.99%
$12.18 - $12.91 $2.79M - $2.95M
255K $3.16M
COST
Costco Wholesale Corp

Consumer Defensive
2.61K
+ 23.05%
$890.62 - $1076.86 $2.32M - $2.81M
13.9K $13.2M
JFR
Nuveen Floating Rate Income Fund

Financial Services
325K
New
$8.41 - $9.05 $2.73M - $2.94M
325K $2.75M
PPA
Invesco Exchange Traded Fd Tr

ETFs
23.1K
+ 80.77%
$113.59 - $123.29 $2.63M - $2.85M
51.8K $6.04M
F
Ford Motor CO

Consumer Cyclical
272K
+ 324.71%
$9.12 - $10.43 $2.48M - $2.84M
356K $3.57M
IEFA
Ishares Tr

ETFs
31.3K
+ 51.11%
$69.57 - $78.65 $2.18M - $2.46M
92.5K $7M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
33.5K
+ 266.82%
$80.73 - $94.96 $2.7M - $3.18M
46K $3.82M
WEC
Wec Energy Group, Inc.

Utilities
24.6K
New
$92.12 - $108.98 $2.26M - $2.68M
24.6K $2.68M
CGGR
Capital Group Growth ETF Shs C

ETFs
78.4K
+ 522.9%
$33.98 - $39.84 $2.67M - $3.13M
93.4K $3.2M
BMY
Bristol Myers Squibb CO

Healthcare
41.7K
+ 207.4%
$53.9 - $63.11 $2.25M - $2.63M
61.9K $3.77M
WMT
Walmart Inc.

Consumer Defensive
33.5K
+ 24.64%
$84.5 - $105.05 $2.83M - $3.52M
169K $14.9M
DTE
Dte Energy CO

Utilities
18.7K
New
$117.6 - $138.27 $2.2M - $2.59M
18.7K $2.59M
SHW
Sherwin Williams CO

Basic Materials
7.34K
+ 571.07%
$330.16 - $365.55 $2.42M - $2.68M
8.63K $3.01M
AXP
American Express CO

Financial Services
10.9K
+ 82.03%
$255.39 - $325.87 $2.77M - $3.54M
24.1K $6.48M
V
Visa Inc.

Financial Services
4.76K
+ 18.55%
$306.92 - $362.71 $1.46M - $1.72M
30.4K $10.6M
BP
Bp PLC

Energy
71.3K
+ 219.67%
$29.93 - $35.31 $2.13M - $2.52M
104K $3.5M
MRK
Merck & Co., Inc.

Healthcare
34.6K
+ 58.92%
$83.01 - $101.02 $2.87M - $3.5M
93.4K $8.38M
TIP
Ishares Tr Tips Bd ETF

ETFs
21.9K
+ 261.78%
$106.22 - $111.09 $2.33M - $2.43M
30.3K $3.37M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
49.6K
+ 206.06%
$49.25 - $50.66 $2.44M - $2.51M
73.7K $3.66M
LNT
Alliant Energy Corp

Utilities
37.5K
New
$56.66 - $66.04 $2.12M - $2.48M
37.5K $2.41M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
43.9K
+ 43.86%
$55.41 - $60.74 $2.43M - $2.67M
144K $8.13M
EXC
Exelon Corp

Utilities
50.5K
+ 607.51%
$37.3 - $46.08 $1.88M - $2.33M
58.8K $2.71M
IRT
Independence Realty Trust, Inc.

Real Estate
110K
+ 313.92%
$18.23 - $21.8 $2M - $2.39M
145K $3.07M
VPU
Vanguard Utilities ETF

ETFs
13.6K
+ 266.43%
$161.24 - $173.33 $2.19M - $2.36M
18.7K $3.19M
ET
Energy Transfer LP

Energy
130K
+ 147.04%
$17.26 - $21.08 $2.25M - $2.75M
219K $4.07M
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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