J.W. Cole Advisors, Inc. Purchases in Q3 2024

J.W. Cole Advisors, Inc.

  • $2.33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
19.3K
+ 10.43%
$32.65 - $36.69 $631K - $709K
205K $7.45M
IWM
Ishares Russell 2000 ETF

ETFs
129
+ 0.19%
$200.87 - $224.6 $25.9K - $29K
67.8K $15M
AVGO
Broadcom Inc.

Technology
32.8K
+ 1061.56%
$136.27 - $1745.86 $4.47M - $57.2M
35.9K $6.19M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
59.5K
+ 17.52%
$16.42 - $18.12 $977K - $1.08M
399K $7.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.3K
+ 21.78%
$77.02 - $85.06 $797K - $880K
57.9K $4.89M
IVE
Ishares S&P 500 Value ETF

ETFs
1.21K
+ 1.93%
$181.06 - $197.17 $220K - $239K
64.1K $12.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
25.5K
+ 157.99%
$44.66 - $49.15 $1.14M - $1.25M
41.6K $1.96M
AMD
Advanced Micro Devices Inc

Technology
6.94K
+ 27.94%
$128.67 - $183.96 $893K - $1.28M
31.8K $5.22M
MELI
Mercadolibre Inc

Consumer Cyclical
381
+ 38.96%
$1591.44 - $2140.1 $606K - $815K
1.36K $2.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
311
+ 0.28%
$434.77 - $502.96 $135K - $156K
111K $54.3M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
52.1K
+ 333.43%
$20.12 - $21.28 $1.05M - $1.11M
67.7K $1.44M
DE
Deere & CO

Industrials
2.06K
+ 34.6%
$344.84 - $418.0 $709K - $859K
8K $3.34M
IBHE
Ishares Ibonds 2025 Term High

ETFs
46.4K
+ 36.67%
$23.03 - $23.3 $1.07M - $1.08M
173K $4.03M
WM
Waste Management Inc

Industrials
5.37K
+ 77.43%
$196.96 - $223.45 $1.06M - $1.2M
12.3K $2.55M
SHV
Ishares Tr

ETFs
9.51K
+ 25.13%
$110.05 - $110.63 $1.05M - $1.05M
47.4K $5.24M
ICSH
Blackrock Ultra Short Term Bon

ETFs
20K
+ 12.63%
$50.32 - $50.75 $1.01M - $1.02M
179K $9.06M
DUK
Duke Energy Corp

Utilities
5.52K
+ 21.57%
$99.35 - $117.71 $549K - $650K
31.1K $3.59M
PULS
Pgim ETF Tr

ETFs
20.3K
+ 20.38%
$49.47 - $49.8 $1M - $1.01M
120K $5.97M
MA
Mastercard Inc

Financial Services
1.47K
+ 31.34%
$429.6 - $500.99 $630K - $734K
6.14K $3.03M
XLI
Industrial Sector Spdr

ETFs
3.3K
+ 8.63%
$120.56 - $135.44 $398K - $447K
41.5K $5.62M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
35.1K
+ 38.59%
$24.62 - $25.59 $864K - $898K
126K $3.22M
ANET
Arista Networks, Inc.

Technology
2.21K
+ 77.38%
$311.42 - $388.21 $687K - $856K
5.06K $1.94M
AXP
American Express CO

Financial Services
1.87K
+ 17.25%
$225.92 - $271.17 $423K - $508K
12.7K $3.45M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
18.2K
+ 81.14%
$50.28 - $51.29 $914K - $932K
40.6K $2.07M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.93K
+ 1.94%
$83.76 - $91.82 $162K - $178K
102K $9.27M
T
At&T Inc.

Communication Services
2.55K
+ 0.87%
$18.21 - $22.28 $46.5K - $56.9K
296K $6.51M
AXON
Axon Enterprise, Inc.

Industrials
1.89K
+ 151.65%
$286.16 - $399.6 $539K - $753K
3.13K $1.25M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.2K
+ 54.07%
$81.31 - $83.29 $833K - $853K
29.2K $2.43M
KO
Coca Cola CO

Consumer Defensive
2.55K
+ 3.05%
$62.69 - $73.01 $160K - $186K
86.2K $6.19M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
131K
New
$6.3 - $6.99 $825K - $915K
131K $867K
XLF
Financial Sector Spdr

ETFs
10.6K
+ 11.89%
$40.84 - $45.74 $431K - $483K
99.3K $4.5M
XOM
Exxon Mobil Corp

Energy
4.67K
+ 3.21%
$109.72 - $119.0 $512K - $555K
150K $17.6M
V
Visa Inc.

Financial Services
1.95K
+ 8.14%
$253.74 - $291.56 $494K - $567K
25.8K $7.1M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
31.4K
+ 208.03%
$24.34 - $25.83 $764K - $811K
46.5K $1.2M
TJX
Tjx Companies Inc

Consumer Cyclical
6.12K
+ 51.52%
$107.93 - $120.23 $660K - $735K
18K $2.11M
XLE
Energy Sector Spdr

ETFs
11.2K
+ 20.92%
$84.35 - $93.39 $946K - $1.05M
64.8K $5.69M
GD
General Dynamics Corp

Industrials
2.28K
+ 26.28%
$279.51 - $308.09 $638K - $704K
11K $3.32M
SLV
I Shares Silver Trust

ETFs
25.5K
+ 66.95%
$24.33 - $29.38 $619K - $748K
63.5K $1.8M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.17K
+ 1.87%
$95.1 - $106.76 $111K - $125K
63.6K $6.79M
INTU
Intuit Inc

Technology
1.37K
+ 73.34%
$602.97 - $670.49 $824K - $917K
3.23K $2.01M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.69K
+ 24.8%
$247.34 - $300.11 $419K - $508K
8.52K $2.54M
CAT
Caterpillar Inc

Industrials
660
+ 7.41%
$316.8 - $391.12 $209K - $258K
9.57K $3.74M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.66K
+ 16.83%
$100.3 - $100.74 $768K - $772K
53.2K $5.35M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
38.2K
+ 69.19%
$16.15 - $18.27 $616K - $697K
93.3K $1.67M
PLTR
Palantir Technologies Inc.

Technology
2.08K
+ 3.65%
$24.09 - $37.95 $50.2K - $79K
59.1K $2.2M
EGP
Eastgroup Properties Inc

Real Estate
4.04K
New
$169.51 - $191.71 $684K - $774K
4.04K $753K
EFA
Ishares Tr Msci Eafe ETF

ETFs
984
+ 0.78%
$75.32 - $84.37 $74.1K - $83K
127K $10.7M
BX
Blackstone Inc.

Financial Services
434
+ 1.86%
$120.77 - $159.66 $52.4K - $69.3K
23.8K $3.65M
ITA
Ishares Tr

ETFs
2.87K
+ 16.68%
$131.58 - $149.64 $378K - $430K
20.1K $3.01M
Activity Summary
Buys All Purchases 610 New Holdings 88 Increased Positions 522 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 0 Puts 0
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