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
PFE
Pfizer Inc

Healthcare
97.1K
+ 87.04%
$25.01 - $27.13 $2.43M - $2.63M
209K $5.29M
ROAD
Construction Partners, Inc.

Industrials
32.1K
New
$67.61 - $93.18 $2.17M - $3M
32.1K $2.31M
MMM
3 M CO

Industrials
14.4K
+ 162.91%
$129.7 - $155.12 $1.87M - $2.24M
23.3K $3.42M
AEP
American Electric Power CO Inc

Utilities
17.7K
+ 98.8%
$90.32 - $109.27 $1.6M - $1.93M
35.6K $3.89M
IDV
Ishares Tr

ETFs
67.2K
+ 165.56%
$27.0 - $31.7 $1.81M - $2.13M
108K $3.34M
GOOGL
Alphabet Inc.

Communication Services
30.9K
+ 41.2%
$154.33 - $206.19 $4.77M - $6.37M
106K $16.4M
DIS
Walt Disney CO

Communication Services
25.5K
+ 95.61%
$96.87 - $114.0 $2.47M - $2.91M
52.2K $5.15M
IDU
Ishares Tr U S Utils ETF

ETFs
21.2K
+ 507.75%
$95.33 - $102.77 $2.02M - $2.18M
25.4K $2.58M
VDC
Vanguard Consumer Staples ETF

ETFs
9.24K
+ 53.92%
$206.54 - $226.16 $1.91M - $2.09M
26.4K $5.77M
NUE
Nucor Corp

Basic Materials
17.4K
+ 819.92%
$114.48 - $142.52 $1.99M - $2.48M
19.5K $2.35M
AVUV
American Centy ETF Tr Avantis

ETFs
24.4K
+ 505.19%
$84.95 - $100.62 $2.08M - $2.46M
29.3K $2.55M
ABT
Abbott Laboratories

Healthcare
12.2K
+ 52.28%
$111.1 - $140.22 $1.36M - $1.72M
35.7K $4.73M
KHC
Kraft Heinz CO

Consumer Defensive
67.7K
+ 579.59%
$28.51 - $32.22 $1.93M - $2.18M
79.4K $2.41M
ETN
Eaton Corp PLC

Industrials
8.91K
+ 130.17%
$271.83 - $371.23 $2.42M - $3.31M
15.8K $4.28M
TT
Trane Technologies PLC

Industrials
6.09K
+ 340.39%
$332.0 - $400.86 $2.02M - $2.44M
7.88K $2.66M
NEM
Newmont Corp

Basic Materials
41.3K
New
$37.79 - $48.39 $1.56M - $2M
41.3K $1.99M
TAP
Molson Coors Beverage CO

Consumer Defensive
31.9K
New
$52.44 - $62.91 $1.67M - $2.01M
31.9K $1.94M
MA
Mastercard Inc

Financial Services
3.26K
+ 49.45%
$504.67 - $576.31 $1.65M - $1.88M
9.85K $5.4M
TSN
Tyson Foods, Inc.

Consumer Defensive
30.2K
New
$54.27 - $63.81 $1.64M - $1.93M
30.2K $1.93M
PANW
Palo Alto Networks Inc

Technology
12.2K
+ 81.44%
$167.82 - $208.28 $2.06M - $2.55M
27.3K $4.66M
SBUX
Starbucks Corp

Consumer Cyclical
18.9K
+ 200.48%
$91.75 - $115.81 $1.73M - $2.18M
28.3K $2.77M
MCK
Mckesson Corp

Healthcare
2.69K
+ 320.02%
$566.21 - $672.99 $1.52M - $1.81M
3.52K $2.37M
SHOP
Shopify Inc.

Technology
21.9K
+ 111.42%
$90.59 - $129.31 $1.99M - $2.84M
41.6K $3.97M
KMI
Kinder Morgan, Inc.

Energy
64.5K
+ 198.02%
$26.1 - $31.22 $1.68M - $2.01M
97.1K $2.77M
CMCSA
Comcast Corp

Communication Services
51.7K
+ 86.54%
$33.19 - $38.23 $1.72M - $1.98M
111K $4.11M
META
Meta Platforms, Inc.

Communication Services
3.88K
+ 14.18%
$576.36 - $736.67 $2.23M - $2.85M
31.2K $18M
ECL
Ecolab Inc.

Basic Materials
6.72K
+ 85.78%
$229.72 - $269.82 $1.54M - $1.81M
14.5K $3.69M
PAYX
Paychex Inc

Industrials
11.5K
+ 241.38%
$136.06 - $154.52 $1.56M - $1.77M
16.2K $2.5M
TXN
Texas Instruments Inc

Technology
9.37K
+ 79.74%
N/A
21.1K $4.11M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
17.9K
+ 33.52%
$100.34 - $100.68 $1.79M - $1.8M
71.2K $7.17M
LYB
Lyondell Basell Industries N.V.

Basic Materials
25.5K
New
$69.82 - $78.67 $1.78M - $2M
25.5K $1.79M
DE
Deere & CO

Industrials
3.08K
+ 41.48%
$408.57 - $509.27 $1.26M - $1.57M
10.5K $4.93M
HSY
Hershey CO

Consumer Defensive
10.2K
+ 409.92%
$144.74 - $186.36 $1.48M - $1.9M
12.7K $2.17M
CSQ
Calamos Strategic Total Return Fund

Financial Services
109K
+ 659.29%
$15.97 - $18.5 $1.75M - $2.02M
126K $2.04M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
105K
New
$16.06 - $17.52 $1.68M - $1.84M
105K $1.74M
TFC
Truist Financial Corp

Financial Services
42.6K
+ 175.95%
$39.48 - $48.15 $1.68M - $2.05M
66.8K $2.75M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
47.9K
+ 30.17%
$36.19 - $37.18 $1.73M - $1.78M
207K $7.5M
PLTR
Palantir Technologies Inc.

Technology
13.8K
+ 22.98%
$64.98 - $124.62 $898K - $1.72M
74K $6.24M
EFG
Msci Eafe Growth ETF

ETFs
15.9K
+ 54.49%
$96.1 - $106.37 $1.53M - $1.69M
45K $4.5M
OXLC
Oxford Lane Capital Corp.

Financial Services
374K
+ 130.55%
$4.3 - $5.17 $1.61M - $1.93M
660K $3.12M
FDL
First Tr Morningstar Dividend

ETFs
33K
+ 49.36%
$39.69 - $43.83 $1.31M - $1.45M
99.9K $4.34M
PKW
Invesco Exchange Traded Fd Tr

ETFs
14.6K
+ 350.55%
$109.15 - $120.99 $1.59M - $1.77M
18.8K $2.11M
ENB
Enbridge Inc

Energy
36.1K
+ 219.19%
$41.54 - $45.45 $1.5M - $1.64M
52.6K $2.33M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
54.5K
+ 296.66%
$24.11 - $28.41 $1.31M - $1.55M
72.8K $2.07M
ALL
Allstate Corp

Financial Services
7.68K
+ 331.71%
$180.99 - $210.18 $1.39M - $1.61M
9.99K $2.07M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.51K
+ 459.63%
$275.89 - $345.24 $1.24M - $1.56M
5.49K $1.9M
MCD
Mcdonalds Corp

Consumer Cyclical
3.33K
+ 13.01%
$279.74 - $321.29 $932K - $1.07M
28.9K $9.04M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
19.8K
+ 35.13%
$76.94 - $78.28 $1.52M - $1.55M
76K $5.95M
WHR
Whirlpool Corp

Consumer Cyclical
17.7K
New
$88.58 - $133.14 $1.57M - $2.35M
17.7K $1.59M
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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