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
VNLA
Janus Henderson Short Duration

ETFs
32.2K
+ 490.28%
$48.89 - $49.21 $1.58M - $1.59M
38.8K $1.91M
CGGO
Capital Group Global Growth Eq

ETFs
56.3K
+ 310.8%
$28.33 - $30.84 $1.6M - $1.74M
74.5K $2.11M
CVS
Cvs Health Corp

Healthcare
23.3K
New
$44.22 - $68.64 $1.03M - $1.6M
23.3K $1.58M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
292K
+ 142.28%
$5.91 - $6.78 $1.73M - $1.98M
497K $2.94M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
78.5K
+ 225.77%
$21.29 - $24.8 $1.67M - $1.95M
113K $2.41M
HON
Honeywell International Inc

Industrials
8.52K
+ 50.5%
$202.75 - $226.52 $1.73M - $1.93M
25.4K $5.37M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
10.8K
+ 143.74%
$165.25 - $224.62 $1.79M - $2.44M
18.4K $3.05M
VCIF
Vertical Capital Income Fund

Financial Services
189K
New
N/A
189K $1.55M
GLW
Corning Inc

Technology
33.8K
New
$44.91 - $54.25 $1.52M - $1.83M
33.8K $1.55M
ADM
Archer Daniels Midland CO

Consumer Defensive
32.1K
+ 352.08%
$45.22 - $52.17 $1.45M - $1.67M
41.2K $1.98M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.61K
+ 80.17%
$196.12 - $229.48 $1.49M - $1.75M
17.1K $3.46M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
28.4K
+ 13.7%
$50.39 - $50.66 $1.43M - $1.44M
236K $11.9M
WFG
West Fraser Timber Co., LTD

Basic Materials
19.2K
New
$75.63 - $92.16 $1.45M - $1.77M
19.2K $1.48M
PPL
Ppl Corp

Utilities
39.8K
+ 514.76%
$31.68 - $36.11 $1.26M - $1.44M
47.5K $1.71M
BTI
British American Tobacco P.L.C.

Consumer Defensive
35.3K
New
$35.35 - $42.74 $1.25M - $1.51M
35.3K $1.46M
CWB
Spdr Bloomberg Convertible Sec

ETFs
19.2K
+ 195.73%
$75.99 - $81.58 $1.46M - $1.56M
29K $2.22M
WMB
Williams Companies, Inc.

Energy
23.3K
+ 200.21%
$54.02 - $61.09 $1.26M - $1.42M
34.9K $2.09M
BCC
Boise Cascade CO

Basic Materials
14.7K
New
$96.38 - $129.12 $1.41M - $1.89M
14.7K $1.44M
NOC
Northrop Grumman Corp

Industrials
2.41K
+ 57.25%
$433.45 - $513.82 $1.05M - $1.24M
6.62K $3.39M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
14.1K
New
$96.88 - $111.25 $1.36M - $1.56M
14.1K $1.4M
SRE
Sempra Energy

Utilities
19.6K
New
$67.85 - $87.67 $1.33M - $1.71M
19.6K $1.4M
ADP
Automatic Data Processing Inc

Industrials
4.31K
+ 71.37%
$286.85 - $318.64 $1.23M - $1.37M
10.3K $3.16M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
23.2K
+ 50.39%
$48.65 - $53.06 $1.13M - $1.23M
69.3K $3.6M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
9K
New
$132.75 - $177.12 $1.19M - $1.59M
9K $1.37M
BSCV
Invesco ETF Self Indexed Fd Tr
83.9K
New
$15.87 - $16.38 $1.33M - $1.37M
83.9K $1.37M
ISRG
Intuitive Surgical Inc

Healthcare
2.94K
+ 79.15%
$476.63 - $610.45 $1.4M - $1.79M
6.64K $3.29M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
25.4K
+ 190.53%
$50.82 - $52.7 $1.29M - $1.34M
38.7K $2.03M
PRK
Park National Corp

Financial Services
9.57K
+ 149.0%
$151.4 - $174.01 $1.45M - $1.66M
16K $2.42M
XLE
Energy Sector Spdr

ETFs
9.45K
+ 16.91%
$85.7 - $93.96 $810K - $888K
65.3K $6.1M
QCOM
Qualcomm Inc

Technology
8.56K
+ 58.82%
$151.94 - $175.86 $1.3M - $1.51M
23.1K $3.55M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
50.6K
+ 382.33%
$23.43 - $25.55 $1.19M - $1.29M
63.8K $1.63M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
45.5K
+ 19.28%
$48.0 - $54.24 $2.18M - $2.47M
282K $13.6M
INTC
Intel Corp

Technology
53.9K
+ 195.74%
$19.1 - $27.39 $1.03M - $1.48M
81.5K $1.85M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.42K
+ 21.6%
$182.82 - $196.21 $1.17M - $1.26M
36.1K $6.8M
HRL
Hormel Foods Corp

Consumer Defensive
41.5K
New
$28.29 - $31.52 $1.17M - $1.31M
41.5K $1.28M
KMB
Kimberly Clark Corp

Consumer Defensive
8.44K
+ 119.54%
$124.46 - $147.4 $1.05M - $1.24M
15.5K $2.2M
BEN
Franklin Resources Inc

Financial Services
65.7K
New
$18.92 - $22.24 $1.24M - $1.46M
65.7K $1.26M
DVN
Devon Energy Corp

Energy
21K
+ 20.74%
$33.15 - $38.55 $695K - $808K
122K $4.56M
WELL
Welltower Inc.

Real Estate
7.52K
+ 198.57%
$124.05 - $156.86 $933K - $1.18M
11.3K $1.73M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
24.9K
New
$49.69 - $50.76 $1.24M - $1.26M
24.9K $1.24M
NTNX
Nutanix, Inc.

Technology
17.8K
New
$61.28 - $77.44 $1.09M - $1.38M
17.8K $1.24M
MRVL
Marvell Technology, Inc.

Technology
19.8K
New
$61.57 - $126.06 $1.22M - $2.49M
19.8K $1.22M
AMP
Ameriprise Financial Inc

Financial Services
2.59K
+ 342.38%
$472.29 - $575.13 $1.22M - $1.49M
3.34K $1.62M
TJX
Tjx Companies Inc

Consumer Cyclical
9.82K
+ 52.08%
$112.81 - $126.16 $1.11M - $1.24M
28.7K $3.49M
SYY
Sysco Corp

Consumer Defensive
16.2K
+ 233.31%
$70.0 - $77.13 $1.14M - $1.25M
23.2K $1.74M
AZN
Astrazeneca PLC

Healthcare
15.8K
+ 347.34%
$65.37 - $77.96 $1.03M - $1.23M
20.3K $1.49M
GTO
Invesco Actively Managed ETF T

ETFs
25.4K
New
$45.9 - $47.37 $1.17M - $1.2M
25.4K $1.19M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
70.2K
+ 80.35%
$16.18 - $17.82 $1.14M - $1.25M
158K $2.64M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
25.7K
New
$44.72 - $46.25 $1.15M - $1.19M
25.7K $1.18M
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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