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
AMT
American Tower Corp

Real Estate
5.13K
+ 260.81%
$173.46 - $217.6 $889K - $1.12M
7.09K $1.54M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
14.5K
+ 218.35%
$69.81 - $78.9 $1.01M - $1.15M
21.2K $1.65M
GILD
Gilead Sciences, Inc.

Healthcare
8.13K
+ 59.79%
$89.14 - $117.41 $725K - $955K
21.7K $2.43M
PWR
Quanta Services, Inc.

Industrials
5.65K
+ 135.66%
$236.71 - $358.03 $1.34M - $2.02M
9.81K $2.49M
UNH
Unitedhealth Group Inc

Healthcare
1.82K
+ 15.17%
$461.52 - $548.18 $840K - $998K
13.8K $7.24M
HPI
John Hancock Preferred Income Fund

Financial Services
70.3K
New
$16.4 - $17.73 $1.15M - $1.25M
70.3K $1.17M
IAU
Ishares Gold Trust

ETFs
14.7K
+ 47.71%
$49.74 - $58.96 $733K - $869K
45.6K $2.69M
CTAS
Cintas Corp

Industrials
4.82K
+ 67.51%
$182.09 - $208.14 $877K - $1M
12K $2.46M
SHEL
Shell PLC

Energy
13.5K
+ 90.95%
$62.84 - $73.29 $850K - $991K
28.4K $2.08M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
55.5K
New
$20.7 - $21.15 $1.15M - $1.17M
55.5K $1.15M
TDG
Trans Digm Group Inc

Industrials
824
New
$1251.32 - $1394.11 $1.03M - $1.15M
824 $1.14M
ARCC
Ares Capital Corp

Financial Services
50.7K
+ 112.58%
$21.28 - $23.81 $1.08M - $1.21M
95.7K $2.12M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
18.9K
+ 61.91%
$59.78 - $60.03 $1.13M - $1.13M
49.4K $2.96M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.8K
+ 32.67%
$73.78 - $76.59 $1.02M - $1.06M
56K $4.29M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.91K
+ 25.44%
$168.16 - $186.21 $1.33M - $1.47M
39K $6.66M
NNN
National Retail Properties, Inc.

Real Estate
26.1K
New
$38.0 - $43.19 $990K - $1.13M
26.1K $1.11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34.5K
+ 15.43%
$27.01 - $28.54 $933K - $986K
258K $7.22M
USB
Us Bancorp \De\

Financial Services
28.1K
+ 185.55%
$40.92 - $50.9 $1.15M - $1.43M
43.2K $1.83M
CSX
Csx Corp

Industrials
40.7K
+ 114.11%
$29.11 - $33.67 $1.19M - $1.37M
76.4K $2.25M
CAH
Cardinal Health Inc

Healthcare
7.95K
New
$118.02 - $137.77 $938K - $1.09M
7.95K $1.09M
DD
Du Pont De Nemours, Inc.

Basic Materials
14.5K
+ 299.69%
$72.7 - $84.32 $1.06M - $1.23M
19.4K $1.45M
IGR
Cbre Global Real Estate Income Fund

Financial Services
193K
+ 85.1%
$4.79 - $5.34 $925K - $1.03M
420K $2.17M
ETR
Entergy Corp

Utilities
12.6K
New
$75.26 - $87.89 $945K - $1.1M
12.6K $1.07M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
52.2K
+ 109.78%
$20.05 - $20.4 $1.05M - $1.07M
99.8K $2.03M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.84K
+ 42.47%
$308.86 - $455.36 $877K - $1.29M
9.52K $3.36M
MU
Micron Technology Inc

Technology
11.7K
+ 66.96%
$86.89 - $109.38 $1.02M - $1.28M
29.3K $2.54M
CGUS
Capital Group Core Equity ETF
32.1K
+ 416.13%
$33.08 - $36.62 $1.06M - $1.18M
39.8K $1.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.27K
+ 14.0%
$95.85 - $99.25 $889K - $920K
75.5K $7.47M
ED
Consolidated Edison Inc

Utilities
6.67K
+ 45.35%
$88.0 - $110.59 $587K - $737K
21.4K $2.36M
VT
Vanguard Total World Stk Index

ETFs
9.19K
+ 69.84%
$115.08 - $123.97 $1.06M - $1.14M
22.3K $2.59M
SJM
J M Smucker CO

Consumer Defensive
8.47K
+ 200.35%
$100.41 - $118.41 $850K - $1M
12.7K $1.5M
EIX
Edison International

Utilities
17.5K
New
$50.06 - $80.01 $877K - $1.4M
17.5K $1.03M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
82K
New
$12.53 - $13.05 $1.03M - $1.07M
82K $1.03M
FAST
Fastenal CO

Industrials
12.3K
+ 97.18%
$71.11 - $79.98 $876K - $985K
25K $1.94M
MPC
Marathon Petroleum Corp

Energy
6.89K
+ 233.05%
$134.72 - $159.03 $928K - $1.1M
9.85K $1.43M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.36K
+ 13.33%
$97.38 - $104.52 $814K - $874K
71.1K $7.26M
RSG
Republic Services, Inc.

Industrials
3.84K
+ 179.81%
$200.09 - $242.16 $768K - $930K
5.97K $1.45M
C
Citigroup Inc

Financial Services
14.1K
+ 111.97%
$67.23 - $84.63 $948K - $1.19M
26.7K $1.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
16.8K
+ 305.48%
$57.44 - $59.4 $966K - $999K
22.3K $1.33M
CAG
Conagra Brands Inc.

Consumer Defensive
37.6K
New
$23.9 - $27.67 $898K - $1.04M
37.6K $1M
MP
Mp Materials Corp.

Basic Materials
6.55K
+ 6.88%
$16.39 - $26.93 $107K - $176K
102K $2.49M
CTVA
Corteva, Inc.

Basic Materials
15.1K
+ 250.93%
$55.94 - $66.15 $846K - $1M
21.1K $1.33M
FDVV
Fidelity High Dividend ETF

ETFs
19.9K
New
$48.86 - $52.28 $972K - $1.04M
19.9K $986K
HTGC
Hercules Capital, Inc.

Financial Services
51.2K
New
$18.01 - $22.0 $922K - $1.13M
51.2K $983K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
90.1K
New
$10.81 - $11.29 $974K - $1.02M
90.1K $983K
CL
Colgate Palmolive CO

Consumer Defensive
10K
+ 64.98%
$85.68 - $97.5 $857K - $975K
25.4K $2.38M
VDE
Vanguard Energy ETF

ETFs
7.56K
New
$119.14 - $132.76 $900K - $1M
7.56K $979K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.04K
+ 113.5%
$497.6 - $606.74 $1.01M - $1.23M
3.83K $1.9M
NSC
Norfolk Southern Corp

Industrials
4.06K
+ 106.09%
$227.69 - $259.76 $924K - $1.05M
7.88K $1.87M
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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