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
OXLC
Oxford Lane Capital Corp.

Financial Services
82.4K
+ 56.47%
$5.15 - $5.67 $425K - $467K
228K $1.19M
NOC
Northrop Grumman Corp

Industrials
22
+ 0.52%
$423.73 - $533.14 $9.32K - $11.7K
4.26K $2.25M
PM
Philip Morris International Inc.

Consumer Defensive
1.13K
+ 8.64%
$101.25 - $127.45 $115K - $144K
14.2K $1.73M
FVD
First Tr Value Line Divid Inde

ETFs
2.29K
+ 3.69%
$40.45 - $45.49 $92.6K - $104K
64.3K $2.93M
EMQQ
Emqq Emerging Markets Internet

ETFs
792
+ 1.3%
$31.65 - $39.64 $25.1K - $31.4K
61.8K $2.42M
IEFA
Ishares Tr

ETFs
982
+ 1.71%
$70.09 - $78.74 $68.8K - $77.3K
58.3K $4.55M
RDVY
First Trust Rising Dividend Ac

ETFs
1.35K
+ 1.97%
$53.68 - $59.24 $72.5K - $80K
69.8K $4.13M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.33K
+ 17.38%
$84.81 - $93.54 $282K - $311K
22.5K $2.07M
ITW
Illinois Tool Works Inc

Industrials
724
+ 9.8%
$233.14 - $263.97 $169K - $191K
8.11K $2.13M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.84K
+ 28.71%
$97.05 - $106.1 $275K - $301K
12.7K $1.34M
PH
Parker Hannifin Corp

Industrials
116
+ 5.1%
$501.01 - $635.92 $58.1K - $73.8K
2.39K $1.51M
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.8K
New
$22.61 - $22.79 $356K - $359K
15.8K $358K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.11K
+ 3.5%
$113.41 - $125.62 $126K - $140K
32.9K $4.13M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.25K
+ 2.1%
$37.37 - $41.82 $84K - $94K
110K $4.55M
CMI
Cummins Inc

Industrials
727
+ 28.27%
$266.63 - $326.4 $194K - $237K
3.3K $1.07M
FICO
Fair Isaac Corp

Technology
142
+ 82.56%
$1496.51 - $1947.38 $213K - $277K
314 $610K
KRE
Spdr S&P Regional Banking ETF

ETFs
5.53K
+ 109.22%
$47.94 - $59.23 $265K - $328K
10.6K $599K
GE
General Electric CO

Industrials
176
+ 1.64%
$156.66 - $189.66 $27.6K - $33.4K
10.9K $2.05M
VOE
Vanguard Mid Cap Value Index F

ETFs
716
+ 5.43%
$149.02 - $167.67 $107K - $120K
13.9K $2.33M
CHDN
Churchill Downs Inc

Consumer Cyclical
2.54K
New
$130.35 - $145.0 $331K - $369K
2.54K $343K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.3K
+ 12.16%
$94.31 - $103.26 $217K - $237K
21.2K $2.17M
SBLK
Star Bulk Carriers Corp.

Industrials
14.3K
New
$19.87 - $25.0 $284K - $357K
14.3K $338K
SYK
Stryker Corp

Healthcare
746
+ 23.41%
$315.94 - $371.96 $236K - $277K
3.93K $1.42M
BNDX
Vanguard Total International B

ETFs
3.33K
+ 3.18%
$48.42 - $50.35 $161K - $168K
108K $5.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
295
+ 1.43%
$332.02 - $382.76 $97.9K - $113K
21K $7.87M
SPGI
S&P Global Inc.

Financial Services
646
New
$446.32 - $527.38 $288K - $341K
646 $333K
PEG
Public Service Enterprise Group Inc

Utilities
522
+ 2.93%
$73.58 - $89.21 $38.4K - $46.6K
18.4K $1.64M
MKL
Markel Corp

Financial Services
207
+ 98.1%
$1494.55 - $1645.69 $309K - $341K
418 $655K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.74K
+ 30.76%
$85.03 - $94.56 $233K - $259K
11.6K $1.08M
WFC
Wells Fargo & Company

Financial Services
7.28K
+ 22.95%
$51.58 - $60.97 $375K - $444K
39K $2.2M
SWK
Stanley Black & Decker, Inc.

Industrials
2.89K
New
$77.75 - $110.17 $224K - $318K
2.89K $317K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.4K
+ 112.21%
$79.58 - $91.64 $271K - $312K
6.43K $582K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.22K
+ 32.39%
$50.63 - $51.11 $315K - $318K
25.4K $1.3M
IHDG
Wisdomtree Tr

ETFs
6.84K
+ 19.34%
$42.42 - $46.78 $290K - $320K
42.2K $1.93M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.8K
+ 28.43%
$21.05 - $21.17 $311K - $313K
66.7K $1.41M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.9K
+ 14.8%
$69.16 - $76.64 $201K - $222K
22.5K $1.69M
IYH
Ishares Tr

ETFs
3.21K
+ 11.83%
$60.29 - $66.38 $193K - $213K
30.3K $1.97M
VKTX
Viking Therapeutics, Inc.

Healthcare
4.9K
New
$49.84 - $70.47 $244K - $345K
4.9K $309K
VGSH
Vanguard

ETFs
4.98K
+ 43.75%
$57.74 - $59.13 $287K - $294K
16.4K $965K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2.3K
New
$126.87 - $148.36 $291K - $341K
2.3K $302K
VIG
Vanguard Dividend Appreciation

ETFs
1.89K
+ 1.75%
$182.15 - $182.15 $345K - $345K
110K $20M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
12.8K
+ 112.07%
$22.94 - $23.16 $294K - $297K
24.3K $561K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.82K
+ 12.26%
$44.9 - $47.55 $216K - $229K
44.1K $2.08M
AG
First Majestic Silver Corp

Basic Materials
49.2K
New
$4.62 - $6.84 $227K - $337K
49.2K $295K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
9.81K
New
$28.45 - $30.18 $279K - $296K
9.81K $294K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1.01K
+ 1.41%
$39.98 - $43.99 $40.4K - $44.5K
72.7K $3.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.67K
New
$56.52 - $63.23 $264K - $295K
4.67K $287K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.73K
+ 11.36%
$101.72 - $112.94 $176K - $195K
16.9K $1.91M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
12K
New
$23.08 - $23.52 $278K - $283K
12K $282K
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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