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
ADP
Automatic Data Processing Inc

Industrials
208
+ 3.54%
$233.44 - $279.45 $48.6K - $58.1K
6.08K $1.68M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.8K
New
$53.19 - $84.93 $202K - $323K
3.8K $275K
KR
Kroger CO

Consumer Defensive
3.22K
+ 25.96%
$50.43 - $57.3 $162K - $184K
15.6K $894K
FTCS
First Trust Capital Strength E

ETFs
254
+ 0.69%
$83.58 - $90.94 $21.2K - $23.1K
37.1K $3.37M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
1.82K
+ 5.24%
$44.56 - $50.18 $81K - $91.2K
36.5K $1.82M
ABT
Abbott Laboratories

Healthcare
235
+ 0.99%
$100.07 - $118.13 $23.5K - $27.8K
23.9K $2.73M
CEG
Constellation Energy Corp

Utilities
169
+ 4.64%
$167.08 - $262.86 $28.2K - $44.4K
3.81K $990K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.9K
+ 71.22%
$19.2 - $19.63 $248K - $254K
31.1K $607K
HDV
Ishares Core High Dividend ETF

ETFs
146
+ 0.54%
$107.62 - $118.76 $15.7K - $17.3K
27.4K $3.22M
SCHV
Schwab Strategic Tr Us Large C

ETFs
871
+ 2.98%
$73.43 - $80.37 $64K - $70K
30.1K $2.42M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.37K
+ 8.91%
$211.47 - $281.27 $713K - $949K
41.2K $10.1M
ADUS
Addus Home Care Corp

Healthcare
1.89K
New
$116.16 - $133.58 $219K - $252K
1.89K $250K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
476
+ 0.97%
$58.03 - $65.37 $27.6K - $31.1K
49.4K $3.2M
INDA
Ishares Msci India Index Fund

ETFs
3.71K
+ 33.02%
$54.86 - $59.22 $204K - $220K
15K $875K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
9.63K
+ 8.58%
$18.19 - $18.81 $175K - $181K
122K $2.29M
BLDR
Builders First Source, Inc.

Industrials
1.27K
New
$132.6 - $201.83 $168K - $256K
1.27K $246K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
10.4K
+ 73.98%
$20.56 - $22.25 $214K - $232K
24.5K $545K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
442
+ 7.97%
$256.4 - $289.78 $113K - $128K
5.99K $1.7M
ASML
Asml Holding Nv

Technology
557
+ 48.18%
$749.82 - $1098.95 $418K - $612K
1.71K $1.43M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.37K
New
$25.45 - $29.53 $213K - $247K
8.37K $244K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.44K
+ 82.24%
$77.23 - $87.97 $188K - $215K
5.41K $469K
SJM
J M Smucker CO

Consumer Defensive
1.52K
+ 35.22%
$109.12 - $122.4 $166K - $187K
5.85K $708K
ED
Consolidated Edison Inc

Utilities
165
+ 1.11%
$88.42 - $104.97 $14.6K - $17.3K
15K $1.56M
SNOW
Snowflake Inc.

Technology
2.01K
New
$108.56 - $143.02 $219K - $288K
2.01K $231K
GLDM
World Gold Trust

ETFs
4.41K
New
$46.2 - $53.01 $204K - $234K
4.41K $229K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.84K
New
$97.96 - $124.99 $180K - $229K
1.84K $228K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.12K
+ 2.73%
$61.47 - $67.36 $68.5K - $75.1K
41.9K $2.82M
BSJR
Invesco Indx Tr

ETFs
9.95K
New
$22.08 - $22.75 $220K - $226K
9.95K $225K
ALC
Alcon Inc

Healthcare
2.25K
New
$88.07 - $100.79 $199K - $227K
2.25K $225K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
3.06K
New
$68.51 - $90.46 $210K - $277K
3.06K $224K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.31K
+ 12.06%
$38.04 - $45.36 $87.9K - $105K
21.5K $959K
NXPI
Nxp Semiconductors N.V.

Technology
932
New
$225.14 - $290.78 $210K - $271K
932 $223K
GWW
W.W. Grainger, Inc.

Industrials
214
New
$896.19 - $1044.18 $192K - $223K
214 $222K
NKE
Nike, Inc.

Consumer Cyclical
858
+ 7.68%
$71.09 - $89.44 $61K - $76.7K
12K $1.06M
IYF
Ishares Tr

ETFs
822
+ 5.67%
$93.83 - $105.05 $77.1K - $86.4K
15.3K $1.59M
BR
Broadridge Financial Solutions, Inc.

Technology
1.03K
New
$196.56 - $218.55 $203K - $225K
1.03K $221K
KHC
Kraft Heinz CO

Consumer Defensive
6.27K
New
$31.86 - $36.13 $200K - $227K
6.27K $220K
URI
United Rentals, Inc.

Industrials
272
New
$627.41 - $814.1 $171K - $221K
272 $220K
BKR
Baker Hughes CO

Energy
6.04K
New
$32.92 - $38.72 $199K - $234K
6.04K $218K
VST
Vistra Corp.

Utilities
44
+ 0.68%
$69.0 - $119.06 $3.04K - $5.24K
6.54K $775K
BRO
Brown & Brown, Inc.

Financial Services
2.09K
New
$89.11 - $105.82 $186K - $221K
2.09K $216K
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.35K
+ 5.05%
$71.38 - $79.23 $96.1K - $107K
28K $2.22M
OKTA
Okta, Inc.

Technology
2.87K
New
$71.0 - $100.39 $204K - $288K
2.87K $213K
BLK
Black Rock Inc.

Financial Services
66
+ 7.18%
$782.27 - $949.51 $51.6K - $62.7K
985 $935K
IAU
Ishares Gold Trust

ETFs
76
+ 0.21%
$44.06 - $50.5 $3.35K - $3.84K
36.2K $1.8M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.34K
New
$138.8 - $166.65 $186K - $223K
1.34K $212K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.13K
+ 86.46%
$113.01 - $154.34 $241K - $329K
4.6K $583K
IGV
Ishares Expanded Tech Software

ETFs
2.26K
+ 69.45%
$77.94 - $89.37 $176K - $202K
5.51K $492K
JBL
Jabil Inc

Technology
1.76K
New
$97.55 - $126.65 $171K - $223K
1.76K $210K
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
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email