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
VFH
Vanguard Financial ETF

ETFs
8.04K
+ 327.33%
$114.07 - $127.34 $917K - $1.02M
10.5K $1.25M
OHI
Omega Healthcare Investors Inc

Real Estate
25.2K
New
$35.7 - $38.33 $899K - $965K
25.2K $959K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.7K
+ 14.36%
$42.5 - $46.71 $752K - $827K
141K $6.38M
BST
Black Rock Science & Technology Trust

Financial Services
28.6K
New
$32.99 - $38.94 $944K - $1.11M
28.6K $943K
BK
Bank Of New York Mellon Corp

Financial Services
10.7K
+ 213.07%
$75.42 - $88.95 $808K - $953K
15.7K $1.32M
QDPL
Pacer Fds Tr Metaurus Us Large
26K
+ 328.54%
$36.5 - $40.04 $947K - $1.04M
33.9K $1.24M
D
Dominion Energy, Inc

Utilities
16.1K
+ 138.11%
$52.85 - $57.43 $849K - $922K
27.7K $1.55M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
23.3K
New
$39.33 - $41.52 $916K - $967K
23.3K $924K
GNL
Global Net Lease, Inc.

Real Estate
112K
+ 435.58%
$6.91 - $8.26 $775K - $926K
138K $1.11M
XAR
Spdr S&P Aerospace & Defense E

ETFs
5.84K
+ 157.62%
$157.71 - $180.77 $921K - $1.06M
9.55K $1.53M
YUM
Yum Brands Inc

Consumer Cyclical
5.26K
+ 144.69%
$123.25 - $162.53 $649K - $856K
8.9K $1.4M
XEL
Xcel Energy Inc

Utilities
12.8K
New
$63.37 - $72.1 $810K - $922K
12.8K $905K
AEE
Ameren Corp

Utilities
8.93K
New
$86.87 - $103.67 $776K - $926K
8.93K $896K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
100K
+ 69.41%
$8.31 - $8.77 $833K - $879K
245K $2.1M
SPG
Simon Property Group Inc

Real Estate
5.39K
New
$159.48 - $187.78 $859K - $1.01M
5.39K $894K
DOW
Dow Inc.

Basic Materials
27.1K
+ 259.47%
$34.36 - $41.92 $930K - $1.14M
37.5K $1.31M
MDT
Medtronic PLC

Healthcare
8.84K
+ 90.4%
$79.84 - $94.5 $706K - $835K
18.6K $1.67M
USA
Liberty All Star Equity Fund

Financial Services
138K
+ 289.94%
$6.41 - $7.32 $886K - $1.01M
186K $1.22M
TGT
Target Corp

Consumer Defensive
10.4K
+ 158.14%
$103.65 - $142.5 $1.07M - $1.47M
16.9K $1.76M
MSTR
Microstrategy Inc

Technology
3.06K
+ 59.68%
$239.27 - $396.5 $733K - $1.21M
8.19K $2.36M
GS
Goldman Sachs Group Inc

Financial Services
1.98K
+ 25.12%
$524.81 - $672.19 $1.04M - $1.33M
9.86K $5.39M
DTM
Dt Midstream, Inc.

Energy
8.99K
New
$86.95 - $113.75 $781K - $1.02M
8.99K $866K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
44.2K
+ 61.64%
$19.42 - $19.54 $859K - $864K
116K $2.26M
SLB
Schlumberger Limited

Energy
18.8K
+ 84.41%
$38.4 - $43.74 $723K - $824K
41.2K $1.72M
FDX
Fedex Corp

Industrials
3.77K
+ 250.5%
$230.33 - $281.53 $868K - $1.06M
5.28K $1.29M
LHX
L3 Harris Technologies, Inc.

Industrials
4.13K
+ 103.41%
$194.65 - $222.86 $803K - $920K
8.12K $1.7M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
12.7K
+ 23.97%
$58.32 - $65.09 $738K - $824K
65.4K $3.94M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
43.4K
+ 74.8%
$19.43 - $19.62 $843K - $851K
101K $1.99M
PULS
Pgim ETF Tr

ETFs
16.6K
+ 11.97%
$49.56 - $49.78 $825K - $829K
156K $7.74M
MET
Metlife Inc

Financial Services
10.7K
+ 177.37%
$77.7 - $87.0 $833K - $933K
16.8K $1.35M
CI
Cigna Corp

Healthcare
2.25K
+ 113.24%
$274.49 - $329.0 $618K - $740K
4.24K $1.39M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
56.3K
New
$14.1 - $15.53 $794K - $874K
56.3K $844K
AGNC
Agnc Investment Corp.

Real Estate
81.3K
+ 47.3%
$9.12 - $10.54 $741K - $857K
253K $2.43M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.3K
+ 44.07%
$51.45 - $58.51 $1.05M - $1.19M
66.4K $3.44M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
39.9K
+ 48.14%
$20.64 - $20.73 $823K - $826K
123K $2.54M
RDVY
First Trust Rising Dividend Ac

ETFs
14.8K
+ 20.89%
$57.22 - $63.39 $845K - $936K
85.5K $5M
GM
General Motors CO

Consumer Cyclical
18.8K
+ 180.88%
$45.22 - $54.92 $851K - $1.03M
29.2K $1.37M
CACC
Credit Acceptance Corp

Financial Services
1.58K
New
$440.44 - $525.64 $696K - $831K
1.58K $816K
PFF
Ishares Trust Ishares Pfd And

ETFs
27.2K
+ 83.22%
$30.73 - $32.26 $837K - $878K
59.9K $1.84M
ECC
Eagle Point Credit CO Inc.

Financial Services
115K
+ 75.56%
$7.7 - $9.14 $883K - $1.05M
267K $2.16M
VV
Vanguard Large Cap ETF

ETFs
3.63K
+ 36.4%
$253.32 - $282.66 $919K - $1.03M
13.6K $3.49M
CZA
Invesco Exchange Traded Fd Tr

ETFs
7.65K
New
$101.07 - $108.24 $773K - $828K
7.65K $794K
JCI
Johnson Controls International PLC

Industrials
9.85K
+ 278.24%
$76.12 - $90.6 $750K - $892K
13.4K $1.07M
HCA
Hca Healthcare, Inc.

Healthcare
2.1K
+ 145.34%
$296.7 - $345.55 $624K - $727K
3.55K $1.23M
VLO
Valero Energy Corp

Energy
5.78K
+ 222.87%
$121.76 - $142.99 $704K - $826K
8.37K $1.11M
BBUS
J P Morgan Exchg Traded Fd

ETFs
7.8K
New
$99.5 - $110.97 $776K - $865K
7.8K $786K
CPB
Campbell Soup CO

Consumer Defensive
19.5K
New
$37.29 - $42.04 $729K - $822K
19.5K $780K
IDEV
Ishares Core Msci Intl Develop

ETFs
11.3K
New
$63.77 - $71.36 $722K - $808K
11.3K $779K
OKE
Oneok Inc

Energy
7.97K
+ 65.9%
$89.57 - $109.85 $714K - $875K
20.1K $1.99M
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
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