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
FTCS
First Trust Capital Strength E

ETFs
7.91K
+ 21.09%
$86.39 - $91.35 $683K - $722K
45.4K $4.07M
PSLV
Sprott Physical Silver Trust

Financial Services
57.6K
+ 104.17%
$9.86 - $11.68 $567K - $672K
113K $1.31M
CLX
Clorox CO

Consumer Defensive
5.46K
+ 278.03%
$141.76 - $162.89 $773K - $889K
7.42K $1.09M
HBAN
Huntington Bancshares Inc

Financial Services
53K
+ 222.74%
$14.28 - $17.39 $757K - $922K
76.8K $1.15M
WPC
W. P. Carey Inc.

Real Estate
11.2K
+ 163.93%
$53.5 - $65.05 $599K - $729K
18K $1.14M
IR
Ingersoll Rand Inc.

Industrials
9.42K
New
$79.44 - $94.23 $748K - $887K
9.42K $753K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
10.9K
+ 142.71%
$70.83 - $76.62 $771K - $834K
18.5K $1.32M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
8.47K
+ 39.62%
$67.08 - $76.14 $568K - $645K
29.8K $2.2M
MPLX
Mplx LP

Energy
14K
New
$47.88 - $54.65 $668K - $763K
14K $747K
ZTR
Virtus Total Return Fund Inc.

Financial
124K
+ 266.91%
$5.67 - $6.1 $701K - $755K
170K $1.02M
MBB
Ishares Tr

ETFs
7.69K
+ 173.36%
$90.37 - $94.08 $695K - $723K
12.1K $1.14M
CSCO
Cisco Systems, Inc.

Technology
9.26K
+ 14.67%
$58.74 - $64.87 $544K - $600K
72.4K $4.47M
AOM
Ishares Tr Core Moderate Alloc

ETFs
16.4K
+ 169.61%
$42.93 - $44.71 $703K - $732K
26K $1.14M
OGE
Oge Energy Corp.

Utilities
15.7K
New
$39.76 - $46.32 $622K - $725K
15.7K $719K
VMC
Vulcan Materials CO

Basic Materials
3.07K
New
$220.9 - $277.54 $678K - $852K
3.07K $716K
PFN
Pimco Income Strategy Fund Ii

Financial Services
93K
+ 59.99%
$7.41 - $7.64 $689K - $710K
248K $1.87M
PLD
Prologis, Inc.

Real Estate
6.08K
+ 109.56%
$103.59 - $124.04 $630K - $755K
11.6K $1.3M
PHYL
Pgim ETF Tr

ETFs
20.3K
New
$34.67 - $35.44 $703K - $719K
20.3K $706K
COF
Capital One Financial Corp

Financial Services
3.91K
+ 162.13%
$163.87 - $209.82 $641K - $820K
6.32K $1.13M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
48.5K
+ 242.53%
$14.22 - $14.83 $690K - $719K
68.5K $990K
IFRA
Ishares Tr

ETFs
16.3K
+ 57.73%
$44.8 - $49.25 $732K - $805K
44.7K $2.01M
EQT
Eqt Corp

Energy
12K
+ 155.15%
$46.16 - $54.25 $554K - $651K
19.7K $1.05M
PGR
Progressive Corp

Financial Services
2.3K
+ 218.14%
$235.61 - $291.22 $541K - $669K
3.35K $948K
EXR
Extra Space Storage Inc.

Real Estate
4.68K
New
$143.8 - $161.28 $673K - $755K
4.68K $695K
BLDR
Builders First Source, Inc.

Industrials
5.52K
New
$122.8 - $173.51 $678K - $958K
5.52K $690K
INTU
Intuit Inc

Technology
1.2K
+ 33.53%
$555.63 - $630.23 $667K - $757K
4.78K $2.94M
IXUS
Ishares Tr

ETFs
9.56K
+ 202.69%
$65.06 - $72.31 $622K - $691K
14.3K $996K
PYPL
Pay Pal Holdings, Inc.

Financial Services
13.9K
+ 126.31%
$65.15 - $91.81 $904K - $1.27M
24.9K $1.62M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
33K
+ 131.87%
$21.23 - $23.75 $700K - $783K
58K $1.25M
FICS
First Tr Exchange Traded Fd Vi

ETFs
18.5K
New
$33.49 - $37.82 $621K - $701K
18.5K $679K
PH
Parker Hannifin Corp

Industrials
1.23K
+ 50.27%
$591.65 - $707.05 $728K - $870K
3.68K $2.24M
PHO
Invesco Exchange Traded Fd Tr

ETFs
10.7K
+ 94.03%
$63.77 - $68.75 $682K - $735K
22.1K $1.42M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
19.7K
New
$30.38 - $34.94 $599K - $689K
19.7K $674K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
3.66K
+ 20.67%
$178.65 - $194.73 $653K - $712K
21.3K $3.92M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
12.6K
+ 97.59%
$47.08 - $50.67 $591K - $637K
25.4K $1.28M
VAW
Vanguard Materials ETF

ETFs
3.34K
+ 12.84%
$185.71 - $202.46 $620K - $676K
29.4K $5.54M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
34.7K
+ 128.51%
$18.18 - $18.58 $632K - $645K
61.8K $1.14M
FIW
First Trust Water ETF

ETFs
6.36K
New
$99.48 - $106.74 $632K - $679K
6.36K $640K
DOX
Amdocs LTD

Technology
6.97K
New
$82.21 - $92.02 $573K - $641K
6.97K $637K
CNP
Centerpoint Energy Inc

Utilities
17.6K
New
$30.87 - $36.25 $543K - $638K
17.6K $637K
SHV
Ishares Tr

ETFs
5.68K
+ 33.33%
$110.11 - $110.51 $626K - $628K
22.7K $2.51M
BRO
Brown & Brown, Inc.

Financial Services
4.71K
+ 226.43%
$100.54 - $124.4 $474K - $586K
6.79K $845K
MORN
Morningstar, Inc.

Financial Services
2.11K
New
$282.49 - $334.73 $596K - $706K
2.11K $632K
NVS
Novartis Ag

Healthcare
4.97K
+ 92.36%
$97.14 - $115.57 $483K - $574K
10.3K $1.15M
WBD
Warner Bros. Discovery, Inc.

Communication Services
58.1K
+ 400.46%
$9.47 - $11.46 $550K - $666K
72.6K $779K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.25K
+ 46.68%
$302.31 - $337.54 $679K - $758K
7.06K $2.16M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
11K
New
$51.39 - $57.43 $567K - $633K
11K $611K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
105K
+ 40.41%
$4.79 - $5.2 $505K - $548K
366K $1.85M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.4K
New
$48.06 - $53.73 $594K - $664K
12.4K $602K
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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