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
CAG
Conagra Brands Inc.

Consumer Defensive
6.42K
New
$28.13 - $32.83 $181K - $211K
6.42K $208K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.72K
New
$70.02 - $76.68 $190K - $208K
2.72K $208K
MSTR
Microstrategy Inc

Technology
3.62K
+ 1086.19%
$114.3 - $1800.09 $413K - $6.51M
3.95K $665K
ENB
Enbridge Inc

Energy
3.4K
+ 25.21%
$35.27 - $41.18 $120K - $140K
16.9K $686K
FYX
First Tr Small Cap Core Alphad

ETFs
2.07K
New
$89.32 - $100.62 $185K - $208K
2.07K $206K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.21K
New
$57.69 - $64.56 $185K - $207K
3.21K $205K
FIW
First Trust Water ETF

ETFs
1.87K
New
$98.0 - $109.33 $183K - $204K
1.87K $204K
NFRA
Flexshares Stoxx Global Broad

ETFs
3.43K
New
$53.04 - $59.95 $182K - $206K
3.43K $203K
FBT
First Trust Nyse Arca Biotechn

ETFs
1.18K
New
$152.39 - $172.91 $180K - $205K
1.18K $203K
CASY
Caseys General Stores Inc

Consumer Cyclical
536
New
$354.52 - $391.16 $190K - $210K
536 $201K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.27K
+ 8.56%
$37.45 - $44.25 $160K - $189K
54.2K $2.32M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.76K
+ 75.57%
$19.2 - $19.82 $187K - $193K
22.7K $447K
IDV
Ishares Tr

ETFs
3.7K
+ 11.35%
$27.62 - $30.64 $102K - $113K
36.3K $1.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.53K
+ 7.67%
$59.25 - $65.33 $90.6K - $99.9K
21.5K $1.39M
IEMG
Ishares Inc

ETFs
3.51K
+ 7.05%
$53.64 - $53.64 $188K - $188K
53.3K $2.86M
RFEM
First Trust Iii Riverfront Dyn

ETFs
1.84K
+ 7.61%
$60.61 - $70.03 $112K - $129K
26.1K $1.78M
HYLS
First Tr Tactical High Yield L

ETFs
3.01K
+ 6.6%
$40.54 - $42.23 $122K - $127K
48.5K $2.04M
ZS
Zscaler, Inc.

Technology
1.23K
+ 103.99%
$155.9 - $204.47 $191K - $251K
2.41K $411K
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.99K
+ 66.77%
$30.55 - $30.85 $183K - $185K
15K $461K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.83K
+ 37.68%
$36.98 - $41.55 $141K - $159K
14K $574K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
409
+ 1.58%
$71.86 - $78.56 $29.4K - $32.1K
26.3K $2.06M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
459
+ 2.88%
$108.44 - $120.37 $49.8K - $55.2K
16.4K $1.97M
VT
Vanguard Total World Stk Index

ETFs
754
+ 5.99%
$107.72 - $119.96 $81.2K - $90.4K
13.3K $1.6M
ADBE
Adobe Inc.

Technology
672
+ 14.89%
$508.13 - $586.55 $341K - $394K
5.18K $2.68M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
700
+ 1.65%
$54.38 - $59.77 $38.1K - $41.8K
43.1K $2.55M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.66K
+ 12.93%
$60.1 - $66.57 $99.5K - $110K
14.5K $959K
VEEV
Veeva Systems Inc

Healthcare
674
+ 55.79%
$180.43 - $223.9 $122K - $151K
1.88K $395K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
299
+ 1.38%
$110.22 - $120.89 $33K - $36.1K
22K $2.64M
OEF
Ishares S&P 100 ETF

ETFs
501
+ 2.25%
$266.03 - $266.03 $133K - $133K
22.8K $6.07M
PPG
Ppg Industries Inc

Basic Materials
701
+ 6.04%
$118.32 - $134.55 $82.9K - $94.3K
12.3K $1.63M
FNDX
Schwab Fundamental U S Large C

ETFs
1.99K
+ 37.23%
$65.36 - $71.76 $130K - $143K
7.34K $526K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.51K
+ 15.95%
$81.1 - $89.18 $123K - $135K
11K $964K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
969
+ 14.07%
$147.95 - $191.05 $143K - $185K
7.86K $1.36M
ALL
Allstate Corp

Financial Services
593
+ 34.14%
$158.43 - $192.86 $93.9K - $114K
2.33K $441K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
1.97K
+ 1.56%
$21.45 - $23.13 $42.1K - $45.5K
128K $2.94M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
7.77K
+ 5.93%
$20.05 - $20.17 $156K - $157K
139K $2.79M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
44
+ 0.22%
$43.67 - $51.82 $1.92K - $2.28K
20K $1.04M
TPHD
Timothy Plan High Divid Stk Et

ETFs
979
+ 2.18%
$34.67 - $37.7 $33.9K - $36.9K
46K $1.73M
XLB
Select Sector Spdr Fd Material

ETFs
422
+ 2.91%
$86.95 - $97.09 $36.7K - $41K
14.9K $1.44M
SYLD
Cambria Shareholder Yld ETF

ETFs
1.26K
+ 7.71%
$66.68 - $72.81 $84.2K - $91.9K
17.6K $1.28M
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.57K
+ 12.58%
$46.14 - $48.06 $119K - $124K
23K $1.11M
IFRA
Ishares Tr

ETFs
574
+ 2.14%
$41.55 - $46.97 $23.8K - $27K
27.4K $1.29M
BDX
Becton Dickinson & CO

Healthcare
547
+ 18.18%
$221.47 - $242.41 $121K - $133K
3.56K $857K
HON
Honeywell International Inc

Industrials
1.24K
+ 8.24%
$196.73 - $220.21 $245K - $274K
16.3K $3.38M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
210
+ 0.64%
$67.43 - $74.23 $14.2K - $15.6K
33.2K $2.41M
ADSK
Autodesk, Inc.

Technology
631
+ 70.9%
$245.83 - $245.83 $155K - $155K
1.52K $373K
DUSA
Davis Fundamental ETF Tr

ETFs
2.86K
+ 9.15%
$37.9 - $42.15 $108K - $120K
34.1K $1.42M
EVRG
Evergy, Inc.

Utilities
156
+ 1.0%
$52.46 - $62.01 $8.18K - $9.67K
15.8K $980K
VV
Vanguard Large Cap ETF

ETFs
41
+ 0.4%
$236.92 - $263.4 $9.71K - $10.8K
10.3K $2.71M
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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