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
HCWB
Hcw Biologics Inc.

Healthcare
53.4K
New
$0.26 - $11.28 $13.9K - $602K
53.4K $602K
KLAC
Kla Corp

Technology
858
+ 228.8%
$636.62 - $777.63 $546K - $667K
1.23K $838K
GIS
General Mills Inc

Consumer Defensive
10.6K
+ 98.04%
$57.56 - $65.3 $612K - $695K
21.5K $1.29M
PJUL
Innovator U.S. Equity Power Bu

ETFs
14.7K
New
$39.81 - $42.17 $585K - $620K
14.7K $590K
PHYS
Sprott Physical Gold Trust

Financial Services
17.6K
+ 41.86%
$20.25 - $24.06 $357K - $424K
59.8K $1.44M
ROK
Rockwell Automation, Inc

Industrials
2.47K
+ 128.71%
$255.29 - $303.75 $630K - $749K
4.38K $1.13M
EBAY
Ebay Inc

Consumer Cyclical
8.57K
New
$61.61 - $70.93 $528K - $608K
8.57K $580K
SPTS
Spdr Portfolio Short Term Trea

ETFs
19.8K
New
$28.92 - $29.24 $572K - $578K
19.8K $578K
K
Kellogg CO

Consumer Defensive
6.98K
New
$81.06 - $82.9 $565K - $578K
6.98K $575K
PRU
Prudential Financial Inc

Financial Services
6.59K
+ 28.05%
$105.04 - $122.33 $692K - $806K
30.1K $3.36M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
30.1K
New
$18.61 - $21.28 $561K - $641K
30.1K $572K
FIS
Fidelity National Information Services, Inc.

Technology
7.62K
New
$68.12 - $83.42 $519K - $636K
7.62K $569K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.37K
+ 69.07%
$203.38 - $274.79 $686K - $927K
8.25K $1.7M
TSCO
Tractor Supply CO

Consumer Cyclical
10.1K
+ 235.95%
$51.66 - $57.94 $522K - $586K
14.4K $793K
MELI
Mercadolibre Inc

Consumer Cyclical
112
+ 8.1%
$1739.0 - $2260.0 $195K - $253K
1.49K $2.91M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.04K
+ 147.25%
$402.49 - $513.76 $420K - $536K
1.75K $849K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
12.7K
New
$42.18 - $45.16 $535K - $573K
12.7K $561K
PML
Pimco Municipal Income Fund Ii

Financial Services
68.9K
New
$8.04 - $8.62 $554K - $594K
68.9K $558K
EMR
Emerson Electric CO

Industrials
5.95K
+ 88.99%
$108.64 - $131.17 $646K - $780K
12.6K $1.38M
AWK
American Water Works Company, Inc.

Utilities
3.5K
+ 212.51%
$121.01 - $149.31 $424K - $523K
5.15K $759K
EW
Edwards Lifesciences Corp

Healthcare
7.72K
+ 220.23%
$67.95 - $76.19 $525K - $588K
11.2K $813K
IVE
Ishares S&P 500 Value ETF

ETFs
3.01K
+ 4.87%
$185.78 - $198.58 $558K - $597K
64.7K $12.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.17K
New
$80.53 - $147.57 $336K - $616K
4.17K $551K
SLV
I Shares Silver Trust

ETFs
9.23K
+ 16.61%
$26.93 - $31.32 $249K - $289K
64.8K $2.01M
UBER
Uber Technologies, Inc

Technology
1.77K
+ 5.42%
$63.17 - $81.49 $112K - $144K
34.4K $2.5M
IDXX
Idexx Laboratories Inc

Healthcare
1.23K
+ 44.71%
$406.29 - $469.04 $501K - $579K
3.99K $1.68M
MVBF
Mvb Financial Corp

Financial Services
30.9K
New
$16.91 - $20.73 $523K - $641K
30.9K $535K
PFL
Pimco Income Strategy Fund

Financial Services
62K
New
$8.39 - $8.6 $521K - $534K
62K $533K
S
Sentinel One, Inc.

Technology
29.3K
New
$18.17 - $24.97 $533K - $733K
29.3K $533K
BKNG
Booking Holdings Inc.

Consumer Cyclical
121
+ 149.38%
$4295.4 - $5141.88 $520K - $622K
202 $930K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.1K
+ 212.24%
$100.56 - $108.28 $513K - $552K
7.5K $773K
WY
Weyerhaeuser CO

Real Estate
17.1K
+ 85.67%
$27.29 - $31.39 $468K - $538K
37.1K $1.09M
PFG
Principal Financial Group Inc

Financial Services
6.14K
New
$76.34 - $89.04 $469K - $547K
6.14K $518K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.2K
New
$37.07 - $40.63 $488K - $535K
13.2K $518K
FE
Firstenergy Corp

Utilities
12.8K
New
$37.95 - $43.5 $486K - $557K
12.8K $517K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
25.6K
New
$20.2 - $20.86 $517K - $533K
25.6K $516K
MUB
Ishares National Muni Bond ETF

ETFs
4.96K
+ 72.06%
$104.71 - $107.69 $519K - $534K
11.8K $1.25M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.4K
+ 80.81%
$89.27 - $92.9 $482K - $501K
12.1K $1.12M
PPC
Pilgrims Pride Corp

Consumer Defensive
9.35K
New
$44.52 - $55.93 $416K - $523K
9.35K $509K
TTWO
Take Two Interactive Software Inc

Communication Services
2.46K
New
$178.61 - $217.95 $439K - $535K
2.46K $509K
DFNL
Davis Fundamental ETF Tr

ETFs
12.6K
+ 103.72%
$37.36 - $40.96 $470K - $515K
24.7K $969K
GBX
Greenbrier Companies Inc

Industrials
9.9K
New
$51.22 - $70.7 $507K - $700K
9.9K $507K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
28.8K
+ 37.12%
$14.91 - $15.74 $429K - $453K
106K $1.66M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
21.8K
New
$22.83 - $23.75 $497K - $517K
21.8K $501K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.77K
+ 18.1%
$114.57 - $118.14 $431K - $445K
24.6K $2.9M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
20K
+ 61.12%
$24.5 - $24.95 $489K - $498K
52.7K $1.3M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
9.34K
New
$48.65 - $66.04 $454K - $617K
9.34K $497K
THW
Tekla World Healthcare Fund

Financial Services
39.9K
+ 57.53%
$11.09 - $12.2 $443K - $487K
109K $1.26M
AOK
Ishares Tr Core Conservative A

ETFs
12.7K
+ 46.02%
$36.86 - $38.15 $470K - $486K
40.5K $1.52M
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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