J.W. Cole Advisors, Inc. Purchases in Q4 2024

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
2.5K
+ 20.36%
$10.86 - $11.38 $27.2K - $28.5K
14.8K $165K
RSG
Republic Services, Inc.

Industrials
126
+ 6.27%
$198.0 - $218.75 $24.9K - $27.6K
2.14K $429K
BTO
John Hancock Financial Opportunities Fund

Financial Services
107
+ 1.2%
$31.82 - $39.45 $3.4K - $4.22K
9.04K $322K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.04K
+ 4.52%
$46.68 - $47.95 $48.6K - $49.9K
24.1K $1.13M
IEO
Ishares Tr

ETFs
453
+ 5.21%
$85.22 - $101.77 $38.6K - $46.1K
9.15K $820K
IFRA
Ishares Tr

ETFs
948
+ 3.46%
$45.94 - $51.71 $43.6K - $49K
28.3K $1.31M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.71K
+ 20.4%
$26.63 - $30.23 $45.5K - $51.6K
10.1K $268K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
496
+ 10.38%
$50.67 - $50.9 $25.1K - $25.2K
5.27K $267K
ADSK
Autodesk, Inc.

Technology
93
+ 6.11%
N/A
1.61K $396K
WRB
Berkley W R Corp

Financial Services
271
+ 6.15%
$56.48 - $64.94 $15.3K - $17.6K
4.68K $273K
CTRA
Coterra Energy Inc.

Energy
68
+ 0.53%
$22.71 - $27.63 $1.54K - $1.88K
12.9K $329K
XSMO
Invesco S&P Smallcap Momentum

ETFs
340
+ 5.98%
$65.08 - $73.72 $22.1K - $25.1K
6.03K $398K
FNDF
Schwab Fundamental Intl Large

ETFs
6.8K
+ 13.73%
$32.92 - $37.15 $224K - $252K
56.3K $1.87M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
379
+ 8.06%
$63.01 - $68.55 $23.9K - $26K
5.08K $321K
L
Loews Corp

Financial Services
3
+ 0.09%
$76.49 - $87.05 $229 - $261
3.4K $288K
SYY
Sysco Corp

Consumer Defensive
375
+ 5.7%
$73.63 - $81.77 $27.6K - $30.7K
6.96K $531K
AON
Aon PLC

Financial Services
12
+ 1.23%
$344.14 - $393.31 $4.13K - $4.72K
991 $355K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.14K
+ 4.85%
$45.17 - $47.23 $96.8K - $101K
46.3K $2.1M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
126
+ 2.72%
$78.43 - $87.17 $9.88K - $11K
4.75K $381K
IDV
Ishares Tr

ETFs
4.3K
+ 11.83%
$27.03 - $29.92 $116K - $129K
40.6K $1.11M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
472
+ 6.08%
$47.98 - $49.47 $22.6K - $23.3K
8.24K $397K
ACWI
Ishares Msci Acwi ETF

ETFs
192
+ 4.53%
$117.05 - $123.03 $22.5K - $23.6K
4.43K $520K
RTX
Raytheon Technologies Corp

Industrials
1.83K
+ 4.99%
$114.45 - $127.21 $209K - $232K
38.4K $4.45M
SRLN
Ssga Active Trust

ETFs
339
+ 2.16%
$41.48 - $42.08 $14.1K - $14.3K
16K $668K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
555
+ 11.95%
$42.84 - $45.38 $23.8K - $25.2K
5.2K $223K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
529
+ 3.04%
$48.48 - $49.47 $25.6K - $26.2K
17.9K $873K
SHW
Sherwin Williams CO

Basic Materials
170
+ 15.23%
$338.75 - $399.71 $57.6K - $68K
1.29K $437K
GPRO
Go Pro, Inc.

Technology
11.1K
New
$1.09 - $1.65 $12K - $18.2K
11.1K $12K
SSB
South State Corp

Financial Services
5
+ 0.11%
$94.05 - $111.93 $470 - $560
4.52K $450K
HCA
Hca Healthcare, Inc.

Healthcare
402
+ 38.47%
$297.52 - $415.61 $120K - $167K
1.45K $434K
OMFL
Invesco Exchange Traded Self I

ETFs
2
+ 0.02%
$52.49 - $56.58 $105 - $113
8.15K $441K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
376
+ 3.78%
$40.97 - $42.66 $15.4K - $16K
10.3K $427K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
10
+ 0.22%
$121.89 - $135.52 $1.22K - $1.36K
4.55K $568K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
118
+ 1.03%
$100.22 - $100.73 $11.8K - $11.9K
11.5K $1.16M
AJG
Arthur J. Gallagher & Co.

Financial Services
16
+ 1.66%
$278.49 - $315.16 $4.46K - $5.04K
981 $278K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
108
+ 0.54%
$38.17 - $42.95 $4.12K - $4.64K
19.9K $778K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
201
+ 3.86%
$49.74 - $50.43 $10K - $10.1K
5.4K $269K
KLAC
Kla Corp

Technology
78
+ 26.26%
$614.46 - $829.55 $47.9K - $64.7K
375 $236K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
21
+ 0.44%
$42.89 - $48.05 $901 - $1.01K
4.77K $214K
MET
Metlife Inc

Financial Services
126
+ 2.13%
$78.15 - $88.25 $9.85K - $11.1K
6.04K $494K
FMAG
Fidelity Covington Tr

ETFs
94
+ 1.02%
$30.3 - $32.46 $2.85K - $3.05K
9.34K $288K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.68K
+ 8.53%
$67.29 - $73.38 $113K - $123K
21.4K $1.45M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
240
+ 2.98%
$47.65 - $48.6 $11.4K - $11.7K
8.3K $396K
CGUS
Capital Group Core Equity ETF
5
+ 0.06%
$33.96 - $36.24 $170 - $181
7.71K $269K
CSM
Proshares Large Cap Core Plus

ETFs
9
+ 0.17%
$64.59 - $69.02 $581 - $621
5.26K $347K
TMO
Thermo Fisher Scientific Inc.

Healthcare
290
+ 19.29%
$501.29 - $612.85 $145K - $178K
1.79K $932K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$114.02 - $125.22 $114 - $125
4.16K $479K
GLDM
World Gold Trust

ETFs
65
+ 1.47%
$50.76 - $55.23 $3.3K - $3.59K
4.47K $232K
FYX
First Tr Small Cap Core Alphad

ETFs
4
+ 0.19%
$96.51 - $110.53 $386 - $442
2.08K $209K
Activity Summary
Buys All Purchases 603 New Holdings 79 Increased Positions 524 Sells All Sells 310 Reductions 310 Sold out 0 Options Calls 0 Puts 0
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