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
SHW
Sherwin Williams CO

Basic Materials
185
+ 19.87%
$294.65 - $384.0 $54.5K - $71K
1.12K $425K
PNC
Pnc Financial Services Group, Inc.

Financial Services
26
+ 0.54%
$156.14 - $187.2 $4.06K - $4.87K
4.87K $900K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.48K
+ 5.91%
$25.07 - $29.94 $37K - $44.2K
26.4K $778K
FSIG
First Tr ETF Iv LTD Duration I
7.04K
+ 26.63%
$18.72 - $19.32 $132K - $136K
33.5K $642K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.15K
+ 11.46%
$77.24 - $83.67 $88.9K - $96.3K
11.2K $936K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.12K
+ 8.26%
$85.48 - $98.39 $95.7K - $110K
14.7K $1.42M
VBK
Vanguard Small Cap Growth ETF

ETFs
177
+ 3.14%
$240.48 - $267.94 $42.6K - $47.4K
5.82K $1.56M
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.44K
+ 27.69%
$32.72 - $38.48 $79.9K - $94K
11.3K $433K
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.73K
+ 43.77%
$59.5 - $67.14 $103K - $116K
5.69K $376K
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
12.3K
New
$10.95 - $11.41 $134K - $140K
12.3K $138K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.11K
+ 5.24%
$76.94 - $79.54 $85.6K - $88.4K
22.3K $1.77M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
885
+ 5.04%
$48.71 - $54.57 $43.1K - $48.3K
18.4K $999K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.41K
+ 6.5%
$40.48 - $45.39 $97.4K - $109K
39.5K $1.74M
UL
Unilever PLC

Consumer Defensive
334
+ 3.04%
$54.7 - $65.59 $18.3K - $21.9K
11.3K $735K
DSL
Double Line Income Solutions Fund

Financial Services
8.96K
+ 29.83%
$12.42 - $13.06 $111K - $117K
39K $506K
OTIS
Otis Worldwide Corp

Industrials
744
+ 11.63%
$91.43 - $104.43 $68K - $77.7K
7.14K $742K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.2K
+ 6.89%
$31.18 - $33.5 $68.6K - $73.7K
34.1K $1.13M
IEF
Ishares Barclays

ETFs
1.05K
+ 22.03%
$92.67 - $99.14 $97.1K - $104K
5.81K $569K
USB
Us Bancorp \De\

Financial Services
955
+ 7.18%
$39.04 - $47.23 $37.3K - $45.1K
14.3K $651K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.6K
+ 14.77%
$47.43 - $47.88 $123K - $124K
20.2K $959K
MS
Morgan Stanley

Financial Services
281
+ 2.12%
$92.07 - $106.96 $25.9K - $30.1K
13.5K $1.41M
TREX
Trex CO Inc

Industrials
2.16K
+ 69.42%
$59.17 - $85.82 $128K - $185K
5.27K $351K
IWS
Ishares Russell Midcap Value E

ETFs
676
+ 25.94%
$119.52 - $132.25 $80.8K - $89.4K
3.28K $434K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.25K
+ 3.8%
$51.58 - $53.79 $64.5K - $67.2K
34.2K $1.83M
LQD
Ishares Iboxx $ Investment Gra

ETFs
428
+ 3.54%
$106.11 - $113.72 $45.4K - $48.7K
12.5K $1.41M
GIS
General Mills Inc

Consumer Defensive
15
+ 0.13%
$62.5 - $75.15 $938 - $1.13K
11.2K $829K
ICF
Ishares Tr

ETFs
117
+ 0.91%
$56.77 - $67.33 $6.64K - $7.88K
13K $857K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
12.5K
New
$8.03 - $9.1 $100K - $113K
12.5K $113K
WYNN
Wynn Resorts LTD

Consumer Cyclical
401
+ 3.45%
$73.55 - $97.62 $29.5K - $39.1K
12K $1.15M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
118
+ 0.8%
$80.13 - $88.89 $9.46K - $10.5K
14.9K $1.31M
HCA
Hca Healthcare, Inc.

Healthcare
71
+ 7.29%
$315.12 - $406.43 $22.4K - $28.9K
1.05K $424K
DAL
Delta Air Lines, Inc.

Industrials
1.11K
+ 6.62%
$37.32 - $51.8 $41.3K - $57.3K
17.8K $905K
NEM
Newmont Corp

Basic Materials
309
+ 3.8%
$41.65 - $55.85 $12.9K - $17.3K
8.44K $451K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1.42K
+ 7.01%
$31.39 - $35.47 $44.6K - $50.4K
21.7K $764K
YUM
Yum Brands Inc

Consumer Cyclical
624
+ 19.82%
$125.95 - $139.96 $78.6K - $87.3K
3.77K $526K
WY
Weyerhaeuser CO

Real Estate
160
+ 0.86%
$27.05 - $33.84 $4.33K - $5.41K
18.8K $635K
HUBB
Hubbell Inc

Industrials
95
+ 8.96%
$355.55 - $428.48 $33.8K - $40.7K
1.16K $494K
TOLZ
Dj Brookfield Global

ETFs
122
+ 0.69%
$44.92 - $51.35 $5.48K - $6.26K
17.7K $895K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.66K
+ 10.55%
$47.95 - $49.61 $79.6K - $82.4K
17.4K $860K
TPIF
Timothy Plan Intl ETF (De)

ETFs
879
+ 2.63%
$25.86 - $29.09 $22.7K - $25.6K
34.4K $991K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.33K
+ 20.49%
$30.71 - $34.79 $71.5K - $81K
13.7K $476K
VOOV
Vanguard S&P 500 Value ETF

ETFs
157
+ 3.25%
$175.0 - $190.72 $27.5K - $29.9K
4.98K $949K
SSB
South State Corp

Financial Services
89
+ 2.01%
$75.47 - $101.63 $6.72K - $9.05K
4.52K $439K
HUBS
Hubspot Inc

Technology
233
+ 57.39%
$450.09 - $592.58 $105K - $138K
639 $339K
DHS
Wisdomtree Tr U.S

ETFs
312
+ 4.05%
$83.9 - $93.83 $26.2K - $29.3K
8.02K $752K
NRG
Nrg Energy, Inc.

Utilities
268
+ 4.78%
$68.89 - $91.22 $18.5K - $24.4K
5.88K $535K
VTR
Ventas, Inc.

Real Estate
699
+ 17.06%
$50.88 - $65.33 $35.6K - $45.7K
4.8K $307K
QDEF
Flexshares Quality Div Defensi

ETFs
302
+ 2.4%
$65.13 - $71.51 $19.7K - $21.6K
12.9K $920K
DFUS
Dimensional ETF Tr U S Equity

ETFs
529
+ 2.88%
$56.04 - $62.2 $29.6K - $32.9K
18.9K $1.18M
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
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