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
USFD
Us Foods Holding Corp.

Consumer Defensive
7.46K
New
$63.38 - $72.02 $473K - $537K
7.46K $488K
WTRG
Essential Utilities, Inc.

Utilities
10.7K
+ 54.98%
$33.49 - $40.57 $358K - $434K
30.2K $1.19M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
60.6K
+ 43.47%
$7.54 - $7.93 $457K - $480K
200K $1.53M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.07K
+ 205.78%
$378.71 - $442.54 $404K - $473K
1.59K $688K
VGSH
Vanguard

ETFs
8.09K
+ 49.21%
$58.07 - $58.69 $470K - $475K
24.5K $1.44M
DEO
Diageo PLC

Consumer Defensive
4.55K
New
$104.79 - $126.12 $477K - $574K
4.55K $476K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
18.3K
New
$25.12 - $26.05 $460K - $477K
18.3K $461K
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.78K
+ 106.16%
$94.86 - $97.12 $453K - $464K
9.27K $883K
VRT
Vertiv Holdings CO

Industrials
5.24K
+ 85.89%
N/A
11.3K $982K
PFFA
Etfis Ser Tr I

ETFs
22.7K
+ 49.43%
$21.21 - $22.3 $481K - $506K
68.5K $1.45M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.5K
+ 19.01%
$307.43 - $357.48 $1.08M - $1.25M
21.9K $6.76M
BAX
Baxter International Inc

Healthcare
12.9K
New
$29.26 - $36.57 $377K - $472K
12.9K $441K
IDCC
Inter Digital, Inc.

Communication Services
2.1K
New
$171.68 - $225.72 $361K - $475K
2.1K $435K
AGZ
Ishares Agency Bond ETF

ETFs
3.92K
+ 94.3%
$107.46 - $109.48 $422K - $429K
8.08K $884K
HUM
Humana Inc

Healthcare
1.63K
New
$249.11 - $303.11 $407K - $495K
1.63K $432K
NGG
National Grid PLC

Utilities
6.57K
New
$56.13 - $65.61 $369K - $431K
6.57K $431K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
38.4K
+ 297.22%
$11.13 - $11.61 $427K - $445K
51.3K $574K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.23K
+ 112.16%
$49.67 - $51.43 $409K - $423K
15.6K $795K
CASH
Meta Financial Group Inc

Financial Services
5.85K
New
$69.94 - $81.54 $409K - $477K
5.85K $426K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.34K
New
$175.5 - $209.86 $411K - $492K
2.34K $425K
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.28K
New
$96.9 - $104.39 $415K - $447K
4.28K $424K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
15.9K
New
$26.64 - $27.14 $423K - $430K
15.9K $424K
FISV
Fiserv Inc

Technology
3.37K
+ 114.24%
N/A
6.32K $791K
MLKN
Millerknoll, Inc.

Consumer Cyclical
22K
New
$18.34 - $23.29 $403K - $512K
22K $420K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.98K
+ 40.95%
$120.24 - $134.3 $479K - $535K
13.7K $1.67M
STNG
Scorpio Tankers Inc.

Energy
11.2K
New
$37.58 - $56.62 $419K - $632K
11.2K $419K
CHY
Calamos Convertible & High Income Fund

Financial Services
41.1K
New
$10.1 - $12.0 $415K - $494K
41.1K $415K
CINF
Cincinnati Financial Corp

Financial Services
2.77K
+ 185.14%
$133.67 - $147.81 $370K - $409K
4.26K $629K
EVRG
Evergy, Inc.

Utilities
4.23K
+ 25.57%
$59.9 - $69.52 $253K - $294K
20.8K $1.43M
HWM
Howmet Aerospace Inc.

Industrials
3.2K
New
$110.79 - $139.39 $354K - $446K
3.2K $414K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
105K
+ 44.1%
$3.75 - $4.08 $393K - $428K
343K $1.33M
AOR
Ishares Tr Core Growth Allocat

ETFs
7.12K
New
$56.63 - $59.39 $403K - $423K
7.12K $410K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.37K
New
$58.04 - $65.84 $369K - $419K
6.37K $405K
BXSL
Blackstone Secured Lending Fund

Financial Services
12.5K
+ 34.09%
$31.3 - $34.5 $390K - $430K
49K $1.58M
RVT
Royce Value Trust, Inc.

Financial Services
28.4K
New
$14.07 - $16.68 $400K - $474K
28.4K $404K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
7.57K
New
$51.3 - $56.76 $388K - $429K
7.57K $401K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.33K
New
$142.8 - $176.36 $332K - $411K
2.33K $401K
LDOS
Leidos Holdings, Inc.

Technology
2.97K
New
$126.82 - $161.11 $377K - $479K
2.97K $401K
FNDF
Schwab Fundamental Intl Large

ETFs
6.54K
+ 11.62%
$32.9 - $37.45 $215K - $245K
62.8K $2.27M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.98K
+ 19.47%
$39.65 - $43.35 $317K - $346K
49K $2.06M
NXPI
Nxp Semiconductors N.V.

Technology
2.09K
New
$189.99 - $245.86 $397K - $513K
2.09K $396K
AMRN
Amarin Corp Plcuk

Healthcare
44.2K
New
$0.4 - $8.96 $17.7K - $396K
44.2K $395K
ES
Eversource Energy

Utilities
5.94K
+ 123.59%
$55.63 - $63.8 $330K - $379K
10.7K $666K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.77K
New
$97.25 - $104.79 $366K - $395K
3.77K $390K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
9.42K
New
$38.5 - $43.78 $363K - $413K
9.42K $387K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3.43K
New
$98.98 - $113.18 $339K - $388K
3.43K $387K
MLM
Martin Marietta Materials Inc

Basic Materials
806
New
$460.39 - $552.64 $371K - $445K
806 $385K
YYY
Amplify ETF Tr High Income ETF

ETFs
34.5K
+ 40.63%
$11.38 - $12.01 $393K - $415K
120K $1.36M
FTNT
Fortinet, Inc.

Technology
3.75K
+ 34.64%
$92.49 - $114.57 $347K - $430K
14.6K $1.4M
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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