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
IYT
Ishares Tr U.S. Transportation

ETFs
101
+ 0.4%
$61.35 - $68.92 $6.2K - $6.96K
25.1K $1.73M
VEU
Vanguard Ftse All World Ex Us

ETFs
120
+ 0.62%
$56.47 - $63.69 $6.78K - $7.64K
19.6K $1.23M
IWB
Ishares Tr Russell 1000 ETF

ETFs
46
+ 1.0%
$283.28 - $314.39 $13K - $14.5K
4.66K $1.47M
TXN
Texas Instruments Inc

Technology
462
+ 4.04%
$194.6 - $194.6 $89.9K - $89.9K
11.9K $2.32M
TGTX
Tg Therapeutics, Inc.

Healthcare
103
+ 0.66%
$17.21 - $25.28 $1.77K - $2.6K
15.8K $369K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
123
+ 0.82%
$75.47 - $83.18 $9.28K - $10.2K
15.2K $1.26M
BIBL
Northern Lts Fd Tr Iv

ETFs
707
+ 3.22%
$36.61 - $40.67 $25.9K - $28.8K
22.7K $921K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
83
+ 11.54%
$1024.09 - $1201.76 $85K - $99.7K
802 $843K
IWN
Ishares Russell2000 Val ETF

ETFs
106
+ 2.2%
$150.05 - $171.34 $15.9K - $18.2K
4.92K $821K
MET
Metlife Inc

Financial Services
178
+ 3.1%
$67.96 - $82.48 $12.1K - $14.7K
5.92K $488K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
852
+ 11.83%
$59.93 - $66.52 $51.1K - $56.7K
8.05K $535K
PLD
Prologis, Inc.

Real Estate
48
+ 0.88%
$111.95 - $132.43 $5.37K - $6.36K
5.52K $696K
NVS
Novartis Ag

Healthcare
257
+ 4.25%
$106.13 - $120.89 $27.3K - $31.1K
6.31K $725K
OMC
Omnicom Group Inc.

Communication Services
198
+ 4.48%
$87.69 - $103.9 $17.4K - $20.6K
4.61K $477K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
386
+ 1.99%
$34.95 - $39.2 $13.5K - $15.1K
19.8K $771K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.42K
+ 9.21%
$41.95 - $43.42 $59.5K - $61.6K
16.8K $729K
RWO
Spdr Dow Jones Global Real Est

ETFs
605
+ 7.27%
$41.23 - $48.48 $24.9K - $29.3K
8.93K $424K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.15K
+ 25.8%
$57.8 - $60.8 $66.2K - $69.7K
5.59K $337K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
675
+ 16.35%
$64.53 - $72.17 $43.6K - $48.7K
4.8K $346K
DOCU
Docusign, Inc.

Technology
155
+ 1.99%
$49.73 - $62.53 $7.71K - $9.69K
7.95K $493K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
6
+ 0.05%
$68.79 - $76.02 $413 - $456
12.6K $961K
EXC
Exelon Corp

Utilities
323
+ 3.1%
$34.24 - $40.55 $11.1K - $13.1K
10.7K $435K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
10
+ 0.05%
$39.47 - $49.4 $395 - $494
20.5K $975K
FXR
First Trust Industrials/Produc

ETFs
27
+ 0.29%
$66.85 - $75.76 $1.8K - $2.05K
9.25K $700K
WMB
Williams Companies, Inc.

Energy
939
+ 10.1%
$41.24 - $46.22 $38.7K - $43.4K
10.2K $467K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
217
+ 4.23%
$112.99 - $126.45 $24.5K - $27.4K
5.35K $673K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
230
+ 0.58%
$51.02 - $52.74 $11.7K - $12.1K
39.6K $2.08M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
669
+ 6.22%
$100.09 - $100.69 $67K - $67.4K
11.4K $1.15M
CDC
Victory Portfolios Ii Shs Inco

ETFs
25
+ 0.25%
$58.2 - $64.99 $1.46K - $1.62K
10.1K $656K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.17K
+ 17.76%
$48.27 - $49.43 $56.5K - $57.9K
7.76K $383K
CGDV
Capital Group Divid Value ETF

ETFs
584
+ 4.84%
$32.96 - $36.48 $19.2K - $21.3K
12.7K $461K
PKG
Packaging Corp Of America

Consumer Cyclical
22
+ 1.27%
$176.32 - $215.7 $3.88K - $4.75K
1.75K $377K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.1K
+ 7.55%
$21.72 - $25.05 $23.9K - $27.6K
15.7K $383K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
1K
+ 7.17%
$41.93 - $44.13 $41.9K - $44.1K
15K $659K
FXO
First Tr Exchange Traded Fd Fi

ETFs
237
+ 2.32%
$45.78 - $51.72 $10.8K - $12.3K
10.4K $533K
IDU
Ishares Tr U S Utils ETF

ETFs
4
+ 0.1%
$87.2 - $102.21 $349 - $409
4.18K $426K
CSL
Carlisle Companies Inc

Industrials
40
+ 4.47%
$376.5 - $449.34 $15.1K - $18K
935 $420K
TTEK
Tetra Tech Inc

Industrials
7.83K
+ 394.46%
$45.59 - $237.74 $357K - $1.86M
9.81K $462K
VRIG
Invesco Actively Managed ETF F

ETFs
2.34K
+ 6.08%
$25.05 - $25.21 $58.5K - $58.9K
40.7K $1.02M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
407
+ 4.84%
$98.99 - $101.51 $40.3K - $41.3K
8.82K $893K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.03%
$151.63 - $169.74 $152 - $170
3.31K $560K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
443
+ 1.33%
$49.93 - $51.15 $22.1K - $22.7K
33.8K $1.73M
PGR
Progressive Corp

Financial Services
16
+ 1.44%
$209.46 - $259.24 $3.35K - $4.15K
1.12K $285K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.45K
+ 5.59%
$24.39 - $25.28 $35.2K - $36.5K
27.3K $686K
AVUV
American Centy ETF Tr Avantis

ETFs
400
+ 15.4%
$88.24 - $99.7 $35.3K - $39.9K
3K $287K
ES
Eversource Energy

Utilities
4
+ 0.08%
$56.52 - $68.38 $226 - $274
4.71K $320K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
17
+ 0.2%
$44.07 - $50.57 $749 - $860
8.5K $429K
FISV
Fiserv Inc

Technology
419
+ 18.48%
N/A
2.69K $336K
EFX
Equifax Inc

Industrials
20
+ 2.22%
$236.42 - $307.13 $4.73K - $6.14K
922 $270K
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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