J.W. Cole Advisors, Inc. Incresed Positions in Q4 2024

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26.1K
+ 17.06%
$521.84 - $558.82 $13.6M - $14.6M
179K $96.6M
AMZN
Amazon Com Inc

Consumer Cyclical
5.46K
+ 2.79%
$180.88 - $232.93 $988K - $1.27M
201K $44.1M
NVDA
Nvidia Corp

Technology
5.17K
+ 1.16%
$117.0 - $148.88 $605K - $769K
452K $60.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.71K
+ 2.44%
$481.22 - $538.17 $1.31M - $1.46M
114K $58.2M
GOOG
Alphabet Inc.

Communication Services
3.94K
+ 3.4%
$163.08 - $198.16 $643K - $781K
120K $22.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
64.5K
+ 60.91%
$50.62 - $50.97 $3.27M - $3.29M
170K $8.64M
DGRO
Ishares Core Dividend Growth E

ETFs
55.7K
+ 11.0%
$60.73 - $64.94 $3.38M - $3.62M
562K $34.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.71K
+ 3.13%
$567.81 - $607.81 $1.54M - $1.65M
89.3K $52.4M
GOOGL
Alphabet Inc.

Communication Services
3.77K
+ 5.29%
$161.86 - $196.66 $610K - $741K
75K $14.2M
VUG
Vanguard Growth ETF

ETFs
1.4K
+ 2.06%
$378.79 - $428.11 $529K - $598K
69.4K $28.5M
AVGO
Broadcom Inc.

Technology
839
+ 2.34%
$159.67 - $250.0 $134K - $210K
36.7K $8.51M
AXON
Axon Enterprise, Inc.

Industrials
2.74K
+ 87.66%
$399.22 - $689.78 $1.09M - $1.89M
5.87K $3.49M
JPM
Jpmorgan Chase & CO

Financial Services
2.18K
+ 3.92%
$205.18 - $250.29 $447K - $546K
57.7K $13.8M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
23.1K
+ 16.89%
$61.63 - $71.89 $1.42M - $1.66M
160K $10.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
41.3K
+ 23.15%
$50.35 - $50.69 $2.08M - $2.1M
220K $11.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4.58K
+ 17.37%
$417.69 - $450.94 $1.91M - $2.06M
30.9K $13.2M
XLK
Technology Sector Spdr

ETFs
5.36K
+ 5.4%
$220.26 - $241.44 $1.18M - $1.29M
104K $24.3M
COST
Costco Wholesale Corp

Consumer Defensive
1.75K
+ 18.31%
$873.59 - $994.69 $1.53M - $1.74M
11.3K $10.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
268K
+ 353.9%
$25.93 - $105.3 $6.96M - $28.3M
344K $9.6M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
78.2K
+ 270.33%
$22.21 - $24.22 $1.74M - $1.9M
107K $2.38M
WMT
Walmart Inc.

Consumer Defensive
3.78K
+ 2.86%
$79.1 - $95.7 $299K - $362K
136K $12.3M
VTI
Vanguard Total Stock Market Et

ETFs
3.79K
+ 5.15%
$280.04 - $302.45 $1.06M - $1.15M
77.3K $22.4M
NFLX
Netflix Inc

Communication Services
254
+ 3.45%
$687.65 - $936.56 $175K - $238K
7.62K $6.79M
XLF
Financial Sector Spdr

ETFs
24.3K
+ 24.49%
$44.89 - $51.34 $1.09M - $1.25M
124K $5.98M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
59.9K
+ 212.91%
$23.29 - $23.93 $1.39M - $1.43M
88K $2.06M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
21K
+ 9.76%
$49.97 - $54.88 $1.05M - $1.15M
236K $12.3M
BA
Boeing CO

Industrials
5.02K
+ 27.34%
$138.14 - $180.72 $693K - $906K
23.4K $4.14M
XLI
Industrial Sector Spdr

ETFs
11.3K
+ 27.28%
$131.76 - $143.99 $1.49M - $1.63M
52.9K $6.96M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
23K
+ 27.02%
$52.0 - $55.66 $1.19M - $1.28M
108K $5.77M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.9K
+ 111.43%
$91.29 - $91.8 $1.27M - $1.27M
26.3K $2.41M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
166K
+ 286.77%
$26.93 - $84.95 $4.47M - $14.1M
224K $6.11M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.1K
+ 36.93%
$66.77 - $71.52 $1.08M - $1.15M
59.8K $4.12M
GLD
Spdr Gold Trust

ETFs
4.7K
+ 17.36%
$236.59 - $257.5 $1.11M - $1.21M
31.8K $7.69M
VTV
Vanguard Value ETF

ETFs
10.2K
+ 8.02%
$168.32 - $181.87 $1.72M - $1.86M
138K $23.3M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
50.5K
+ 12.66%
$17.93 - $18.8 $906K - $949K
449K $8.19M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.85K
+ 11.18%
$316.94 - $357.88 $586K - $662K
18.4K $6.32M
GS
Goldman Sachs Group Inc

Financial Services
715
+ 9.98%
$486.1 - $608.57 $348K - $435K
7.88K $4.51M
XLY
Select Sector Spdr Consumer Di

ETFs
1.48K
+ 5.68%
$194.8 - $239.43 $288K - $353K
27.5K $6.16M
FSK
Fs Kkr Capital Corp

Financial Services
27.1K
+ 15.16%
$19.71 - $22.22 $534K - $602K
206K $4.47M
PULS
Pgim ETF Tr

ETFs
19.1K
+ 15.93%
$49.51 - $49.79 $946K - $951K
139K $6.89M
SPYG
Spdr Portfolio

ETFs
7.93K
+ 18.64%
$81.74 - $91.38 $648K - $724K
50.5K $4.43M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.68K
+ 29.25%
$198.04 - $221.51 $729K - $816K
16.3K $3.42M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.83K
+ 8.11%
$170.03 - $192.78 $481K - $545K
37.7K $6.97M
META
Meta Platforms, Inc.

Communication Services
672
+ 2.52%
$554.08 - $632.68 $372K - $425K
27.3K $16.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
26.4K
+ 57.69%
$32.65 - $33.68 $863K - $890K
72.3K $2.37M
MSTR
Microstrategy Inc

Technology
1.18K
+ 29.9%
$162.69 - $473.83 $192K - $560K
5.13K $1.49M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
40.7K
+ 130.94%
$19.38 - $19.58 $789K - $797K
71.8K $1.39M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
24.2K
+ 19.52%
$43.84 - $48.76 $1.06M - $1.18M
148K $6.52M
CRM
Salesforce, Inc.

Technology
400
+ 4.05%
$270.87 - $367.87 $108K - $147K
10.3K $3.43M
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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