J.W. Cole Advisors, Inc. Incresed Positions in Q1 2025

J.W. Cole Advisors, Inc.

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
145
+ 1.06%
$100.99 - $111.19 $14.6K - $16.1K
13.8K $1.53M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.78K
+ 13.18%
$47.03 - $47.8 $131K - $133K
23.9K $1.12M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.29K
+ 18.29%
$49.22 - $51.73 $113K - $118K
14.8K $748K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.26K
+ 19.92%
$23.19 - $23.5 $122K - $124K
31.7K $734K
SCCO
Southern Copper Corp

Basic Materials
1.19K
+ 50.11%
$85.92 - $101.48 $102K - $121K
3.56K $332K
TPIF
Timothy Plan Intl ETF (De)

ETFs
1.35K
+ 3.86%
$26.06 - $29.44 $35.3K - $39.8K
36.4K $1.05M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.83K
+ 23.21%
N/A
9.71K $606K
SRLN
Ssga Active Trust

ETFs
2.98K
+ 18.61%
$41.02 - $41.99 $122K - $125K
19K $781K
CCL
Carnival Corp

Consumer Cyclical
15.6K
+ 43.5%
$19.08 - $28.49 $298K - $445K
51.5K $1.01M
RIG
Transocean Ltd.

Energy
44.7K
+ 85.15%
$2.67 - $4.28 $119K - $191K
97.2K $308K
CHW
Calamos Global Dynamic Income Fund

Financial Services
18.1K
+ 70.8%
$6.39 - $7.05 $116K - $128K
43.7K $279K
CHWY
Chewy, Inc.

Consumer Cyclical
3.85K
+ 19.43%
$31.83 - $39.8 $123K - $153K
23.7K $769K
FTGC
First Trust Global Tactical CO

ETFs
3.08K
+ 18.03%
$23.95 - $25.86 $73.9K - $79.8K
20.2K $515K
TTE
Total Energies Se

Energy
1.54K
+ 26.26%
N/A
7.42K $509K
CLF
Cleveland Cliffs Inc.

Basic Materials
17.3K
+ 55.01%
$8.22 - $12.02 $142K - $207K
48.6K $399K
RYLD
Global X Fds Russell 2000 Cove

ETFs
13.7K
+ 16.73%
$14.93 - $16.85 $205K - $231K
95.7K $1.45M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
21.2K
+ 22.92%
$7.72 - $9.45 $164K - $200K
114K $910K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
232
+ 15.52%
$208.48 - $244.03 $48.4K - $56.6K
1.73K $421K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
7.21K
+ 6.1%
$3.88 - $4.37 $28K - $31.5K
125K $547K
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.25K
+ 11.36%
$25.98 - $28.59 $84.4K - $92.9K
31.8K $874K
BR
Broadridge Financial Solutions, Inc.

Technology
344
+ 33.4%
$221.46 - $244.83 $76.2K - $84.2K
1.37K $333K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
12.3K
+ 22.71%
$8.11 - $8.58 $100K - $106K
66.7K $542K
IWL
Ishares Tr Russell 200 ETF

ETFs
788
+ 55.89%
$135.83 - $151.73 $107K - $120K
2.2K $302K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
378
+ 1.1%
$126.11 - $135.06 $47.7K - $51.1K
34.9K $4.5M
BOH
Bank Of Hawaii Corp

Financial Services
1.59K
+ 26.82%
$65.97 - $75.81 $105K - $120K
7.49K $516K
BSJR
Invesco Indx Tr

ETFs
4.29K
+ 18.15%
$22.4 - $22.69 $96.1K - $97.4K
27.9K $625K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.42K
+ 8.31%
$83.18 - $89.27 $118K - $126K
18.4K $1.54M
OGN
Organon & Co.

Healthcare
6.26K
+ 50.2%
$14.29 - $16.41 $89.5K - $103K
18.7K $279K
CTRA
Coterra Energy Inc.

Energy
1.64K
+ 12.7%
$25.51 - $29.83 $41.8K - $48.9K
14.5K $420K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
33.1K
+ 24.9%
$7.39 - $9.09 $244K - $301K
166K $1.23M
EEMV
Ishares Msci Emerging Markets

ETFs
1.52K
+ 38.98%
$57.07 - $59.29 $86.6K - $89.9K
5.41K $315K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.32K
+ 19.54%
$55.76 - $59.54 $73.6K - $78.6K
8.08K $469K
SOFI
So Fi Technologies, Inc.

Financial Services
11.5K
+ 95.12%
$11.18 - $18.03 $128K - $207K
23.5K $273K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.89K
+ 36.32%
$42.4 - $44.11 $80.1K - $83.3K
7.09K $310K
HNDL
Strategy Shs

ETFs
4.37K
+ 16.14%
$20.7 - $21.8 $90.4K - $95.2K
31.4K $662K
INTF
Ishares Tr

ETFs
1.89K
+ 15.48%
$28.43 - $31.96 $53.8K - $60.5K
14.1K $435K
NET
Cloudflare, Inc.

Technology
552
+ 14.83%
$110.71 - $176.5 $61.1K - $97.4K
4.27K $481K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.01K
+ 16.81%
$91.76 - $103.26 $92.8K - $104K
7.02K $649K
GRMN
Garmin LTD

Technology
307
+ 29.86%
$204.55 - $241.93 $62.8K - $74.3K
1.34K $289K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
731
+ 6.34%
$100.32 - $100.76 $73.3K - $73.7K
12.3K $1.23M
PEG
Public Service Enterprise Group Inc

Utilities
1.37K
+ 7.98%
$78.2 - $90.39 $107K - $124K
18.5K $1.53M
FEX
First Tr Large Cap Core Alphde

ETFs
770
+ 28.69%
$99.27 - $109.89 $76.4K - $84.6K
3.45K $353K
IXC
Ishares Tr Global Energy ETF

ETFs
1.14K
+ 17.81%
$38.48 - $42.16 $43.9K - $48.1K
7.55K $317K
STZ
Constellation Brands, Inc.

Consumer Defensive
651
+ 52.58%
$161.05 - $222.93 $105K - $145K
1.89K $346K
NOK
Nokia Corp

Technology
10.8K
+ 66.99%
$4.43 - $5.42 $47.8K - $58.5K
26.9K $141K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
2.31K
+ 3.24%
$41.17 - $45.22 $95.1K - $105K
73.6K $3.13M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.7K
+ 9.07%
$42.38 - $43.28 $72.1K - $73.6K
20.5K $869K
EMGF
Ishares Msci Emerging Markets

ETFs
1.26K
+ 20.82%
$44.18 - $48.23 $55.6K - $60.7K
7.3K $341K
TOLZ
Dj Brookfield Global

ETFs
30
+ 0.17%
$48.2 - $52.75 $1.45K - $1.58K
18.1K $953K
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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