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
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
59
+ 0.51%
$48.5 - $53.31 $2.86K - $3.15K
11.7K $570K
VPU
Vanguard Utilities ETF

ETFs
20
+ 0.39%
$160.52 - $179.11 $3.21K - $3.58K
5.1K $833K
OGN
Organon & Co.

Healthcare
39
+ 0.31%
$14.44 - $18.83 $563 - $734
12.5K $186K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
1.19K
+ 6.46%
$47.92 - $55.17 $57.1K - $65.7K
19.6K $945K
TPHD
Timothy Plan High Divid Stk Et

ETFs
148
+ 0.32%
$35.89 - $39.51 $5.31K - $5.85K
46.1K $1.68M
CB
Chubb LTD

Financial Services
208
+ 2.17%
$271.57 - $301.89 $56.5K - $62.8K
9.78K $2.7M
TPIF
Timothy Plan Intl ETF (De)

ETFs
722
+ 2.1%
$26.38 - $28.72 $19K - $20.7K
35.1K $932K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
744
+ 0.58%
$22.42 - $23.68 $16.7K - $17.6K
128K $2.88M
NUE
Nucor Corp

Basic Materials
70
+ 3.41%
$115.78 - $167.74 $8.1K - $11.7K
2.12K $247K
GPC
Genuine Parts CO

Consumer Cyclical
573
+ 10.14%
$113.11 - $143.63 $64.8K - $82.3K
6.23K $726K
ICF
Ishares Tr

ETFs
103
+ 0.79%
$58.8 - $66.61 $6.06K - $6.86K
13.1K $790K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.24K
+ 5.52%
$68.25 - $75.42 $84.8K - $93.7K
23.8K $1.63M
EFG
Msci Eafe Growth ETF

ETFs
2.29K
+ 8.51%
$96.83 - $106.88 $221K - $244K
29.1K $2.82M
MDT
Medtronic PLC

Healthcare
328
+ 3.47%
$79.61 - $92.24 $26.1K - $30.3K
9.78K $781K
CSX
Csx Corp

Industrials
300
+ 0.85%
$31.58 - $36.88 $9.47K - $11.1K
35.7K $1.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.6K
+ 78.7%
$25.33 - $51.16 $269K - $542K
24.1K $622K
FTCS
First Trust Capital Strength E

ETFs
426
+ 1.15%
$87.62 - $94.03 $37.3K - $40.1K
37.5K $3.29M
WY
Weyerhaeuser CO

Real Estate
1.22K
+ 6.47%
$27.21 - $33.7 $33.1K - $41K
20K $562K
OTIS
Otis Worldwide Corp

Industrials
63
+ 0.88%
$92.57 - $106.01 $5.83K - $6.68K
7.21K $667K
OMC
Omnicom Group Inc.

Communication Services
51
+ 1.11%
$85.82 - $105.47 $4.38K - $5.38K
4.67K $401K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.55K
+ 3.92%
$40.41 - $45.12 $62.6K - $69.8K
41K $1.66M
IHDG
Wisdomtree Tr

ETFs
381
+ 0.9%
$43.38 - $46.0 $16.5K - $17.5K
42.6K $1.85M
O
Realty Income Corp

Real Estate
6
+ 0.08%
$51.76 - $64.71 $311 - $388
7.85K $419K
MDLZ
Mondelez International, Inc.

Consumer Defensive
576
+ 6.47%
$59.25 - $72.99 $34.1K - $42K
9.48K $566K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
4.18K
+ 4.48%
$15.84 - $17.86 $66.2K - $74.7K
97.5K $1.57M
RFEM
First Trust Iii Riverfront Dyn

ETFs
327
+ 1.25%
$62.89 - $68.65 $20.6K - $22.4K
26.4K $1.67M
PLD
Prologis, Inc.

Real Estate
34
+ 0.62%
$101.4 - $126.96 $3.45K - $4.32K
5.55K $586K
SCHV
Schwab Strategic Tr Us Large C

ETFs
58.3K
+ 193.7%
$25.79 - $80.4 $1.5M - $4.69M
88.5K $2.31M
PPG
Ppg Industries Inc

Basic Materials
377
+ 3.06%
$119.09 - $131.37 $44.9K - $49.5K
12.7K $1.52M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.85K
+ 1.67%
$56.06 - $61.35 $272K - $297K
295K $16.7M
PSA
Public Storage

Real Estate
5
+ 0.26%
$289.33 - $360.21 $1.45K - $1.8K
1.96K $587K
SOXX
Ishares Semiconductor ETF

ETFs
129
+ 1.27%
$211.27 - $239.8 $27.3K - $30.9K
10.3K $2.21M
CARR
Carrier Global Corp

Industrials
464
+ 3.31%
$66.69 - $82.65 $30.9K - $38.3K
14.5K $987K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.52K
+ 68.06%
$18.41 - $40.87 $175K - $389K
23.5K $434K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.31K
+ 2.02%
$96.64 - $101.23 $127K - $133K
66.3K $6.42M
RSP
Invesco S&P 500 Equal Weight E

ETFs
178
+ 0.37%
$174.22 - $187.62 $31K - $33.4K
48.2K $8.45M
COP
Conocophillips

Energy
210
+ 0.69%
$95.12 - $114.72 $20K - $24.1K
30.6K $3.03M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
7.39K
+ 3.02%
$10.97 - $12.21 $81.1K - $90.2K
252K $2.79M
ELV
Elevance Health, Inc.

Healthcare
58
+ 4.38%
$365.96 - $514.62 $21.2K - $29.8K
1.38K $510K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.45K
+ 4.06%
$89.81 - $104.0 $130K - $151K
37.2K $3.35M
QCOM
Qualcomm Inc

Technology
297
+ 2.08%
$150.4 - $178.04 $44.7K - $52.9K
14.6K $2.24M
CL
Colgate Palmolive CO

Consumer Defensive
86
+ 0.56%
$90.22 - $102.31 $7.76K - $8.8K
15.4K $1.4M
IDXX
Idexx Laboratories Inc

Healthcare
118
+ 4.47%
$406.92 - $495.42 $48K - $58.5K
2.76K $1.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.75K
+ 4.89%
$44.04 - $49.49 $253K - $284K
123K $5.43M
SO
Southern CO

Utilities
403
+ 1.33%
$81.5 - $94.15 $32.8K - $37.9K
30.6K $2.52M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
497
+ 0.49%
$88.59 - $94.57 $44K - $47K
102K $9.06M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
389
+ 1.17%
$64.85 - $73.04 $25.2K - $28.4K
33.6K $2.19M
PG
Procter & Gamble CO

Consumer Defensive
767
+ 1.19%
$161.05 - $179.7 $124K - $138K
65.1K $10.9M
VIS
Vanguard Industrial ETF

ETFs
66
+ 0.15%
$254.39 - $279.7 $16.8K - $18.5K
42.7K $10.9M
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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