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
EGP
Eastgroup Properties Inc

Real Estate
1
+ 0.02%
$155.63 - $187.46 $156 - $187
4.04K $711K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
493
+ 8.7%
$110.75 - $119.78 $54.6K - $59.1K
6.16K $712K
TPHD
Timothy Plan High Divid Stk Et

ETFs
123
+ 0.27%
$36.09 - $38.27 $4.44K - $4.71K
46.3K $1.74M
ABNB
Airbnb, Inc.

Consumer Cyclical
986
+ 21.58%
$119.38 - $161.42 $118K - $159K
5.55K $663K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.55K
+ 6.59%
$18.36 - $20.51 $28.4K - $31.8K
25K $495K
NEAR
Blackrock Short Maturity Bond

ETFs
1.13K
+ 18.7%
$50.4 - $50.89 $57.1K - $57.6K
7.19K $365K
FICO
Fair Isaac Corp

Technology
61
+ 16.76%
$1695.35 - $2030.47 $103K - $124K
425 $783K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
5.41K
+ 30.68%
$16.61 - $20.29 $89.8K - $110K
23K $382K
JBL
Jabil Inc

Technology
535
+ 25.95%
$130.51 - $173.33 $69.8K - $92.7K
2.6K $353K
IGV
Ishares Expanded Tech Software

ETFs
1.31K
+ 23.97%
$88.3 - $107.83 $116K - $142K
6.79K $604K
RPM
Rpm International Inc

Basic Materials
3.18K
+ 7.47%
$114.03 - $128.31 $363K - $408K
45.8K $5.3M
OMC
Omnicom Group Inc.

Communication Services
801
+ 17.17%
$79.43 - $88.34 $63.6K - $70.8K
5.47K $453K
CSM
Proshares Large Cap Core Plus

ETFs
959
+ 18.24%
$63.0 - $69.13 $60.4K - $66.3K
6.22K $396K
RF
Regions Financial Corp

Financial Services
4.89K
+ 15.1%
$20.84 - $24.77 $102K - $121K
37.3K $809K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.44K
+ 9.8%
$29.82 - $30.1 $42.8K - $43.2K
16.1K $484K
STT
State Street Corp

Financial Services
1.12K
+ 17.73%
$84.47 - $102.23 $94.6K - $114K
7.44K $665K
TREX
Trex CO Inc

Industrials
1.83K
+ 33.29%
$54.0 - $74.44 $99K - $137K
7.34K $426K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.39K
+ 12.35%
$60.91 - $71.4 $146K - $171K
21.8K $1.35M
ROUS
Hartford Multifactor Us Equity

ETFs
905
+ 14.52%
$49.44 - $53.78 $44.7K - $48.7K
7.14K $362K
IOO
Ishares Tr Global 100 ETF

ETFs
553
+ 18.15%
$96.2 - $105.12 $53.2K - $58.1K
3.6K $346K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.8K
+ 11.71%
$43.72 - $51.15 $78.7K - $92.1K
17.2K $757K
OMFL
Invesco Exchange Traded Self I

ETFs
839
+ 10.3%
$52.19 - $57.45 $43.8K - $48.2K
8.99K $479K
VOOV
Vanguard S&P 500 Value ETF

ETFs
209
+ 4.08%
$179.71 - $192.06 $37.6K - $40.1K
5.33K $982K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
689
+ 13.15%
$49.92 - $50.3 $34.4K - $34.7K
5.93K $297K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
1.69K
+ 16.36%
$34.5 - $38.9 $58.1K - $65.5K
12K $414K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
550
+ 21.4%
$103.96 - $122.36 $57.2K - $67.3K
3.12K $333K
XLB
Select Sector Spdr Fd Material

ETFs
90
+ 0.62%
$83.19 - $90.99 $7.49K - $8.19K
14.6K $1.25M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
657
+ 11.06%
$45.66 - $47.41 $30K - $31.1K
6.6K $309K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
2.39K
+ 18.98%
$15.12 - $16.04 $36.2K - $38.4K
15K $226K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
863
+ 27.62%
$67.24 - $84.27 $58K - $72.7K
3.99K $272K
FIDI
Fidelity Covington Tr

ETFs
137
+ 0.97%
$19.41 - $22.35 $2.66K - $3.06K
14.3K $306K
COIN
Coinbase Global, Inc.

Technology
1.63K
+ 49.59%
$172.23 - $301.3 $281K - $492K
4.92K $847K
VRIG
Invesco Actively Managed ETF F

ETFs
1.26K
+ 3.65%
$25.06 - $25.19 $31.6K - $31.7K
35.8K $896K
RIO
Rio Tinto PLC

Basic Materials
361
+ 6.76%
$58.19 - $64.29 $21K - $23.2K
5.7K $342K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.97K
+ 23.32%
$47.79 - $59.89 $190K - $238K
21K $1.05M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
183
+ 23.46%
$238.2 - $273.85 $43.6K - $50.1K
963 $231K
BTO
John Hancock Financial Opportunities Fund

Financial Services
1.14K
+ 12.59%
$32.12 - $38.37 $36.6K - $43.7K
10.2K $347K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
444
+ 6.2%
$27.77 - $31.75 $12.3K - $14.1K
7.6K $230K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
2.48K
+ 17.98%
$12.24 - $13.31 $30.4K - $33.1K
16.3K $199K
CFLT
Confluent, Inc.

Technology
2.84K
+ 28.23%
$23.44 - $37.65 $66.5K - $107K
12.9K $302K
ICF
Ishares Tr

ETFs
67
+ 0.51%
$57.98 - $63.8 $3.88K - $4.27K
13.2K $811K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
924
+ 5.78%
$108.02 - $120.45 $99.8K - $111K
16.9K $1.86M
IYY
Ishares Tr

ETFs
417
+ 7.77%
$134.05 - $149.75 $55.9K - $62.4K
5.78K $787K
RWO
Spdr Dow Jones Global Real Est

ETFs
278
+ 3.05%
$41.41 - $45.24 $11.5K - $12.6K
9.4K $410K
RFG
Invesco Exchange Traded Fd Tr

ETFs
1.01K
+ 18.8%
$43.07 - $51.51 $43.4K - $51.9K
6.36K $278K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
197
+ 7.21%
$74.87 - $79.99 $14.7K - $15.8K
2.93K $225K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
735
+ 5.29%
$22.25 - $23.0 $16.4K - $16.9K
14.6K $336K
FV
First Trust Dorsey Wright Focu

ETFs
769
+ 12.28%
$53.91 - $63.03 $41.5K - $48.5K
7.03K $385K
HRTX
Heron Therapeutics, Inc.

Healthcare
1K
+ 6.67%
$1.47 - $2.55 $1.47K - $2.55K
16K $35K
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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