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
IGHG
Proshares Investment Grade Int

ETFs
16
+ 0.47%
$76.51 - $78.81 $1.22K - $1.26K
3.43K $263K
ITB
Ishares Tr

ETFs
167
+ 6.97%
$93.86 - $111.45 $15.7K - $18.6K
2.56K $244K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
380
+ 15.82%
$73.28 - $92.15 $27.8K - $35K
2.78K $205K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.2K
+ 10.13%
$40.03 - $46.81 $486K - $569K
132K $5.38M
ESPR
Esperion Therapeutics, Inc.

Healthcare
13.7K
+ 45.36%
$1.44 - $2.34 $19.7K - $32.1K
43.9K $63K
PSEC
Prospect Capital Corp

Financial Services
407
+ 1.76%
$4.1 - $4.45 $1.67K - $1.81K
23.6K $96K
GPRO
Go Pro, Inc.

Technology
580
+ 5.25%
$0.66 - $1.15 $383 - $667
11.6K $7K
TTEK
Tetra Tech Inc

Industrials
3.34K
+ 34.05%
$28.26 - $42.58 $94.4K - $142K
13.1K $384K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
356
+ 7.46%
$40.67 - $48.92 $14.5K - $17.4K
5.13K $208K
DHR
Danaher Corp

Healthcare
274
+ 10.6%
$201.62 - $250.59 $55.2K - $68.7K
2.86K $586K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
2.41K
+ 18.03%
$2.52 - $4.08 $6.08K - $9.84K
15.8K $41K
KRNY
Kearny Financial Corp.

Financial Services
1
+ 0.01%
$6.18 - $7.55 $6.18 - $7.55
13.7K $85K
FTHI
First Trust Exchange Traded Fd

ETFs
335
+ 2.22%
$21.62 - $23.74 $7.24K - $7.95K
15.4K $337K
KRE
Spdr S&P Regional Banking ETF

ETFs
112
+ 1.96%
$55.11 - $65.5 $6.17K - $7.34K
5.84K $331K
FLO
Flowers Foods Inc

Consumer Defensive
308
+ 2.34%
$18.05 - $20.78 $5.56K - $6.4K
13.5K $256K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
633
+ 3.18%
$36.14 - $40.81 $22.9K - $25.8K
20.6K $761K
PRN
Invesco Dwa Industrials Moment

ETFs
389
+ 8.9%
$134.74 - $169.56 $52.4K - $66K
4.76K $655K
FDG
American Centy ETF Tr Focused

ETFs
99
+ 4.7%
$89.22 - $109.96 $8.83K - $10.9K
2.21K $200K
FIZZ
National Beverage Corp

Consumer Defensive
100
+ 0.46%
$38.95 - $43.68 $3.9K - $4.37K
21.7K $901K
VBK
Vanguard Small Cap Growth ETF

ETFs
590
+ 9.65%
$247.97 - $296.33 $146K - $175K
6.7K $1.69M
DOCU
Docusign, Inc.

Technology
539
+ 6.48%
$74.7 - $97.7 $40.3K - $52.7K
8.86K $721K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
192
+ 23.1%
$283.06 - $421.16 $54.3K - $80.9K
1.02K $289K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
70
+ 0.58%
$23.71 - $27.77 $1.66K - $1.94K
12.2K $288K
FXR
First Trust Industrials/Produc

ETFs
111
+ 1.2%
$68.3 - $79.81 $7.58K - $8.86K
9.37K $652K
RJF
Raymond James Financial Inc

Financial Services
35
+ 1.06%
$137.62 - $172.64 $4.82K - $6.04K
3.32K $461K
DAL
Delta Air Lines, Inc.

Industrials
5.27K
+ 30.83%
$43.6 - $69.06 $230K - $364K
22.4K $975K
EXAS
Exact Sciences Corp

Healthcare
1.13K
+ 13.21%
$43.04 - $58.51 $48.8K - $66.4K
9.72K $420K
TROW
Price T Rowe Group Inc

Financial Services
269
+ 6.25%
$91.57 - $116.93 $24.6K - $31.5K
4.57K $419K
NKE
Nike, Inc.

Consumer Cyclical
843
+ 8.29%
$63.29 - $81.72 $53.4K - $68.9K
11K $699K
VCEL
Vericel Corp

Healthcare
14
+ 0.2%
$44.5 - $61.8 $623 - $865
7.11K $317K
VST
Vistra Corp.

Utilities
649
+ 8.57%
$108.49 - $191.89 $70.4K - $125K
8.22K $965K
HUBS
Hubspot Inc

Technology
15
+ 2.13%
$571.29 - $819.71 $8.57K - $12.3K
719 $410K
DDOG
Datadog, Inc.

Technology
76
+ 3.69%
$98.68 - $151.89 $7.5K - $11.5K
2.14K $211K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.0%
$82.81 - $92.93 $82.8 - $92.9
29.7K $2.53M
CMI
Cummins Inc

Industrials
66
+ 1.94%
$312.92 - $386.07 $20.7K - $25.5K
3.46K $1.09M
ILCB
Ishares Morningstar U.S. Equit

ETFs
6
+ 0.02%
$76.17 - $85.05 $457 - $510
28.3K $2.18M
DELL
Dell Technologies Inc.

Technology
2.63K
+ 16.87%
$90.34 - $124.66 $238K - $328K
18.2K $1.66M
CRM
Salesforce, Inc.

Technology
1.75K
+ 17.07%
$268.36 - $359.95 $470K - $631K
12K $3.23M
APO
Apollo Global Management, Inc.

Financial Services
244
+ 2.39%
$126.01 - $172.06 $30.7K - $42K
10.4K $1.43M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.41K
+ 2.18%
$114.9 - $139.6 $161K - $196K
65.8K $7.73M
ORCL
Oracle Corp

Technology
3.8K
+ 9.76%
$139.81 - $186.47 $531K - $708K
42.7K $5.96M
AVGO
Broadcom Inc.

Technology
10.2K
+ 27.77%
$167.43 - $244.7 $1.71M - $2.49M
46.9K $7.85M
VXF
Vanguard Extended Market ETF

ETFs
1.98K
+ 2.68%
$170.36 - $201.04 $337K - $397K
75.6K $13M
IWM
Ishares Russell 2000 ETF

ETFs
1.96K
+ 2.9%
$198.1 - $229.79 $387K - $449K
69.5K $13.9M
TTD
Trade Desk, Inc.

Technology
12.5K
+ 42.13%
$53.59 - $126.58 $670K - $1.58M
42.2K $2.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.73K
+ 2.4%
$468.34 - $539.52 $1.28M - $1.47M
117K $54.7M
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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