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
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
35.3K
+ 155.79%
$19.42 - $19.76 $686K - $698K
58K $1.13M
VO
Vanguard Mid Cap ETF

ETFs
2.51K
+ 7.22%
$261.5 - $284.63 $657K - $716K
37.3K $9.86M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.42K
+ 13.43%
$124.26 - $134.12 $549K - $593K
37.3K $4.8M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
32.3K
+ 63.81%
$20.6 - $20.71 $664K - $668K
82.8K $1.71M
WFC
Wells Fargo & Company

Financial Services
1.75K
+ 4.5%
$54.98 - $77.35 $96.4K - $136K
40.7K $2.86M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.39K
+ 62.85%
$69.3 - $74.3 $581K - $623K
21.7K $1.55M
VXF
Vanguard Extended Market ETF

ETFs
157
+ 0.21%
$179.17 - $207.15 $28.1K - $32.5K
73.6K $14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
111
+ 0.53%
$370.24 - $418.94 $41.1K - $46.5K
21.1K $8.46M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.3K
+ 5.79%
$58.39 - $67.04 $251K - $288K
78.5K $4.98M
BAC
Bank Of America Corp

Financial Services
2.83K
+ 2.63%
$39.22 - $47.77 $111K - $135K
110K $4.85M
BXSL
Blackstone Secured Lending Fund

Financial Services
14.9K
+ 68.56%
$29.25 - $33.27 $435K - $494K
36.5K $1.18M
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.6K
+ 5.75%
$57.53 - $60.83 $1.36M - $1.44M
434K $25M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
54.7K
+ 69.92%
$7.67 - $9.21 $419K - $503K
133K $1.14M
VB
Vanguard Small Cap ETF

ETFs
1.83K
+ 5.81%
$233.76 - $261.58 $428K - $479K
33.4K $8.02M
DNP
Dnp Select Income Fund Inc

Financial Services
145K
+ 23.41%
$8.82 - $9.96 $1.28M - $1.45M
767K $6.76M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
9.72K
+ 22.58%
$57.38 - $61.11 $558K - $594K
52.8K $3.08M
MAR
Marriott International Inc

Consumer Cyclical
1.59K
+ 59.34%
$246.06 - $292.59 $390K - $464K
4.26K $1.19M
ICVT
Ishares Tr Convertible Bond Et

ETFs
5.83K
+ 52.09%
$83.09 - $89.28 $484K - $521K
17K $1.45M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
25.7K
+ 117.77%
$20.08 - $20.61 $517K - $530K
47.6K $957K
AXP
American Express CO

Financial Services
491
+ 3.85%
$267.35 - $305.57 $131K - $150K
13.2K $3.93M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.32K
+ 75.38%
$55.73 - $66.16 $408K - $484K
17K $1.03M
APO
Apollo Global Management, Inc.

Financial Services
440
+ 4.51%
$131.36 - $178.61 $57.8K - $78.6K
10.2K $1.68M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.01K
+ 7.53%
$55.86 - $60.21 $391K - $422K
100K $5.73M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.35K
+ 25.1%
N/A
26.7K $2.29M
AGNC
Agnc Investment Corp.

Real Estate
64.1K
+ 59.49%
$9.21 - $10.59 $590K - $679K
172K $1.58M
PFE
Pfizer Inc

Healthcare
24.6K
+ 28.28%
$24.8 - $30.19 $610K - $742K
112K $2.96M
MA
Mastercard Inc

Financial Services
448
+ 7.29%
$491.3 - $536.15 $220K - $240K
6.59K $3.47M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
19K
+ 78.18%
$23.02 - $23.23 $437K - $441K
43.3K $998K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
57K
+ 61.04%
$7.35 - $8.04 $419K - $459K
150K $1.15M
VVR
Invesco Senior Income Trust

Financial Services
114K
+ 75.28%
$3.83 - $4.07 $438K - $465K
266K $1.05M
HON
Honeywell International Inc

Industrials
521
+ 3.19%
$202.84 - $236.0 $106K - $123K
16.9K $3.81M
NOW
Service Now, Inc.

Technology
43
+ 1.9%
$867.18 - $1148.42 $37.3K - $49.4K
2.3K $2.44M
BGX
Blackstone Long Short Credit Income Fund

Financial Services
35K
+ 75.49%
$12.44 - $13.19 $435K - $462K
81.4K $1.01M
RPG
Invesco Exchange Traded Fd Tr

ETFs
9.57K
+ 79.24%
$38.88 - $44.07 $372K - $422K
21.6K $892K
AIQ
Global X Funds Global X Artifi

ETFs
9.98K
+ 56.15%
$36.57 - $40.57 $365K - $405K
27.7K $1.07M
BP
Bp PLC

Energy
15K
+ 85.46%
$28.16 - $33.14 $421K - $496K
32.4K $959K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
65.1K
+ 60.62%
$6.56 - $6.95 $427K - $453K
173K $1.15M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
32.8K
+ 69.36%
$12.36 - $13.34 $405K - $437K
80.1K $1.02M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
9K
+ 71.13%
$40.07 - $47.2 $361K - $425K
21.7K $965K
RYLD
Global X Fds Russell 2000 Cove

ETFs
23.4K
+ 40.02%
$15.97 - $16.79 $374K - $394K
82K $1.34M
ET
Energy Transfer LP

Energy
4.82K
+ 5.74%
$16.05 - $19.86 $77.3K - $95.6K
88.6K $1.74M
AINV
Apollo Investment Corp

Financial Services
34.9K
+ 74.39%
N/A
81.8K $909K
DUK
Duke Energy Corp

Utilities
5.75K
+ 18.46%
$105.76 - $120.76 $608K - $694K
36.9K $3.97M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.86K
+ 20.55%
$160.89 - $176.18 $460K - $503K
16.8K $2.71M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
28.3K
+ 57.42%
$14.82 - $15.89 $419K - $450K
77.6K $1.15M
KMI
Kinder Morgan, Inc.

Energy
9.09K
+ 38.68%
$22.59 - $28.54 $205K - $259K
32.6K $893K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
40.4K
+ 77.72%
$7.8 - $9.54 $315K - $386K
92.5K $805K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.45K
+ 11.17%
$119.61 - $136.3 $293K - $334K
24.4K $3.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.76K
+ 4.41%
$50.37 - $50.6 $441K - $443K
207K $10.4M
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
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email