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
ISRG
Intuitive Surgical Inc

Healthcare
2.94K
+ 79.15%
$476.63 - $610.45 $1.4M - $1.79M
6.64K $3.29M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
25.4K
+ 190.53%
$50.82 - $52.7 $1.29M - $1.34M
38.7K $2.03M
PRK
Park National Corp

Financial Services
9.57K
+ 149.0%
$151.4 - $174.01 $1.45M - $1.66M
16K $2.42M
XLE
Energy Sector Spdr

ETFs
9.45K
+ 16.91%
$85.7 - $93.96 $810K - $888K
65.3K $6.1M
QCOM
Qualcomm Inc

Technology
8.56K
+ 58.82%
$151.94 - $175.86 $1.3M - $1.51M
23.1K $3.55M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
50.6K
+ 382.33%
$23.43 - $25.55 $1.19M - $1.29M
63.8K $1.63M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
45.5K
+ 19.28%
$48.0 - $54.24 $2.18M - $2.47M
282K $13.6M
INTC
Intel Corp

Technology
53.9K
+ 195.74%
$19.1 - $27.39 $1.03M - $1.48M
81.5K $1.85M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.42K
+ 21.6%
$182.82 - $196.21 $1.17M - $1.26M
36.1K $6.8M
KMB
Kimberly Clark Corp

Consumer Defensive
8.44K
+ 119.54%
$124.46 - $147.4 $1.05M - $1.24M
15.5K $2.2M
WELL
Welltower Inc.

Real Estate
7.52K
+ 198.57%
$124.05 - $156.86 $933K - $1.18M
11.3K $1.73M
AMP
Ameriprise Financial Inc

Financial Services
2.59K
+ 342.38%
$472.29 - $575.13 $1.22M - $1.49M
3.34K $1.62M
TJX
Tjx Companies Inc

Consumer Cyclical
9.82K
+ 52.08%
$112.81 - $126.16 $1.11M - $1.24M
28.7K $3.49M
SYY
Sysco Corp

Consumer Defensive
16.2K
+ 233.31%
$70.0 - $77.13 $1.14M - $1.25M
23.2K $1.74M
AZN
Astrazeneca PLC

Healthcare
15.8K
+ 347.34%
$65.37 - $77.96 $1.03M - $1.23M
20.3K $1.49M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
70.2K
+ 80.35%
$16.18 - $17.82 $1.14M - $1.25M
158K $2.64M
AMT
American Tower Corp

Real Estate
5.13K
+ 260.81%
$173.46 - $217.6 $889K - $1.12M
7.09K $1.54M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
14.5K
+ 218.35%
$69.81 - $78.9 $1.01M - $1.15M
21.2K $1.65M
GILD
Gilead Sciences, Inc.

Healthcare
8.13K
+ 59.79%
$89.14 - $117.41 $725K - $955K
21.7K $2.43M
PWR
Quanta Services, Inc.

Industrials
5.65K
+ 135.66%
$236.71 - $358.03 $1.34M - $2.02M
9.81K $2.49M
UNH
Unitedhealth Group Inc

Healthcare
1.82K
+ 15.17%
$461.52 - $548.18 $840K - $998K
13.8K $7.24M
IAU
Ishares Gold Trust

ETFs
14.7K
+ 47.71%
$49.74 - $58.96 $733K - $869K
45.6K $2.69M
CTAS
Cintas Corp

Industrials
4.82K
+ 67.51%
$182.09 - $208.14 $877K - $1M
12K $2.46M
SHEL
Shell PLC

Energy
13.5K
+ 90.95%
$62.84 - $73.29 $850K - $991K
28.4K $2.08M
CDC
Victory Portfolios Ii Shs Inco

ETFs
17K
+ 175.98%
$61.46 - $66.32 $1.04M - $1.13M
26.6K $1.75M
ARCC
Ares Capital Corp

Financial Services
50.7K
+ 112.58%
$21.28 - $23.81 $1.08M - $1.21M
95.7K $2.12M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.8K
+ 32.67%
$73.78 - $76.59 $1.02M - $1.06M
56K $4.29M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
18.9K
+ 61.91%
$59.78 - $60.03 $1.13M - $1.13M
49.4K $2.96M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.91K
+ 25.44%
$168.16 - $186.21 $1.33M - $1.47M
39K $6.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34.5K
+ 15.43%
$27.01 - $28.54 $933K - $986K
258K $7.22M
USB
Us Bancorp \De\

Financial Services
28.1K
+ 185.55%
$40.92 - $50.9 $1.15M - $1.43M
43.2K $1.83M
CSX
Csx Corp

Industrials
40.7K
+ 114.11%
$29.11 - $33.67 $1.19M - $1.37M
76.4K $2.25M
DD
Du Pont De Nemours, Inc.

Basic Materials
14.5K
+ 299.69%
$72.7 - $84.32 $1.06M - $1.23M
19.4K $1.45M
IGR
Cbre Global Real Estate Income Fund

Financial Services
193K
+ 85.1%
$4.79 - $5.34 $925K - $1.03M
420K $2.17M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
52.2K
+ 109.78%
$20.05 - $20.4 $1.05M - $1.07M
99.8K $2.03M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.84K
+ 42.47%
$308.86 - $455.36 $877K - $1.29M
9.52K $3.36M
MU
Micron Technology Inc

Technology
11.7K
+ 66.96%
$86.89 - $109.38 $1.02M - $1.28M
29.3K $2.54M
CGUS
Capital Group Core Equity ETF
32.1K
+ 416.13%
$33.08 - $36.62 $1.06M - $1.18M
39.8K $1.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.27K
+ 14.0%
$95.85 - $99.25 $889K - $920K
75.5K $7.47M
ED
Consolidated Edison Inc

Utilities
6.67K
+ 45.35%
$88.0 - $110.59 $587K - $737K
21.4K $2.36M
VT
Vanguard Total World Stk Index

ETFs
9.19K
+ 69.84%
$115.08 - $123.97 $1.06M - $1.14M
22.3K $2.59M
SJM
J M Smucker CO

Consumer Defensive
8.47K
+ 200.35%
$100.41 - $118.41 $850K - $1M
12.7K $1.5M
FAST
Fastenal CO

Industrials
12.3K
+ 97.18%
$71.11 - $79.98 $876K - $985K
25K $1.94M
MPC
Marathon Petroleum Corp

Energy
6.89K
+ 233.05%
$134.72 - $159.03 $928K - $1.1M
9.85K $1.43M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.36K
+ 13.33%
$97.38 - $104.52 $814K - $874K
71.1K $7.26M
RSG
Republic Services, Inc.

Industrials
3.84K
+ 179.81%
$200.09 - $242.16 $768K - $930K
5.97K $1.45M
C
Citigroup Inc

Financial Services
14.1K
+ 111.97%
$67.23 - $84.63 $948K - $1.19M
26.7K $1.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
16.8K
+ 305.48%
$57.44 - $59.4 $966K - $999K
22.3K $1.33M
MP
Mp Materials Corp.

Basic Materials
6.55K
+ 6.88%
$16.39 - $26.93 $107K - $176K
102K $2.49M
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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