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
ETN
Eaton Corp PLC

Industrials
686
+ 11.13%
$326.96 - $377.52 $224K - $259K
6.85K $2.27M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.64K
+ 23.99%
$86.65 - $94.9 $228K - $250K
13.6K $1.18M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.2K
+ 41.73%
$185.87 - $204.12 $223K - $245K
4.08K $767K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.03K
+ 6.99%
$95.27 - $107.82 $97.7K - $111K
15.7K $1.62M
YYY
Amplify ETF Tr High Income ETF

ETFs
21.8K
+ 34.47%
$11.52 - $12.3 $251K - $268K
85K $979K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
21.7K
+ 56.86%
$12.1 - $13.76 $263K - $299K
60K $725K
RF
Regions Financial Corp

Financial Services
8.18K
+ 33.8%
$22.45 - $27.47 $184K - $225K
32.4K $761K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.23K
+ 41.21%
$84.34 - $95.14 $188K - $212K
7.64K $666K
TWLO
Twilio Inc

Communication Services
335
+ 9.01%
$63.73 - $114.96 $21.3K - $38.5K
4.05K $438K
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.44K
+ 43.02%
$30.67 - $30.84 $197K - $199K
21.4K $657K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.38K
+ 51.52%
$47.77 - $51.75 $209K - $227K
12.9K $621K
MKL
Markel Corp

Financial Services
73
+ 17.46%
$1542.01 - $1785.11 $113K - $130K
491 $847K
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
26.2K
+ 74.63%
$9.86 - $11.9 $258K - $312K
61.3K $605K
KIO
Kkr Income Opportunities Fund

Financial Services
18.5K
+ 43.79%
$13.03 - $15.04 $241K - $278K
60.8K $812K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.25K
+ 50.7%
$90.42 - $94.5 $203K - $212K
6.68K $603K
AVUV
American Centy ETF Tr Avantis

ETFs
1.84K
+ 61.36%
$94.37 - $106.41 $174K - $196K
4.84K $466K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
36.6K
+ 241.82%
$27.54 - $83.04 $1.01M - $3.04M
51.8K $1.44M
XLC
Select Sector Spdr Tr Communic

ETFs
873
+ 6.22%
$89.66 - $102.16 $78.3K - $89.2K
14.9K $1.44M
HYG
Ishares Tr

ETFs
3.56K
+ 5.34%
$78.09 - $80.04 $278K - $285K
70.3K $5.53M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
98
+ 1.48%
$47.29 - $84.74 $4.63K - $8.3K
6.73K $501K
FSIG
First Tr ETF Iv LTD Duration I
9.37K
+ 28.0%
$18.8 - $19.23 $176K - $180K
42.8K $808K
TJX
Tjx Companies Inc

Consumer Cyclical
862
+ 4.79%
$112.15 - $127.2 $96.7K - $110K
18.8K $2.28M
WMB
Williams Companies, Inc.

Energy
1.39K
+ 13.6%
$46.37 - $59.74 $64.5K - $83.2K
11.6K $629K
VOT
Vanguard Mid Cap Growth Index

ETFs
229
+ 2.39%
$241.48 - $274.89 $55.3K - $62.9K
9.81K $2.49M
SCHW
Schwab Charles Corp

Financial Services
1.71K
+ 50.64%
$63.31 - $82.85 $108K - $141K
5.08K $375K
VBK
Vanguard Small Cap Growth ETF

ETFs
291
+ 5.0%
$264.18 - $304.19 $76.9K - $88.5K
6.11K $1.71M
SNA
Snap On Inc

Industrials
130
+ 5.8%
$285.44 - $371.35 $37.1K - $48.3K
2.37K $805K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.75K
+ 9.47%
$51.54 - $52.55 $193K - $197K
43.3K $2.24M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
14.3K
+ 5.54%
$11.15 - $12.48 $160K - $179K
273K $3.19M
APH
Amphenol Corp

Technology
1.96K
+ 53.24%
$62.07 - $75.35 $122K - $148K
5.64K $391K
HUBS
Hubspot Inc

Technology
65
+ 10.17%
$514.07 - $757.4 $33.4K - $49.2K
704 $490K
NRG
Nrg Energy, Inc.

Utilities
1.72K
+ 29.22%
$85.3 - $101.61 $147K - $175K
7.6K $685K
SCHX
Schwab Strategic Tr Us Large C

ETFs
47.6K
+ 222.42%
$22.4 - $68.28 $1.07M - $3.25M
68.9K $1.6M
LOW
Lowes Companies Inc

Consumer Cyclical
1.31K
+ 17.2%
$244.52 - $284.07 $320K - $372K
8.91K $2.2M
KHC
Kraft Heinz CO

Consumer Defensive
5.4K
+ 86.15%
$30.1 - $36.02 $163K - $195K
11.7K $358K
SYK
Stryker Corp

Healthcare
393
+ 9.99%
$345.14 - $392.15 $136K - $154K
4.33K $1.56M
NET
Cloudflare, Inc.

Technology
468
+ 14.39%
$78.11 - $117.56 $36.6K - $55K
3.72K $400K
XAR
Spdr S&P Aerospace & Defense E

ETFs
655
+ 21.48%
$153.8 - $176.52 $101K - $116K
3.71K $614K
EQT
Eqt Corp

Energy
1.61K
+ 26.32%
$35.62 - $46.89 $57.4K - $75.5K
7.73K $356K
FXU
First Tr Exchange Traded Fd Ut

ETFs
3.66K
+ 32.45%
$37.15 - $41.12 $136K - $150K
14.9K $564K
PYPL
Pay Pal Holdings, Inc.

Financial Services
635
+ 6.14%
$77.25 - $91.3 $49.1K - $58K
11K $937K
GILD
Gilead Sciences, Inc.

Healthcare
135
+ 1.0%
$83.95 - $97.9 $11.3K - $13.2K
13.6K $1.26M
SHEL
Shell PLC

Energy
2.62K
+ 21.33%
$60.63 - $70.23 $159K - $184K
14.9K $932K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
5.37K
+ 19.64%
$24.55 - $25.16 $132K - $135K
32.7K $805K
CMI
Cummins Inc

Industrials
99
+ 3.0%
$324.93 - $383.42 $32.2K - $38K
3.4K $1.18M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.36K
+ 21.6%
$108.6 - $115.42 $148K - $157K
7.66K $836K
BK
Bank Of New York Mellon Corp

Financial Services
1.25K
+ 33.07%
$70.82 - $81.87 $88.5K - $102K
5.03K $386K
FICO
Fair Isaac Corp

Technology
50
+ 15.92%
$1911.01 - $2382.4 $95.6K - $119K
364 $724K
MSI
Motorola Solutions, Inc.

Technology
168
+ 6.01%
$449.08 - $504.6 $75.4K - $84.8K
2.96K $1.37M
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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