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
RPM
Rpm International Inc

Basic Materials
200
+ 0.47%
$120.09 - $140.26 $24K - $28.1K
42.6K $5.24M
BMY
Bristol Myers Squibb CO

Healthcare
259
+ 1.3%
$51.92 - $59.94 $13.4K - $15.5K
20.1K $1.14M
BSX
Boston Scientific Corp

Healthcare
985
+ 24.54%
$83.62 - $91.5 $82.4K - $90.1K
5K $446K
MLPA
Global X Mlp ETF

ETFs
1.81K
+ 13.37%
$47.44 - $52.61 $85.9K - $95.2K
15.4K $758K
SYLD
Cambria Shareholder Yld ETF

ETFs
2.59K
+ 14.67%
$68.06 - $76.27 $176K - $197K
20.2K $1.38M
CGGO
Capital Group Global Growth Eq

ETFs
4.11K
+ 29.3%
$29.21 - $30.67 $120K - $126K
18.1K $529K
GWW
W.W. Grainger, Inc.

Industrials
96
+ 44.86%
$1023.06 - $1220.93 $98.2K - $117K
310 $326K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.89K
+ 30.02%
$50.06 - $55.0 $145K - $159K
12.5K $628K
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.34K
+ 39.85%
$33.93 - $38.37 $147K - $167K
15.2K $523K
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 14.08%
$4100.99 - $5300.34 $41K - $53K
81 $402K
PANW
Palo Alto Networks Inc

Technology
7.32K
+ 94.79%
$181.96 - $405.9 $1.33M - $2.97M
15K $2.74M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
967
+ 10.59%
$72.18 - $81.41 $69.8K - $78.7K
10.1K $762K
PDI
Pimco Dynamic Income Fund

Financial Services
14.5K
+ 16.19%
$18.33 - $20.85 $266K - $303K
104K $1.91M
HD
Home Depot, Inc.

Consumer Cyclical
1.36K
+ 5.07%
$385.02 - $431.37 $522K - $585K
28.1K $10.9M
FNDX
Schwab Fundamental U S Large C

ETFs
18.9K
+ 257.12%
$23.49 - $71.77 $443K - $1.35M
26.2K $620K
UTG
Reaves Utility Income Fund

Financial Services
14.1K
+ 4.43%
$30.81 - $34.99 $435K - $494K
333K $10.5M
SOFI
So Fi Technologies, Inc.

Financial Services
378
+ 3.24%
$7.63 - $16.88 $2.88K - $6.38K
12K $185K
PKG
Packaging Corp Of America

Consumer Cyclical
333
+ 19.02%
$211.98 - $248.85 $70.6K - $82.9K
2.08K $469K
HNDL
Strategy Shs

ETFs
5.13K
+ 23.39%
$21.25 - $22.4 $109K - $115K
27.1K $577K
FITB
Fifth Third Bancorp

Financial Services
2.24K
+ 25.22%
$41.76 - $48.44 $93.3K - $108K
11.1K $469K
COF
Capital One Financial Corp

Financial Services
127
+ 5.56%
$145.19 - $192.01 $18.4K - $24.4K
2.41K $429K
PFFA
Etfis Ser Tr I

ETFs
5.7K
+ 14.2%
$21.82 - $23.21 $124K - $132K
45.9K $1M
JBL
Jabil Inc

Technology
305
+ 17.36%
$118.97 - $147.77 $36.3K - $45.1K
2.06K $296K
FTHI
First Trust Exchange Traded Fd

ETFs
3.46K
+ 29.77%
$22.89 - $24.02 $79.3K - $83.2K
15.1K $351K
IWB
Ishares Tr Russell 1000 ETF

ETFs
149
+ 3.2%
$311.11 - $335.64 $46.4K - $50K
4.81K $1.55M
CTAS
Cintas Corp

Industrials
1.21K
+ 20.39%
$182.7 - $226.47 $221K - $274K
7.14K $1.3M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
57.1K
+ 31.62%
$3.8 - $4.57 $217K - $261K
238K $917K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
5.64K
+ 4.63%
$18.59 - $18.8 $105K - $106K
127K $2.37M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.31K
+ 9.58%
$34.49 - $39.24 $45.2K - $51.4K
15K $557K
TTE
Total Energies Se

Energy
1.14K
+ 24.02%
N/A
5.88K $403K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.09K
+ 23.74%
$40.26 - $42.88 $84.1K - $89.6K
10.9K $440K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
415
+ 38.43%
$209.89 - $233.24 $87.1K - $96.8K
1.5K $317K
AMP
Ameriprise Financial Inc

Financial Services
65
+ 9.42%
$473.15 - $574.01 $30.8K - $37.3K
755 $401K
ILCB
Ishares Morningstar U.S. Equit

ETFs
280
+ 1.0%
$78.43 - $84.56 $22K - $23.7K
28.3K $2.29M
ZS
Zscaler, Inc.

Technology
295
+ 12.27%
$166.99 - $211.99 $49.3K - $62.5K
2.7K $487K
PCAR
Paccar Inc

Industrials
3
+ 0.02%
$97.92 - $118.41 $294 - $355
13.7K $1.42M
USB
Us Bancorp \De\

Financial Services
894
+ 6.27%
$43.98 - $53.66 $39.3K - $48K
15.1K $724K
MGV
Vanguard Mega Cap Value

ETFs
724
+ 12.5%
$124.06 - $133.48 $89.8K - $96.6K
6.52K $813K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.95K
+ 11.61%
$42.33 - $43.3 $82.6K - $84.5K
18.8K $799K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
5.73K
+ 5.52%
$18.62 - $19.05 $107K - $109K
110K $2.05M
ONON
On Holding Ag

Consumer Cyclical
373
+ 3.61%
$46.3 - $59.54 $17.3K - $22.2K
10.7K $586K
ABC
Amerisourcebergen Corp

Healthcare
362
+ 9.87%
N/A
4.03K $746K
MFC
Manulife Financial Corp

Financial Services
1.61K
+ 12.05%
$29.21 - $32.87 $46.9K - $52.8K
14.9K $458K
IBDV
Ishares Tr

Technology
5.96K
+ 7.84%
$21.24 - $22.15 $127K - $132K
82K $1.75M
FTSL
First Trust Senior Ln Fund

ETFs
828
+ 1.13%
$45.9 - $46.48 $38K - $38.5K
74.1K $3.42M
KR
Kroger CO

Consumer Defensive
1
+ 0.01%
$55.21 - $63.3 $55.2 - $63.3
15.6K $955K
MO
Altria Group, Inc.

Consumer Defensive
273
+ 0.73%
$49.06 - $57.74 $13.4K - $15.8K
37.7K $1.97M
WELL
Welltower Inc.

Real Estate
537
+ 16.52%
$123.11 - $139.3 $66.1K - $74.8K
3.79K $477K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.31K
+ 3.27%
$33.92 - $36.6 $44.5K - $48K
41.5K $1.43M
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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