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
CTVA
Corteva, Inc.

Basic Materials
15.1K
+ 250.93%
$55.94 - $66.15 $846K - $1M
21.1K $1.33M
CL
Colgate Palmolive CO

Consumer Defensive
10K
+ 64.98%
$85.68 - $97.5 $857K - $975K
25.4K $2.38M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.04K
+ 113.5%
$497.6 - $606.74 $1.01M - $1.23M
3.83K $1.9M
NSC
Norfolk Southern Corp

Industrials
4.06K
+ 106.09%
$227.69 - $259.76 $924K - $1.05M
7.88K $1.87M
VFH
Vanguard Financial ETF

ETFs
8.04K
+ 327.33%
$114.07 - $127.34 $917K - $1.02M
10.5K $1.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.7K
+ 14.36%
$42.5 - $46.71 $752K - $827K
141K $6.38M
BK
Bank Of New York Mellon Corp

Financial Services
10.7K
+ 213.07%
$75.42 - $88.95 $808K - $953K
15.7K $1.32M
QDPL
Pacer Fds Tr Metaurus Us Large
26K
+ 328.54%
$36.5 - $40.04 $947K - $1.04M
33.9K $1.24M
D
Dominion Energy, Inc

Utilities
16.1K
+ 138.11%
$52.85 - $57.43 $849K - $922K
27.7K $1.55M
GNL
Global Net Lease, Inc.

Real Estate
112K
+ 435.58%
$6.91 - $8.26 $775K - $926K
138K $1.11M
OTIS
Otis Worldwide Corp

Industrials
8.1K
+ 112.38%
$90.77 - $104.01 $735K - $842K
15.3K $1.58M
YUM
Yum Brands Inc

Consumer Cyclical
5.26K
+ 144.69%
$123.25 - $162.53 $649K - $856K
8.9K $1.4M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
100K
+ 69.41%
$8.31 - $8.77 $833K - $879K
245K $2.1M
MDT
Medtronic PLC

Healthcare
8.84K
+ 90.4%
$79.84 - $94.5 $706K - $835K
18.6K $1.67M
DOW
Dow Inc.

Basic Materials
27.1K
+ 259.47%
$34.36 - $41.92 $930K - $1.14M
37.5K $1.31M
USA
Liberty All Star Equity Fund

Financial Services
138K
+ 289.94%
$6.41 - $7.32 $886K - $1.01M
186K $1.22M
TGT
Target Corp

Consumer Defensive
10.4K
+ 158.14%
$103.65 - $142.5 $1.07M - $1.47M
16.9K $1.76M
MSTR
Microstrategy Inc

Technology
3.06K
+ 59.68%
$239.27 - $396.5 $733K - $1.21M
8.19K $2.36M
GS
Goldman Sachs Group Inc

Financial Services
1.98K
+ 25.12%
$524.81 - $672.19 $1.04M - $1.33M
9.86K $5.39M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
44.2K
+ 61.64%
$19.42 - $19.54 $859K - $864K
116K $2.26M
SLB
Schlumberger Limited

Energy
18.8K
+ 84.41%
$38.4 - $43.74 $723K - $824K
41.2K $1.72M
FDX
Fedex Corp

Industrials
3.77K
+ 250.5%
$230.33 - $281.53 $868K - $1.06M
5.28K $1.29M
LHX
L3 Harris Technologies, Inc.

Industrials
4.13K
+ 103.41%
$194.65 - $222.86 $803K - $920K
8.12K $1.7M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
12.7K
+ 23.97%
$58.32 - $65.09 $738K - $824K
65.4K $3.94M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
43.4K
+ 74.8%
$19.43 - $19.62 $843K - $851K
101K $1.99M
PULS
Pgim ETF Tr

ETFs
16.6K
+ 11.97%
$49.56 - $49.78 $825K - $829K
156K $7.74M
MET
Metlife Inc

Financial Services
10.7K
+ 177.37%
$77.7 - $87.0 $833K - $933K
16.8K $1.35M
CI
Cigna Corp

Healthcare
2.25K
+ 113.24%
$274.49 - $329.0 $618K - $740K
4.24K $1.39M
AGNC
Agnc Investment Corp.

Real Estate
81.3K
+ 47.3%
$9.12 - $10.54 $741K - $857K
253K $2.43M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.3K
+ 44.07%
$51.45 - $58.51 $1.05M - $1.19M
66.4K $3.44M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
39.9K
+ 48.14%
$20.64 - $20.73 $823K - $826K
123K $2.54M
RDVY
First Trust Rising Dividend Ac

ETFs
14.8K
+ 20.89%
$57.22 - $63.39 $845K - $936K
85.5K $5M
GM
General Motors CO

Consumer Cyclical
18.8K
+ 180.88%
$45.22 - $54.92 $851K - $1.03M
29.2K $1.37M
PFF
Ishares Trust Ishares Pfd And

ETFs
27.2K
+ 83.22%
$30.73 - $32.26 $837K - $878K
59.9K $1.84M
ECC
Eagle Point Credit CO Inc.

Financial Services
115K
+ 75.56%
$7.7 - $9.14 $883K - $1.05M
267K $2.16M
VV
Vanguard Large Cap ETF

ETFs
3.63K
+ 36.4%
$253.32 - $282.66 $919K - $1.03M
13.6K $3.49M
JCI
Johnson Controls International PLC

Industrials
9.85K
+ 278.24%
$76.12 - $90.6 $750K - $892K
13.4K $1.07M
HCA
Hca Healthcare, Inc.

Healthcare
2.1K
+ 145.34%
$296.7 - $345.55 $624K - $727K
3.55K $1.23M
VLO
Valero Energy Corp

Energy
5.78K
+ 222.87%
$121.76 - $142.99 $704K - $826K
8.37K $1.11M
OKE
Oneok Inc

Energy
7.97K
+ 65.9%
$89.57 - $109.85 $714K - $875K
20.1K $1.99M
FTCS
First Trust Capital Strength E

ETFs
7.91K
+ 21.09%
$86.39 - $91.35 $683K - $722K
45.4K $4.07M
PSLV
Sprott Physical Silver Trust

Financial Services
57.6K
+ 104.17%
$9.86 - $11.68 $567K - $672K
113K $1.31M
CLX
Clorox CO

Consumer Defensive
5.46K
+ 278.03%
$141.76 - $162.89 $773K - $889K
7.42K $1.09M
HBAN
Huntington Bancshares Inc

Financial Services
53K
+ 222.74%
$14.28 - $17.39 $757K - $922K
76.8K $1.15M
WPC
W. P. Carey Inc.

Real Estate
11.2K
+ 163.93%
$53.5 - $65.05 $599K - $729K
18K $1.14M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
10.9K
+ 142.71%
$70.83 - $76.62 $771K - $834K
18.5K $1.32M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
8.47K
+ 39.62%
$67.08 - $76.14 $568K - $645K
29.8K $2.2M
ZTR
Virtus Total Return Fund Inc.

Financial
124K
+ 266.91%
$5.67 - $6.1 $701K - $755K
170K $1.02M
MBB
Ishares Tr

ETFs
7.69K
+ 173.36%
$90.37 - $94.08 $695K - $723K
12.1K $1.14M
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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