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
CSCO
Cisco Systems, Inc.

Technology
9.26K
+ 14.67%
$58.74 - $64.87 $544K - $600K
72.4K $4.47M
AOM
Ishares Tr Core Moderate Alloc

ETFs
16.4K
+ 169.61%
$42.93 - $44.71 $703K - $732K
26K $1.14M
PFN
Pimco Income Strategy Fund Ii

Financial Services
93K
+ 59.99%
$7.41 - $7.64 $689K - $710K
248K $1.87M
PLD
Prologis, Inc.

Real Estate
6.08K
+ 109.56%
$103.59 - $124.04 $630K - $755K
11.6K $1.3M
COF
Capital One Financial Corp

Financial Services
3.91K
+ 162.13%
$163.87 - $209.82 $641K - $820K
6.32K $1.13M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
48.5K
+ 242.53%
$14.22 - $14.83 $690K - $719K
68.5K $990K
IFRA
Ishares Tr

ETFs
16.3K
+ 57.73%
$44.8 - $49.25 $732K - $805K
44.7K $2.01M
EQT
Eqt Corp

Energy
12K
+ 155.15%
$46.16 - $54.25 $554K - $651K
19.7K $1.05M
PGR
Progressive Corp

Financial Services
2.3K
+ 218.14%
$235.61 - $291.22 $541K - $669K
3.35K $948K
INTU
Intuit Inc

Technology
1.2K
+ 33.53%
$555.63 - $630.23 $667K - $757K
4.78K $2.94M
PYPL
Pay Pal Holdings, Inc.

Financial Services
13.9K
+ 126.31%
$65.15 - $91.81 $904K - $1.27M
24.9K $1.62M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
33K
+ 131.87%
$21.23 - $23.75 $700K - $783K
58K $1.25M
PH
Parker Hannifin Corp

Industrials
1.23K
+ 50.27%
$591.65 - $707.05 $728K - $870K
3.68K $2.24M
PHO
Invesco Exchange Traded Fd Tr

ETFs
10.7K
+ 94.03%
$63.77 - $68.75 $682K - $735K
22.1K $1.42M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
3.66K
+ 20.67%
$178.65 - $194.73 $653K - $712K
21.3K $3.92M
VAW
Vanguard Materials ETF

ETFs
3.34K
+ 12.84%
$185.71 - $202.46 $620K - $676K
29.4K $5.54M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
12.6K
+ 97.59%
$47.08 - $50.67 $591K - $637K
25.4K $1.28M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
34.7K
+ 128.51%
$18.18 - $18.58 $632K - $645K
61.8K $1.14M
SHV
Ishares Tr

ETFs
5.68K
+ 33.33%
$110.11 - $110.51 $626K - $628K
22.7K $2.51M
BRO
Brown & Brown, Inc.

Financial Services
4.71K
+ 226.43%
$100.54 - $124.4 $474K - $586K
6.79K $845K
NVS
Novartis Ag

Healthcare
4.97K
+ 92.36%
$97.14 - $115.57 $483K - $574K
10.3K $1.15M
WBD
Warner Bros. Discovery, Inc.

Communication Services
58.1K
+ 400.46%
$9.47 - $11.46 $550K - $666K
72.6K $779K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.25K
+ 46.68%
$302.31 - $337.54 $679K - $758K
7.06K $2.16M
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
105K
+ 40.41%
$4.79 - $5.2 $505K - $548K
366K $1.85M
KLAC
Kla Corp

Technology
858
+ 228.8%
$636.62 - $777.63 $546K - $667K
1.23K $838K
GIS
General Mills Inc

Consumer Defensive
10.6K
+ 98.04%
$57.56 - $65.3 $612K - $695K
21.5K $1.29M
PHYS
Sprott Physical Gold Trust

Financial Services
17.6K
+ 41.86%
$20.25 - $24.06 $357K - $424K
59.8K $1.44M
ROK
Rockwell Automation, Inc

Industrials
2.47K
+ 128.71%
$255.29 - $303.75 $630K - $749K
4.38K $1.13M
PRU
Prudential Financial Inc

Financial Services
6.59K
+ 28.05%
$105.04 - $122.33 $692K - $806K
30.1K $3.36M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.37K
+ 69.07%
$203.38 - $274.79 $686K - $927K
8.25K $1.7M
TSCO
Tractor Supply CO

Consumer Cyclical
10.1K
+ 235.95%
$51.66 - $57.94 $522K - $586K
14.4K $793K
MELI
Mercadolibre Inc

Consumer Cyclical
112
+ 8.1%
$1739.0 - $2260.0 $195K - $253K
1.49K $2.91M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.04K
+ 147.25%
$402.49 - $513.76 $420K - $536K
1.75K $849K
EMR
Emerson Electric CO

Industrials
5.95K
+ 88.99%
$108.64 - $131.17 $646K - $780K
12.6K $1.38M
EW
Edwards Lifesciences Corp

Healthcare
7.72K
+ 220.23%
$67.95 - $76.19 $525K - $588K
11.2K $813K
AWK
American Water Works Company, Inc.

Utilities
3.5K
+ 212.51%
$121.01 - $149.31 $424K - $523K
5.15K $759K
IVE
Ishares S&P 500 Value ETF

ETFs
3.01K
+ 4.87%
$185.78 - $198.58 $558K - $597K
64.7K $12.3M
SLV
I Shares Silver Trust

ETFs
9.23K
+ 16.61%
$26.93 - $31.32 $249K - $289K
64.8K $2.01M
UBER
Uber Technologies, Inc

Technology
1.77K
+ 5.42%
$63.17 - $81.49 $112K - $144K
34.4K $2.5M
IDXX
Idexx Laboratories Inc

Healthcare
1.23K
+ 44.71%
$406.29 - $469.04 $501K - $579K
3.99K $1.68M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.1K
+ 212.24%
$100.56 - $108.28 $513K - $552K
7.5K $773K
BKNG
Booking Holdings Inc.

Consumer Cyclical
121
+ 149.38%
$4295.4 - $5141.88 $520K - $622K
202 $930K
WY
Weyerhaeuser CO

Real Estate
17.1K
+ 85.67%
$27.29 - $31.39 $468K - $538K
37.1K $1.09M
MUB
Ishares National Muni Bond ETF

ETFs
4.96K
+ 72.06%
$104.71 - $107.69 $519K - $534K
11.8K $1.25M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.4K
+ 80.81%
$89.27 - $92.9 $482K - $501K
12.1K $1.12M
DFNL
Davis Fundamental ETF Tr

ETFs
12.6K
+ 103.72%
$37.36 - $40.96 $470K - $515K
24.7K $969K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
28.8K
+ 37.12%
$14.91 - $15.74 $429K - $453K
106K $1.66M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.77K
+ 18.1%
$114.57 - $118.14 $431K - $445K
24.6K $2.9M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
20K
+ 61.12%
$24.5 - $24.95 $489K - $498K
52.7K $1.3M
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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