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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.69K
+ 3.09%
$77.02 - $78.58 $130K - $132K
56.3K $4.35M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.69K
+ 17.17%
$23.63 - $26.47 $63.6K - $71.2K
18.4K $436K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
20
+ 0.65%
$72.67 - $99.25 $1.45K - $1.99K
3.08K $276K
IJK
Ishares S&P Midcap 400 Growth

ETFs
822
+ 3.66%
$90.66 - $99.46 $74.5K - $81.8K
23.3K $2.12M
RDVY
First Trust Rising Dividend Ac

ETFs
924
+ 1.32%
$58.65 - $64.37 $54.2K - $59.5K
70.7K $4.18M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
902
+ 7.75%
$89.9 - $100.66 $81.1K - $90.8K
12.5K $1.13M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
497
+ 15.47%
$63.19 - $73.31 $31.4K - $36.4K
3.71K $254K
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.2K
+ 17.77%
$40.75 - $44.85 $48.9K - $53.9K
7.96K $328K
IGR
Cbre Global Real Estate Income Fund

Financial Services
68.2K
+ 42.93%
$4.81 - $6.44 $328K - $439K
227K $1.09M
CWB
Spdr Bloomberg Convertible Sec

ETFs
471
+ 5.05%
$76.21 - $82.24 $35.9K - $38.7K
9.8K $763K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
41
+ 0.43%
$201.32 - $217.44 $8.25K - $8.92K
9.49K $1.96M
PH
Parker Hannifin Corp

Industrials
58
+ 2.43%
$621.74 - $709.46 $36.1K - $41.1K
2.45K $1.56M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
964
+ 22.54%
$49.93 - $50.24 $48.1K - $48.4K
5.24K $261K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
740
+ 10.36%
N/A
7.88K $491K
FTGC
First Trust Global Tactical CO

ETFs
1.67K
+ 10.84%
$23.23 - $24.25 $38.9K - $40.6K
17.1K $409K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
886
+ 4.39%
$47.5 - $47.86 $42.1K - $42.4K
21.1K $1M
VFH
Vanguard Financial ETF

ETFs
193
+ 8.53%
$108.87 - $126.2 $21K - $24.4K
2.46K $289K
FDL
First Tr Morningstar Dividend

ETFs
3.65K
+ 5.78%
$39.59 - $43.95 $145K - $161K
66.9K $2.69M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
833
+ 5.51%
$50.53 - $55.55 $42.1K - $46.3K
16K $813K
MCO
Moodys Corp

Financial Services
83
+ 8.87%
$454.04 - $500.88 $37.7K - $41.6K
1.02K $482K
FXO
First Tr Exchange Traded Fd Fi

ETFs
118
+ 1.13%
$50.63 - $59.0 $5.97K - $6.96K
10.6K $571K
ROK
Rockwell Automation, Inc

Industrials
18
+ 0.95%
$264.65 - $302.92 $4.76K - $5.45K
1.92K $547K
EVRG
Evergy, Inc.

Utilities
735
+ 4.65%
$59.06 - $65.0 $43.4K - $47.8K
16.5K $1.02M
TRV
Travelers Companies, Inc.

Financial Services
12
+ 0.24%
$225.97 - $266.66 $2.71K - $3.2K
4.96K $1.19M
IWD
Ishares Russell 1000 Val ETF

ETFs
922
+ 3.2%
$183.23 - $199.79 $169K - $184K
29.7K $5.5M
ARLP
Alliance Resource Partners LP

Energy
326
+ 1.5%
$24.84 - $28.58 $8.1K - $9.32K
22.1K $580K
OKTA
Okta, Inc.

Technology
299
+ 10.41%
$71.81 - $86.11 $21.5K - $25.7K
3.17K $249K
FISV
Fiserv Inc

Technology
264
+ 9.83%
N/A
2.95K $369K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
401
+ 3.17%
$75.22 - $82.17 $30.2K - $33K
13K $993K
IYY
Ishares Tr

ETFs
98
+ 1.86%
$138.14 - $149.13 $13.5K - $14.6K
5.37K $767K
SCHP
Schwab Strategic Us Tips ETF

ETFs
38.1K
+ 111.3%
$25.74 - $53.78 $979K - $2.05M
72.2K $1.87M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17K
+ 210.52%
$22.01 - $66.82 $373K - $1.13M
25K $567K
PM
Philip Morris International Inc.

Consumer Defensive
383
+ 2.69%
$118.38 - $133.06 $45.3K - $51K
14.6K $1.76M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
199
+ 1.14%
$182.19 - $195.69 $36.3K - $38.9K
17.7K $3.26M
PAYX
Paychex Inc

Industrials
20
+ 0.42%
$135.86 - $148.73 $2.72K - $2.97K
4.75K $666K
IJS
Ishares S&P Smallcap 600 Value

ETFs
225
+ 4.82%
$104.59 - $118.05 $23.5K - $26.6K
4.89K $531K
VEEV
Veeva Systems Inc

Healthcare
135
+ 7.17%
$201.81 - $250.45 $27.2K - $33.8K
2.02K $424K
JCI
Johnson Controls International PLC

Industrials
309
+ 9.57%
$74.23 - $86.6 $22.9K - $26.8K
3.54K $279K
TREX
Trex CO Inc

Industrials
235
+ 4.46%
$62.94 - $79.88 $14.8K - $18.8K
5.51K $380K
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
2.5K
+ 20.36%
$10.86 - $11.38 $27.2K - $28.5K
14.8K $165K
BTO
John Hancock Financial Opportunities Fund

Financial Services
107
+ 1.2%
$31.82 - $39.45 $3.4K - $4.22K
9.04K $322K
RSG
Republic Services, Inc.

Industrials
126
+ 6.27%
$198.0 - $218.75 $24.9K - $27.6K
2.14K $429K
IFRA
Ishares Tr

ETFs
948
+ 3.46%
$45.94 - $51.71 $43.6K - $49K
28.3K $1.31M
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.04K
+ 4.52%
$46.68 - $47.95 $48.6K - $49.9K
24.1K $1.13M
IEO
Ishares Tr

ETFs
453
+ 5.21%
$85.22 - $101.77 $38.6K - $46.1K
9.15K $820K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
496
+ 10.38%
$50.67 - $50.9 $25.1K - $25.2K
5.27K $267K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.71K
+ 20.4%
$26.63 - $30.23 $45.5K - $51.6K
10.1K $268K
WRB
Berkley W R Corp

Financial Services
271
+ 6.15%
$56.48 - $64.94 $15.3K - $17.6K
4.68K $273K
ADSK
Autodesk, Inc.

Technology
93
+ 6.11%
N/A
1.61K $396K
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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