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
THW
Tekla World Healthcare Fund

Financial Services
39.9K
+ 57.53%
$11.09 - $12.2 $443K - $487K
109K $1.26M
AOK
Ishares Tr Core Conservative A

ETFs
12.7K
+ 46.02%
$36.86 - $38.15 $470K - $486K
40.5K $1.52M
WTRG
Essential Utilities, Inc.

Utilities
10.7K
+ 54.98%
$33.49 - $40.57 $358K - $434K
30.2K $1.19M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
60.6K
+ 43.47%
$7.54 - $7.93 $457K - $480K
200K $1.53M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.07K
+ 205.78%
$378.71 - $442.54 $404K - $473K
1.59K $688K
VGSH
Vanguard

ETFs
8.09K
+ 49.21%
$58.07 - $58.69 $470K - $475K
24.5K $1.44M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.78K
+ 106.16%
$94.86 - $97.12 $453K - $464K
9.27K $883K
VRT
Vertiv Holdings CO

Industrials
5.24K
+ 85.89%
N/A
11.3K $982K
PFFA
Etfis Ser Tr I

ETFs
22.7K
+ 49.43%
$21.21 - $22.3 $481K - $506K
68.5K $1.45M
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.02K
+ 63.34%
$55.75 - $77.63 $224K - $312K
10.4K $804K
AGZ
Ishares Agency Bond ETF

ETFs
3.92K
+ 94.3%
$107.46 - $109.48 $422K - $429K
8.08K $884K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
38.4K
+ 297.22%
$11.13 - $11.61 $427K - $445K
51.3K $574K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.23K
+ 112.16%
$49.67 - $51.43 $409K - $423K
15.6K $795K
FISV
Fiserv Inc

Technology
3.37K
+ 114.24%
N/A
6.32K $791K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.98K
+ 40.95%
$120.24 - $134.3 $479K - $535K
13.7K $1.67M
CINF
Cincinnati Financial Corp

Financial Services
2.77K
+ 185.14%
$133.67 - $147.81 $370K - $409K
4.26K $629K
EVRG
Evergy, Inc.

Utilities
4.23K
+ 25.57%
$59.9 - $69.52 $253K - $294K
20.8K $1.43M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
105K
+ 44.1%
$3.75 - $4.08 $393K - $428K
343K $1.33M
BXSL
Blackstone Secured Lending Fund

Financial Services
12.5K
+ 34.09%
$31.3 - $34.5 $390K - $430K
49K $1.58M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.98K
+ 19.47%
$39.65 - $43.35 $317K - $346K
49K $2.06M
FNDF
Schwab Fundamental Intl Large

ETFs
6.54K
+ 11.62%
$32.9 - $37.45 $215K - $245K
62.8K $2.27M
ES
Eversource Energy

Utilities
5.94K
+ 123.59%
$55.63 - $63.8 $330K - $379K
10.7K $666K
YYY
Amplify ETF Tr High Income ETF

ETFs
34.5K
+ 40.63%
$11.38 - $12.01 $393K - $415K
120K $1.36M
FTNT
Fortinet, Inc.

Technology
3.75K
+ 34.64%
$92.49 - $114.57 $347K - $430K
14.6K $1.4M
UAL
United Airlines Holdings, Inc.

Industrials
6.71K
+ 224.3%
$69.05 - $110.52 $463K - $742K
9.7K $669K
BRSP
Bright Spire Capital, Inc.

Real Estate
69.6K
+ 44.08%
$5.48 - $6.23 $381K - $433K
227K $1.26M
EHI
Western Asset Global High Income Fund Inc.

Financial Services
58.4K
+ 33.83%
$6.57 - $6.89 $384K - $402K
231K $1.53M
MAR
Marriott International Inc

Consumer Cyclical
2.3K
+ 53.92%
$237.01 - $304.45 $544K - $699K
6.55K $1.56M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.1K
+ 13.07%
$65.27 - $71.18 $398K - $434K
52.8K $3.5M
ABC
Amerisourcebergen Corp

Healthcare
1.99K
+ 49.29%
N/A
6.02K $1.11M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.3K
+ 40.71%
$48.31 - $49.23 $353K - $360K
25.2K $1.24M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
13.2K
+ 125.42%
$28.22 - $30.06 $371K - $395K
23.6K $674K
AXON
Axon Enterprise, Inc.

Industrials
1.46K
+ 24.89%
$496.65 - $710.01 $726K - $1.04M
7.33K $3.86M
FXO
First Tr Exchange Traded Fd Fi

ETFs
7.14K
+ 67.67%
$50.93 - $57.24 $364K - $409K
17.7K $937K
BSX
Boston Scientific Corp

Healthcare
3.03K
+ 60.65%
$89.38 - $106.18 $271K - $322K
8.03K $810K
IVT
Inven Trust Properties Corp.

Real Estate
12.5K
+ 185.24%
$28.36 - $30.77 $355K - $385K
19.3K $566K
GUT
Gabelli Utility Trust

Financial Services
66.3K
+ 361.47%
$5.11 - $5.55 $339K - $368K
84.6K $451K
ZTS
Zoetis Inc.

Healthcare
2.1K
+ 128.54%
$156.48 - $175.67 $328K - $369K
3.73K $614K
AMD
Advanced Micro Devices Inc

Technology
9.57K
+ 27.12%
$96.63 - $129.55 $925K - $1.24M
44.9K $4.61M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
37.8K
+ 43.99%
$9.49 - $9.97 $359K - $377K
124K $1.19M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.54K
+ 21.62%
$56.51 - $62.98 $256K - $286K
25.5K $1.55M
HPQ
Hp Inc

Technology
14.4K
+ 127.1%
$27.69 - $34.72 $397K - $498K
25.6K $710K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.91K
+ 4.15%
$79.17 - $82.04 $230K - $238K
73K $5.97M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.04K
+ 35.95%
$100.59 - $103.47 $306K - $315K
11.5K $1.19M
FSMD
Fidelity Covington Tr Small Mi

ETFs
9.04K
+ 113.49%
$38.04 - $43.22 $344K - $390K
17K $665K
VEEV
Veeva Systems Inc

Healthcare
1.26K
+ 62.62%
$210.58 - $246.8 $266K - $312K
3.28K $759K
MKC
Mccormick & CO Inc

Consumer Defensive
3.28K
+ 32.41%
$71.24 - $84.73 $233K - $277K
13.4K $1.1M
SOXX
Ishares Semiconductor ETF

ETFs
3.25K
+ 31.63%
$188.17 - $235.81 $612K - $766K
13.5K $2.54M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.77K
+ 19.43%
$81.83 - $82.73 $309K - $312K
23.2K $1.92M
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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