J.W. Cole Advisors, Inc. Incresed Positions in Q3 2024

J.W. Cole Advisors, Inc.

  • $2.33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
323
+ 3.1%
$34.24 - $40.55 $11.1K - $13.1K
10.7K $435K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
10
+ 0.05%
$39.47 - $49.4 $395 - $494
20.5K $975K
FXR
First Trust Industrials/Produc

ETFs
27
+ 0.29%
$66.85 - $75.76 $1.8K - $2.05K
9.25K $700K
WMB
Williams Companies, Inc.

Energy
939
+ 10.1%
$41.24 - $46.22 $38.7K - $43.4K
10.2K $467K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
217
+ 4.23%
$112.99 - $126.45 $24.5K - $27.4K
5.35K $673K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
230
+ 0.58%
$51.02 - $52.74 $11.7K - $12.1K
39.6K $2.08M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
669
+ 6.22%
$100.09 - $100.69 $67K - $67.4K
11.4K $1.15M
CDC
Victory Portfolios Ii Shs Inco

ETFs
25
+ 0.25%
$58.2 - $64.99 $1.46K - $1.62K
10.1K $656K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.17K
+ 17.76%
$48.27 - $49.43 $56.5K - $57.9K
7.76K $383K
CGDV
Capital Group Divid Value ETF

ETFs
584
+ 4.84%
$32.96 - $36.48 $19.2K - $21.3K
12.7K $461K
PKG
Packaging Corp Of America

Consumer Cyclical
22
+ 1.27%
$176.32 - $215.7 $3.88K - $4.75K
1.75K $377K
FXO
First Tr Exchange Traded Fd Fi

ETFs
237
+ 2.32%
$45.78 - $51.72 $10.8K - $12.3K
10.4K $533K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
1K
+ 7.17%
$41.93 - $44.13 $41.9K - $44.1K
15K $659K
IDU
Ishares Tr U S Utils ETF

ETFs
4
+ 0.1%
$87.2 - $102.21 $349 - $409
4.18K $426K
CSL
Carlisle Companies Inc

Industrials
40
+ 4.47%
$376.5 - $449.34 $15.1K - $18K
935 $420K
TTEK
Tetra Tech Inc

Industrials
7.83K
+ 394.46%
$45.59 - $237.74 $357K - $1.86M
9.81K $462K
VRIG
Invesco Actively Managed ETF F

ETFs
2.34K
+ 6.08%
$25.05 - $25.21 $58.5K - $58.9K
40.7K $1.02M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
443
+ 1.33%
$49.93 - $51.15 $22.1K - $22.7K
33.8K $1.73M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.03%
$151.63 - $169.74 $152 - $170
3.31K $560K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
407
+ 4.84%
$98.99 - $101.51 $40.3K - $41.3K
8.82K $893K
PGR
Progressive Corp

Financial Services
16
+ 1.44%
$209.46 - $259.24 $3.35K - $4.15K
1.12K $285K
ES
Eversource Energy

Utilities
4
+ 0.08%
$56.52 - $68.38 $226 - $274
4.71K $320K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.45K
+ 5.59%
$24.39 - $25.28 $35.2K - $36.5K
27.3K $686K
AVUV
American Centy ETF Tr Avantis

ETFs
400
+ 15.4%
$88.24 - $99.7 $35.3K - $39.9K
3K $287K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
17
+ 0.2%
$44.07 - $50.57 $749 - $860
8.5K $429K
FISV
Fiserv Inc

Technology
419
+ 18.48%
N/A
2.69K $336K
AON
Aon PLC

Financial Services
2
+ 0.2%
$293.16 - $351.06 $586 - $702
979 $338K
EFX
Equifax Inc

Industrials
20
+ 2.22%
$236.42 - $307.13 $4.73K - $6.14K
922 $270K
AIQ
Global X Funds Global X Artifi

ETFs
681
+ 3.99%
$31.85 - $37.36 $21.7K - $25.4K
17.8K $660K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
4.33K
+ 8.33%
$7.86 - $8.77 $34K - $37.9K
56.2K $490K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
86
+ 1.06%
$78.05 - $88.63 $6.71K - $7.62K
8.23K $718K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
182
+ 1.59%
$48.89 - $54.14 $8.9K - $9.85K
11.7K $621K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
725
+ 2.81%
$59.61 - $60.15 $43.2K - $43.6K
26.5K $1.59M
BTO
John Hancock Financial Opportunities Fund

Financial Services
120
+ 1.36%
$27.89 - $33.45 $3.35K - $4.01K
8.94K $296K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
245
+ 2.61%
$50.02 - $54.5 $12.3K - $13.4K
9.63K $524K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
188
+ 2.93%
$52.25 - $58.97 $9.82K - $11.1K
6.61K $389K
IJS
Ishares S&P Smallcap 600 Value

ETFs
5
+ 0.11%
$95.81 - $109.03 $479 - $545
4.67K $502K
CSX
Csx Corp

Industrials
309
+ 0.88%
$32.48 - $35.45 $10K - $11K
35.4K $1.22M
BAC
Bank Of America Corp

Financial Services
1.43K
+ 1.34%
$36.65 - $44.13 $52.2K - $62.9K
108K $4.27M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
795
+ 10.94%
$41.34 - $43.55 $32.9K - $34.6K
8.06K $348K
FTHI
First Trust Exchange Traded Fd

ETFs
1.82K
+ 18.56%
$21.47 - $23.16 $39.1K - $42.2K
11.6K $267K
BK
Bank Of New York Mellon Corp

Financial Services
13
+ 0.35%
$59.54 - $72.17 $774 - $938
3.78K $271K
AWK
American Water Works Company, Inc.

Utilities
93
+ 4.94%
$127.76 - $149.9 $11.9K - $13.9K
1.98K $289K
CWB
Spdr Bloomberg Convertible Sec

ETFs
33
+ 0.35%
$71.19 - $76.59 $2.35K - $2.53K
9.33K $714K
JCI
Johnson Controls International PLC

Industrials
125
+ 4.03%
$65.52 - $77.61 $8.19K - $9.7K
3.23K $250K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$102.34 - $114.52 $102 - $115
4.16K $476K
SCCO
Southern Copper Corp

Basic Materials
227
+ 10.4%
$94.1 - $120.43 $21.4K - $27.3K
2.41K $278K
ZTS
Zoetis Inc.

Healthcare
41
+ 2.61%
$172.58 - $196.48 $7.08K - $8.06K
1.61K $314K
IWY
Ishares Tr Russell 200 Growth

ETFs
65
+ 1.29%
$194.66 - $225.97 $12.7K - $14.7K
5.09K $1.12M
Activity Summary
Buys All Purchases 610 New Holdings 88 Increased Positions 522 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email