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
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.47K
+ 123.96%
$85.29 - $92.57 $296K - $321K
6.27K $570K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
16K
+ 12.65%
$20.07 - $20.16 $322K - $323K
143K $2.87M
TRV
Travelers Companies, Inc.

Financial Services
778
+ 15.7%
$232.43 - $265.13 $181K - $206K
5.73K $1.52M
IRM
Iron Mountain Inc

Real Estate
5.68K
+ 65.49%
$82.79 - $111.31 $471K - $633K
14.4K $1.24M
BGX
Blackstone Long Short Credit Income Fund

Financial Services
26.7K
+ 32.8%
$12.32 - $12.99 $329K - $347K
108K $1.33M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
6.08K
+ 16.45%
$47.27 - $50.52 $287K - $307K
43K $2.1M
IYR
Ishares Tr

ETFs
3.22K
+ 112.73%
$89.49 - $98.98 $288K - $318K
6.07K $580K
FVAL
Fidelity Covington Tr Value Fa

ETFs
5.5K
+ 68.24%
$58.79 - $65.0 $324K - $358K
13.6K $808K
LNG
Cheniere Energy, Inc.

Energy
1.04K
+ 24.51%
$209.32 - $253.66 $219K - $265K
5.3K $1.23M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
37.5K
+ 24.91%
$7.6 - $7.96 $285K - $298K
188K $1.46M
MFC
Manulife Financial Corp

Financial Services
9.33K
+ 62.42%
$28.41 - $31.82 $265K - $297K
24.3K $755K
MLPA
Global X Mlp ETF

ETFs
4.47K
+ 29.09%
$49.83 - $54.53 $222K - $243K
19.8K $1.05M
SCHW
Schwab Charles Corp

Financial Services
3.47K
+ 68.43%
$71.24 - $83.64 $247K - $290K
8.55K $669K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
7.04K
+ 64.66%
$39.61 - $42.65 $279K - $300K
17.9K $730K
EFV
Msci Eafe Value ETF

ETFs
4.06K
+ 52.74%
$51.88 - $60.73 $211K - $247K
11.8K $693K
PPG
Ppg Industries Inc

Basic Materials
3.82K
+ 30.08%
$107.44 - $124.29 $410K - $474K
16.5K $1.8M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
27.6K
+ 34.49%
$11.83 - $13.03 $327K - $360K
108K $1.3M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
6.63K
+ 30.6%
$41.85 - $49.61 $277K - $329K
28.3K $1.24M
NRG
Nrg Energy, Inc.

Utilities
2.48K
+ 32.69%
$84.82 - $113.33 $211K - $282K
10.1K $962K
PSA
Public Storage

Real Estate
916
+ 46.71%
$288.99 - $313.98 $265K - $288K
2.88K $861K
ELV
Elevance Health, Inc.

Healthcare
418
+ 30.22%
$365.9 - $436.25 $153K - $182K
1.8K $783K
AINV
Apollo Investment Corp

Financial Services
23.9K
+ 29.22%
N/A
106K $1.17M
PGZ
Principal Real Estate Income Fund

Financial Services
20.3K
+ 27.13%
$9.86 - $10.75 $201K - $219K
95.3K $1M
ZS
Zscaler, Inc.

Technology
1.07K
+ 39.48%
$181.66 - $216.87 $194K - $231K
3.77K $747K
ADSK
Autodesk, Inc.

Technology
1.05K
+ 65.24%
N/A
2.67K $655K
UL
Unilever PLC

Consumer Defensive
3.73K
+ 29.56%
$54.72 - $60.29 $204K - $225K
16.3K $972K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.01K
+ 14.41%
$77.7 - $78.94 $234K - $238K
23.9K $1.89M
MKL
Markel Corp

Financial Services
99
+ 20.16%
$1660.14 - $2059.83 $164K - $204K
590 $1.1M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
11.1K
+ 25.59%
$23.03 - $23.17 $255K - $257K
54.3K $1.25M
BNDX
Vanguard Total International B

ETFs
5.61K
+ 6.58%
$48.33 - $49.5 $271K - $278K
90.9K $4.44M
NOW
Service Now, Inc.

Technology
1.08K
+ 46.87%
$783.83 - $1170.39 $846K - $1.26M
3.38K $2.69M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
54K
+ 39.08%
$5.3 - $5.75 $286K - $310K
192K $1.03M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.45K
+ 5.67%
$62.72 - $71.92 $279K - $320K
83K $5.23M
VVR
Invesco Senior Income Trust

Financial Services
79.7K
+ 29.95%
$3.55 - $4.15 $283K - $331K
346K $1.3M
NVO
Novo Nordisk A S

Healthcare
5.99K
+ 58.28%
$69.3 - $90.95 $415K - $545K
16.3K $1.13M
DSL
Double Line Income Solutions Fund

Financial Services
19.2K
+ 61.03%
$12.53 - $12.88 $241K - $247K
50.7K $638K
OKTA
Okta, Inc.

Technology
1.47K
+ 46.44%
$78.83 - $116.72 $116K - $172K
4.65K $488K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.32K
+ 98.51%
$146.9 - $170.92 $194K - $226K
2.66K $445K
OXY
Occidental Petroleum Corp

Energy
4.82K
+ 77.36%
$45.45 - $52.7 $219K - $254K
11.1K $545K
FITB
Fifth Third Bancorp

Financial Services
6.87K
+ 61.92%
$37.48 - $44.96 $258K - $309K
18K $704K
EOG
Eog Resources Inc

Energy
1.75K
+ 102.71%
$120.54 - $138.05 $210K - $241K
3.44K $441K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.43K
+ 7.21%
$71.17 - $73.66 $173K - $179K
36.1K $2.65M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.6K
+ 7.75%
$25.69 - $26.89 $144K - $151K
77.8K $2.09M
DHS
Wisdomtree Tr U.S

ETFs
1.82K
+ 22.68%
$91.55 - $99.74 $167K - $182K
9.84K $976K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.55K
+ 55.38%
$161.13 - $209.29 $250K - $325K
4.36K $721K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.18K
+ 36.06%
$59.28 - $66.1 $189K - $210K
12K $763K
KKR
Kkr & Co. Inc.

Financial Services
6.76K
+ 38.83%
$108.17 - $167.07 $731K - $1.13M
24.2K $2.79M
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
5.66K
+ 22.44%
N/A
30.9K $1.18M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.4K
+ 66.85%
$61.9 - $66.89 $210K - $227K
8.48K $538K
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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