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
CHW
Calamos Global Dynamic Income Fund

Financial Services
284
+ 1.12%
$6.75 - $7.33 $1.92K - $2.08K
25.6K $172K
IWX
Ishares Tr Russell 200 Value E

ETFs
34
+ 0.66%
$78.25 - $85.17 $2.66K - $2.9K
5.19K $409K
VGSH
Vanguard

ETFs
89
+ 0.54%
$58.02 - $58.88 $5.16K - $5.24K
16.4K $956K
ACN
Accenture PLC

Technology
31
+ 0.25%
$343.9 - $376.86 $10.7K - $11.7K
12.2K $4.31M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.53K
+ 6.13%
$12.1 - $13.52 $18.5K - $20.7K
26.5K $324K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
123
+ 0.47%
$77.23 - $82.11 $9.5K - $10.1K
26.4K $2.05M
IXC
Ishares Tr Global Energy ETF

ETFs
123
+ 1.96%
$36.95 - $43.06 $4.54K - $5.3K
6.41K $244K
AGZ
Ishares Agency Bond ETF

ETFs
2
+ 0.05%
$107.68 - $110.37 $215 - $221
4.16K $449K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
30
+ 2.05%
$260.96 - $307.26 $7.83K - $9.22K
1.49K $404K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
72
+ 0.88%
$83.21 - $88.08 $5.99K - $6.34K
8.3K $707K
DVY
Ishares Tr

ETFs
852
+ 2.63%
$129.55 - $143.41 $110K - $122K
33.3K $4.37M
ZTR
Virtus Total Return Fund Inc.

Financial
730
+ 1.6%
$5.8 - $6.24 $4.23K - $4.56K
46.4K $271K
GUG
Guggenheim Active Allocation Fund

ETFs
3.75K
+ 9.42%
$14.87 - $16.49 $55.8K - $61.9K
43.6K $648K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
11.2K
+ 10.52%
$3.76 - $4.47 $42.3K - $50.2K
118K $445K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
3
+ 0.09%
$164.89 - $177.66 $495 - $533
3.31K $547K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2
+ 0.73%
$1124.26 - $1344.96 $2.25K - $2.69K
277 $349K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
150
+ 0.81%
$20.92 - $23.57 $3.14K - $3.54K
18.8K $400K
MBB
Ishares Tr

ETFs
15
+ 0.34%
$91.26 - $95.82 $1.37K - $1.44K
4.43K $406K
BIBL
Northern Lts Fd Tr Iv

ETFs
521
+ 2.3%
$38.73 - $42.41 $20.2K - $22.1K
23.2K $902K
ODFL
Old Dominion Freight Line, Inc.

Industrials
218
+ 8.42%
$176.4 - $231.84 $38.5K - $50.5K
2.81K $494K
UL
Unilever PLC

Consumer Defensive
1.29K
+ 11.36%
$56.7 - $64.64 $72.9K - $83.1K
12.6K $714K
ORCL
Oracle Corp

Technology
713
+ 1.87%
$165.41 - $192.43 $118K - $137K
38.9K $6.48M
VLO
Valero Energy Corp

Energy
61
+ 2.41%
$118.59 - $144.02 $7.23K - $8.79K
2.59K $317K
IDU
Ishares Tr U S Utils ETF

ETFs
5
+ 0.12%
$94.65 - $105.73 $473 - $529
4.18K $402K
SCHO
Schwab Short Term Us Treasury

ETFs
16.3K
+ 97.51%
$24.06 - $48.88 $391K - $794K
32.9K $791K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
323
+ 6.04%
$114.08 - $125.68 $36.8K - $40.6K
5.67K $648K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.64K
+ 4.04%
$74.5 - $78.37 $122K - $128K
42.2K $3.15M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
452
+ 1.1%
$238.25 - $261.28 $108K - $118K
41.7K $10.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.4K
+ 7.13%
$57.29 - $63.1 $80.1K - $88.2K
21K $1.21M
EXAS
Exact Sciences Corp

Healthcare
1.07K
+ 14.29%
$49.33 - $71.97 $52.9K - $77.2K
8.58K $482K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.04K
+ 3.18%
$71.75 - $75.11 $74.4K - $77.9K
33.7K $2.42M
D
Dominion Energy, Inc

Utilities
257
+ 2.26%
$52.63 - $60.92 $13.5K - $15.7K
11.6K $626K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
596
+ 1.03%
$113.92 - $127.38 $67.9K - $75.9K
58.3K $6.72M
RWO
Spdr Dow Jones Global Real Est

ETFs
194
+ 2.17%
$42.41 - $47.31 $8.23K - $9.18K
9.12K $391K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
20
+ 2.9%
$396.64 - $516.74 $7.93K - $10.3K
709 $285K
APD
Air Products & Chemicals, Inc.

Basic Materials
107
+ 1.26%
$285.5 - $335.62 $30.5K - $35.9K
8.63K $2.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
42
+ 0.26%
$25.61 - $28.0 $1.08K - $1.18K
16.5K $426K
WM
Waste Management Inc

Industrials
166
+ 1.35%
$201.79 - $228.46 $33.5K - $37.9K
12.5K $2.52M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.13K
+ 2.45%
$134.53 - $150.65 $152K - $171K
47.4K $6.42M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
469
+ 1.29%
$48.12 - $52.79 $22.6K - $24.8K
37K $1.78M
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.25K
+ 1.97%
$49.28 - $52.29 $61.6K - $65.4K
64.8K $3.2M
NNBR
Nn Inc

Industrials
1.8K
+ 2.39%
$3.15 - $4.25 $5.67K - $7.65K
77K $251K
WTRG
Essential Utilities, Inc.

Utilities
13
+ 0.07%
$36.18 - $40.55 $470 - $527
19.5K $706K
ES
Eversource Energy

Utilities
93
+ 1.97%
$55.9 - $67.73 $5.2K - $6.3K
4.8K $275K
DD
Du Pont De Nemours, Inc.

Basic Materials
201
+ 4.33%
$75.95 - $88.05 $15.3K - $17.7K
4.85K $369K
WPC
W. P. Carey Inc.

Real Estate
134
+ 2.0%
$53.44 - $61.33 $7.16K - $8.22K
6.83K $372K
BDX
Becton Dickinson & CO

Healthcare
14
+ 0.39%
$220.02 - $243.75 $3.08K - $3.41K
3.57K $809K
ZTS
Zoetis Inc.

Healthcare
23
+ 1.43%
$162.24 - $194.42 $3.73K - $4.47K
1.63K $266K
CLF
Cleveland Cliffs Inc.

Basic Materials
4.5K
+ 16.75%
$9.24 - $13.94 $41.6K - $62.7K
31.4K $294K
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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