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
FVD
First Tr Value Line Divid Inde

ETFs
3.47K
+ 5.42%
$42.61 - $45.51 $148K - $158K
67.4K $3.01M
EFX
Equifax Inc

Industrials
923
+ 100.11%
$235.63 - $278.34 $217K - $257K
1.85K $449K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
3.96K
+ 33.82%
$47.59 - $50.79 $189K - $201K
15.7K $784K
SCHO
Schwab Short Term Us Treasury

ETFs
8.01K
+ 24.34%
$24.1 - $24.34 $193K - $195K
40.9K $996K
CG
Carlyle Group Inc.

Financial Services
5.52K
+ 101.43%
$40.03 - $56.96 $221K - $314K
11K $477K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
19.7K
+ 32.88%
$11.63 - $13.3 $229K - $262K
79.7K $927K
IBB
Ishares Biotechnology ETF

ETFs
1.64K
+ 52.92%
$127.9 - $140.56 $210K - $231K
4.74K $606K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
8.04K
+ 39.69%
$47.25 - $67.02 $380K - $539K
28.3K $1.35M
FCX
Freeport Mcmoran Inc

Basic Materials
5.21K
+ 41.95%
$34.5 - $43.01 $180K - $224K
17.6K $667K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
23K
+ 181.64%
$8.38 - $8.86 $193K - $204K
35.7K $299K
DVY
Ishares Tr

ETFs
624
+ 1.87%
$128.58 - $138.1 $80.2K - $86.2K
33.9K $4.56M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.27K
+ 31.24%
$78.12 - $83.7 $177K - $190K
9.52K $768K
RWK
Invesco Exchange Traded Fd Tr

ETFs
1.83K
+ 104.86%
$106.43 - $123.29 $195K - $226K
3.58K $386K
ARLP
Alliance Resource Partners LP

Energy
5.86K
+ 26.54%
$24.47 - $29.24 $143K - $171K
27.9K $761K
TMUS
T Mobile Us, Inc.

Communication Services
205
+ 7.64%
$211.3 - $272.83 $43.3K - $55.9K
2.89K $769K
APH
Amphenol Corp

Technology
3.02K
+ 53.44%
$61.62 - $78.55 $186K - $237K
8.66K $568K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
2.8K
+ 77.41%
$64.6 - $69.89 $181K - $195K
6.41K $420K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.41K
+ 64.73%
$50.72 - $50.92 $173K - $174K
8.69K $441K
FHB
First Hawaiian, Inc.

Financial Services
7.88K
+ 62.63%
$24.13 - $28.18 $190K - $222K
20.5K $499K
SNOW
Snowflake Inc.

Technology
1.36K
+ 43.14%
$146.16 - $192.78 $198K - $262K
4.51K $658K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
15.5K
+ 134.4%
$11.22 - $11.8 $174K - $183K
27K $303K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.5K
+ 8.85%
$57.21 - $65.8 $717K - $824K
154K $8.99M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.42K
+ 33.15%
$41.61 - $44.72 $142K - $153K
13.7K $594K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
8.25K
+ 6.48%
$18.55 - $18.81 $153K - $155K
136K $2.54M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
336
+ 53.59%
$634.14 - $744.83 $213K - $250K
963 $610K
KIO
Kkr Income Opportunities Fund

Financial Services
18.2K
+ 29.9%
$12.16 - $13.6 $221K - $247K
78.9K $970K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
31.9K
+ 105.46%
$5.74 - $7.6 $183K - $242K
62.1K $388K
MSI
Motorola Solutions, Inc.

Technology
523
+ 17.65%
$411.73 - $482.1 $215K - $252K
3.49K $1.53M
DFS
Discover Financial Services

Financial Services
937
+ 48.83%
$152.99 - $203.25 $143K - $190K
2.86K $487K
SPGI
S&P Global Inc.

Financial Services
289
+ 64.37%
$478.26 - $543.77 $138K - $157K
738 $374K
ORCC
Owl Rock Capital Corp

Financial Services
11.3K
+ 72.5%
N/A
26.8K $359K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
19
+ 3.83%
$1187.71 - $1432.58 $22.6K - $27.2K
515 $737K
GLDM
World Gold Trust

ETFs
1.69K
+ 37.75%
$52.19 - $61.89 $88.1K - $104K
6.16K $381K
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.6K
+ 43.12%
$59.97 - $70.03 $156K - $182K
8.63K $541K
MCO
Moodys Corp

Financial Services
325
+ 31.89%
$437.8 - $527.48 $142K - $171K
1.34K $625K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
87
+ 31.41%
$1227.6 - $1458.46 $107K - $127K
364 $491K
FTSL
First Trust Senior Ln Fund

ETFs
4.02K
+ 5.42%
$45.65 - $46.48 $183K - $187K
78.1K $3.56M
BKR
Baker Hughes CO

Energy
2.81K
+ 48.9%
$41.16 - $48.85 $115K - $137K
8.54K $375K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.52K
+ 8.28%
$47.59 - $48.35 $120K - $122K
32.9K $1.59M
PFM
Invesco Exchange Traded Fd Tr

ETFs
3.06K
+ 9.83%
$44.92 - $48.18 $137K - $147K
34.1K $1.56M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.06K
+ 8.83%
$105.1 - $109.61 $112K - $116K
13.1K $1.42M
PLG
Platinum Group Metals LTD

Basic Materials
110K
+ 462.82%
$1.12 - $1.44 $123K - $159K
134K $166K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
25.6K
+ 16.07%
$58.23 - $69.12 $1.49M - $1.77M
185K $10.8M
IEF
Ishares Barclays

ETFs
1.3K
+ 33.78%
$91.17 - $95.39 $119K - $124K
5.16K $491K
HAL
Halliburton CO

Energy
6.42K
+ 37.86%
$24.15 - $29.9 $155K - $192K
23.4K $592K
RFEM
First Trust Iii Riverfront Dyn

ETFs
1.28K
+ 4.85%
$61.6 - $67.52 $78.8K - $86.4K
27.7K $1.8M
AON
Aon PLC

Financial Services
213
+ 21.49%
$348.44 - $409.32 $74.2K - $87.2K
1.2K $480K
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.84K
+ 12.32%
$37.42 - $41.14 $68.8K - $75.6K
16.8K $687K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
2.48K
+ 12.66%
$47.6 - $51.91 $118K - $129K
22.1K $1.07M
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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