J.W. Cole Advisors, Inc. New Holdings in Q1 2025

J.W. Cole Advisors, Inc.

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AEE
Ameren Corp

Utilities
8.93K
New
$86.87 - $103.67 $776K - $926K
8.93K $896K
SPG
Simon Property Group Inc

Real Estate
5.39K
New
$159.48 - $187.78 $859K - $1.01M
5.39K $894K
DTM
Dt Midstream, Inc.

Energy
8.99K
New
$86.95 - $113.75 $781K - $1.02M
8.99K $866K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
56.3K
New
$14.1 - $15.53 $794K - $874K
56.3K $844K
CACC
Credit Acceptance Corp

Financial Services
1.58K
New
$440.44 - $525.64 $696K - $831K
1.58K $816K
CZA
Invesco Exchange Traded Fd Tr

ETFs
7.65K
New
$101.07 - $108.24 $773K - $828K
7.65K $794K
BBUS
J P Morgan Exchg Traded Fd

ETFs
7.8K
New
$99.5 - $110.97 $776K - $865K
7.8K $786K
CPB
Campbell Soup CO

Consumer Defensive
19.5K
New
$37.29 - $42.04 $729K - $822K
19.5K $780K
IDEV
Ishares Core Msci Intl Develop

ETFs
11.3K
New
$63.77 - $71.36 $722K - $808K
11.3K $779K
IR
Ingersoll Rand Inc.

Industrials
9.42K
New
$79.44 - $94.23 $748K - $887K
9.42K $753K
ILCV
Ishares Morningstar Value ETF

ETFs
9K
New
$79.37 - $85.24 $715K - $768K
9K $733K
OGE
Oge Energy Corp.

Utilities
15.7K
New
$39.76 - $46.32 $622K - $725K
15.7K $719K
VMC
Vulcan Materials CO

Basic Materials
3.07K
New
$220.9 - $277.54 $678K - $852K
3.07K $716K
PHYL
Pgim ETF Tr

ETFs
20.3K
New
$34.67 - $35.44 $703K - $719K
20.3K $706K
EXR
Extra Space Storage Inc.

Real Estate
4.68K
New
$143.8 - $161.28 $673K - $755K
4.68K $695K
BLDR
Builders First Source, Inc.

Industrials
5.52K
New
$122.8 - $173.51 $678K - $958K
5.52K $690K
FICS
First Tr Exchange Traded Fd Vi

ETFs
18.5K
New
$33.49 - $37.82 $621K - $701K
18.5K $679K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
19.7K
New
$30.38 - $34.94 $599K - $689K
19.7K $674K
FIW
First Trust Water ETF

ETFs
6.36K
New
$99.48 - $106.74 $632K - $679K
6.36K $640K
CNP
Centerpoint Energy Inc

Utilities
17.6K
New
$30.87 - $36.25 $543K - $638K
17.6K $637K
DOX
Amdocs LTD

Technology
6.97K
New
$82.21 - $92.02 $573K - $641K
6.97K $637K
MORN
Morningstar, Inc.

Financial Services
2.11K
New
$282.49 - $334.73 $596K - $706K
2.11K $632K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
11K
New
$51.39 - $57.43 $567K - $633K
11K $611K
HCWB
Hcw Biologics Inc.

Healthcare
53.4K
New
$0.26 - $11.28 $13.9K - $602K
53.4K $602K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.4K
New
$48.06 - $53.73 $594K - $664K
12.4K $602K
PJUL
Innovator U.S. Equity Power Bu

ETFs
14.7K
New
$39.81 - $42.17 $585K - $620K
14.7K $590K
EBAY
Ebay Inc

Consumer Cyclical
8.57K
New
$61.61 - $70.93 $528K - $608K
8.57K $580K
SPTS
Spdr Portfolio Short Term Trea

ETFs
19.8K
New
$28.92 - $29.24 $572K - $578K
19.8K $578K
K
Kellogg CO

Consumer Defensive
6.98K
New
$81.06 - $82.9 $565K - $578K
6.98K $575K
ATO
Atmos Energy Corp

Utilities
3.71K
New
$136.51 - $154.58 $507K - $574K
3.71K $573K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
30.1K
New
$18.61 - $21.28 $561K - $641K
30.1K $572K
FIS
Fidelity National Information Services, Inc.

Technology
7.62K
New
$68.12 - $83.42 $519K - $636K
7.62K $569K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
12.7K
New
$42.18 - $45.16 $535K - $573K
12.7K $561K
PML
Pimco Municipal Income Fund Ii

Financial Services
68.9K
New
$8.04 - $8.62 $554K - $594K
68.9K $558K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.17K
New
$80.53 - $147.57 $336K - $616K
4.17K $551K
MVBF
Mvb Financial Corp

Financial Services
30.9K
New
$16.91 - $20.73 $523K - $641K
30.9K $535K
PFL
Pimco Income Strategy Fund

Financial Services
62K
New
$8.39 - $8.6 $521K - $534K
62K $533K
S
Sentinel One, Inc.

Technology
29.3K
New
$18.17 - $24.97 $533K - $733K
29.3K $533K
PFG
Principal Financial Group Inc

Financial Services
6.14K
New
$76.34 - $89.04 $469K - $547K
6.14K $518K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.2K
New
$37.07 - $40.63 $488K - $535K
13.2K $518K
FE
Firstenergy Corp

Utilities
12.8K
New
$37.95 - $43.5 $486K - $557K
12.8K $517K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
25.6K
New
$20.2 - $20.86 $517K - $533K
25.6K $516K
PPC
Pilgrims Pride Corp

Consumer Defensive
9.35K
New
$44.52 - $55.93 $416K - $523K
9.35K $509K
TTWO
Take Two Interactive Software Inc

Communication Services
2.46K
New
$178.61 - $217.95 $439K - $535K
2.46K $509K
GBX
Greenbrier Companies Inc

Industrials
9.9K
New
$51.22 - $70.7 $507K - $700K
9.9K $507K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
21.8K
New
$22.83 - $23.75 $497K - $517K
21.8K $501K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
9.34K
New
$48.65 - $66.04 $454K - $617K
9.34K $497K
USFD
Us Foods Holding Corp.

Consumer Defensive
7.46K
New
$63.38 - $72.02 $473K - $537K
7.46K $488K
DEO
Diageo PLC

Consumer Defensive
4.55K
New
$104.79 - $126.12 $477K - $574K
4.55K $476K
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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