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
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
18.3K
New
$25.12 - $26.05 $460K - $477K
18.3K $461K
BAX
Baxter International Inc

Healthcare
12.9K
New
$29.26 - $36.57 $377K - $472K
12.9K $441K
IDCC
Inter Digital, Inc.

Communication Services
2.1K
New
$171.68 - $225.72 $361K - $475K
2.1K $435K
HUM
Humana Inc

Healthcare
1.63K
New
$249.11 - $303.11 $407K - $495K
1.63K $432K
NGG
National Grid PLC

Utilities
6.57K
New
$56.13 - $65.61 $369K - $431K
6.57K $431K
CASH
Meta Financial Group Inc

Financial Services
5.85K
New
$69.94 - $81.54 $409K - $477K
5.85K $426K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.34K
New
$175.5 - $209.86 $411K - $492K
2.34K $425K
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.28K
New
$96.9 - $104.39 $415K - $447K
4.28K $424K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
15.9K
New
$26.64 - $27.14 $423K - $430K
15.9K $424K
MLKN
Millerknoll, Inc.

Consumer Cyclical
22K
New
$18.34 - $23.29 $403K - $512K
22K $420K
CHY
Calamos Convertible & High Income Fund

Financial Services
41.1K
New
$10.1 - $12.0 $415K - $494K
41.1K $415K
HWM
Howmet Aerospace Inc.

Industrials
3.2K
New
$110.79 - $139.39 $354K - $446K
3.2K $414K
AOR
Ishares Tr Core Growth Allocat

ETFs
7.12K
New
$56.63 - $59.39 $403K - $423K
7.12K $410K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.37K
New
$58.04 - $65.84 $369K - $419K
6.37K $405K
RVT
Royce Value Trust, Inc.

Financial Services
28.4K
New
$14.07 - $16.68 $400K - $474K
28.4K $404K
LDOS
Leidos Holdings, Inc.

Technology
2.97K
New
$126.82 - $161.11 $377K - $479K
2.97K $401K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.33K
New
$142.8 - $176.36 $332K - $411K
2.33K $401K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
7.57K
New
$51.3 - $56.76 $388K - $429K
7.57K $401K
NXPI
Nxp Semiconductors N.V.

Technology
2.09K
New
$189.99 - $245.86 $397K - $513K
2.09K $396K
AMRN
Amarin Corp Plcuk

Healthcare
44.2K
New
$0.4 - $8.96 $17.7K - $396K
44.2K $395K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.77K
New
$97.25 - $104.79 $366K - $395K
3.77K $390K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3.43K
New
$98.98 - $113.18 $339K - $388K
3.43K $387K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
9.42K
New
$38.5 - $43.78 $363K - $413K
9.42K $387K
MLM
Martin Marietta Materials Inc

Basic Materials
806
New
$460.39 - $552.64 $371K - $445K
806 $385K
TYL
Tyler Technologies Inc

Technology
651
New
$553.41 - $646.74 $360K - $421K
651 $378K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
20K
New
$18.53 - $29.07 $370K - $580K
20K $378K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
26.3K
New
$14.21 - $15.67 $373K - $411K
26.3K $374K
JHPI
John Hancock ETF Preferred Inc

ETFs
16.7K
New
$22.23 - $22.87 $371K - $381K
16.7K $373K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
12.5K
New
$27.52 - $33.6 $344K - $420K
12.5K $372K
XYL
Xylem Inc.

Industrials
3.11K
New
$114.02 - $132.04 $355K - $411K
3.11K $371K
SQ
Block, Inc.

Technology
6.47K
New
$54.04 - $92.95 $350K - $602K
6.47K $370K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
17.5K
New
$21.0 - $24.67 $368K - $432K
17.5K $369K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.41K
New
$48.43 - $49.9 $359K - $370K
7.41K $369K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
15.4K
New
$23.87 - $24.35 $367K - $375K
15.4K $368K
ROP
Roper Technologies Inc

Industrials
611
New
$502.71 - $593.81 $307K - $363K
611 $360K
ADC
Agree Realty Corp

Real Estate
4.62K
New
$68.36 - $77.19 $316K - $356K
4.62K $356K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
12.1K
New
$28.69 - $31.94 $347K - $386K
12.1K $354K
SPTL
Spdr Portfolio Long Term Treas

ETFs
12.9K
New
$25.54 - $27.64 $329K - $356K
12.9K $350K
BOCT
Innovator U.S. Equity Buffer E

ETFs
8.31K
New
$41.53 - $44.57 $345K - $370K
8.31K $349K
PAPR
Innovator U.S. Equity Power Bu

ETFs
9.73K
New
$35.21 - $37.69 $343K - $367K
9.73K $347K
ORI
Old Republic International Corp

Financial Services
8.83K
New
$33.46 - $39.22 $296K - $346K
8.83K $346K
EMN
Eastman Chemical CO

Basic Materials
3.94K
New
$87.05 - $103.47 $343K - $407K
3.94K $346K
RFV
Invesco Exchange Traded Fd Tr

ETFs
3.03K
New
$111.51 - $128.61 $338K - $390K
3.03K $345K
UGI
Ugi Corp

Utilities
10.3K
New
$28.0 - $34.16 $289K - $353K
10.3K $341K
PWV
Invesco Exchange Traded Fd Tr

ETFs
5.68K
New
$56.58 - $60.89 $321K - $346K
5.68K $338K
LVHI
Franklin International Low Vol

ETFs
10.5K
New
$30.53 - $32.85 $319K - $343K
10.5K $338K
ERIE
Erie Indemnity CO

Financial Services
805
New
$377.62 - $450.61 $304K - $363K
805 $337K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.23K
New
$147.38 - $176.39 $328K - $393K
2.23K $337K
EMB
Ishares Tr

ETFs
3.72K
New
$88.64 - $92.03 $329K - $342K
3.72K $336K
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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