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
WBA
Walgreens Boots Alliance, Inc.

Healthcare
30.2K
New
$9.19 - $12.93 $277K - $390K
30.2K $336K
BCE
Bce Inc

Communication Services
14.6K
New
$22.14 - $25.18 $323K - $367K
14.6K $334K
LNC
Lincoln National Corp

Financial Services
9.29K
New
$30.06 - $39.23 $279K - $364K
9.29K $333K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.24K
New
$101.98 - $115.66 $330K - $374K
3.24K $331K
CACI
Caci International Inc

Technology
776
New
N/A
776 $331K
CDNS
Cadence Design Systems Inc

Technology
1.29K
New
$233.96 - $324.52 $303K - $420K
1.29K $329K
ADI
Analog Devices Inc

Technology
1.63K
New
$201.56 - $243.82 $328K - $397K
1.63K $328K
NFG
National Fuel Gas CO

Energy
4.12K
New
$60.71 - $79.19 $250K - $326K
4.12K $325K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
34.7K
New
$8.69 - $9.43 $302K - $327K
34.7K $323K
SBAC
Sba Communications Corp

Real Estate
1.46K
New
$192.76 - $224.91 $282K - $329K
1.46K $322K
PKI
Perkinelmer Inc

Healthcare
2.64K
New
N/A
2.64K $319K
GGG
Graco Inc

Industrials
3.82K
New
$80.53 - $87.54 $308K - $334K
3.82K $319K
FNDA
Schwab Fundamental U S Small C

ETFs
11.6K
New
$26.87 - $30.99 $312K - $359K
11.6K $317K
PAUG
Innovator U.S. Equity Power Bu

ETFs
8.41K
New
$37.4 - $39.42 $314K - $331K
8.41K $317K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
111K
New
$2.86 - $9.78 $316K - $1.08M
111K $316K
RC
Ready Capital Corp

Real Estate
62K
New
$4.9 - $7.05 $304K - $437K
62K $315K
TD
Toronto Dominion Bank

Financial Services
5.24K
New
$53.12 - $61.15 $279K - $321K
5.24K $314K
DLR
Digital Realty Trust, Inc.

Real Estate
2.16K
New
$142.1 - $183.56 $307K - $397K
2.16K $309K
FDHY
Fidelity Covington Trust High

ETFs
6.37K
New
$47.92 - $49.1 $305K - $313K
6.37K $306K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.13K
New
$96.93 - $109.51 $303K - $343K
3.13K $306K
ALLE
Allegion PLC

Industrials
2.35K
New
$123.79 - $135.5 $291K - $318K
2.35K $306K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
16.6K
New
$18.47 - $21.1 $306K - $350K
16.6K $306K
DPZ
Dominos Pizza Inc

Consumer Cyclical
668
New
$402.33 - $489.71 $269K - $327K
668 $306K
AVEM
American Centy ETF Tr Avantis

ETFs
5.07K
New
$57.11 - $62.4 $289K - $316K
5.07K $305K
NI
Nisource Inc.

Utilities
7.61K
New
$35.57 - $41.23 $271K - $314K
7.61K $305K
BITO
Proshares Tr Bitcoin Strategy

ETFs
16.6K
New
$17.57 - $25.81 $292K - $428K
16.6K $303K
QJUN
First Tr ETF
11.5K
New
$26.45 - $29.15 $303K - $334K
11.5K $303K
PJAN
Innovator U.S. Equity Power Bu

ETFs
7.3K
New
$41.09 - $43.24 $300K - $316K
7.3K $302K
BMO
Bank Of Montreal

Financial Services
3.17K
New
$94.92 - $104.14 $301K - $330K
3.17K $302K
FDLO
Fidelity Covington Tr Low Vola

ETFs
4.96K
New
$59.43 - $63.22 $295K - $314K
4.96K $300K
AROC
Archrock, Inc.

Energy
11.5K
New
$22.72 - $30.34 $261K - $348K
11.5K $300K
LNKB
Linkbancorp, Inc.

Financial Services
43.9K
New
$6.69 - $7.63 $294K - $335K
43.9K $297K
SWK
Stanley Black & Decker, Inc.

Industrials
3.86K
New
$76.43 - $90.41 $295K - $349K
3.86K $297K
KIM
Kimco Realty Corp

Real Estate
13.8K
New
$20.15 - $23.42 $278K - $324K
13.8K $293K
MTB
M&T Bank Corp

Financial Services
1.63K
New
$170.47 - $201.98 $278K - $330K
1.63K $291K
AB
Alliancebernstein Holding L.P.

Financial Services
7.58K
New
$35.0 - $40.73 $265K - $309K
7.58K $290K
MCHP
Microchip Technology Inc

Technology
6.01K
New
$48.41 - $64.3 $291K - $386K
6.01K $290K
IXJ
Ishares Global Healthcare ETF

ETFs
3.18K
New
$86.01 - $94.19 $274K - $300K
3.18K $290K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.12K
New
$40.15 - $47.73 $286K - $340K
7.12K $289K
AME
Ametek Inc

Industrials
1.68K
New
$170.39 - $190.43 $286K - $320K
1.68K $289K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.81K
New
$74.34 - $81.0 $283K - $309K
3.81K $289K
CALM
Cal Maine Foods Inc

Consumer Defensive
3.18K
New
$80.87 - $115.8 $257K - $368K
3.18K $288K
SNY
Sanofi

Healthcare
5.17K
New
$48.15 - $59.42 $249K - $307K
5.17K $286K
DG
Dollar General Corp

Consumer Defensive
3.26K
New
$68.44 - $87.93 $223K - $286K
3.26K $286K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
12.6K
New
$22.2 - $23.74 $279K - $299K
12.6K $284K
VICI
Vici Properties Inc.

Real Estate
8.72K
New
$28.21 - $32.68 $246K - $285K
8.72K $284K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
5.02K
New
$55.58 - $62.24 $279K - $312K
5.02K $283K
SR
Spire Inc

Utilities
3.61K
New
$65.62 - $78.25 $237K - $282K
3.61K $282K
FGRO
Fidelity Covington Tr

ETFs
12.5K
New
N/A
12.5K $280K
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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