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
HEI
Heico Corp

Industrials
862
New
$219.6 - $270.85 $189K - $233K
862 $230K
DWLD
Davis Fundamental ETF Tr

ETFs
6.12K
New
$35.32 - $39.55 $216K - $242K
6.12K $230K
AZO
Autozone Inc

Consumer Cyclical
60
New
$3193.96 - $3828.11 $192K - $230K
60 $228K
UPRO
Proshares Trust Proshares Ultr

ETFs
3.08K
New
$71.19 - $99.29 $219K - $306K
3.08K $227K
JPRE
J P Morgan Exchange Traded Fd

ETFs
4.7K
New
$45.34 - $49.96 $213K - $235K
4.7K $226K
JPIE
J P Morgan Exchange Traded Fd
4.81K
New
$45.46 - $46.18 $219K - $222K
4.81K $221K
RGTI
Rigetti Computing, Inc.

Technology
27.9K
New
$6.05 - $19.51 $169K - $544K
27.9K $220K
LEN
Lennar Corp

Consumer Cyclical
1.92K
New
$113.93 - $141.54 $218K - $271K
1.92K $220K
EQNR
Equinor Asa

Energy
8.34K
New
$22.37 - $26.45 $187K - $221K
8.34K $220K
EQR
Equity Residential

Real Estate
3.06K
New
$66.98 - $75.02 $205K - $230K
3.06K $219K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
7.79K
New
$27.98 - $33.9 $218K - $264K
7.79K $217K
BJUN
Innovator U.S. Equity Buffer E

ETFs
5.56K
New
N/A
5.56K $217K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
952
New
$221.78 - $273.45 $211K - $260K
952 $216K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
7.4K
New
$27.51 - $30.68 $204K - $227K
7.4K $216K
WSBC
Wesbanco Inc

Financial Services
6.95K
New
$30.36 - $37.08 $211K - $258K
6.95K $215K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.48K
New
$45.92 - $47.58 $206K - $213K
4.48K $212K
DX
Dynex Capital Inc

Real Estate
16.3K
New
$12.18 - $14.42 $199K - $235K
16.3K $212K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
11.3K
New
$18.72 - $21.24 $211K - $239K
11.3K $211K
APP
App Lovin Corp

Technology
798
New
$238.08 - $510.13 $190K - $407K
798 $211K
GATX
Gatx Corp

Industrials
1.36K
New
$149.94 - $167.38 $205K - $228K
1.36K $211K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.81K
New
$54.25 - $57.64 $207K - $220K
3.81K $210K
OLED
Universal Display Corp Pa

Technology
1.51K
New
$139.48 - $161.59 $210K - $244K
1.51K $210K
KEY
Keycorp

Financial Services
13.1K
New
$15.15 - $18.3 $199K - $241K
13.1K $210K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.91K
New
$101.42 - $113.2 $194K - $216K
1.91K $210K
SIZE
Ishares Msci Usa Size Factor E

ETFs
1.45K
New
$141.68 - $155.75 $205K - $225K
1.45K $210K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.54K
New
$80.21 - $86.14 $204K - $219K
2.54K $209K
PINS
Pinterest, Inc.

Communication Services
6.74K
New
$29.79 - $40.0 $201K - $270K
6.74K $209K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10.5K
New
$17.15 - $21.07 $180K - $221K
10.5K $209K
BEP
Brookfield Renewable Partners L.P.

Utilities
9.35K
New
$20.03 - $23.79 $187K - $222K
9.35K $207K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10.8K
New
$19.04 - $20.15 $206K - $218K
10.8K $206K
TECL
Direxion Daily Technology Bull

ETFs
3.53K
New
$58.43 - $100.39 $206K - $355K
3.53K $206K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
6.5K
New
$30.59 - $33.02 $199K - $215K
6.5K $206K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
8.51K
New
$21.95 - $24.74 $187K - $211K
8.51K $205K
AM
Antero Midstream Corp

Energy
11.4K
New
$15.47 - $18.04 $176K - $206K
11.4K $205K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
3.93K
New
$42.3 - $53.69 $166K - $211K
3.93K $204K
FCPT
Four Corners Property Trust, Inc.

Real Estate
7.11K
New
$26.26 - $29.31 $187K - $208K
7.11K $203K
ITRI
Itron, Inc.

Technology
1.94K
New
$92.6 - $110.29 $180K - $214K
1.94K $203K
BTU
Peabody Energy Corp

Energy
15K
New
$12.48 - $20.86 $187K - $312K
15K $202K
FBT
First Trust Nyse Arca Biotechn

ETFs
1.19K
New
$164.86 - $182.19 $197K - $217K
1.19K $202K
DHT
Dht Holdings, Inc.

Energy
19.1K
New
$9.33 - $11.85 $178K - $226K
19.1K $200K
BKH
Black Hills Corp

Utilities
3.31K
New
$55.74 - $61.86 $184K - $204K
3.31K $200K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4.9K
New
N/A
4.9K $198K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
15.7K
New
$10.61 - $16.49 $167K - $259K
15.7K $195K
HE
Hawaiian Electric Industries Inc

Utilities
17.6K
New
$8.18 - $11.46 $144K - $202K
17.6K $193K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
13.2K
New
$12.0 - $14.77 $159K - $195K
13.2K $193K
CVE
Cenovus Energy Inc.

Energy
13.3K
New
$12.24 - $15.63 $162K - $207K
13.3K $184K
QBTS
D Wave Quantum Inc.

Technology
23.9K
New
$3.83 - $11.18 $91.6K - $267K
23.9K $181K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
17.6K
New
$10.13 - $10.52 $178K - $185K
17.6K $181K
HLN
Haleon PLC

Healthcare
17.5K
New
$9.02 - $10.67 $158K - $187K
17.5K $180K
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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