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
HUN
Huntsman Corp

Basic Materials
11.3K
New
$15.79 - $18.04 $178K - $204K
11.3K $178K
ABR
Arbor Realty Trust Inc

Real Estate
15K
New
$11.68 - $13.98 $175K - $210K
15K $176K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
12.9K
New
$13.34 - $13.81 $172K - $178K
12.9K $175K
OSBC
Old Second Bancorp Inc

Financial Services
10.5K
New
$16.18 - $19.4 $169K - $203K
10.5K $174K
PDT
John Hancock Premium Dividend Fund

Financial Services
13.4K
New
$12.43 - $13.08 $166K - $175K
13.4K $174K
LYTS
Lsi Industries Inc

Technology
10.2K
New
$17.0 - $24.72 $173K - $251K
10.2K $172K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
21.3K
New
$7.89 - $8.07 $168K - $172K
21.3K $169K
ACHR
Archer Aviation Inc.

Industrials
23.5K
New
$6.8 - $11.51 $160K - $271K
23.5K $167K
BGS
B&G Foods, Inc.

Consumer Defensive
23.9K
New
$5.62 - $7.87 $134K - $188K
23.9K $164K
NRZ
New Residential Investment Corp.

Real Estate
22.7K
New
N/A
22.7K $164K
SWBI
Smith & Wesson Brands, Inc.

Industrials
17.4K
New
$9.32 - $11.16 $162K - $194K
17.4K $162K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
11.1K
New
$14.32 - $16.14 $159K - $180K
11.1K $162K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
15K
New
$10.43 - $10.86 $157K - $163K
15K $157K
VFC
V F Corp

Consumer Cyclical
10.1K
New
$15.52 - $26.93 $157K - $272K
10.1K $156K
GBDC
Golub Capital Bdc, Inc.

Financial Services
10.2K
New
$14.46 - $15.96 $147K - $162K
10.2K $154K
CMT
Core Molding Technologies Inc

Basic Materials
10.1K
New
$12.5 - $15.71 $126K - $159K
10.1K $153K
TU
Telus Corp

Communication Services
10.3K
New
$13.63 - $16.07 $141K - $166K
10.3K $148K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.2K
New
$12.04 - $13.32 $135K - $150K
11.2K $141K
IQI
Invesco Quality Municipal Income Trust

Financial Services
14.5K
New
$9.59 - $10.1 $139K - $147K
14.5K $140K
RCAT
Red Cat Holdings, Inc.

Technology
22.4K
New
$4.82 - $14.19 $108K - $318K
22.4K $131K
ICLN
Ishares

ETFs
11.5K
New
$10.94 - $11.86 $126K - $136K
11.5K $131K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
12.2K
New
$10.53 - $11.08 $128K - $135K
12.2K $130K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
12.6K
New
$9.59 - $11.83 $121K - $149K
12.6K $120K
LFT
Lument Finance Trust, Inc.

Real Estate
45.1K
New
$2.41 - $2.83 $109K - $128K
45.1K $117K
VTRS
Viatris Inc

Healthcare
13.5K
New
$8.68 - $12.42 $117K - $167K
13.5K $117K
JRS
Nuveen Real Estate Income Fund

Financial Services
14K
New
$8.09 - $8.88 $113K - $124K
14K $115K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
16.1K
New
N/A
16.1K $114K
AAL
American Airlines Group Inc.

Industrials
10.4K
New
N/A
10.4K $114K
NEP
Nextera Energy Partners, LP

Utilities
12.5K
New
$8.38 - $18.87 $105K - $236K
12.5K $113K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
18.8K
New
$5.93 - $6.2 $111K - $116K
18.8K $112K
ENVX
Enovix Corp

Industrials
15.3K
New
$7.21 - $14.33 $110K - $219K
15.3K $112K
OPTT
Ocean Power Technologies, Inc.

Industrials
215K
New
$0.45 - $1.61 $96.8K - $346K
215K $98K
WULF
Terawulf Inc.

Financial Services
31.8K
New
$2.73 - $6.82 $86.7K - $217K
31.8K $86K
ISSC
Innovative Solutions & Support Inc

Industrials
13.7K
New
$6.29 - $11.91 $85.9K - $163K
13.7K $85K
PMM
Putnam Managed Municipal Income Trust

Financial Services
12.2K
New
$5.99 - $6.38 $73.3K - $78.1K
12.2K $75K
EVGO
E Vgo Inc.

Consumer Cyclical
27.8K
New
$2.37 - $4.46 $65.8K - $124K
27.8K $73K
POET
Poet Technologies Inc.

Technology
18.4K
New
$3.29 - $6.75 $60.6K - $124K
18.4K $69K
GLDG
Gold Mining Inc.

Basic Materials
70K
New
$0.77 - $0.9 $53.9K - $63K
70K $59K
COTY
Coty Inc.

Consumer Defensive
10K
New
$5.43 - $7.61 $54.5K - $76.4K
10K $54K
LCID
Lucid Group, Inc.

Consumer Cyclical
22.1K
New
$2.03 - $3.48 $45K - $77.1K
22.1K $53K
NGD
New Gold Inc.

Basic Materials
13.6K
New
$2.54 - $3.71 $34.6K - $50.6K
13.6K $50K
DNN
Denison Mines Corp.

Energy
38K
New
$1.3 - $2.1 $49.4K - $79.8K
38K $49K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
11.4K
New
$3.71 - $3.96 $42.1K - $44.9K
11.4K $42K
PLUG
Plug Power Inc

Industrials
25.3K
New
$1.34 - $3.15 $33.9K - $79.6K
25.3K $34K
BTG
B2 Gold Corp

Basic Materials
11.7K
New
$2.3 - $3.3 $27K - $38.7K
11.7K $33K
NOTE
Fiscal Note Holdings, Inc.

Technology
40.8K
New
$0.81 - $1.93 $33K - $78.6K
40.8K $33K
JMIA
Jumia Technologies Ag

Consumer Cyclical
15K
New
$2.15 - $4.21 $32.3K - $63.2K
15K $32K
NMTC
Neuroone Medical Technologies Corp

Healthcare
37.1K
New
$0.83 - $1.22 $30.8K - $45.3K
37.1K $31K
POWW
Ammo, Inc.

Industrials
18.9K
New
$1.17 - $1.88 $22.1K - $35.6K
18.9K $26K
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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