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

J.W. Cole Advisors, Inc.

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-18.3K
- 84.01%
$67.03 - $74.61 $1.22M - $1.36M
3.48K $236K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-26.1K
- 82.55%
$50.03 - $50.27 $1.31M - $1.31M
5.52K $276K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.42K
- 11.01%
$102.49 - $119.96 $658K - $770K
51.9K $5.43M
GD
General Dynamics Corp

Industrials
-5.07K
- 48.68%
$241.94 - $272.58 $1.23M - $1.38M
5.35K $1.46M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-18.2K
- 17.86%
$87.68 - $94.52 $1.6M - $1.72M
83.8K $7.85M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-63.9K
- 58.3%
$18.54 - $18.88 $1.18M - $1.21M
45.7K $854K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-42.5K
- 81.98%
$25.58 - $29.24 $1.09M - $1.24M
9.34K $244K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-9.33K
- 57.68%
$113.22 - $126.36 $1.06M - $1.18M
6.84K $785K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-11K
- 58.22%
$82.77 - $101.84 $911K - $1.12M
7.9K $667K
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.89K
- 45.08%
$283.24 - $338.07 $1.1M - $1.32M
4.74K $1.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6.84K
- 18.31%
$120.29 - $134.6 $822K - $920K
30.5K $3.72M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.12K
- 25.29%
$192.82 - $222.1 $793K - $914K
12.2K $2.35M
VCR
Vanguard Consumer Discretionar

ETFs
-2.39K
- 46.65%
$318.51 - $391.75 $760K - $935K
2.73K $888K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-43.3K
- 62.81%
$21.75 - $24.28 $942K - $1.05M
25.6K $565K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-168K
- 89.61%
$5.87 - $6.26 $985K - $1.05M
19.4K $114K
TDIV
First Trust Nasdaq Technology

ETFs
-10.7K
- 31.71%
$73.39 - $83.95 $786K - $899K
23.1K $1.7M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-20.4K
- 31.55%
$48.3 - $52.85 $987K - $1.08M
44.4K $2.27M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-178
- 0.84%
$360.07 - $417.26 $64.1K - $74.3K
20.9K $7.55M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-17.1K
- 20.08%
$68.32 - $75.06 $1.17M - $1.28M
68K $5.08M
IYE
Ishares Tr

ETFs
-20.4K
- 56.89%
$45.23 - $49.95 $921K - $1.02M
15.4K $760K
AIQ
Global X Funds Global X Artifi

ETFs
-22K
- 79.41%
$36.38 - $42.77 $802K - $942K
5.71K $207K
IYH
Ishares Tr

ETFs
-15.2K
- 57.29%
$58.32 - $62.76 $886K - $953K
11.3K $689K
VONG
Vanguard Russell 1000 Growth E

ETFs
-7.12K
- 45.33%
$92.71 - $107.38 $660K - $765K
8.59K $796K
IWN
Ishares Russell2000 Val ETF

ETFs
-4.85K
- 72.37%
$149.27 - $169.4 $725K - $822K
1.85K $279K
IEMG
Ishares Inc

ETFs
-14.9K
- 28.61%
N/A
37.1K $1.99M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2.2K
- 31.6%
$254.58 - $302.92 $559K - $665K
4.75K $1.21M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-16.1K
- 7.3%
$50.44 - $50.7 $810K - $814K
204K $10.3M
IYF
Ishares Tr

ETFs
-6.87K
- 56.1%
$107.69 - $119.37 $739K - $819K
5.37K $606K
VNQ
Vanguard Specialized Funds Van

ETFs
-8.93K
- 18.42%
$85.55 - $94.34 $764K - $842K
39.5K $3.58M
ITW
Illinois Tool Works Inc

Industrials
-2.67K
- 32.85%
$244.9 - $274.48 $654K - $733K
5.46K $1.35M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-7.26K
- 53.3%
$77.91 - $92.26 $566K - $670K
6.37K $505K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-13K
- 30.43%
$58.01 - $64.46 $755K - $838K
29.7K $1.85M
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.3K
- 23.48%
$237.72 - $276.98 $547K - $638K
7.5K $1.84M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-8.24K
- 55.97%
$78.97 - $85.82 $651K - $707K
6.48K $537K
AMGN
Amgen Inc

Healthcare
-4.7K
- 28.89%
$258.59 - $327.36 $1.21M - $1.54M
11.6K $3.6M
IHDG
Wisdomtree Tr

ETFs
-13.8K
- 32.38%
$43.4 - $47.51 $599K - $655K
28.8K $1.25M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-6.18K
- 28.38%
$68.07 - $78.99 $421K - $488K
15.6K $1.06M
SNA
Snap On Inc

Industrials
-1.74K
- 73.31%
$324.09 - $358.62 $564K - $624K
633 $213K
ADBE
Adobe Inc.

Technology
-640
- 12.11%
$377.84 - $464.11 $242K - $297K
4.64K $1.78M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.32K
- 19.81%
$156.61 - $168.02 $520K - $557K
13.4K $2.16M
IWV
Ishares Russell 3000 ETF

ETFs
-1.5K
- 34.99%
$313.1 - $349.83 $471K - $526K
2.79K $887K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-7.69K
- 16.1%
$45.72 - $51.73 $351K - $398K
40K $1.84M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-13.3K
- 31.98%
$32.42 - $36.13 $430K - $479K
28.2K $930K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-2.44K
- 59.79%
$173.56 - $210.67 $423K - $514K
1.64K $284K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-10.3K
- 47.6%
$37.33 - $45.03 $384K - $464K
11.3K $433K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.58K
- 12.26%
$183.02 - $207.75 $289K - $328K
11.3K $2.11M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.19K
- 3.19%
$81.1 - $94.7 $96.3K - $112K
36K $2.92M
VEA
Vanguard Ftse Developed Market

ETFs
-34K
- 7.73%
$47.4 - $52.99 $1.61M - $1.8M
406K $20.6M
PCAR
Paccar Inc

Industrials
-3.11K
- 22.72%
$96.91 - $112.51 $302K - $350K
10.6K $1.03M
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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