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
WWW
Wolverine World Wide Inc

Consumer Cyclical
-11.6K
- 45.32%
$13.28 - $23.98 $155K - $279K
14.1K $195K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-9.43K
- 44.67%
$39.18 - $43.52 $370K - $410K
11.7K $488K
OEF
Ishares S&P 100 ETF

ETFs
-1.27K
- 5.27%
N/A
22.9K $6.09M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-3.19K
- 41.59%
$107.24 - $116.37 $342K - $371K
4.48K $520K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.7K
- 22.26%
$126.86 - $146.45 $216K - $249K
5.93K $754K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-15.8K
- 26.12%
$17.53 - $17.87 $277K - $283K
44.8K $787K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-4.63K
- 29.04%
$48.02 - $53.02 $222K - $246K
11.3K $560K
DUSA
Davis Fundamental ETF Tr

ETFs
-5.99K
- 18.6%
$41.58 - $46.14 $249K - $276K
26.2K $1.11M
GUG
Guggenheim Active Allocation Fund

ETFs
-16.7K
- 38.33%
$14.92 - $15.9 $249K - $266K
26.9K $405K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-49
- 0.89%
$522.96 - $601.18 $25.6K - $29.5K
5.48K $2.92M
IEO
Ishares Tr

ETFs
-2.51K
- 27.44%
$86.02 - $99.13 $216K - $249K
6.64K $628K
MS
Morgan Stanley

Financial Services
-656
- 5.15%
$111.68 - $141.08 $73.3K - $92.5K
12.1K $1.41M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.38K
- 28.27%
$96.3 - $112.23 $133K - $155K
3.51K $342K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.19K
- 26.06%
$117.4 - $131.02 $139K - $155K
3.36K $402K
IWY
Ishares Tr Russell 200 Growth

ETFs
-160
- 3.18%
$210.19 - $243.33 $33.6K - $38.9K
4.87K $1.03M
SYLD
Cambria Shareholder Yld ETF

ETFs
-956
- 4.73%
$62.77 - $71.4 $60K - $68.3K
19.3K $1.23M
FANG
Diamondback Energy, Inc.

Energy
-893
- 30.12%
$139.9 - $180.18 $125K - $161K
2.07K $331K
ONON
On Holding Ag

Consumer Cyclical
-835
- 7.8%
$43.92 - $63.62 $36.7K - $53.1K
9.87K $433K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-1.86K
- 33.68%
$72.31 - $80.69 $134K - $150K
3.66K $266K
NNBR
Nn Inc

Industrials
-31.7K
- 41.17%
$2.26 - $3.48 $71.6K - $110K
45.3K $102K
IWS
Ishares Russell Midcap Value E

ETFs
-1.06K
- 32.41%
$122.59 - $135.24 $130K - $143K
2.21K $277K
PKG
Packaging Corp Of America

Consumer Cyclical
-441
- 21.16%
$192.03 - $242.13 $84.7K - $107K
1.64K $325K
URI
United Rentals, Inc.

Industrials
-134
- 22.75%
$594.17 - $789.56 $79.6K - $106K
455 $285K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-2.53K
- 26.93%
$44.7 - $49.05 $113K - $124K
6.86K $310K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-3.33K
- 16.71%
$48.13 - $51.78 $160K - $172K
16.6K $844K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-2.12K
- 36.29%
$59.15 - $62.71 $126K - $133K
3.73K $229K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.52K
- 10.48%
$23.16 - $27.04 $58.4K - $68.2K
21.6K $504K
TWLO
Twilio Inc

Communication Services
-746
- 18.41%
$94.9 - $148.35 $70.8K - $111K
3.31K $323K
MGV
Vanguard Mega Cap Value

ETFs
-1.06K
- 16.25%
$123.61 - $133.01 $131K - $141K
5.46K $702K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-457
- 5.99%
$77.33 - $90.16 $35.3K - $41.2K
7.18K $562K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.78K
- 25.37%
$49.65 - $53.98 $88.2K - $95.9K
5.23K $261K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.01K
- 21.28%
$75.47 - $84.24 $76.3K - $85.2K
3.74K $288K
BDX
Becton Dickinson & CO

Healthcare
-416
- 11.66%
$222.79 - $249.08 $92.7K - $104K
3.15K $722K
ACWI
Ishares Msci Acwi ETF

ETFs
-701
- 15.82%
$115.16 - $124.13 $80.7K - $87K
3.73K $434K
ASML
Asml Holding Nv

Technology
-31
- 1.79%
$662.63 - $776.99 $20.5K - $24.1K
1.7K $1.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10.4K
- 8.17%
$74.85 - $84.89 $782K - $887K
117K $9.59M
HBI
Hanesbrands Inc.

Consumer Cyclical
-4.04K
- 19.45%
$5.76 - $8.6 $23.3K - $34.7K
16.7K $96K
IYG
Ishares Tr

ETFs
-1.47K
- 2.41%
$74.6 - $84.81 $110K - $125K
59.3K $4.66M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2.43K
- 15.93%
$33.57 - $37.22 $81.5K - $90.4K
12.8K $459K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.3K
- 4.97%
$44.68 - $46.49 $103K - $107K
44K $2.04M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-181
- 12.15%
$246.3 - $299.62 $44.6K - $54.2K
1.31K $343K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.4K
- 23.86%
$25.81 - $28.52 $62K - $68.5K
7.67K $211K
GWW
W.W. Grainger, Inc.

Industrials
-25
- 8.06%
$953.54 - $1132.42 $23.8K - $28.3K
285 $281K
FVCB
Fvc Bankcorp, Inc.

Financial Services
-900
- 5.51%
$10.01 - $13.27 $9.01K - $11.9K
15.4K $163K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-160
- 1.23%
$72.01 - $79.94 $11.5K - $12.8K
12.9K $954K
HYLS
First Tr Tactical High Yield L

ETFs
-511
- 1.09%
$40.95 - $41.77 $20.9K - $21.3K
46.4K $1.9M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-258
- 5.09%
$77.0 - $93.47 $19.9K - $24.1K
4.81K $401K
AIG
American International Group, Inc.

Financial Services
-991
- 23.85%
$70.5 - $86.94 $69.9K - $86.2K
3.17K $275K
EDOW
First Tr Exchange Traded Fd

ETFs
-623
- 8.52%
$35.58 - $38.24 $22.2K - $23.8K
6.69K $242K
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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