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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-328
- 1.25%
$91.45 - $91.75 $30K - $30.1K
26K $2.39M
LUMN
Lumen Technologies, Inc.

Communication Services
-871
- 6.71%
$3.92 - $5.92 $3.41K - $5.16K
12.1K $47K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-283
- 3.44%
$41.06 - $44.04 $11.6K - $12.5K
7.94K $329K
RNST
Renasant Corp

Financial Services
-125
- 1.54%
$33.29 - $39.39 $4.16K - $4.92K
7.98K $270K
QDEF
Flexshares Quality Div Defensi

ETFs
-192
- 1.47%
$68.8 - $72.94 $13.2K - $14K
12.9K $902K
XLV
Select Sector Spdr Fund Health

ETFs
-5.09K
- 5.93%
$137.61 - $149.68 $701K - $762K
80.8K $11.8M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-382
- 2.93%
$4.79 - $6.02 $1.83K - $2.3K
12.7K $61K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-96
- 1.16%
$83.91 - $90.87 $8.06K - $8.72K
8.2K $696K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-218
- 4.88%
$49.42 - $50.43 $10.8K - $11K
4.25K $212K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-1.23K
- 6.57%
$21.48 - $22.98 $26.5K - $28.3K
17.5K $394K
VFMV
Vanguard Wellington Fd

ETFs
-124
- 6.85%
$119.38 - $128.27 $14.8K - $15.9K
1.69K $213K
RAVI
Flexshares Tr Ready Access Var

ETFs
-128
- 1.17%
$75.2 - $75.58 $9.63K - $9.67K
10.9K $820K
GEO
Geo Group Inc

Real Estate
-616
- 5.67%
$22.92 - $35.35 $14.1K - $21.8K
10.2K $299K
UNM
Unum Group

Financial Services
-708
- 10.68%
$71.8 - $83.34 $50.8K - $59K
5.92K $482K
SPYI
Shp ETF Tr Neos S&P 500 High I
-1.93K
- 22.34%
N/A
6.7K $0
Sila Realty Trust Inc
-9.12K
- 47.02%
N/A
10.3K $0
HUSV
First Tr ETF Iii Horizon Manag
-440
- 2.83%
N/A
15.1K $0
Linde PLC
-419
- 9.84%
N/A
3.84K $0
Pacer Fds Tr
-28.3K
- 55.04%
N/A
23.1K $0
Blackrock ETF Trust Ii
-103K
- 95.7%
N/A
4.65K $0
Blackrock Inc
-46
- 3.59%
N/A
1.24K $0
Calumet Inc
-7.48K
- 29.77%
N/A
17.6K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-41.3K
- 67.65%
N/A
19.8K $0
TRFK
Pacer Fds Tr
-4.74K
- 10.2%
N/A
41.7K $0
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-147
- 0.9%
$15.0 - $15.91 $2.21K - $2.34K
16.2K $251K
GPC
Genuine Parts CO

Consumer Cyclical
-73
- 1.17%
$115.91 - $129.02 $8.46K - $9.42K
6.15K $732K
L
Loews Corp

Financial Services
-98
- 2.88%
$81.13 - $91.91 $7.95K - $9.01K
3.3K $303K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-70
- 2.11%
$162.48 - $175.37 $11.4K - $12.3K
3.24K $564K
GOLD
Barrick Gold Corp

Basic Materials
-4.22K
- 16.49%
$15.45 - $19.56 $65.2K - $82.6K
21.4K $415K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-176
- 0.74%
$66.9 - $71.57 $11.8K - $12.6K
23.6K $1.66M
KR
Kroger CO

Consumer Defensive
-574
- 3.68%
$58.36 - $67.72 $33.5K - $38.9K
15K $1.02M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-12K
- 20.92%
$34.58 - $45.97 $416K - $553K
45.5K $2.09M
HDV
Ishares Core High Dividend ETF

ETFs
-452
- 1.65%
$110.86 - $121.12 $50.1K - $54.7K
26.9K $3.25M
EMQQ
Emqq Emerging Markets Internet

ETFs
-133
- 0.21%
$33.17 - $40.71 $4.41K - $5.41K
62.8K $2.39M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-600
- 0.37%
$33.63 - $37.64 $20.2K - $22.6K
161K $5.96M
GLD
Spdr Gold Trust

ETFs
-1.57K
- 4.95%
$243.19 - $288.14 $383K - $453K
30.2K $8.7M
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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