J.W. Cole Advisors, Inc. Sells in Q1 2025

J.W. Cole Advisors, Inc.

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-76.3K
- 42.53%
$507.05 - $563.67 $38.7M - $43M
103K $53M
IYW
Ishares Dj Us Tech ETF

ETFs
-57.7K
- 51.61%
$140.44 - $166.79 $8.11M - $9.63M
54.1K $7.6M
XLK
Technology Sector Spdr

ETFs
-35.9K
- 34.32%
$206.38 - $242.18 $7.4M - $8.68M
68.6K $14.2M
VUG
Vanguard Growth ETF

ETFs
-17.8K
- 25.73%
$369.1 - $427.61 $6.59M - $7.63M
51.5K $19.1M
VIG
Vanguard Dividend Appreciation

ETFs
-46.3K
- 41.29%
N/A
65.8K $12M
IVV
Ishares Core S&P 500 ETF

ETFs
-10.6K
- 13.15%
$554.06 - $615.85 $5.85M - $6.51M
69.8K $39.2M
UTG
Reaves Utility Income Fund

Financial Services
-255K
- 76.59%
$31.08 - $34.42 $7.92M - $8.77M
77.9K $2.53M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-16.3K
- 52.8%
$408.78 - $448.82 $6.67M - $7.33M
14.6K $6.13M
VTV
Vanguard Value ETF

ETFs
-43.3K
- 31.44%
$167.73 - $179.21 $7.27M - $7.76M
94.5K $16.3M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-367K
- 81.73%
$16.57 - $18.85 $6.09M - $6.92M
82.1K $1.37M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-28K
- 74.32%
$161.27 - $192.3 $4.52M - $5.39M
9.68K $1.56M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-90.9K
- 20.93%
$56.17 - $59.71 $5.11M - $5.43M
343K $19.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-18.1K
- 43.32%
$211.47 - $267.17 $3.82M - $4.82M
23.6K $4.99M
XLI
Industrial Sector Spdr

ETFs
-37.7K
- 71.26%
$128.78 - $141.67 $4.85M - $5.34M
15.2K $1.99M
DNP
Dnp Select Income Fund Inc

Financial Services
-576K
- 75.07%
$8.93 - $9.92 $5.14M - $5.71M
191K $1.89M
GOOG
Alphabet Inc.

Communication Services
-2.04K
- 1.7%
$156.06 - $207.71 $319K - $424K
118K $18.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-31.4K
- 66.12%
$121.0 - $142.28 $3.79M - $4.46M
16.1K $2M
VIS
Vanguard Industrial ETF

ETFs
-16.5K
- 38.56%
$243.63 - $273.99 $4.01M - $4.51M
26.2K $6.49M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-48K
- 44.17%
$78.0 - $84.37 $3.74M - $4.05M
60.6K $4.84M
VTI
Vanguard Total Stock Market Et

ETFs
-8.15K
- 10.55%
$271.18 - $303.12 $2.21M - $2.47M
69.2K $19M
HYG
Ishares Tr

ETFs
-42.3K
- 60.19%
$78.51 - $80.11 $3.32M - $3.39M
28K $2.21M
XLU
Utilities Sector Spdr

ETFs
-44.5K
- 43.05%
$74.7 - $80.27 $3.33M - $3.58M
58.9K $4.65M
XLY
Select Sector Spdr Consumer Di

ETFs
-12.2K
- 44.6%
$192.6 - $233.2 $2.36M - $2.86M
15.2K $3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.17K
- 3.71%
$92.45 - $106.69 $848K - $979K
238K $22.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-40.6K
- 67.82%
$64.88 - $72.1 $2.63M - $2.92M
19.2K $1.27M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-21.5K
- 42.4%
$128.74 - $138.67 $2.76M - $2.98M
29.2K $3.96M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-14.5K
- 30.07%
$169.43 - $182.84 $2.46M - $2.65M
33.7K $5.84M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-34.9K
- 23.51%
$36.64 - $45.76 $1.28M - $1.59M
113K $4.25M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-64K
- 59.36%
$36.91 - $41.03 $2.36M - $2.63M
43.8K $1.74M
VO
Vanguard Mid Cap ETF

ETFs
-7.78K
- 20.83%
$251.87 - $277.95 $1.96M - $2.16M
29.5K $7.64M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-65.6K
- 90.83%
$32.5 - $33.3 $2.13M - $2.19M
6.63K $220K
DGRO
Ishares Core Dividend Growth E

ETFs
-38K
- 6.77%
$60.46 - $64.42 $2.3M - $2.45M
524K $32.4M
XLP
Consumer Staples Sector Spdr

ETFs
-25.6K
- 18.11%
N/A
116K $8.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-37.4K
- 35.16%
$49.78 - $53.19 $1.86M - $1.99M
68.9K $3.52M
SPYG
Spdr Portfolio

ETFs
-18.5K
- 36.65%
$80.05 - $92.39 $1.48M - $1.71M
32K $2.57M
VB
Vanguard Small Cap ETF

ETFs
-5.52K
- 16.53%
$217.89 - $252.64 $1.2M - $1.39M
27.9K $6.18M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-29.7K
- 8.62%
$24.91 - $29.02 $739K - $861K
315K $7.88M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-18.4K
- 78.86%
$81.62 - $96.63 $1.5M - $1.78M
4.93K $410K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-22K
- 83.49%
$76.77 - $82.22 $1.69M - $1.81M
4.36K $345K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-63.5K
- 71.81%
$25.77 - $27.6 $1.64M - $1.75M
24.9K $662K
CB
Chubb LTD

Financial Services
-5.97K
- 61.02%
$257.71 - $301.99 $1.54M - $1.8M
3.81K $1.15M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-29.6K
- 68.28%
$51.52 - $52.37 $1.52M - $1.55M
13.7K $719K
ITA
Ishares Tr

ETFs
-10.8K
- 60.44%
$144.84 - $159.5 $1.56M - $1.72M
7.06K $1.08M
ACN
Accenture PLC

Technology
-3.26K
- 26.58%
$300.91 - $398.25 $979K - $1.3M
8.99K $2.81M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-22.6K
- 67.44%
$65.44 - $70.64 $1.48M - $1.6M
10.9K $746K
XLF
Financial Sector Spdr

ETFs
-32.7K
- 26.47%
$47.32 - $52.19 $1.55M - $1.71M
90.9K $4.53M
EEM
Ishares Msci Emerging Markets

ETFs
-36.1K
- 34.37%
$40.81 - $45.34 $1.47M - $1.64M
68.9K $3.01M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-13.3K
- 68.71%
$89.18 - $104.04 $1.18M - $1.38M
6.05K $553K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-15.6K
- 58.32%
N/A
11.1K $954K
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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