J.W. Cole Advisors, Inc. Reduced Holdings in Q4 2024

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-141
- 1.19%
N/A
11.8K $2.29M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-642
- 7.76%
$129.96 - $144.97 $83.4K - $93.1K
7.63K $1.06M
IRT
Independence Realty Trust, Inc.

Real Estate
-117
- 0.33%
$18.78 - $22.01 $2.2K - $2.58K
34.9K $692K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-658
- 4.3%
$29.77 - $30.19 $19.6K - $19.9K
14.6K $437K
VTR
Ventas, Inc.

Real Estate
-4
- 0.08%
$57.73 - $66.48 $231 - $266
4.79K $282K
OXY
Occidental Petroleum Corp

Energy
-213
- 3.3%
$45.36 - $55.91 $9.66K - $11.9K
6.23K $307K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-277
- 4.45%
$46.38 - $48.42 $12.8K - $13.4K
5.94K $275K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
-1.79K
- 12.42%
$15.15 - $16.24 $27.1K - $29K
12.6K $194K
IGHG
Proshares Investment Grade Int

ETFs
-349
- 9.27%
$76.8 - $78.32 $26.8K - $27.3K
3.41K $266K
VV
Vanguard Large Cap ETF

ETFs
-321
- 3.12%
$260.27 - $280.65 $83.5K - $90.1K
9.97K $2.69M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-16
- 0.2%
$41.17 - $43.34 $659 - $693
8.05K $332K
VNLA
Janus Henderson Short Duration

ETFs
-316
- 4.59%
$48.82 - $49.11 $15.4K - $15.5K
6.58K $321K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-22
- 0.41%
$73.19 - $81.02 $1.61K - $1.78K
5.41K $401K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-44
- 0.97%
$94.77 - $97.36 $4.17K - $4.28K
4.5K $429K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-313
- 2.37%
$11.1 - $12.03 $3.47K - $3.77K
12.9K $145K
IXN
Ishares Global Information Tec

ETFs
-274
- 5.79%
$80.67 - $87.84 $22.1K - $24.1K
4.46K $378K
IWS
Ishares Russell Midcap Value E

ETFs
-18
- 0.55%
$128.08 - $140.32 $2.31K - $2.53K
3.26K $422K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-417
- 6.49%
$89.97 - $98.59 $37.5K - $41.1K
6.01K $571K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-848
- 5.78%
$12.55 - $13.1 $10.6K - $11.1K
13.8K $176K
TCHP
T Rowe Price Exchange Traded F

Technology
-631
- 9.06%
$39.17 - $43.9 $24.7K - $27.7K
6.33K $266K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-24
- 1.07%
$154.42 - $163.91 $3.71K - $3.93K
2.22K $343K
EDOW
First Tr Exchange Traded Fd

ETFs
-300
- 3.94%
$35.29 - $38.02 $10.6K - $11.4K
7.31K $265K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
-2.91K
- 8.5%
$2.99 - $3.34 $8.71K - $9.73K
31.4K $98K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-117
- 1.23%
$45.85 - $49.28 $5.36K - $5.77K
9.39K $438K
DIV
Global X Superdividend Us ETF

ETFs
-377
- 2.41%
N/A
15.3K $262K
ORCC
Owl Rock Capital Corp

Financial Services
-554
- 3.44%
N/A
15.6K $208K
PRN
Invesco Dwa Industrials Moment

ETFs
-64
- 1.44%
$151.92 - $177.75 $9.72K - $11.4K
4.37K $672K
JUPW
Jupiter Wellness, Inc.

Healthcare
-2.03K
- 10.93%
N/A
16.6K $48K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-206
- 1.26%
$118.0 - $127.04 $24.3K - $26.2K
16.2K $1.97M
IVT
Inven Trust Properties Corp.

Real Estate
-554
- 7.57%
$28.52 - $31.3 $15.8K - $17.3K
6.76K $203K
BRO
Brown & Brown, Inc.

Financial Services
-4
- 0.19%
$100.93 - $113.42 $404 - $454
2.08K $212K
EPD
Enterprise Products Partners L.P.

Energy
-3.89K
- 7.41%
$28.66 - $34.43 $112K - $134K
48.6K $1.52M
KRNY
Kearny Financial Corp.

Financial Services
-721
- 5.0%
$6.43 - $8.48 $4.64K - $6.11K
13.7K $96K
FDG
American Centy ETF Tr Focused

ETFs
-288
- 12.02%
$91.61 - $109.13 $26.4K - $31.4K
2.11K $218K
TROW
Price T Rowe Group Inc

Financial Services
-186
- 4.15%
$106.48 - $124.69 $19.8K - $23.2K
4.3K $486K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-405
- 2.39%
$17.14 - $18.44 $6.94K - $7.47K
16.6K $293K
Ishares Tr
-3.62K
- 7.26%
N/A
46.2K $0
BFB
Brown Forman Corp Cl B
-679
- 2.32%
N/A
28.6K $0
Linde PLC
-52
- 1.21%
N/A
4.26K $0
Celestica Inc
-795
- 18.15%
N/A
3.59K $0
Calumet Inc
-1.1K
- 4.2%
N/A
25.1K $0
Sila Realty Trust Inc
-12.3K
- 38.82%
N/A
19.4K $0
Invesco Actively Managed Exc
-3.43K
- 3.26%
N/A
102K $0
Healthcare Rlty Tr
-574
- 2.57%
N/A
21.8K $0
PSL
Invesco Dwa Consumer Staples M
-425
- 8.75%
N/A
4.43K $0
Simplify Exchange Traded Fun
-3.88K
- 7.14%
N/A
50.5K $0
FLQH
Franklin Templeton Libertyq In

ETFs
-33
- 0.18%
N/A
18.2K $0
American Healthcare Reit Inc
-4.65K
- 11.24%
N/A
36.7K $0
Peakstone Realty Trust
-861
- 4.04%
N/A
20.4K $0
Activity Summary
Buys All Purchases 603 New Holdings 79 Increased Positions 524 Sells All Sells 310 Reductions 310 Sold out 0 Options Calls 0 Puts 0
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