J.W. Cole Advisors, Inc. Purchases in Q2 2025

J.W. Cole Advisors, Inc.

  • $4.58 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
185K
+ 23.76%
$94.31 - $157.99 $17.5M - $29.3M
966K $153M
MSFT
Microsoft Corp

Technology
67.8K
+ 36.07%
$354.56 - $497.45 $24.1M - $33.7M
256K $127M
QQQ
Invesco Qqq Trust, Series 1

ETFs
78.1K
+ 66.93%
$416.06 - $551.64 $32.5M - $43.1M
195K $107M
AAPL
Apple Inc.

Technology
278K
+ 29.27%
$172.42 - $223.89 $47.9M - $62.2M
1.23M $252M
AMZN
Amazon Com Inc

Consumer Cyclical
117K
+ 33.22%
$167.32 - $223.3 $19.5M - $26M
467K $103M
IVV
Ishares Core S&P 500 ETF

ETFs
46.2K
+ 66.19%
$498.8 - $620.9 $23M - $28.7M
116K $72M
VUG
Vanguard Growth ETF

ETFs
66.3K
+ 128.63%
$329.49 - $438.4 $21.8M - $29M
118K $51.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42.3K
+ 41.0%
$456.74 - $568.03 $19.3M - $24M
145K $82.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
24.2K
+ 23.42%
$496.48 - $617.85 $12M - $15M
128K $78.9M
VTV
Vanguard Value ETF

ETFs
113K
+ 119.99%
$153.67 - $176.74 $17.4M - $20M
208K $36.7M
VEA
Vanguard Ftse Developed Market

ETFs
276K
+ 67.95%
$45.65 - $57.01 $12.6M - $15.7M
682K $38.9M
XLK
Technology Sector Spdr

ETFs
57.9K
+ 84.41%
$179.73 - $253.23 $10.4M - $14.7M
127K $32M
VTI
Vanguard Total Stock Market Et

ETFs
50.8K
+ 73.46%
$243.75 - $303.93 $12.4M - $15.4M
120K $36.5M
GOOG
Alphabet Inc.

Communication Services
78.1K
+ 66.25%
$146.58 - $180.01 $11.5M - $14.1M
196K $34.8M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
965K
+ 1175.42%
$14.97 - $16.79 $14.4M - $16.2M
1.05M $17.5M
WMT
Walmart Inc.

Consumer Defensive
124K
+ 73.41%
$81.79 - $99.98 $10.2M - $12.4M
294K $28.7M
COST
Costco Wholesale Corp

Consumer Defensive
11.9K
+ 85.48%
$908.13 - $1056.85 $10.8M - $12.6M
25.8K $25.6M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
569K
New
$20.13 - $22.17 $11.5M - $12.6M
569K $12.3M
DGRO
Ishares Core Dividend Growth E

ETFs
175K
+ 33.33%
$55.22 - $63.94 $9.65M - $11.2M
699K $44.7M
AVGO
Broadcom Inc.

Technology
25.2K
+ 53.8%
$146.29 - $275.65 $3.69M - $6.96M
72.1K $19.9M
JPM
Jpmorgan Chase & CO

Financial Services
26.5K
+ 28.24%
$210.28 - $289.91 $5.58M - $7.69M
120K $34.9M
VIG
Vanguard Dividend Appreciation

ETFs
61.1K
+ 92.92%
N/A
127K $23.1M
UTG
Reaves Utility Income Fund

Financial Services
285K
+ 366.21%
$29.08 - $36.18 $8.29M - $10.3M
363K $13.1M
XLI
Industrial Sector Spdr

ETFs
67K
+ 441.32%
$116.42 - $147.52 $7.8M - $9.89M
82.2K $12.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
179K
+ 52.16%
$51.14 - $57.0 $9.16M - $10.2M
522K $29.7M
HD
Home Depot, Inc.

Consumer Cyclical
26.4K
+ 61.66%
$335.24 - $380.78 $8.84M - $10M
69.1K $25.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
50.2K
+ 21.09%
$82.96 - $110.1 $4.17M - $5.53M
288K $31.8M
NFLX
Netflix Inc

Communication Services
3.62K
+ 34.54%
$855.86 - $1339.13 $3.09M - $4.84M
14.1K $18.9M
ORCL
Oracle Corp

Technology
25.5K
+ 59.79%
$122.82 - $218.63 $3.13M - $5.58M
68.2K $14.9M
ISRG
Intuitive Surgical Inc

Healthcare
15.5K
+ 232.71%
$451.58 - $565.94 $6.98M - $8.75M
22.1K $12M
PLTR
Palantir Technologies Inc.

Technology
33.6K
+ 45.37%
$74.01 - $144.25 $2.48M - $4.84M
108K $14.7M
DNP
Dnp Select Income Fund Inc

Financial Services
856K
+ 447.61%
$8.89 - $9.88 $7.61M - $8.45M
1.05M $10.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
17.6K
+ 120.71%
$376.48 - $440.65 $6.63M - $7.77M
32.2K $14.2M
V
Visa Inc.

Financial Services
22.2K
+ 73.07%
$308.27 - $373.31 $6.84M - $8.29M
52.6K $18.7M
TSLA
Tesla, Inc.

Consumer Cyclical
13.6K
+ 21.52%
$221.86 - $362.89 $3.01M - $4.92M
76.6K $24.3M
KORP
American Centy ETF Tr Diversif

ETFs
164K
New
$45.37 - $47.07 $7.45M - $7.73M
164K $7.73M
VO
Vanguard Mid Cap ETF

ETFs
24.3K
+ 82.08%
$228.54 - $279.83 $5.54M - $6.79M
53.8K $15.1M
GOOGL
Alphabet Inc.

Communication Services
28.9K
+ 27.33%
$144.7 - $178.6 $4.19M - $5.17M
135K $23.8M
GE
General Electric CO

Industrials
18K
+ 39.36%
$166.81 - $257.39 $3.01M - $4.64M
63.8K $16.4M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
100K
+ 35.63%
$44.63 - $54.44 $4.48M - $5.46M
382K $20.8M
ITA
Ishares Tr

ETFs
36.3K
+ 513.49%
$135.31 - $188.64 $4.91M - $6.84M
43.3K $8.17M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
79.6K
+ 42.95%
$54.03 - $67.61 $4.3M - $5.38M
265K $17.9M
XYLD
Global X Fds S&P 500 Covered C

ETFs
180K
+ 3414.42%
$35.62 - $39.64 $6.43M - $7.15M
186K $7.23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
128K
+ 90.97%
$39.89 - $49.46 $5.11M - $6.34M
269K $13.3M
VB
Vanguard Small Cap ETF

ETFs
27.1K
+ 97.33%
$193.73 - $237.37 $5.25M - $6.44M
55K $13M
PG
Procter & Gamble CO

Consumer Defensive
48.3K
+ 51.88%
$157.66 - $172.39 $7.61M - $8.33M
141K $22.5M
XLU
Utilities Sector Spdr

ETFs
76.5K
+ 129.8%
$73.09 - $82.77 $5.59M - $6.33M
135K $11.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22.8K
+ 22.93%
$483.48 - $539.8 $11M - $12.3M
122K $59.3M
GLD
Spdr Gold Trust

ETFs
18.7K
+ 61.78%
$273.71 - $316.29 $5.11M - $5.9M
48.9K $14.9M
Activity Summary
Buys All Purchases 1230 New Holdings 249 Increased Positions 981 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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