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
PSLV
Sprott Physical Silver Trust

Financial Services
21.8K
+ 19.3%
$9.98 - $12.51 $217K - $272K
135K $1.65M
GM
General Motors CO

Consumer Cyclical
5.52K
+ 18.9%
$42.48 - $50.46 $235K - $279K
34.8K $1.71M
GVI
Ishares Tr

ETFs
3.15K
New
$104.82 - $106.79 $330K - $337K
3.15K $336K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.83K
+ 51.84%
$34.72 - $42.74 $237K - $292K
20K $854K
KRE
Spdr S&P Regional Banking ETF

ETFs
5.4K
+ 92.4%
$48.81 - $59.48 $263K - $321K
11.2K $667K
ADM
Archer Daniels Midland CO

Consumer Defensive
2.62K
+ 6.37%
$41.79 - $54.16 $110K - $142K
43.8K $2.31M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.12K
+ 1.6%
$35.35 - $42.68 $74.9K - $90.4K
134K $5.72M
WM
Waste Management Inc

Industrials
1.83K
+ 5.79%
$216.47 - $242.1 $395K - $442K
33.4K $7.64M
WTRG
Essential Utilities, Inc.

Utilities
10.9K
+ 36.12%
$36.92 - $41.39 $402K - $451K
41.1K $1.52M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.22K
+ 34.75%
$91.23 - $97.27 $294K - $313K
12.5K $1.22M
EWJ
Ishares Msci Japan ETF

ETFs
4.41K
New
$61.32 - $75.28 $270K - $332K
4.41K $330K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
4.88K
New
$48.48 - $67.3 $237K - $328K
4.88K $328K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
14.4K
New
$21.85 - $22.76 $314K - $328K
14.4K $327K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
13K
New
$22.9 - $26.78 $299K - $349K
13K $326K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
16.5K
New
$18.65 - $19.82 $308K - $327K
16.5K $326K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
15.1K
New
$19.12 - $22.36 $289K - $338K
15.1K $322K
CVX
Chevron Corp

Energy
20.6K
+ 18.88%
$133.73 - $168.51 $2.76M - $3.48M
130K $18.6M
PHYS
Sprott Physical Gold Trust

Financial Services
9.62K
+ 16.09%
$22.82 - $26.29 $219K - $253K
69.4K $1.76M
SNPS
Synopsys Inc

Technology
625
New
$380.9 - $517.66 $238K - $324K
625 $320K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.14K
+ 7.77%
$63.54 - $68.5 $326K - $352K
71.2K $4.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.85K
+ 53.65%
$67.03 - $80.35 $258K - $309K
11K $879K
VLO
Valero Energy Corp

Energy
2.2K
+ 26.27%
$104.69 - $141.77 $230K - $312K
10.6K $1.42M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.58K
New
$70.56 - $87.22 $253K - $312K
3.58K $312K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.9K
New
$137.62 - $174.44 $261K - $331K
1.9K $310K
BEN
Franklin Resources Inc

Financial Services
292
+ 0.44%
$16.66 - $23.85 $4.86K - $6.96K
66K $1.57M
URTH
Ishares Msci World ETF

ETFs
1.83K
New
$136.3 - $169.38 $249K - $310K
1.83K $309K
UPST
Upstart Holdings, Inc.

Financial Services
4.78K
New
$34.8 - $64.85 $166K - $310K
4.78K $308K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
13.3K
+ 91.18%
$22.54 - $23.17 $301K - $309K
28K $642K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.5K
+ 63.22%
$53.36 - $61.57 $240K - $277K
11.6K $715K
BANR
Banner Corp

Financial Services
4.75K
New
$56.51 - $65.42 $268K - $311K
4.75K $304K
TFC
Truist Financial Corp

Financial Services
4.22K
+ 6.31%
$34.79 - $42.99 $147K - $181K
71K $3.05M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.9K
+ 52.12%
$43.28 - $50.37 $255K - $297K
17.2K $863K
MET
Metlife Inc

Financial Services
3.72K
+ 22.18%
$68.42 - $82.49 $254K - $307K
20.5K $1.65M
BR
Broadridge Financial Solutions, Inc.

Technology
1.22K
+ 88.94%
$217.22 - $246.25 $265K - $301K
2.6K $630K
RS
Reliance Steel & Aluminum CO

Basic Materials
948
New
$262.08 - $316.81 $248K - $300K
948 $297K
AG
First Majestic Silver Corp

Basic Materials
35.8K
New
$5.24 - $8.55 $188K - $306K
35.8K $296K
BST
Black Rock Science & Technology Trust

Financial Services
3.85K
+ 13.47%
$29.62 - $38.3 $114K - $147K
32.5K $1.24M
PLG
Platinum Group Metals LTD

Basic Materials
168K
+ 125.31%
$1.01 - $1.73 $170K - $290K
302K $461K
WHR
Whirlpool Corp

Consumer Cyclical
936
+ 5.29%
$75.71 - $101.42 $70.9K - $94.9K
18.6K $1.89M
JFR
Nuveen Floating Rate Income Fund

Financial Services
34.5K
+ 10.63%
$7.51 - $8.49 $259K - $293K
359K $3.04M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
20K
New
$10.69 - $14.6 $214K - $292K
20K $292K
SCHR
Schwab Intermediate Term Us Tr

ETFs
11.7K
New
$24.54 - $25.07 $287K - $293K
11.7K $292K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.79K
New
$140.84 - $163.09 $251K - $291K
1.79K $291K
BDX
Becton Dickinson & CO

Healthcare
2.72K
+ 86.33%
$165.15 - $226.42 $450K - $616K
5.88K $1.01M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.24K
+ 66.48%
$103.88 - $123.68 $232K - $276K
5.6K $691K
DHR
Danaher Corp

Healthcare
1.57K
+ 54.86%
$174.64 - $205.16 $274K - $322K
4.43K $874K
MUB
Ishares National Muni Bond ETF

ETFs
2.87K
+ 24.21%
$102.31 - $105.8 $293K - $303K
14.7K $1.54M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.08K
+ 64.22%
$91.62 - $116.16 $190K - $241K
5.31K $617K
FSTR
Foster L B CO

Industrials
12.9K
New
$17.55 - $22.41 $227K - $290K
12.9K $283K
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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