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
BUG
Global X Fds Cybersecurity ETF

ETFs
7.58K
New
$29.9 - $37.1 $227K - $281K
7.58K $281K
PAVE
Global X Fds Us Infrastructure

ETFs
6.47K
New
$33.78 - $43.68 $219K - $283K
6.47K $281K
IXP
Ishares Global Comm Services E

ETFs
2.51K
New
$88.17 - $112.32 $221K - $282K
2.51K $281K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.46K
+ 18.75%
$105.23 - $109.61 $258K - $269K
15.5K $1.7M
AOS
Smith A O Corp

Industrials
4.29K
New
$59.63 - $70.52 $256K - $302K
4.29K $281K
VLUE
Ishares Msci Usa Value Factor

ETFs
2.48K
New
$93.5 - $113.21 $231K - $280K
2.48K $280K
STX
Seagate Technology Holdings PLC

Technology
1.94K
New
$66.54 - $144.33 $129K - $280K
1.94K $279K
USB
Us Bancorp \De\

Financial Services
3.27K
+ 7.55%
$36.4 - $45.76 $119K - $149K
46.5K $2.1M
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.73K
+ 33.71%
$34.67 - $41.47 $199K - $238K
22.7K $942K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.04K
New
$106.81 - $136.49 $217K - $278K
2.04K $277K
VAW
Vanguard Materials ETF

ETFs
511
+ 1.74%
$163.82 - $196.64 $83.7K - $100K
29.9K $5.82M
ARCC
Ares Capital Corp

Financial Services
13.3K
+ 13.94%
$18.91 - $22.43 $252K - $299K
109K $2.4M
PPG
Ppg Industries Inc

Basic Materials
1.77K
+ 10.7%
$91.66 - $115.04 $162K - $203K
18.3K $2.08M
OTIS
Otis Worldwide Corp

Industrials
3.39K
+ 22.13%
$90.88 - $104.3 $308K - $353K
18.7K $1.85M
VEEV
Veeva Systems Inc

Healthcare
298
+ 9.09%
$209.39 - $289.94 $62.4K - $86.4K
3.58K $1.03M
MARA
Marathon Digital Holdings, Inc.

Financial Services
12K
New
N/A
12K $270K
ALL
Allstate Corp

Financial Services
1.62K
+ 16.25%
$180.53 - $212.64 $293K - $345K
11.6K $2.34M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.81K
New
$37.77 - $46.15 $219K - $268K
5.81K $267K
DIV
Global X Superdividend Us ETF

ETFs
15.5K
New
N/A
15.5K $265K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.4K
+ 11.35%
$51.1 - $53.29 $225K - $234K
43.1K $2.3M
BK
Bank Of New York Mellon Corp

Financial Services
1.64K
+ 10.42%
$73.31 - $91.62 $120K - $150K
17.4K $1.58M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.17K
+ 69.76%
$49.57 - $50.27 $256K - $260K
12.6K $632K
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.47K
New
$47.09 - $48.01 $257K - $262K
5.47K $262K
PODD
Insulet Corp

Healthcare
835
New
$238.57 - $327.47 $199K - $273K
835 $262K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.59K
+ 2.43%
$54.27 - $63.01 $86.3K - $100K
67K $4.2M
TTWO
Take Two Interactive Software Inc

Communication Services
713
+ 29.03%
$194.58 - $243.05 $139K - $173K
3.17K $769K
PRK
Park National Corp

Financial Services
32
+ 0.2%
$141.75 - $170.63 $4.54K - $5.46K
16K $2.68M
BROS
Dutch Bros Inc.

Consumer Cyclical
3.78K
New
$51.37 - $73.72 $194K - $278K
3.78K $258K
EPI
Wisdomtree Tr India Earnings F

ETFs
5.44K
New
$41.3 - $47.52 $225K - $258K
5.44K $258K
CHDN
Churchill Downs Inc

Consumer Cyclical
2.55K
New
$87.99 - $111.79 $225K - $285K
2.55K $257K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
2.98K
New
$79.41 - $86.53 $236K - $257K
2.98K $257K
SEIC
Sei Investments CO

Financial Services
2.85K
New
$66.45 - $89.86 $189K - $256K
2.85K $256K
VRT
Vertiv Holdings CO

Industrials
2.95K
+ 25.99%
N/A
14.3K $1.24M
ECL
Ecolab Inc.

Basic Materials
82
+ 0.56%
$225.65 - $270.95 $18.5K - $22.2K
14.6K $3.94M
MGM
Mgm Resorts International

Consumer Cyclical
7.41K
New
$25.79 - $34.95 $191K - $259K
7.41K $254K
BIIB
Biogen Inc.

Healthcare
2.02K
New
$113.38 - $135.49 $229K - $273K
2.02K $253K
INOD
Innodata Inc

Technology
4.95K
New
$29.68 - $51.96 $147K - $257K
4.95K $253K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.1K
+ 4.29%
$37.51 - $45.52 $78.8K - $95.6K
51.1K $2.31M
VCIF
Vertical Capital Income Fund

Financial Services
30.8K
+ 16.33%
N/A
219K $1.8M
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.83K
New
$58.8 - $89.17 $166K - $252K
2.83K $251K
KD
Kyndryl Holdings, Inc.

Technology
5.99K
New
$27.77 - $41.96 $166K - $251K
5.99K $251K
FTA
First Tr Large Cap Value

ETFs
3.18K
New
$67.12 - $78.63 $214K - $250K
3.18K $250K
HWKN
Hawkins Inc

Basic Materials
1.76K
New
$103.32 - $143.95 $182K - $253K
1.76K $249K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
10.3K
New
$20.31 - $24.1 $209K - $248K
10.3K $248K
EA
Electronic Arts Inc.

Communication Services
1.55K
New
$132.53 - $159.7 $206K - $248K
1.55K $248K
PCAR
Paccar Inc

Industrials
2.86K
+ 27.0%
$86.4 - $99.09 $247K - $283K
13.4K $1.28M
GIS
General Mills Inc

Consumer Defensive
8.08K
+ 37.61%
$50.37 - $60.97 $407K - $493K
29.6K $1.53M
LIT
Global X Fds Global X Lithium

ETFs
6.45K
New
$31.82 - $39.24 $205K - $253K
6.45K $247K
IRBO
Ishares Robotics & Artificial

ETFs
7.72K
New
N/A
7.72K $247K
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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