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
LVHI
Franklin International Low Vol

ETFs
7.53K
+ 71.99%
$28.91 - $33.28 $218K - $250K
18K $585K
PHYL
Pgim ETF Tr

ETFs
6.57K
+ 32.4%
$33.41 - $35.49 $220K - $233K
26.9K $953K
PRU
Prudential Financial Inc

Financial Services
3.48K
+ 11.56%
$95.12 - $112.71 $331K - $392K
33.6K $3.61M
CME
Cme Group Inc.

Financial Services
891
New
$252.37 - $290.71 $225K - $259K
891 $245K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.92K
New
$51.36 - $62.5 $202K - $245K
3.92K $245K
FNX
First Tr Mid Cap Core Alphadex

ETFs
2.13K
New
$94.92 - $114.85 $202K - $245K
2.13K $244K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
24.2K
New
$9.67 - $10.64 $234K - $258K
24.2K $243K
IEF
Ishares Barclays

ETFs
2.51K
+ 48.66%
$93.15 - $96.56 $234K - $242K
7.67K $734K
LAMR
Lamar Advertising CO

Real Estate
2.01K
New
$102.35 - $121.67 $206K - $244K
2.01K $243K
ET
Energy Transfer LP

Energy
18.9K
+ 8.62%
$15.65 - $18.93 $295K - $357K
238K $4.31M
ILCB
Ishares Morningstar U.S. Equit

ETFs
6
+ 0.02%
$68.63 - $85.78 $412 - $515
28.3K $2.43M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
3.58K
New
$54.98 - $67.95 $197K - $243K
3.58K $241K
QUBT
Quantum Computing Inc.

Technology
770
+ 3.79%
$5.87 - $21.22 $4.52K - $16.3K
21.1K $403K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.05K
+ 9.76%
$45.98 - $56.15 $94.2K - $115K
23K $1.29M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.89K
+ 60.42%
$93.75 - $114.45 $177K - $216K
5.01K $572K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
22.5K
+ 33.79%
$7.19 - $8.75 $162K - $197K
89.2K $780K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
4.1K
+ 18.54%
$42.02 - $50.36 $172K - $206K
26.2K $1.31M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
382
+ 2.26%
$97.68 - $121.38 $37.3K - $46.4K
17.3K $2.1M
FTCS
First Trust Capital Strength E

ETFs
1.98K
+ 4.37%
$81.6 - $92.39 $162K - $183K
47.4K $4.31M
SONY
Sony Group Corp

Technology
9.12K
New
$21.24 - $26.88 $194K - $245K
9.12K $237K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
13.9K
+ 12.94%
$10.48 - $12.62 $146K - $176K
122K $1.54M
UITB
Usaa ETF Tr Core Intermediate

ETFs
5.03K
New
$45.95 - $47.33 $231K - $238K
5.03K $236K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.98K
New
$99.48 - $124.46 $197K - $246K
1.98K $235K
FSLR
First Solar, Inc.

Technology
1.42K
New
$120.38 - $192.98 $171K - $274K
1.42K $235K
NUE
Nucor Corp

Basic Materials
425
+ 2.18%
$103.22 - $131.43 $43.9K - $55.9K
20K $2.59M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.56K
New
$41.1 - $42.37 $228K - $236K
5.56K $234K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
4.09K
New
$43.2 - $57.36 $177K - $235K
4.09K $234K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.57K
+ 13.88%
$47.89 - $48.65 $219K - $222K
37.5K $1.82M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
728
+ 76.47%
$201.28 - $266.34 $147K - $194K
1.68K $447K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.25K
+ 64.15%
$83.54 - $100.04 $188K - $225K
5.76K $573K
IFF
International Flavors & Fragrances Inc

Basic Materials
3.14K
New
$66.85 - $79.33 $210K - $249K
3.14K $230K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
4.65K
+ 49.74%
$50.56 - $59.57 $235K - $277K
14K $725K
RCAT
Red Cat Holdings, Inc.

Technology
27K
+ 120.37%
$4.66 - $9.19 $126K - $248K
49.5K $359K
RGLD
Royal Gold Inc

Basic Materials
1.28K
New
$155.48 - $186.71 $199K - $240K
1.28K $228K
STWD
Starwood Property Trust, Inc.

Real Estate
11.4K
New
$17.28 - $20.41 $197K - $232K
11.4K $228K
BHP
Bhp Group LTD

Basic Materials
4.73K
New
$40.22 - $50.88 $190K - $241K
4.73K $227K
IGRO
Ishares Tr International Divid

ETFs
2.88K
New
$66.32 - $80.17 $191K - $231K
2.88K $227K
EXEL
Exelixis, Inc.

Healthcare
5.14K
New
$34.13 - $46.26 $175K - $238K
5.14K $226K
URA
Global X Uranium ETF

ETFs
5.83K
New
$20.26 - $38.81 $118K - $226K
5.83K $226K
SHV
Ishares Tr

ETFs
2.06K
+ 9.05%
$110.06 - $110.46 $227K - $227K
24.8K $2.74M
DOV
Dover Corp

Industrials
1.23K
New
$151.14 - $186.7 $186K - $229K
1.23K $225K
NEAR
Blackrock Short Maturity Bond

ETFs
4.37K
+ 60.85%
$50.41 - $51.17 $220K - $224K
11.6K $590K
IXN
Ishares Global Information Tec

ETFs
1.07K
+ 14.22%
$65.81 - $92.34 $70.2K - $98.5K
8.57K $791K
VHT
Vanguard Health Care ETF

ETFs
2.47K
+ 10.34%
$236.71 - $261.92 $585K - $647K
26.4K $6.55M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.96K
New
$28.02 - $32.37 $195K - $225K
6.96K $221K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11K
+ 9.49%
$19.44 - $19.56 $214K - $215K
127K $2.48M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
2.31K
New
$79.85 - $95.57 $185K - $221K
2.31K $220K
WRB
Berkley W R Corp

Financial Services
2.98K
New
$64.28 - $75.17 $192K - $224K
2.98K $219K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.12K
New
$31.67 - $42.89 $162K - $219K
5.12K $219K
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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