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
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.03K
+ 9.98%
$70.56 - $92.75 $73K - $95.9K
11.4K $1.02M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
606
+ 3.77%
$108.87 - $133.04 $66K - $80.6K
16.7K $2.22M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.81K
New
$62.73 - $78.42 $176K - $221K
2.81K $218K
MGC
Vanguard Mega Cap ETF

ETFs
973
New
$179.23 - $224.92 $174K - $219K
973 $218K
IXUS
Ishares Tr

ETFs
1.41K
+ 9.87%
$62.37 - $77.63 $87.8K - $109K
15.7K $1.21M
RGTI
Rigetti Computing, Inc.

Technology
8.94K
+ 32.08%
$7.5 - $14.29 $67.1K - $128K
36.8K $436K
VTR
Ventas, Inc.

Real Estate
4.19K
+ 48.71%
$62.45 - $70.08 $261K - $293K
12.8K $806K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
8.44K
New
$24.96 - $25.5 $211K - $215K
8.44K $215K
QDPL
Pacer Fds Tr Metaurus Us Large
2.89K
+ 8.53%
$32.46 - $39.77 $93.7K - $115K
36.7K $1.45M
AB
Alliancebernstein Holding L.P.

Financial Services
4.75K
+ 62.68%
$33.0 - $41.77 $157K - $198K
12.3K $503K
ROAM
Hartford Multifactor Emerging

ETFs
8.05K
New
$20.9 - $26.42 $168K - $213K
8.05K $211K
SLF
Sun Life Financial Inc

Financial Services
3.19K
New
$53.39 - $66.45 $170K - $212K
3.19K $211K
LEU
Centrus Energy Corp

Energy
1.15K
New
$54.43 - $208.81 $62.3K - $239K
1.15K $209K
CRDO
Credo Technology Group Holding LTD

Technology
2.26K
New
$33.3 - $95.05 $75.3K - $215K
2.26K $209K
IP
International Paper CO

Consumer Cyclical
4.48K
New
$43.89 - $54.46 $197K - $244K
4.48K $209K
BOH
Bank Of Hawaii Corp

Financial Services
3.24K
+ 43.19%
$60.02 - $70.83 $194K - $229K
10.7K $724K
IDU
Ishares Tr U S Utils ETF

ETFs
1.23K
+ 4.82%
$93.98 - $106.11 $115K - $130K
26.6K $2.79M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3.56K
New
$47.24 - $58.55 $168K - $208K
3.56K $208K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
14.9K
New
$11.53 - $13.87 $172K - $207K
14.9K $207K
EWC
Ishares Msci Canada ETF

ETFs
4.48K
New
$37.17 - $46.2 $167K - $207K
4.48K $207K
AOM
Ishares Tr Core Moderate Alloc

ETFs
3.25K
+ 12.48%
$41.55 - $46.04 $135K - $149K
29.3K $1.35M
MAT
Mattel Inc

Consumer Cyclical
10.5K
New
$14.55 - $20.12 $152K - $210K
10.5K $206K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
9.76K
New
$15.84 - $20.94 $155K - $204K
9.76K $204K
VVR
Invesco Senior Income Trust

Financial Services
48.8K
+ 14.12%
$3.31 - $3.8 $162K - $186K
395K $1.5M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4K
+ 16.77%
$45.89 - $47.6 $184K - $191K
27.9K $1.33M
PIO
Invesco Exchange Traded Fd Tr

ETFs
4.53K
New
$35.79 - $44.67 $162K - $202K
4.53K $202K
IYK
Ishares U.S. Consumer Staples

ETFs
2.84K
New
$67.29 - $72.42 $191K - $206K
2.84K $200K
IYJ
Ishares Tr

ETFs
1.41K
New
$115.07 - $142.31 $162K - $201K
1.41K $200K
SWKS
Skyworks Solutions, Inc.

Technology
2.69K
New
$49.2 - $74.95 $132K - $201K
2.69K $200K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
8.08K
New
$17.61 - $24.82 $142K - $201K
8.08K $200K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.36K
+ 10.19%
$82.21 - $83.12 $194K - $196K
25.6K $2.12M
FTHI
First Trust Exchange Traded Fd

ETFs
8.01K
+ 51.91%
$19.66 - $22.85 $157K - $183K
23.4K $535K
SFL
Sfl Corp Ltd.

Industrials
23.7K
New
$7.1 - $8.92 $168K - $211K
23.7K $197K
GUG
Guggenheim Active Allocation Fund

ETFs
11.5K
+ 42.82%
$13.98 - $15.75 $161K - $181K
38.4K $600K
TWLO
Twilio Inc

Communication Services
860
+ 26.01%
$81.34 - $124.36 $70K - $107K
4.17K $518K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
5.67K
+ 20.05%
$35.86 - $43.98 $203K - $249K
34K $1.44M
LDOS
Leidos Holdings, Inc.

Technology
778
+ 26.17%
$132.9 - $160.3 $103K - $125K
3.75K $591K
ONON
On Holding Ag

Consumer Cyclical
2.1K
+ 21.27%
$37.65 - $60.68 $79.1K - $127K
12K $623K
BBUS
J P Morgan Exchg Traded Fd

ETFs
919
+ 11.79%
$89.63 - $111.92 $82.4K - $103K
8.72K $975K
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.57K
+ 84.02%
$32.62 - $33.58 $182K - $187K
12.2K $409K
UAL
United Airlines Holdings, Inc.

Industrials
1.07K
+ 11.07%
$56.15 - $84.23 $60.3K - $90.5K
10.8K $858K
IFRA
Ishares Tr

ETFs
31
+ 0.07%
$40.97 - $49.19 $1.27K - $1.52K
44.7K $2.2M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
11.6K
New
$11.71 - $19.37 $136K - $224K
11.6K $186K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.32K
+ 55.69%
$99.37 - $134.05 $231K - $312K
6.5K $736K
EFX
Equifax Inc

Industrials
596
+ 32.3%
$205.5 - $280.54 $122K - $167K
2.44K $633K
FSK
Fs Kkr Capital Corp

Financial Services
12.6K
+ 3.23%
$17.95 - $21.5 $226K - $271K
402K $8.35M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
28.4K
+ 24.94%
$6.47 - $8.05 $183K - $228K
142K $1.09M
EQT
Eqt Corp

Energy
1.49K
+ 7.55%
$46.11 - $60.44 $68.7K - $90K
21.2K $1.24M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.1K
+ 60.39%
$60.34 - $74.89 $127K - $157K
5.58K $417K
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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