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
HPE
Hewlett Packard Enterprise CO

Technology
600
+ 3.48%
$12.51 - $20.45 $7.51K - $12.3K
17.8K $364K
UL
Unilever PLC

Consumer Defensive
1.16K
+ 7.12%
$57.9 - $65.43 $67.3K - $76.1K
17.5K $1.07M
ABC
Amerisourcebergen Corp

Healthcare
522
+ 8.67%
N/A
6.54K $1.21M
CIFR
Cipher Mining Inc.

Financial Services
20.2K
New
$2.1 - $4.78 $42.4K - $96.6K
20.2K $96K
GOGL
Golden Ocean Group LTD

Industrials
13.2K
New
$6.48 - $8.39 $85.4K - $111K
13.2K $96K
HTGC
Hercules Capital, Inc.

Financial Services
7.87K
+ 15.36%
$16.24 - $19.1 $128K - $150K
59.1K $1.08M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
638
+ 36.94%
$212.1 - $244.27 $135K - $156K
2.37K $517K
FIW
First Trust Water ETF

ETFs
458
+ 7.2%
$90.26 - $108.05 $41.3K - $49.5K
6.82K $735K
FISV
Fiserv Inc

Technology
763
+ 12.07%
N/A
7.08K $886K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
14.3K
New
$6.54 - $7.1 $93.8K - $102K
14.3K $94K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
11.1K
+ 13.93%
$9.85 - $11.67 $109K - $130K
90.8K $1.02M
CI
Cigna Corp

Healthcare
263
+ 6.21%
$301.89 - $340.04 $79.4K - $89.4K
4.5K $1.49M
WELL
Welltower Inc.

Real Estate
564
+ 4.99%
$136.49 - $155.22 $77K - $87.5K
11.9K $1.83M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
256
+ 1.99%
$65.41 - $79.66 $16.7K - $20.4K
13.1K $1.05M
PFM
Invesco Exchange Traded Fd Tr

ETFs
201
+ 0.59%
$41.05 - $48.17 $8.25K - $9.68K
34.3K $1.65M
TTEK
Tetra Tech Inc

Industrials
71
+ 0.54%
$28.01 - $36.25 $1.99K - $2.57K
13.2K $475K
SRE
Sempra Energy

Utilities
44
+ 0.22%
$63.78 - $78.91 $2.81K - $3.47K
19.6K $1.49M
ERIC
Ericsson Lm Telephone CO

Technology
10.6K
New
$6.77 - $8.86 $71.9K - $94.1K
10.6K $90K
AX
Axos Financial, Inc.

Financial Services
540
+ 13.01%
$56.36 - $76.85 $30.4K - $41.5K
4.69K $356K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
16.2K
+ 4.98%
$12.24 - $13.88 $198K - $225K
341K $4.6M
VFMV
Vanguard Wellington Fd

ETFs
675
+ 40.01%
$114.53 - $128.23 $77.3K - $86.6K
2.36K $302K
VMC
Vulcan Materials CO

Basic Materials
19
+ 0.62%
$226.49 - $276.01 $4.3K - $5.24K
3.09K $805K
NGG
National Grid PLC

Utilities
407
+ 6.19%
$62.74 - $74.79 $25.5K - $30.4K
6.98K $519K
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.56K
+ 9.41%
$16.69 - $23.43 $26.1K - $36.6K
18.2K $390K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.26K
+ 7.01%
$37.18 - $42.55 $46.7K - $53.4K
19.2K $816K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
98
+ 4.18%
$160.22 - $209.35 $15.7K - $20.5K
2.44K $511K
CL
Colgate Palmolive CO

Consumer Defensive
1.73K
+ 6.79%
$87.57 - $96.0 $151K - $166K
27.1K $2.47M
PINS
Pinterest, Inc.

Communication Services
1.48K
+ 21.91%
$24.21 - $35.95 $35.8K - $53.1K
8.22K $294K
FAST
Fastenal CO

Industrials
23.1K
+ 92.58%
$40.65 - $83.16 $941K - $1.92M
48.1K $2.02M
FIDI
Fidelity Covington Tr

ETFs
2.48K
+ 17.34%
$19.44 - $23.7 $48.2K - $58.7K
16.8K $390K
FVAL
Fidelity Covington Tr Value Fa

ETFs
402
+ 2.96%
$52.8 - $63.87 $21.2K - $25.7K
14K $892K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
27
+ 0.09%
$17.11 - $21.71 $462 - $586
30.2K $654K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.05K
+ 26.73%
$24.38 - $30.18 $50K - $61.9K
9.72K $292K
ADI
Analog Devices Inc

Technology
87
+ 5.34%
$164.6 - $238.02 $14.3K - $20.7K
1.72K $408K
FHB
First Hawaiian, Inc.

Financial Services
2.71K
+ 13.23%
$21.14 - $24.96 $57.2K - $67.5K
23.2K $578K
AOK
Ishares Tr Core Conservative A

ETFs
542
+ 1.34%
$36.09 - $39.07 $19.6K - $21.2K
41K $1.6M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
963
+ 5.49%
$18.53 - $24.21 $17.8K - $23.3K
18.5K $447K
LPTH
Lightpath Technologies Inc

Technology
25.6K
New
$1.65 - $3.19 $42.2K - $81.7K
25.6K $78K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
7.08K
+ 31.96%
$11.34 - $12.35 $80.3K - $87.5K
29.2K $348K
SCCO
Southern Copper Corp

Basic Materials
496
+ 13.92%
$75.63 - $104.64 $37.5K - $51.9K
4.06K $410K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
371
+ 11.85%
$86.93 - $109.64 $32.3K - $40.7K
3.5K $383K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
1.34K
+ 8.08%
$16.5 - $21.35 $22.1K - $28.6K
17.9K $382K
DHI
Horton D R Inc

Consumer Cyclical
557
+ 27.92%
$115.1 - $129.63 $64.1K - $72.2K
2.55K $329K
WSBC
Wesbanco Inc

Financial Services
2.27K
+ 32.7%
$26.79 - $32.33 $60.9K - $73.5K
9.22K $291K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
1.53K
+ 23.11%
$45.68 - $47.4 $69.7K - $72.3K
8.12K $384K
BIBL
Northern Lts Fd Tr Iv

ETFs
131
+ 0.55%
$33.5 - $41.33 $4.39K - $5.41K
23.8K $983K
TOLZ
Dj Brookfield Global

ETFs
989
+ 5.46%
$48.57 - $54.85 $48K - $54.2K
19.1K $1.03M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
762
+ 3.19%
$77.94 - $79.5 $59.4K - $60.6K
24.7K $1.96M
CGCP
Capital Group Core Plus Income

ETFs
3.24K
+ 29.43%
$21.92 - $22.56 $71K - $73.1K
14.3K $320K
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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