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
HL
Hecla Mining CO

Basic Materials
12.2K
New
$4.54 - $6.45 $55.4K - $78.7K
12.2K $73K
BLDR
Builders First Source, Inc.

Industrials
1.01K
+ 18.31%
$105.63 - $131.12 $107K - $133K
6.53K $762K
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.53K
+ 7.88%
$16.93 - $17.81 $59.7K - $62.8K
48.3K $859K
PEAK
Healthpeak Properties, Inc.

Real Estate
3.8K
+ 28.1%
N/A
17.3K $328K
TEI
Templeton Emerging Markets Income Fund

Financial Services
12.1K
New
$4.91 - $6.0 $59.5K - $72.7K
12.1K $72K
HRB
H&R Block Inc

Consumer Cyclical
1.3K
+ 31.0%
$54.32 - $63.04 $70.8K - $82.2K
5.51K $302K
FXO
First Tr Exchange Traded Fd Fi

ETFs
292
+ 1.65%
$45.9 - $56.06 $13.4K - $16.4K
18K $1.01M
QDEF
Flexshares Quality Div Defensi

ETFs
232
+ 1.8%
$62.5 - $74.05 $14.5K - $17.2K
13.1K $973K
RWK
Invesco Exchange Traded Fd Tr

ETFs
332
+ 9.27%
$94.8 - $117.22 $31.5K - $38.9K
3.91K $457K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
767
+ 8.05%
$72.71 - $82.56 $55.8K - $63.3K
10.3K $839K
NXPI
Nxp Semiconductors N.V.

Technology
42
+ 2.01%
$153.5 - $218.72 $6.45K - $9.19K
2.13K $465K
NNBR
Nn Inc

Industrials
35.7K
+ 78.81%
$1.63 - $2.35 $58.2K - $83.9K
81K $170K
OXY
Occidental Petroleum Corp

Energy
3.55K
+ 32.09%
$36.11 - $49.33 $128K - $175K
14.6K $613K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
12.7K
+ 5.52%
$6.16 - $6.64 $78.5K - $84.6K
244K $1.59M
ITRI
Itron, Inc.

Technology
116
+ 5.98%
$92.04 - $132.78 $10.7K - $15.4K
2.06K $270K
MCO
Moodys Corp

Financial Services
37
+ 2.75%
$396.7 - $501.59 $14.7K - $18.6K
1.38K $692K
PEP
Pepsico Inc

Consumer Defensive
6.59K
+ 14.68%
$128.02 - $151.37 $844K - $998K
51.5K $6.8M
NFG
National Fuel Gas CO

Energy
491
+ 11.93%
$73.0 - $86.01 $35.8K - $42.2K
4.61K $390K
PSA
Public Storage

Real Estate
281
+ 9.77%
$266.31 - $309.77 $74.8K - $87K
3.16K $926K
DHT
Dht Holdings, Inc.

Energy
5.34K
+ 27.97%
$9.45 - $12.15 $50.5K - $64.9K
24.4K $264K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
1.26K
+ 14.83%
$21.8 - $27.71 $27.5K - $35K
9.77K $269K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
13.7K
New
$3.99 - $4.93 $54.9K - $67.8K
13.7K $64K
XEL
Xcel Energy Inc

Utilities
1.43K
+ 11.2%
$65.65 - $72.39 $94K - $104K
14.2K $968K
MLM
Martin Marietta Materials Inc

Basic Materials
9
+ 1.12%
$452.51 - $568.19 $4.07K - $5.11K
815 $447K
PPL
Ppl Corp

Utilities
4.96K
+ 10.44%
$33.45 - $36.5 $166K - $181K
52.4K $1.78M
BMO
Bank Of Montreal

Financial Services
117
+ 3.7%
$87.54 - $110.63 $10.2K - $12.9K
3.28K $363K
BRSP
Bright Spire Capital, Inc.

Real Estate
35K
+ 15.38%
$4.3 - $5.59 $150K - $196K
262K $1.33M
SB
Safe Bulkers, Inc.

Industrials
16.9K
New
$3.05 - $3.88 $51.7K - $65.8K
16.9K $61K
JHPI
John Hancock ETF Preferred Inc

ETFs
2.55K
+ 15.27%
$21.76 - $22.63 $55.4K - $57.6K
19.2K $433K
CSM
Proshares Large Cap Core Plus

ETFs
255
+ 4.1%
$56.33 - $70.47 $14.4K - $18K
6.47K $456K
PFFA
Etfis Ser Tr I

ETFs
4.06K
+ 5.92%
$19.49 - $21.31 $79.1K - $86.4K
72.6K $1.51M
FIS
Fidelity National Information Services, Inc.

Technology
103
+ 1.35%
$68.14 - $82.13 $7.02K - $8.46K
7.72K $628K
HAL
Halliburton CO

Energy
8.59K
+ 36.74%
$19.26 - $25.7 $165K - $221K
32K $651K
LYTS
Lsi Industries Inc

Technology
3.42K
+ 33.64%
$14.31 - $17.43 $48.9K - $59.6K
13.6K $231K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
10.8K
New
$4.43 - $5.39 $47.9K - $58.3K
10.8K $58K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.03K
+ 5.05%
$40.82 - $43.14 $42.2K - $44.6K
21.5K $927K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.13K
+ 0.83%
$18.21 - $18.97 $20.5K - $21.4K
137K $2.59M
EGY
Vaalco Energy Inc

Energy
16.3K
New
$3.1 - $3.94 $50.4K - $64.1K
16.3K $58K
DNN
Denison Mines Corp.

Energy
20.6K
+ 54.26%
$1.15 - $1.86 $23.7K - $38.4K
58.6K $106K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.19K
+ 26.57%
$46.41 - $47.7 $55.3K - $56.8K
5.67K $269K
OHI
Omega Healthcare Investors Inc

Real Estate
2.56K
+ 10.16%
$35.55 - $39.05 $91K - $99.9K
27.7K $1.02M
AEE
Ameren Corp

Utilities
983
+ 11.01%
$94.23 - $101.68 $92.6K - $100K
9.92K $952K
NRZ
New Residential Investment Corp.

Real Estate
7.7K
+ 33.94%
N/A
30.4K $220K
UPRO
Proshares Trust Proshares Ultr

ETFs
9
+ 0.29%
$50.65 - $91.44 $456 - $823
3.09K $282K
WULF
Terawulf Inc.

Financial Services
475
+ 1.5%
$2.24 - $4.53 $1.06K - $2.15K
32.2K $141K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
209
+ 1.67%
$26.99 - $33.86 $5.64K - $7.08K
12.7K $426K
CNP
Centerpoint Energy Inc

Utilities
1.23K
+ 6.97%
$35.5 - $39.05 $43.5K - $47.9K
18.8K $691K
FF
Future Fuel Corp.

Basic Materials
14.1K
New
$3.85 - $4.3 $54.1K - $60.4K
14.1K $54K
VGIT
Vanguard Intermediate Term Tre

ETFs
751
+ 3.36%
$58.63 - $59.9 $44K - $45K
23.1K $1.38M
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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