J.W. Cole Advisors, Inc. Purchases in Q3 2025

J.W. Cole Advisors, Inc.

  • $5.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Janus Detroit Str Tr
13.2K
New
N/A
13.2K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
902
+ 11.64%
N/A
8.65K $0
J P Morgan Exchange Traded F
3.8K
+ 44.44%
N/A
12.3K $0
Managed Portfolio Series
9.69K
New
N/A
9.69K $0
Listed Fds Tr
2.93K
+ 20.99%
N/A
16.9K $0
Ishares Tr
67.1K
New
N/A
67.1K $0
Capital Group Core Balanced
7.67K
+ 34.01%
N/A
30.2K $0
Ishares Tr
5.26K
+ 45.38%
N/A
16.9K $0
Lam Research Corp
343
+ 2.8%
N/A
12.6K $0
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
2.08K
+ 17.99%
$13.2 - $17.81 $27.5K - $37.1K
13.7K $185K
LUV
Southwest Airlines CO

Industrials
69
+ 0.81%
$29.06 - $37.7 $2.01K - $2.6K
8.6K $274K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
58
+ 0.33%
$5.79 - $5.98 $336 - $347
17.7K $102K
DLR
Digital Realty Trust, Inc.

Real Estate
12
+ 0.46%
$161.21 - $180.02 $1.93K - $2.16K
2.64K $455K
TU
Telus Corp

Communication Services
38
+ 0.33%
$15.6 - $16.63 $593 - $632
11.5K $181K
GEO
Geo Group Inc

Real Estate
1.53K
+ 15.0%
$20.25 - $26.46 $30.9K - $40.4K
11.7K $239K
OSBC
Old Second Bancorp Inc

Financial Services
8
+ 0.08%
$16.56 - $19.08 $132 - $153
10.5K $181K
MCO
Moodys Corp

Financial Services
60
+ 4.34%
$472.69 - $521.32 $28.4K - $31.3K
1.44K $686K
LFT
Lument Finance Trust, Inc.

Real Estate
296
+ 0.71%
$2.02 - $2.41 $598 - $713
41.7K $84K
LNKB
Linkbancorp, Inc.

Financial Services
1
+ 0.0%
$6.68 - $7.7 $6.68 - $7.7
43.9K $313K
CCI
Crown Castle International Corp

Real Estate
140
+ 4.17%
$92.96 - $113.91 $13K - $15.9K
3.5K $337K
FLO
Flowers Foods Inc

Consumer Defensive
2.15K
+ 15.76%
$12.68 - $16.76 $27.3K - $36.1K
15.8K $206K
CI
Cigna Corp

Healthcare
619
+ 13.76%
$262.23 - $334.39 $162K - $207K
5.12K $1.48M
EXR
Extra Space Storage Inc.

Real Estate
142
+ 2.94%
$134.36 - $152.88 $19.1K - $21.7K
4.97K $700K
ROP
Roper Technologies Inc

Industrials
61
+ 9.58%
$495.03 - $573.0 $30.2K - $35K
698 $348K
ITRI
Itron, Inc.

Technology
13
+ 0.63%
$117.47 - $138.42 $1.53K - $1.8K
2.07K $257K
JFR
Nuveen Floating Rate Income Fund

Financial Services
10.9K
+ 3.04%
$8.07 - $8.58 $88.3K - $93.8K
370K $3.03M
ERIE
Erie Indemnity CO

Financial Services
20
+ 2.48%
$312.95 - $368.96 $6.26K - $7.38K
827 $263K
DEO
Diageo PLC

Consumer Defensive
75
+ 1.63%
$93.64 - $115.33 $7.02K - $8.65K
4.67K $445K
ALC
Alcon Inc

Healthcare
240
+ 9.19%
$73.24 - $92.22 $17.6K - $22.1K
2.85K $212K
MPLX
Mplx LP

Energy
59
+ 0.41%
$49.42 - $52.71 $2.92K - $3.11K
14.4K $719K
DOV
Dover Corp

Industrials
1
+ 0.08%
$165.59 - $190.9 $166 - $191
1.23K $205K
MAA
Mid America Apartment Communities Inc.

Real Estate
19
+ 0.66%
$138.38 - $153.2 $2.63K - $2.91K
2.91K $406K
AIG
American International Group, Inc.

Financial Services
12
+ 0.39%
$76.34 - $85.87 $916 - $1.03K
3.1K $243K
MAT
Mattel Inc

Consumer Cyclical
417
+ 3.99%
$16.66 - $20.55 $6.95K - $8.57K
10.9K $183K
HRB
H&R Block Inc

Consumer Cyclical
18
+ 0.33%
$49.28 - $56.76 $887 - $1.02K
5.53K $279K
WY
Weyerhaeuser CO

Real Estate
153
+ 0.39%
$24.1 - $26.83 $3.69K - $4.1K
39K $967K
UGI
Ugi Corp

Utilities
90
+ 0.85%
$32.64 - $37.14 $2.94K - $3.34K
10.7K $354K
ABNB
Airbnb, Inc.

Consumer Cyclical
265
+ 4.33%
$118.3 - $142.16 $31.3K - $37.7K
6.39K $775K
COIN
Coinbase Global, Inc.

Technology
54
+ 1.28%
$297.99 - $419.78 $16.1K - $22.7K
4.28K $1.44M
MLKN
Millerknoll, Inc.

Consumer Cyclical
14
+ 0.06%
$16.96 - $22.19 $237 - $311
22K $390K
ABT
Abbott Laboratories

Healthcare
381
+ 0.88%
$120.51 - $136.62 $45.9K - $52.1K
43.9K $5.88M
CHWY
Chewy, Inc.

Consumer Cyclical
85
+ 0.37%
$34.27 - $42.33 $2.91K - $3.6K
23.2K $936K
SBAC
Sba Communications Corp

Real Estate
2
+ 0.13%
$191.35 - $239.35 $383 - $479
1.53K $296K
KKR
Kkr & Co. Inc.

Financial Services
136
+ 0.52%
$129.95 - $152.16 $17.7K - $20.7K
26.4K $3.43M
PRK
Park National Corp

Financial Services
3
+ 0.02%
$158.56 - $177.92 $476 - $534
16K $2.6M
KMI
Kinder Morgan, Inc.

Energy
895
+ 0.82%
$26.23 - $28.5 $23.5K - $25.5K
110K $3.11M
BRO
Brown & Brown, Inc.

Financial Services
237
+ 3.47%
$90.88 - $108.93 $21.5K - $25.8K
7.07K $663K
ODFL
Old Dominion Freight Line, Inc.

Industrials
19
+ 0.41%
$138.59 - $171.12 $2.63K - $3.25K
4.6K $648K
FICO
Fair Isaac Corp

Technology
27
+ 6.26%
$1311.26 - $1869.83 $35.4K - $50.5K
458 $685K
Activity Summary
Buys All Purchases 968 New Holdings 142 Increased Positions 826 Sells All Sells 522 Reductions 522 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email