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
AXON
Axon Enterprise, Inc.

Industrials
4.67K
+ 63.67%
$497.13 - $827.94 $2.32M - $3.86M
12K $9.93M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
252K
New
$22.7 - $23.33 $5.73M - $5.89M
252K $5.89M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
25.6K
+ 264.23%
$139.8 - $197.22 $3.58M - $5.05M
35.3K $6.95M
VGT
Vanguard Information Technolog

ETFs
4.22K
+ 19.94%
$470.37 - $663.28 $1.98M - $2.8M
25.4K $16.8M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
78.5K
+ 47.26%
$35.12 - $48.24 $2.76M - $3.79M
245K $11.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
96.2K
+ 47.17%
$50.48 - $50.71 $4.85M - $4.88M
300K $15.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
32.8K
+ 107.55%
$108.12 - $135.04 $3.55M - $4.43M
63.3K $8.55M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
47.5K
+ 62.95%
$96.84 - $99.46 $4.6M - $4.73M
123K $12.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11.1K
+ 46.94%
$179.95 - $278.88 $1.99M - $3.09M
34.7K $9.68M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
34.1K
+ 116.86%
$121.58 - $136.74 $4.14M - $4.66M
63.2K $8.58M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
17.8K
+ 146.12%
$171.4 - $227.1 $3.05M - $4.03M
29.9K $6.8M
BX
Blackstone Inc.

Financial Services
26.2K
+ 51.46%
$120.07 - $151.11 $3.14M - $3.95M
77K $11.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
22.2K
+ 65.84%
$152.93 - $181.74 $3.4M - $4.04M
56K $10.2M
IBHG
Ishares Tr Ibonds 2027 Term Hi
188K
New
$21.56 - $22.54 $4.05M - $4.23M
188K $4.23M
NOW
Service Now, Inc.

Technology
3.28K
+ 97.01%
$721.65 - $1040.18 $2.37M - $3.41M
6.66K $6.85M
BNDX
Vanguard Total International B

ETFs
82.6K
+ 90.86%
$48.77 - $49.55 $4.03M - $4.09M
173K $8.59M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
49.6K
+ 1243.15%
$61.92 - $81.5 $3.07M - $4.04M
53.6K $4.36M
XLE
Energy Sector Spdr

ETFs
54.3K
+ 83.13%
$76.44 - $94.13 $4.15M - $5.11M
120K $10.1M
LLY
Eli Lilly & CO

Healthcare
6.3K
+ 33.5%
$713.71 - $898.95 $4.5M - $5.66M
25.1K $19.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
50.7K
+ 66.7%
$77.74 - $78.78 $3.94M - $4M
127K $9.97M
SPYG
Spdr Portfolio

ETFs
36.3K
+ 113.53%
$71.83 - $95.32 $2.61M - $3.46M
68.3K $6.51M
ETN
Eaton Corp PLC

Industrials
7.06K
+ 44.79%
$246.52 - $356.99 $1.74M - $2.52M
22.8K $8.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
27.5K
+ 78.77%
$114.78 - $133.31 $3.15M - $3.66M
62.3K $8.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
49.7K
+ 258.18%
$58.41 - $72.69 $2.9M - $3.61M
68.9K $5.01M
IQLT
Ishares Msci Intl Quality Fact

ETFs
82.4K
+ 188.11%
$35.9 - $43.76 $2.96M - $3.61M
126K $5.46M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
64.6K
+ 15.04%
$47.46 - $55.3 $3.07M - $3.57M
494K $27.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
30.7K
+ 26.18%
$72.96 - $90.39 $2.24M - $2.78M
148K $13.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.45K
+ 29.46%
$273.67 - $366.17 $1.77M - $2.36M
28.3K $10.4M
LMT
Lockheed Martin Corp

Industrials
6.79K
+ 25.16%
$430.82 - $486.45 $2.92M - $3.3M
33.8K $15.6M
T
At&T Inc.

Communication Services
110K
+ 22.07%
$26.33 - $28.94 $2.89M - $3.18M
608K $17.6M
OEF
Ishares S&P 100 ETF

ETFs
13.2K
+ 57.52%
N/A
36.1K $9.59M
GS
Goldman Sachs Group Inc

Financial Services
2.67K
+ 27.06%
$462.22 - $707.75 $1.23M - $1.89M
12.5K $8.87M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
37.9K
+ 145.88%
$91.43 - $91.74 $3.47M - $3.48M
63.9K $5.87M
CRM
Salesforce, Inc.

Technology
12.5K
+ 104.14%
$236.26 - $291.15 $2.96M - $3.64M
24.5K $6.69M
IWM
Ishares Russell 2000 ETF

ETFs
10.7K
+ 15.44%
$174.82 - $215.79 $1.87M - $2.31M
80.2K $17.3M
XLY
Select Sector Spdr Consumer Di

ETFs
14.3K
+ 94.33%
$176.34 - $218.59 $2.53M - $3.14M
29.6K $6.42M
DIS
Walt Disney CO

Communication Services
16.6K
+ 31.82%
$81.72 - $124.01 $1.36M - $2.06M
68.8K $8.53M
TFLO
Ishares Treasury Floating Rate

ETFs
66.3K
+ 46.26%
$50.47 - $50.66 $3.35M - $3.36M
210K $10.6M
GAB
Gabelli Equity Trust Inc

Financial Services
538K
+ 74.69%
$4.97 - $5.87 $2.67M - $3.16M
1.26M $7.32M
INTU
Intuit Inc

Technology
3.2K
+ 66.8%
$544.07 - $787.63 $1.74M - $2.52M
7.98K $6.28M
CSCO
Cisco Systems, Inc.

Technology
39.8K
+ 55.02%
$53.19 - $69.38 $2.12M - $2.76M
112K $7.78M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
264K
New
$10.73 - $12.54 $2.83M - $3.31M
264K $3.27M
SCHX
Schwab Strategic Tr Us Large C

ETFs
130K
+ 506.79%
$19.6 - $24.44 $2.55M - $3.17M
156K $3.8M
XLP
Consumer Staples Sector Spdr

ETFs
42.3K
+ 36.57%
N/A
158K $12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.4K
+ 21.07%
$320.42 - $424.58 $1.41M - $1.87M
25.3K $10.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
42.2K
+ 27.39%
$51.16 - $62.02 $2.16M - $2.62M
196K $12.2M
ABBV
Abb Vie Inc.

Healthcare
25.3K
+ 39.9%
$170.16 - $206.27 $4.3M - $5.22M
88.7K $16.5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
68.2K
+ 98.44%
$45.07 - $52.57 $3.07M - $3.59M
138K $6.72M
AMGN
Amgen Inc

Healthcare
12.4K
+ 107.71%
$262.28 - $309.85 $3.26M - $3.86M
24K $6.7M
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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