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
JPRE
J P Morgan Exchange Traded Fd

ETFs
1
+ 0.02%
$42.75 - $48.79 $42.8 - $48.8
4.7K $223K
MGEE
Mge Energy Inc

Utilities
110
+ 3.74%
$86.85 - $93.48 $9.55K - $10.3K
3.06K $270K
AWK
American Water Works Company, Inc.

Utilities
282
+ 5.48%
$133.82 - $151.96 $37.7K - $42.9K
5.43K $755K
AIZ
Assurant, Inc.

Financial Services
49
+ 3.81%
$179.73 - $211.56 $8.81K - $10.4K
1.34K $263K
IXC
Ishares Tr Global Energy ETF

ETFs
370
+ 4.9%
$34.69 - $42.32 $12.8K - $15.7K
7.92K $311K
JRS
Nuveen Real Estate Income Fund

Financial Services
68
+ 0.49%
$6.92 - $8.3 $471 - $564
14.1K $109K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
158
+ 0.9%
$9.57 - $10.35 $1.51K - $1.64K
17.7K $175K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
1.32K
+ 9.95%
$12.07 - $14.61 $15.9K - $19.2K
14.5K $186K
BCE
Bce Inc

Communication Services
127
+ 0.87%
$20.87 - $22.95 $2.65K - $2.91K
14.7K $326K
MPLX
Mplx LP

Energy
396
+ 2.84%
$46.68 - $53.89 $18.5K - $21.3K
14.4K $739K
K
Kellogg CO

Consumer Defensive
150
+ 2.15%
$77.85 - $82.88 $11.7K - $12.4K
7.13K $566K
SJM
J M Smucker CO

Consumer Defensive
2.52K
+ 19.87%
$94.41 - $118.52 $238K - $299K
15.2K $1.49M
NOTE
Fiscal Note Holdings, Inc.

Technology
350
+ 0.86%
$0.48 - $0.79 $168 - $277
41.1K $22K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
642
+ 1.49%
$42.44 - $49.08 $27.2K - $31.5K
43.7K $2.09M
SBUX
Starbucks Corp

Consumer Cyclical
1.87K
+ 6.62%
$79.69 - $99.41 $149K - $186K
30.1K $2.76M
DOCU
Docusign, Inc.

Technology
254
+ 2.87%
$70.35 - $93.84 $17.9K - $23.8K
9.11K $709K
SPG
Simon Property Group Inc

Real Estate
100
+ 1.86%
$140.37 - $171.44 $14K - $17.1K
5.49K $882K
ALC
Alcon Inc

Healthcare
46
+ 1.79%
$82.88 - $98.3 $3.81K - $4.52K
2.61K $230K
DEO
Diageo PLC

Consumer Defensive
42
+ 0.92%
$99.86 - $115.75 $4.19K - $4.86K
4.59K $463K
ARLP
Alliance Resource Partners LP

Energy
675
+ 2.42%
$24.67 - $27.45 $16.7K - $18.5K
28.6K $747K
AROC
Archrock, Inc.

Energy
80
+ 0.7%
$21.0 - $27.11 $1.68K - $2.17K
11.5K $286K
CTRA
Coterra Energy Inc.

Energy
1.47K
+ 10.13%
$22.6 - $29.07 $33.3K - $42.8K
16K $406K
ADC
Agree Realty Corp

Real Estate
59
+ 1.28%
$70.68 - $79.12 $4.17K - $4.67K
4.68K $341K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.49K
+ 7.69%
$55.13 - $75.25 $82.1K - $112K
20.9K $1.43M
OKE
Oneok Inc

Energy
4.13K
+ 20.6%
$78.71 - $100.37 $325K - $415K
24.2K $1.97M
MAA
Mid America Apartment Communities Inc.

Real Estate
230
+ 8.65%
$145.91 - $168.0 $33.6K - $38.6K
2.89K $427K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
161
+ 2.12%
$23.94 - $30.54 $3.85K - $4.92K
7.77K $211K
EOG
Eog Resources Inc

Energy
40
+ 1.16%
$104.61 - $129.97 $4.18K - $5.2K
3.48K $416K
HPQ
Hp Inc

Technology
2.36K
+ 9.19%
$21.88 - $29.32 $51.6K - $69.1K
28K $684K
NWE
Northwestern Corp

Utilities
47
+ 1.11%
$50.8 - $59.51 $2.39K - $2.8K
4.29K $219K
AZN
Astrazeneca PLC

Healthcare
663
+ 3.26%
$64.87 - $75.0 $43K - $49.7K
21K $1.47M
FDX
Fedex Corp

Industrials
251
+ 4.76%
$198.07 - $245.17 $49.7K - $61.5K
5.53K $1.26M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
481
+ 14.04%
$90.21 - $112.66 $43.4K - $54.2K
3.91K $356K
HES
Hess Corp

Energy
15
+ 0.92%
$126.32 - $161.29 $1.89K - $2.42K
1.64K $227K
SNY
Sanofi

Healthcare
78
+ 1.51%
$47.62 - $55.44 $3.71K - $4.32K
5.24K $253K
CQP
Cheniere Energy Partners, L.P.

Energy
25
+ 0.69%
$54.61 - $68.04 $1.37K - $1.7K
3.66K $205K
SWK
Stanley Black & Decker, Inc.

Industrials
11
+ 0.28%
$55.86 - $76.98 $614 - $847
3.88K $262K
EGP
Eastgroup Properties Inc

Real Estate
4
+ 0.1%
$145.28 - $176.09 $581 - $704
4.04K $675K
AON
Aon PLC

Financial Services
40
+ 3.32%
$335.85 - $398.81 $13.4K - $16K
1.24K $443K
MKC
Mccormick & CO Inc

Consumer Defensive
653
+ 4.88%
$71.11 - $82.25 $46.4K - $53.7K
14K $1.06M
FLO
Flowers Foods Inc

Consumer Defensive
183
+ 1.36%
$15.86 - $19.21 $2.9K - $3.52K
13.7K $218K
PPC
Pilgrims Pride Corp

Consumer Defensive
1.14K
+ 12.17%
$44.55 - $56.26 $50.7K - $64K
10.5K $471K
BAX
Baxter International Inc

Healthcare
408
+ 3.16%
$27.8 - $34.02 $11.3K - $13.9K
13.3K $402K
IEO
Ishares Tr

ETFs
12
+ 0.18%
$74.87 - $95.92 $898 - $1.15K
6.65K $589K
BKR
Baker Hughes CO

Energy
205
+ 2.4%
$35.0 - $44.92 $7.18K - $9.21K
8.75K $335K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2.17K
+ 1.38%
$13.96 - $16.51 $30.2K - $35.8K
160K $2.6M
WFG
West Fraser Timber Co., LTD

Basic Materials
240
+ 1.25%
$70.53 - $78.77 $16.9K - $18.9K
19.4K $1.42M
THW
Tekla World Healthcare Fund

Financial Services
8.23K
+ 7.53%
$10.05 - $11.31 $82.7K - $93K
118K $1.21M
HUN
Huntsman Corp

Basic Materials
670
+ 5.94%
$10.28 - $15.52 $6.89K - $10.4K
12K $124K
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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