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
RIG
Transocean Ltd.

Energy
33
+ 0.03%
$2.13 - $3.32 $70.3 - $110
97.3K $251K
ERIE
Erie Indemnity CO

Financial Services
2
+ 0.25%
$340.45 - $423.93 $681 - $848
807 $279K
VDE
Vanguard Energy ETF

ETFs
7
+ 0.09%
$105.87 - $130.56 $741 - $914
7.56K $900K
WEC
Wec Energy Group, Inc.

Utilities
372
+ 1.51%
$102.24 - $109.76 $38K - $40.8K
24.9K $2.6M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3.32K
+ 912.64%
$105.72 - $1416.0 $351K - $4.7M
3.69K $411K
PAYX
Paychex Inc

Industrials
431
+ 2.66%
$137.01 - $159.78 $59.1K - $68.9K
16.7K $2.42M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
34
+ 3.53%
$483.07 - $625.6 $16.4K - $21.3K
997 $523K
BRO
Brown & Brown, Inc.

Financial Services
39
+ 0.57%
$104.48 - $124.43 $4.07K - $4.85K
6.83K $757K
WY
Weyerhaeuser CO

Real Estate
1.76K
+ 4.73%
$24.69 - $29.48 $43.4K - $51.8K
38.9K $998K
CPB
Campbell Soup CO

Consumer Defensive
375
+ 1.92%
$30.65 - $39.9 $11.5K - $15K
19.9K $610K
DOW
Dow Inc.

Basic Materials
5.33K
+ 14.21%
$25.81 - $34.89 $138K - $186K
42.8K $1.13M
KHC
Kraft Heinz CO

Consumer Defensive
7.36K
+ 9.27%
$25.61 - $30.81 $188K - $227K
86.7K $2.24M
RPM
Rpm International Inc

Basic Materials
485
+ 1.06%
$96.97 - $117.58 $47K - $57K
46.3K $5.08M
CAG
Conagra Brands Inc.

Consumer Defensive
828
+ 2.2%
$20.4 - $26.78 $16.9K - $22.2K
38.4K $786K
PDI
Pimco Dynamic Income Fund

Financial Services
51.1K
+ 3.58%
$17.02 - $19.87 $870K - $1.02M
1.48M $28.1M
TSN
Tyson Foods, Inc.

Consumer Defensive
278
+ 0.92%
$54.33 - $63.56 $15.1K - $17.7K
30.5K $1.7M
OXLC
Oxford Lane Capital Corp.

Financial Services
22.4K
+ 3.39%
$4.01 - $4.96 $89.7K - $111K
682K $2.87M
BP
Bp PLC

Energy
4.93K
+ 4.75%
$26.11 - $33.81 $129K - $167K
109K $3.25M
SLB
Schlumberger Limited

Energy
675
+ 1.64%
$31.95 - $42.2 $21.6K - $28.5K
41.8K $1.41M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 6.67%
$725400.0 - $809350.0 $725K - $809K
16 $11.7M
LYB
Lyondell Basell Industries N.V.

Basic Materials
18
+ 0.07%
$53.23 - $70.65 $958 - $1.27K
25.5K $1.47M
EPD
Enterprise Products Partners L.P.

Energy
2.53K
+ 1.82%
$28.95 - $34.22 $73.2K - $86.5K
142K $4.39M
TAP
Molson Coors Beverage CO

Consumer Defensive
152
+ 0.48%
$47.24 - $62.46 $7.18K - $9.49K
32K $1.54M
IRT
Independence Realty Trust, Inc.

Real Estate
5.23K
+ 3.62%
$17.41 - $21.38 $91.1K - $112K
150K $2.65M
BMY
Bristol Myers Squibb CO

Healthcare
8.58K
+ 13.87%
$44.12 - $59.6 $379K - $511K
70.4K $3.26M
UNH
Unitedhealth Group Inc

Healthcare
5.82K
+ 42.13%
$274.35 - $599.47 $1.6M - $3.49M
19.6K $6.13M
UPS
United Parcel Service Inc

Industrials
3.52K
+ 1.96%
$91.92 - $110.2 $323K - $387K
183K $18.5M
XOM
Exxon Mobil Corp

Energy
22.1K
+ 6.45%
$99.93 - $119.04 $2.21M - $2.64M
365K $39.4M
COP
Conocophillips

Energy
2K
+ 1.57%
$82.66 - $106.1 $165K - $212K
129K $11.6M
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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