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
HON
Honeywell International Inc

Industrials
10.9K
+ 42.83%
$182.86 - $232.88 $1.99M - $2.53M
36.3K $8.44M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25.7K
+ 49.51%
$90.56 - $109.49 $2.33M - $2.81M
77.6K $8.48M
LNG
Cheniere Energy, Inc.

Energy
12.3K
+ 231.24%
$197.25 - $244.33 $2.42M - $3M
17.6K $4.28M
HOOD
Robinhood Markets, Inc.

Technology
32.6K
New
$34.17 - $93.63 $1.11M - $3.05M
32.6K $3.05M
COF
Capital One Financial Corp

Financial Services
13.3K
+ 210.32%
$150.57 - $212.76 $2M - $2.83M
19.6K $4.17M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
38.7K
+ 69.08%
$75.05 - $77.34 $2.9M - $2.99M
94.7K $7.32M
EEM
Ishares Msci Emerging Markets

ETFs
56.3K
+ 81.69%
$38.52 - $48.28 $2.17M - $2.72M
125K $6.04M
HWM
Howmet Aerospace Inc.

Industrials
15.2K
+ 475.45%
$112.33 - $186.13 $1.71M - $2.83M
18.4K $3.42M
TT
Trane Technologies PLC

Industrials
4.95K
+ 62.84%
$315.21 - $437.41 $1.56M - $2.17M
12.8K $5.62M
IBM
International Business Machines Corp

Technology
2.72K
+ 5.83%
$221.03 - $294.78 $601K - $802K
49.4K $14.6M
GD
General Dynamics Corp

Industrials
9.64K
+ 180.27%
$247.68 - $291.66 $2.39M - $2.81M
15K $4.37M
PM
Philip Morris International Inc.

Consumer Defensive
3.86K
+ 4.13%
$149.23 - $184.95 $576K - $714K
97.5K $17.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
53K
+ 16.86%
$22.27 - $29.21 $1.18M - $1.55M
368K $10.7M
CEG
Constellation Energy Corp

Utilities
1.78K
+ 9.59%
$170.96 - $322.76 $304K - $574K
20.3K $6.56M
BAC
Bank Of America Corp

Financial Services
30.7K
+ 12.81%
$34.39 - $47.46 $1.05M - $1.46M
270K $12.8M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
254K
New
$10.68 - $11.35 $2.72M - $2.89M
254K $2.78M
TJX
Tjx Companies Inc

Consumer Cyclical
21K
+ 73.14%
$119.13 - $135.03 $2.5M - $2.83M
49.6K $6.13M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.7K
+ 36.46%
$141.37 - $228.57 $948K - $1.53M
25.1K $5.68M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.91K
+ 12.37%
$299.15 - $396.54 $870K - $1.15M
26.4K $10.5M
BA
Boeing CO

Industrials
3.17K
+ 6.35%
$136.59 - $217.51 $433K - $689K
53.1K $11.1M
PPA
Invesco Exchange Traded Fd Tr

ETFs
8.93K
+ 17.24%
$105.2 - $141.69 $939K - $1.27M
60.7K $8.6M
SPOT
Spotify Technology S.A.

Communication Services
3.35K
New
$503.3 - $775.9 $1.68M - $2.6M
3.35K $2.57M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
48.4K
+ 352.17%
$51.68 - $52.76 $2.5M - $2.55M
62.1K $3.28M
VOE
Vanguard Mid Cap Value Index F

ETFs
15.2K
+ 113.23%
$141.87 - $164.49 $2.16M - $2.5M
28.6K $4.71M
UBER
Uber Technologies, Inc

Technology
19.8K
+ 57.71%
$64.62 - $93.3 $1.28M - $1.85M
54.2K $5.06M
UNP
Union Pacific Corp

Industrials
11.8K
+ 32.97%
$208.27 - $238.46 $2.47M - $2.82M
47.7K $11M
IEFA
Ishares Tr

ETFs
21.2K
+ 22.9%
$67.83 - $84.09 $1.44M - $1.78M
114K $9.49M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
48.8K
New
$48.48 - $50.99 $2.37M - $2.49M
48.8K $2.49M
AMD
Advanced Micro Devices Inc

Technology
4.77K
+ 10.63%
$78.21 - $143.81 $373K - $685K
49.6K $7.04M
RTX
Raytheon Technologies Corp

Industrials
9.92K
+ 13.92%
$113.75 - $148.48 $1.13M - $1.47M
81.2K $11.9M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
94.2K
New
$24.94 - $25.42 $2.35M - $2.4M
94.2K $2.4M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
209K
New
$11.19 - $11.84 $2.34M - $2.48M
209K $2.37M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
25K
+ 29.84%
$85.42 - $94.39 $2.14M - $2.36M
109K $10.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.67K
+ 17.56%
$321.63 - $509.31 $538K - $852K
11.2K $5.7M
IYW
Ishares Dj Us Tech ETF

ETFs
3.23K
+ 5.96%
$122.57 - $173.27 $395K - $559K
57.3K $9.94M
CB
Chubb LTD

Financial Services
8.1K
+ 212.54%
$274.32 - $302.46 $2.22M - $2.45M
11.9K $3.45M
SCHV
Schwab Strategic Tr Us Large C

ETFs
82.2K
+ 329.42%
$23.55 - $27.67 $1.93M - $2.27M
107K $2.96M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
33.3K
+ 141.33%
$66.5 - $71.25 $2.22M - $2.37M
56.9K $3.96M
WFC
Wells Fargo & Company

Financial Services
19K
+ 22.78%
$60.98 - $80.12 $1.16M - $1.52M
102K $8.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
29K
+ 97.65%
$55.54 - $69.09 $1.61M - $2.01M
58.8K $4.06M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.61K
+ 88.05%
$216.28 - $284.39 $1.43M - $1.88M
14.1K $4.01M
CAT
Caterpillar Inc

Industrials
2.16K
+ 9.53%
$273.94 - $388.21 $591K - $837K
24.8K $9.62M
BND
Vanguard Bd Index Fd Inc Total

ETFs
28.9K
+ 80.02%
$72.02 - $73.82 $2.08M - $2.13M
65K $4.79M
MCD
Mcdonalds Corp

Consumer Cyclical
9.24K
+ 31.93%
$285.55 - $321.23 $2.64M - $2.97M
38.2K $11.2M
PULS
Pgim ETF Tr

ETFs
41.8K
+ 26.85%
$49.39 - $49.76 $2.06M - $2.08M
198K $9.83M
JPIE
J P Morgan Exchange Traded Fd
44.3K
+ 920.44%
$45.12 - $46.32 $2M - $2.05M
49.1K $2.27M
PANW
Palo Alto Networks Inc

Technology
5.47K
+ 20.05%
$152.44 - $204.64 $834K - $1.12M
32.8K $6.7M
VZ
Verizon Communications Inc

Communication Services
62.9K
+ 19.42%
$41.67 - $45.62 $2.62M - $2.87M
387K $16.7M
AXP
American Express CO

Financial Services
2.63K
+ 10.9%
$231.39 - $318.98 $608K - $838K
26.7K $8.52M
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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