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
SPLB
Spdr Portfolio Long Term Corpo

ETFs
90.3K
New
$21.37 - $22.67 $1.93M - $2.05M
90.3K $2.04M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
106K
+ 231.78%
$17.99 - $18.99 $1.9M - $2.01M
152K $2.88M
PWR
Quanta Services, Inc.

Industrials
2K
+ 20.39%
$239.47 - $381.26 $479K - $762K
11.8K $4.46M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
42.4K
+ 96.33%
$45.2 - $46.6 $1.91M - $1.97M
86.3K $4M
VXF
Vanguard Extended Market ETF

ETFs
1.87K
+ 2.47%
$150.43 - $192.71 $281K - $360K
77.5K $14.9M
PGR
Progressive Corp

Financial Services
7.26K
+ 216.72%
$255.27 - $288.74 $1.85M - $2.1M
10.6K $2.83M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
13.6K
New
$120.49 - $141.16 $1.64M - $1.92M
13.6K $1.88M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
78.7K
New
$22.4 - $23.8 $1.76M - $1.87M
78.7K $1.87M
IYT
Ishares Tr U.S. Transportation

ETFs
26.9K
New
$55.22 - $68.54 $1.48M - $1.84M
26.9K $1.84M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.71K
+ 66.78%
$272.36 - $339.57 $1.28M - $1.6M
11.8K $4M
NBDS
Neuberger Berman ETF Tr Disrup

ETFs
53.3K
New
$23.54 - $34.28 $1.25M - $1.83M
53.3K $1.83M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.04K
+ 4.63%
$104.34 - $138.68 $318K - $422K
68.8K $9.54M
IVE
Ishares S&P 500 Value ETF

ETFs
7.64K
+ 11.81%
$168.34 - $195.42 $1.29M - $1.49M
72.3K $14.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
26.4K
+ 38.78%
$68.13 - $74.77 $1.8M - $1.97M
94.3K $6.87M
MSTR
Microstrategy Inc

Technology
2.07K
+ 25.25%
$237.95 - $421.61 $492K - $872K
10.3K $4.15M
FCX
Freeport Mcmoran Inc

Basic Materials
38.9K
+ 220.69%
$29.15 - $44.46 $1.13M - $1.73M
56.5K $2.45M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
74K
New
N/A
74K $1.76M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.2K
+ 135.79%
$390.26 - $489.06 $2.03M - $2.54M
9.03K $3.66M
FSTA
Fidelity Covington Tr Msci Con

ETFs
33.9K
+ 76.41%
$47.94 - $52.5 $1.62M - $1.78M
78.2K $4M
IAK
Ishares Tr

ETFs
12.8K
New
$122.44 - $138.47 $1.57M - $1.77M
12.8K $1.72M
SCHW
Schwab Charles Corp

Financial Services
17.5K
+ 204.38%
$69.06 - $91.24 $1.21M - $1.59M
26K $2.37M
IBDV
Ishares Tr

Technology
76.8K
New
$21.28 - $21.98 $1.64M - $1.69M
76.8K $1.69M
IYE
Ishares Tr

ETFs
38.6K
+ 249.84%
$40.36 - $49.67 $1.56M - $1.91M
54K $2.44M
VEU
Vanguard Ftse All World Ex Us

ETFs
22.4K
+ 87.89%
$54.19 - $67.22 $1.22M - $1.51M
48K $3.22M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
16.6K
+ 274.57%
$82.17 - $99.96 $1.36M - $1.66M
22.7K $2.23M
TDIV
First Trust Nasdaq Technology

ETFs
14.3K
+ 62.01%
$64.41 - $90.17 $921K - $1.29M
37.4K $3.37M
IEMG
Ishares Inc

ETFs
31.1K
+ 83.89%
N/A
68.2K $3.66M
MELI
Mercadolibre Inc

Consumer Cyclical
254
+ 17.0%
$1794.73 - $2613.63 $456K - $664K
1.75K $4.57M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.7K
+ 20.43%
$44.68 - $45.96 $1.6M - $1.64M
211K $9.64M
AVUV
American Centy ETF Tr Avantis

ETFs
16.5K
+ 56.37%
$75.17 - $91.21 $1.24M - $1.5M
45.8K $4.17M
APD
Air Products & Chemicals, Inc.

Basic Materials
5.93K
+ 125.19%
$248.61 - $294.96 $1.48M - $1.75M
10.7K $3.01M
BSX
Boston Scientific Corp

Healthcare
14.2K
+ 176.85%
$89.7 - $107.41 $1.27M - $1.53M
22.2K $2.39M
SAP
Sap Se

Technology
5.05K
+ 517.3%
$237.53 - $309.8 $1.2M - $1.57M
6.03K $1.83M
ACN
Accenture PLC

Technology
5.59K
+ 62.12%
$279.23 - $323.21 $1.56M - $1.81M
14.6K $4.36M
AMAT
Applied Materials Inc

Technology
214
+ 0.54%
$126.95 - $183.52 $27.2K - $39.3K
40.1K $7.34M
CCJ
Cameco Corp

Energy
17.9K
+ 282.74%
$36.68 - $74.46 $656K - $1.33M
24.2K $1.8M
IYH
Ishares Tr

ETFs
28K
+ 247.61%
$53.97 - $60.17 $1.51M - $1.69M
39.4K $2.22M
DFAS
Dimensional ETF Tr U S Small C

ETFs
24K
New
$52.31 - $63.72 $1.26M - $1.53M
24K $1.53M
AZO
Autozone Inc

Consumer Cyclical
412
+ 686.67%
$3478.38 - $3880.15 $1.43M - $1.6M
472 $1.75M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
40.3K
+ 142.76%
$29.12 - $35.84 $1.17M - $1.44M
68.5K $2.45M
AMT
American Tower Corp

Real Estate
6.76K
+ 95.4%
$203.96 - $228.19 $1.38M - $1.54M
13.9K $3.06M
HMOP
Hartford Fds Exchange Traded T

ETFs
39.7K
New
$37.54 - $38.74 $1.49M - $1.54M
39.7K $1.52M
ICE
Intercontinental Exchange, Inc.

Financial Services
8.07K
+ 346.74%
$151.62 - $183.47 $1.22M - $1.48M
10.4K $1.91M
QCOM
Qualcomm Inc

Technology
8.46K
+ 36.57%
$124.66 - $159.48 $1.05M - $1.35M
31.6K $5.03M
TRV
Travelers Companies, Inc.

Financial Services
5.41K
+ 94.26%
$233.83 - $276.34 $1.26M - $1.49M
11.1K $2.98M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
17K
+ 153.02%
N/A
28.1K $2.41M
APH
Amphenol Corp

Technology
11.8K
+ 136.27%
$59.09 - $98.75 $697K - $1.17M
20.5K $2.02M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
51K
+ 546.68%
$22.92 - $28.05 $1.17M - $1.43M
60.4K $1.69M
RACE
Ferrari N.V.

Consumer Cyclical
2.87K
+ 444.88%
$397.86 - $499.02 $1.14M - $1.43M
3.51K $1.72M
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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