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
ITW
Illinois Tool Works Inc

Industrials
5.84K
+ 106.91%
$218.41 - $252.43 $1.27M - $1.47M
11.3K $2.79M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.2K
+ 13.33%
$152.42 - $182.82 $792K - $950K
44.2K $8.08M
IYF
Ishares Tr

ETFs
11.2K
+ 208.93%
$99.23 - $120.99 $1.11M - $1.36M
16.6K $2.01M
DE
Deere & CO

Industrials
1.95K
+ 18.53%
$412.99 - $531.48 $804K - $1.03M
12.5K $6.33M
SHOP
Shopify Inc.

Technology
4.87K
+ 11.71%
$76.89 - $115.35 $375K - $562K
46.5K $5.36M
VGSH
Vanguard

ETFs
23.5K
+ 95.63%
$58.32 - $58.95 $1.37M - $1.38M
48K $2.82M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
21.1K
+ 46.27%
$41.45 - $54.46 $873K - $1.15M
66.6K $3.47M
FDL
First Tr Morningstar Dividend

ETFs
36.5K
+ 36.55%
$38.19 - $43.19 $1.39M - $1.58M
136K $5.71M
HYDB
Ishares Tr Edge High Yield Def

ETFs
28.9K
New
$44.64 - $47.48 $1.29M - $1.37M
28.9K $1.37M
XLC
Select Sector Spdr Tr Communic

ETFs
12.2K
+ 340.3%
$86.13 - $108.53 $1.05M - $1.33M
15.8K $1.72M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.75K
+ 2.3%
$101.93 - $128.63 $178K - $225K
78K $10M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
14.5K
+ 223.77%
$75.29 - $91.16 $1.09M - $1.32M
21K $1.89M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
13.2K
+ 107.47%
$100.04 - $100.54 $1.32M - $1.33M
25.5K $2.56M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
19.5K
New
$50.5 - $71.23 $986K - $1.39M
19.5K $1.32M
URI
United Rentals, Inc.

Industrials
1.65K
+ 363.08%
$551.94 - $753.4 $912K - $1.24M
2.11K $1.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.6K
+ 31.02%
$45.88 - $54.4 $946K - $1.12M
87.1K $4.74M
PH
Parker Hannifin Corp

Industrials
1.37K
+ 37.29%
$517.23 - $700.54 $709K - $960K
5.05K $3.53M
AGNC
Agnc Investment Corp.

Real Estate
150K
+ 59.25%
$8.12 - $9.49 $1.22M - $1.42M
403K $3.7M
JPIB
Jpmorgan International Bond Op

ETFs
26.2K
New
$47.18 - $48.62 $1.24M - $1.27M
26.2K $1.27M
ROL
Rollins Inc

Consumer Cyclical
17.8K
+ 16.19%
$50.65 - $58.58 $904K - $1.05M
128K $7.22M
BLOK
Amplify ETF Tr Trnsformational

ETFs
22.1K
New
$32.56 - $57.11 $719K - $1.26M
22.1K $1.26M
ROST
Ross Stores, Inc.

Consumer Cyclical
9.88K
New
$126.62 - $154.26 $1.25M - $1.52M
9.88K $1.26M
PVAL
Putnam ETF Tr Putnam Focused L
26.7K
+ 32.48%
$33.6 - $40.23 $898K - $1.08M
109K $4.39M
MA
Mastercard Inc

Financial Services
1.96K
+ 19.9%
$479.92 - $590.74 $941K - $1.16M
11.8K $6.64M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.86K
+ 34.0%
$468.22 - $566.51 $873K - $1.06M
7.35K $4.16M
TMUS
T Mobile Us, Inc.

Communication Services
5.5K
+ 190.37%
$220.99 - $268.54 $1.21M - $1.48M
8.38K $2M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
24.2K
+ 438.5%
$49.98 - $50.26 $1.21M - $1.22M
29.7K $1.49M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.9K
+ 40.3%
$116.93 - $119.39 $1.16M - $1.18M
34.5K $4.1M
KR
Kroger CO

Consumer Defensive
15.9K
+ 105.38%
$64.62 - $74.0 $1.02M - $1.17M
30.9K $2.22M
DVY
Ishares Tr

ETFs
9.37K
+ 27.63%
$118.37 - $134.86 $1.11M - $1.26M
43.3K $5.75M
ABT
Abbott Laboratories

Healthcare
7.86K
+ 22.03%
$123.95 - $138.08 $974K - $1.09M
43.5K $5.92M
FLRN
Spdr Bloomberg Investment Grad

ETFs
38K
New
$30.29 - $30.83 $1.15M - $1.17M
38K $1.17M
JNJ
Johnson & Johnson

Healthcare
17.1K
+ 15.44%
$146.36 - $159.82 $2.51M - $2.74M
128K $19.6M
CMI
Cummins Inc

Industrials
3.34K
+ 96.54%
$267.12 - $336.65 $893K - $1.13M
6.81K $2.23M
CGDV
Capital Group Divid Value ETF

ETFs
15.8K
+ 11.69%
$31.93 - $39.49 $504K - $623K
151K $5.96M
FDIS
Fidelity Covington Tr Msci Con

ETFs
11.3K
+ 143.35%
$75.33 - $94.56 $853K - $1.07M
19.2K $1.81M
MU
Micron Technology Inc

Technology
481
+ 1.64%
$64.72 - $127.91 $31.1K - $61.5K
29.8K $3.67M
MRK
Merck & Co., Inc.

Healthcare
26.6K
+ 28.53%
$73.47 - $87.12 $1.96M - $2.32M
120K $9.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
11.7K
+ 238.26%
$73.7 - $90.98 $865K - $1.07M
16.7K $1.52M
FANG
Diamondback Energy, Inc.

Energy
8.37K
+ 403.76%
$119.25 - $161.49 $998K - $1.35M
10.4K $1.43M
SPMD
Spdr Portfolio

ETFs
20.3K
New
$44.89 - $54.38 $911K - $1.1M
20.3K $1.1M
FNDX
Schwab Fundamental U S Large C

ETFs
44.8K
New
$20.84 - $24.54 $934K - $1.1M
44.8K $1.1M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
727
+ 0.88%
$57.46 - $75.58 $41.8K - $54.9K
83.7K $6.33M
MAIN
Main Street Capital Corp

Financial Services
14.9K
+ 17.52%
$49.15 - $59.32 $731K - $883K
99.8K $5.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
12.1K
+ 12.95%
$30.53 - $40.65 $369K - $492K
106K $4.29M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
44.9K
New
$23.96 - $24.27 $1.08M - $1.09M
44.9K $1.09M
XLRE
Select Sector Spdr Tr Real Est

ETFs
26.4K
+ 225.69%
$37.08 - $42.26 $978K - $1.11M
38K $1.58M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.8K
+ 10.52%
$180.84 - $240.32 $325K - $432K
18.9K $4.54M
VBR
Vanguard Small Cap Value ETF

ETFs
5.04K
+ 44.52%
$162.76 - $195.77 $820K - $986K
16.3K $3.19M
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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