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
VCR
Vanguard Consumer Discretionar

ETFs
1.89K
+ 69.34%
$290.42 - $364.35 $550K - $690K
4.62K $1.68M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.48K
+ 3.11%
$50.39 - $60.05 $226K - $269K
148K $8.91M
GLDM
World Gold Trust

ETFs
11.5K
+ 187.14%
$58.96 - $67.97 $680K - $784K
17.7K $1.16M
NSC
Norfolk Southern Corp

Industrials
2.43K
+ 30.83%
$206.34 - $257.46 $501K - $626K
10.3K $2.64M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
5.93K
New
$105.8 - $131.55 $627K - $779K
5.93K $761K
TXN
Texas Instruments Inc

Technology
3.9K
+ 18.45%
N/A
25K $4.87M
HBAN
Huntington Bancshares Inc

Financial Services
37.1K
+ 48.28%
$12.49 - $16.76 $463K - $621K
114K $1.91M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.91K
+ 19.86%
$74.88 - $91.97 $442K - $543K
35.7K $3.28M
NRG
Nrg Energy, Inc.

Utilities
554
+ 5.49%
$83.61 - $162.67 $46.3K - $90.1K
10.6K $1.71M
SNA
Snap On Inc

Industrials
2.44K
+ 385.78%
$292.36 - $342.2 $714K - $836K
3.08K $956K
JPSE
J P Morgan Diversified Return

ETFs
16.2K
New
$38.2 - $45.49 $618K - $736K
16.2K $736K
XLV
Select Sector Spdr Fund Health

ETFs
12.2K
+ 15.07%
$128.77 - $144.3 $1.57M - $1.76M
93K $12.5M
BHF
Brighthouse Financial, Inc.

Financial Services
13.5K
New
$47.29 - $61.15 $638K - $825K
13.5K $725K
HUBB
Hubbell Inc

Industrials
1.78K
New
$315.94 - $408.41 $561K - $725K
1.78K $724K
VST
Vistra Corp.

Utilities
497
+ 6.05%
$98.07 - $195.04 $48.7K - $96.9K
8.72K $1.69M
ADP
Automatic Data Processing Inc

Industrials
2.22K
+ 21.47%
$276.76 - $326.81 $614K - $725K
12.6K $3.87M
STRL
Sterling Construction CO Inc

Industrials
3.09K
New
$104.96 - $231.51 $324K - $715K
3.09K $712K
PEG
Public Service Enterprise Group Inc

Utilities
7.93K
+ 42.74%
$77.13 - $84.18 $611K - $667K
26.5K $2.23M
IDXX
Idexx Laboratories Inc

Healthcare
440
+ 11.02%
$361.04 - $536.34 $159K - $236K
4.43K $2.38M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.92K
+ 28.6%
$219.76 - $276.94 $421K - $531K
8.62K $2.39M
KKR
Kkr & Co. Inc.

Financial Services
2.07K
+ 8.58%
$92.79 - $134.29 $192K - $278K
26.2K $3.49M
VT
Vanguard Total World Stk Index

ETFs
3.17K
+ 14.2%
$103.16 - $128.52 $327K - $408K
25.5K $3.28M
CMCSA
Comcast Corp

Communication Services
23K
+ 20.65%
$32.84 - $36.72 $756K - $846K
135K $4.8M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
511
+ 1.81%
$40.51 - $71.03 $20.7K - $36.3K
28.8K $2.02M
NBTB
Nbt Bancorp Inc

Financial Services
16.2K
New
$38.62 - $44.8 $626K - $726K
16.2K $673K
HDV
Ishares Core High Dividend ETF

ETFs
6.59K
+ 24.53%
$108.41 - $120.51 $715K - $795K
33.5K $3.92M
ED
Consolidated Edison Inc

Utilities
8.52K
+ 39.88%
$98.05 - $113.3 $836K - $966K
29.9K $3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.5K
+ 15.24%
$45.11 - $52.34 $474K - $550K
79.4K $4.16M
ASML
Asml Holding Nv

Technology
489
+ 28.78%
$595.37 - $815.24 $291K - $399K
2.19K $1.75M
SO
Southern CO

Utilities
6.93K
+ 8.3%
$84.91 - $92.56 $589K - $642K
90.4K $8.3M
AMCR
Amcor PLC

Consumer Cyclical
67.9K
New
$8.57 - $9.81 $582K - $666K
67.9K $624K
NEM
Newmont Corp

Basic Materials
3.6K
+ 8.72%
$44.18 - $59.46 $159K - $214K
44.9K $2.61M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
18.8K
New
$26.69 - $33.44 $500K - $627K
18.8K $616K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
13.1K
New
$45.9 - $48.26 $603K - $634K
13.1K $613K
GLW
Corning Inc

Technology
7.08K
+ 20.95%
$39.07 - $52.59 $276K - $372K
40.9K $2.15M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5.6K
+ 26.46%
$73.0 - $85.5 $409K - $479K
26.8K $2.25M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.88K
+ 20.01%
$59.8 - $60.07 $591K - $594K
59.3K $3.55M
CACI
Caci International Inc

Technology
1.37K
+ 176.55%
N/A
2.15K $917K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.16K
New
$81.46 - $94.63 $502K - $583K
6.16K $583K
SKYY
First Trust Cloud Computing Et

ETFs
4.78K
New
$89.46 - $121.64 $427K - $581K
4.78K $580K
IREN
Iris Energy LTD

Financial Services
39.3K
New
$5.3 - $14.57 $208K - $572K
39.3K $571K
MRVL
Marvell Technology, Inc.

Technology
3.29K
+ 16.67%
$49.38 - $79.97 $163K - $263K
23.1K $1.78M
PHO
Invesco Exchange Traded Fd Tr

ETFs
6.38K
+ 28.92%
$58.13 - $69.92 $371K - $446K
28.4K $1.99M
JBL
Jabil Inc

Technology
1.61K
+ 61.92%
$116.88 - $218.1 $188K - $351K
4.21K $917K
IGV
Ishares Expanded Tech Software

ETFs
3.86K
+ 56.85%
$80.15 - $109.5 $309K - $423K
10.7K $1.17M
INDA
Ishares Msci India Index Fund

ETFs
10K
New
$49.13 - $55.86 $493K - $560K
10K $558K
IDV
Ishares Tr

ETFs
5.25K
+ 4.87%
$27.79 - $34.84 $146K - $183K
113K $3.9M
CLOI
Vaneck ETF Tr

ETFs
10.2K
+ 7.31%
$51.16 - $53.02 $521K - $540K
149K $7.92M
RY
Royal Bank Of Canada

Financial Services
245
+ 0.89%
$108.36 - $131.55 $26.5K - $32.2K
27.8K $3.66M
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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