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
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.44K
+ 69.73%
$70.44 - $86.87 $313K - $386K
10.8K $938K
BHB
Bar Harbor Bankshares

Financial Services
14.3K
New
$27.37 - $31.26 $392K - $448K
14.3K $429K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5.66K
New
$65.1 - $75.98 $368K - $430K
5.66K $429K
CAH
Cardinal Health Inc

Healthcare
1.08K
+ 13.56%
$125.0 - $168.0 $135K - $181K
9.03K $1.52M
CTVA
Corteva, Inc.

Basic Materials
2.38K
+ 11.24%
$55.52 - $74.53 $132K - $177K
23.5K $1.75M
SSB
South State Corp

Financial Services
4.59K
New
$80.59 - $94.67 $370K - $435K
4.59K $422K
COPX
Global X Copper Miners ETF

ETFs
9.32K
New
$31.24 - $45.59 $291K - $425K
9.32K $419K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
7.41K
+ 44.67%
$47.29 - $53.34 $350K - $395K
24K $1.26M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.56K
+ 37.78%
$89.87 - $92.93 $410K - $424K
16.6K $1.53M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
8.31K
New
$49.18 - $50.17 $409K - $417K
8.31K $416K
SYM
Symbotic Inc.

Financial Services
10.6K
New
$17.5 - $38.85 $186K - $414K
10.6K $413K
IBHE
Ishares Ibonds 2025 Term High

ETFs
17.8K
New
$22.98 - $23.27 $408K - $413K
17.8K $412K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.6K
+ 20.01%
$19.1 - $23.83 $222K - $276K
69.6K $1.66M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.76K
New
$205.81 - $234.23 $362K - $412K
1.76K $409K
CASY
Caseys General Stores Inc

Consumer Cyclical
561
+ 35.35%
$415.82 - $510.91 $233K - $287K
2.15K $1.1M
RBLX
Roblox Corp

Communication Services
3.86K
New
$51.22 - $105.59 $197K - $407K
3.86K $405K
CSL
Carlisle Companies Inc

Industrials
1.08K
New
$317.1 - $408.5 $344K - $443K
1.08K $404K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4.6K
+ 120.74%
$67.22 - $81.54 $309K - $375K
8.42K $686K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.53K
+ 48.36%
$49.73 - $51.44 $374K - $387K
23.1K $1.19M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.77K
+ 35.19%
$60.61 - $87.72 $168K - $243K
10.7K $904K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.41K
+ 3.06%
$72.61 - $88.75 $102K - $125K
47.4K $4.21M
FLMI
Franklin Dynamic Municipal Bon

ETFs
15.9K
New
$23.57 - $24.6 $375K - $391K
15.9K $385K
MCK
Mckesson Corp

Healthcare
236
+ 6.7%
$652.83 - $732.78 $154K - $173K
3.76K $2.76M
RSG
Republic Services, Inc.

Industrials
1.45K
+ 24.22%
$227.2 - $258.07 $329K - $373K
7.42K $1.83M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.93K
New
$60.99 - $77.53 $301K - $382K
4.93K $382K
HPI
John Hancock Preferred Income Fund

Financial Services
26.6K
+ 37.8%
$15.0 - $16.67 $399K - $443K
96.9K $1.55M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.68K
+ 3.18%
$59.24 - $71.39 $99.4K - $120K
54.5K $3.88M
IWD
Ishares Russell 1000 Val ETF

ETFs
816
+ 2.26%
$166.82 - $194.23 $136K - $158K
36.9K $7.17M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.07K
+ 1.51%
$49.79 - $50.75 $352K - $359K
474K $24M
ROK
Rockwell Automation, Inc

Industrials
162
+ 3.7%
$218.97 - $332.17 $35.5K - $53.8K
4.54K $1.51M
NVO
Novo Nordisk A S

Healthcare
5.52K
+ 33.92%
$58.08 - $81.05 $320K - $447K
21.8K $1.5M
HNDL
Strategy Shs

ETFs
16.2K
+ 51.47%
$19.2 - $21.66 $311K - $350K
47.6K $1.03M
LOW
Lowes Companies Inc

Consumer Cyclical
3.46K
+ 9.81%
$210.83 - $235.28 $729K - $813K
38.7K $8.58M
SYY
Sysco Corp

Consumer Defensive
4.59K
+ 19.78%
$68.0 - $75.91 $312K - $348K
27.8K $2.1M
DCI
Donaldson CO Inc

Industrials
5.25K
New
$59.18 - $71.02 $311K - $373K
5.25K $363K
BKNG
Booking Holdings Inc.

Consumer Cyclical
21
+ 10.4%
$4164.15 - $5789.24 $87.4K - $122K
223 $1.29M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.76K
+ 52.4%
$45.3 - $50.64 $352K - $393K
22.6K $1.11M
FXU
First Tr Exchange Traded Fd Ut

ETFs
7.92K
+ 47.24%
$37.86 - $43.29 $300K - $343K
24.7K $1.05M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.49K
New
$183.31 - $241.46 $272K - $359K
1.49K $358K
EAT
Brinker International, Inc

Consumer Cyclical
1.97K
New
$128.68 - $181.78 $253K - $357K
1.97K $354K
BOTZ
Global X Fds

ETFs
10.9K
New
$24.51 - $32.65 $266K - $355K
10.9K $354K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11.6K
+ 2251.26%
$87.84 - $1441.89 $1.02M - $16.7M
12.1K $1.09M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
27.7K
+ 26.41%
$15.08 - $16.68 $417K - $462K
132K $2.09M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.15K
+ 7.41%
$71.86 - $82.66 $154K - $177K
31.1K $2.57M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5.68K
+ 152.36%
$55.57 - $62.73 $315K - $356K
9.4K $579K
RJF
Raymond James Financial Inc

Financial Services
1.94K
+ 58.36%
$123.65 - $153.88 $240K - $299K
5.26K $807K
CCI
Crown Castle International Corp

Real Estate
3.36K
New
$94.83 - $107.06 $319K - $360K
3.36K $345K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
13.5K
+ 25.69%
$24.48 - $24.9 $331K - $337K
66.2K $1.65M
KLAC
Kla Corp

Technology
86
+ 6.97%
$576.53 - $902.94 $49.6K - $77.7K
1.32K $1.18M
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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