J.W. Cole Advisors, Inc. Incresed Positions in Q3 2025

J.W. Cole Advisors, Inc.

  • $5.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
298
+ 0.15%
$175.16 - $255.24 $52.2K - $76.1K
196K $47.8M
GOOGL
Alphabet Inc.

Communication Services
12.9K
+ 9.56%
$174.36 - $254.72 $2.25M - $3.28M
148K $35.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.85K
+ 1.46%
$546.99 - $602.2 $1.56M - $1.71M
198K $119M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.94K
+ 4.78%
$567.77 - $614.76 $3.94M - $4.27M
152K $93.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
79.7K
+ 1247.66%
$100.37 - $100.74 $8M - $8.03M
86.1K $8.67M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
13.9K
+ 42.99%
$435.72 - $463.74 $6.04M - $6.42M
46.1K $21.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.29K
+ 1.01%
$617.65 - $666.84 $799K - $863K
129K $86M
MSFT
Microsoft Corp

Technology
3.08K
+ 1.2%
$491.09 - $535.64 $1.51M - $1.65M
259K $134M
VUG
Vanguard Growth ETF

ETFs
3.18K
+ 2.7%
$433.97 - $484.08 $1.38M - $1.54M
121K $58M
IVV
Ishares Core S&P 500 ETF

ETFs
958
+ 0.83%
$620.67 - $670.08 $595K - $642K
117K $78.3M
AVGO
Broadcom Inc.

Technology
3.92K
+ 5.43%
$264.74 - $369.57 $1.04M - $1.45M
76.1K $25.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
14.6K
+ 5.07%
$108.97 - $121.65 $1.59M - $1.78M
303K $36.6M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
46.2K
+ 426.71%
$43.07 - $91.37 $1.99M - $4.22M
57K $5.21M
JNJ
Johnson & Johnson

Healthcare
2.77K
+ 2.16%
$155.17 - $185.42 $430K - $513K
131K $24.3M
ORCL
Oracle Corp

Technology
479
+ 0.7%
$218.96 - $328.33 $105K - $157K
68.7K $19.3M
IREN
Iris Energy LTD

Financial Services
68.7K
+ 175.1%
$15.1 - $47.14 $1.04M - $3.24M
108K $4.95M
ABBV
Abb Vie Inc.

Healthcare
446
+ 0.5%
$184.85 - $231.54 $82.4K - $103K
89.1K $20.6M
MP
Mp Materials Corp.

Basic Materials
12.7K
+ 12.95%
$30.03 - $77.13 $380K - $977K
111K $7.41M
GLD
Spdr Gold Trust

ETFs
3.76K
+ 7.7%
$300.96 - $355.47 $1.13M - $1.34M
52.6K $18.7M
GE
General Electric CO

Industrials
3.21K
+ 5.02%
$244.75 - $305.63 $785K - $980K
67.1K $20.2M
VTV
Vanguard Value ETF

ETFs
8.49K
+ 4.08%
$175.51 - $186.57 $1.49M - $1.58M
216K $40.4M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
263K
+ 125.91%
$11.06 - $12.41 $2.91M - $3.27M
472K $5.86M
VTI
Vanguard Total Stock Market Et

ETFs
945
+ 0.79%
$303.93 - $329.86 $287K - $312K
121K $39.7M
DGRO
Ishares Core Dividend Growth E

ETFs
4.73K
+ 0.68%
$64.12 - $68.08 $303K - $322K
703K $47.9M
JPM
Jpmorgan Chase & CO

Financial Services
417
+ 0.35%
$282.78 - $316.06 $118K - $132K
121K $38.1M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
14.9K
+ 3.91%
$54.29 - $60.6 $810K - $904K
397K $24M
VO
Vanguard Mid Cap ETF

ETFs
8.25K
+ 15.33%
$279.83 - $293.74 $2.31M - $2.42M
62.1K $18.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.47K
+ 25.78%
$224.68 - $282.71 $1.45M - $1.83M
31.6K $8.81M
SCHX
Schwab Strategic Tr Us Large C

ETFs
104K
+ 67.01%
$24.46 - $26.5 $2.55M - $2.76M
260K $6.84M
PDI
Pimco Dynamic Income Fund

Financial Services
89.5K
+ 6.05%
$18.85 - $20.07 $1.69M - $1.8M
1.57M $31.1M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
9.05K
+ 3.42%
$66.7 - $76.76 $604K - $695K
274K $20.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
47K
+ 342.42%
$54.35 - $59.32 $2.55M - $2.79M
60.7K $3.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
56.5K
+ 15.35%
$28.92 - $32.19 $1.63M - $1.82M
424K $13.5M
COPX
Global X Copper Miners ETF

ETFs
43.2K
+ 464.27%
$42.75 - $59.81 $1.85M - $2.59M
52.6K $3.14M
VEA
Vanguard Ftse Developed Market

ETFs
10.1K
+ 1.48%
$56.02 - $60.3 $566K - $609K
692K $41.5M
IWM
Ishares Russell 2000 ETF

ETFs
1.93K
+ 2.4%
$214.92 - $244.84 $414K - $472K
82.1K $19.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11.5K
+ 17.23%
$50.79 - $76.4 $582K - $876K
78K $5.96M
GLW
Corning Inc

Technology
14.4K
+ 35.17%
$51.6 - $82.03 $741K - $1.18M
55.2K $4.53M
VGT
Vanguard Information Technolog

ETFs
356
+ 1.4%
$656.44 - $753.15 $234K - $268K
25.7K $19.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
19.6K
+ 161.65%
$89.32 - $107.82 $1.75M - $2.11M
31.7K $3.42M
AIQ
Global X Funds Global X Artifi

ETFs
43.5K
+ 283.04%
$43.2 - $49.66 $1.88M - $2.16M
58.8K $2.9M
MDT
Medtronic PLC

Healthcare
21.1K
+ 82.93%
$87.67 - $95.74 $1.85M - $2.02M
46.5K $4.43M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
14.7K
+ 6.02%
$47.75 - $54.24 $703K - $798K
259K $13.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
41.2K
+ 8.7%
$50.53 - $50.82 $2.08M - $2.09M
515K $26.1M
EEM
Ishares Msci Emerging Markets

ETFs
26.6K
+ 21.24%
$48.07 - $53.4 $1.28M - $1.42M
152K $8.11M
MRVL
Marvell Technology, Inc.

Technology
22.5K
+ 97.6%
$62.31 - $84.07 $1.4M - $1.89M
45.5K $3.83M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.2K
+ 5.29%
$49.43 - $54.52 $704K - $776K
283K $15.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
21.9K
+ 34.3%
$91.44 - $91.77 $2.01M - $2.01M
85.9K $7.88M
NOC
Northrop Grumman Corp

Industrials
1.74K
+ 20.67%
$498.9 - $609.32 $869K - $1.06M
10.2K $6.19M
Activity Summary
Buys All Purchases 968 New Holdings 142 Increased Positions 826 Sells All Sells 522 Reductions 522 Sold out 0 Options Calls 0 Puts 0
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