J.W. Cole Advisors, Inc. Incresed Positions in Q2 2025

J.W. Cole Advisors, Inc.

  • $4.58 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QDPL
Pacer Fds Tr Metaurus Us Large
2.89K
+ 8.53%
$32.46 - $39.77 $93.7K - $115K
36.7K $1.45M
AB
Alliancebernstein Holding L.P.

Financial Services
4.75K
+ 62.68%
$33.0 - $41.77 $157K - $198K
12.3K $503K
BOH
Bank Of Hawaii Corp

Financial Services
3.24K
+ 43.19%
$60.02 - $70.83 $194K - $229K
10.7K $724K
IDU
Ishares Tr U S Utils ETF

ETFs
1.23K
+ 4.82%
$93.98 - $106.11 $115K - $130K
26.6K $2.79M
AOM
Ishares Tr Core Moderate Alloc

ETFs
3.25K
+ 12.48%
$41.55 - $46.04 $135K - $149K
29.3K $1.35M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4K
+ 16.77%
$45.89 - $47.6 $184K - $191K
27.9K $1.33M
VVR
Invesco Senior Income Trust

Financial Services
48.8K
+ 14.12%
$3.31 - $3.8 $162K - $186K
395K $1.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.36K
+ 10.19%
$82.21 - $83.12 $194K - $196K
25.6K $2.12M
FTHI
First Trust Exchange Traded Fd

ETFs
8.01K
+ 51.91%
$19.66 - $22.85 $157K - $183K
23.4K $535K
GUG
Guggenheim Active Allocation Fund

ETFs
11.5K
+ 42.82%
$13.98 - $15.75 $161K - $181K
38.4K $600K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
5.67K
+ 20.05%
$35.86 - $43.98 $203K - $249K
34K $1.44M
LDOS
Leidos Holdings, Inc.

Technology
778
+ 26.17%
$132.9 - $160.3 $103K - $125K
3.75K $591K
ONON
On Holding Ag

Consumer Cyclical
2.1K
+ 21.27%
$37.65 - $60.68 $79.1K - $127K
12K $623K
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.57K
+ 84.02%
$32.62 - $33.58 $182K - $187K
12.2K $409K
BBUS
J P Morgan Exchg Traded Fd

ETFs
919
+ 11.79%
$89.63 - $111.92 $82.4K - $103K
8.72K $975K
UAL
United Airlines Holdings, Inc.

Industrials
1.07K
+ 11.07%
$56.15 - $84.23 $60.3K - $90.5K
10.8K $858K
IFRA
Ishares Tr

ETFs
31
+ 0.07%
$40.97 - $49.19 $1.27K - $1.52K
44.7K $2.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.32K
+ 55.69%
$99.37 - $134.05 $231K - $312K
6.5K $736K
EFX
Equifax Inc

Industrials
596
+ 32.3%
$205.5 - $280.54 $122K - $167K
2.44K $633K
FSK
Fs Kkr Capital Corp

Financial Services
12.6K
+ 3.23%
$17.95 - $21.5 $226K - $271K
402K $8.35M
EQT
Eqt Corp

Energy
1.49K
+ 7.55%
$46.11 - $60.44 $68.7K - $90K
21.2K $1.24M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
28.4K
+ 24.94%
$6.47 - $8.05 $183K - $228K
142K $1.09M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.1K
+ 60.39%
$60.34 - $74.89 $127K - $157K
5.58K $417K
DX
Dynex Capital Inc

Real Estate
15.8K
+ 97.14%
$11.13 - $12.99 $176K - $206K
32.1K $392K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.31K
+ 1.4%
$50.36 - $50.68 $167K - $168K
239K $12.1M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
464
+ 0.29%
$32.99 - $38.56 $15.3K - $17.9K
162K $6.13M
ZTS
Zoetis Inc.

Healthcare
1.33K
+ 35.74%
$144.41 - $170.3 $193K - $227K
5.07K $790K
WWW
Wolverine World Wide Inc

Consumer Cyclical
6.42K
+ 45.69%
$10.07 - $18.79 $64.6K - $121K
20.5K $370K
CVNA
Carvana Co.

Consumer Cyclical
100
+ 9.08%
$162.57 - $345.64 $16.3K - $34.6K
1.2K $404K
DG
Dollar General Corp

Consumer Defensive
769
+ 23.6%
$86.02 - $114.95 $66.1K - $88.4K
4.03K $460K
APO
Apollo Global Management, Inc.

Financial Services
855
+ 8.19%
$108.68 - $145.07 $92.9K - $124K
11.3K $1.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.18K
+ 20.69%
$17.76 - $22.1 $92K - $115K
30.2K $667K
ELV
Elevance Health, Inc.

Healthcare
656
+ 36.42%
$372.27 - $452.69 $244K - $297K
2.46K $955K
OKTA
Okta, Inc.

Technology
1.95K
+ 42.02%
$91.24 - $127.3 $178K - $248K
6.6K $659K
QBTS
D Wave Quantum Inc.

Technology
125
+ 0.52%
$6.22 - $19.04 $778 - $2.38K
24K $352K
FREL
Fidelity Covington Tr Msci Rea

ETFs
6.83K
+ 21.46%
$24.18 - $27.61 $165K - $189K
38.7K $1.05M
ENB
Enbridge Inc

Energy
2.57K
+ 4.88%
$41.09 - $47.16 $106K - $121K
55.2K $2.5M
HEI
Heico Corp

Industrials
359
+ 41.65%
$236.44 - $328.0 $84.9K - $118K
1.22K $400K
ACWI
Ishares Msci Acwi ETF

ETFs
961
+ 25.76%
$103.59 - $128.6 $99.5K - $124K
4.69K $603K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
3.96K
+ 16.75%
$26.82 - $30.48 $106K - $121K
27.6K $841K
TECL
Direxion Daily Technology Bull

ETFs
434
+ 12.28%
$37.33 - $93.58 $16.2K - $40.6K
3.97K $371K
GTO
Invesco Actively Managed ETF T

ETFs
3.5K
+ 13.77%
$45.73 - $47.2 $160K - $165K
28.9K $1.35M
DTM
Dt Midstream, Inc.

Energy
334
+ 3.72%
$87.23 - $109.91 $29.1K - $36.7K
9.32K $1.02M
MBB
Ishares Tr

ETFs
1.66K
+ 13.68%
$91.41 - $94.22 $152K - $156K
13.8K $1.29M
MCHP
Microchip Technology Inc

Technology
342
+ 5.69%
$35.34 - $71.6 $12.1K - $24.5K
6.35K $446K
GUT
Gabelli Utility Trust

Financial Services
20.2K
+ 23.84%
$4.95 - $5.81 $99.8K - $117K
105K $607K
FITB
Fifth Third Bancorp

Financial Services
2.91K
+ 16.17%
$33.32 - $41.51 $96.8K - $121K
20.9K $858K
O
Realty Income Corp

Real Estate
3.41K
+ 3.15%
$52.27 - $58.52 $178K - $199K
112K $6.42M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.4K
+ 20.4%
$20.42 - $25.3 $89.8K - $111K
25.9K $656K
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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