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
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.34K
+ 24.28%
$38.18 - $45.52 $127K - $152K
17.1K $746K
ES
Eversource Energy

Utilities
2.12K
+ 19.71%
$54.25 - $65.89 $115K - $139K
12.9K $817K
AINV
Apollo Investment Corp

Financial Services
13.5K
+ 12.8%
N/A
119K $1.33M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
11.6K
+ 6.15%
$7.0 - $8.06 $80.9K - $93.1K
200K $1.61M
DLR
Digital Realty Trust, Inc.

Real Estate
463
+ 21.42%
$136.11 - $177.69 $63K - $82.3K
2.63K $457K
NVS
Novartis Ag

Healthcare
395
+ 3.82%
$101.96 - $121.01 $40.3K - $47.8K
10.7K $1.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
569
+ 10.24%
$105.69 - $140.64 $60.1K - $80K
6.12K $810K
YUM
Yum Brands Inc

Consumer Cyclical
1.54K
+ 17.28%
$138.36 - $161.45 $213K - $248K
10.4K $1.55M
ICVT
Ishares Tr Convertible Bond Et

ETFs
286
+ 1.55%
$78.98 - $90.1 $22.6K - $25.8K
18.7K $1.69M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.05K
+ 11.88%
$45.12 - $46.23 $138K - $141K
28.8K $1.33M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.36K
+ 11.03%
$43.53 - $54.46 $59.4K - $74.3K
13.7K $747K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
476
+ 3.96%
$57.14 - $72.68 $27.2K - $34.6K
12.5K $907K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.88K
+ 43.96%
$32.66 - $40.75 $93.9K - $117K
9.42K $381K
FDRR
Fidelity Covington Tr Divid Et

ETFs
2.22K
+ 42.37%
$43.98 - $54.23 $97.4K - $120K
7.44K $403K
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
3.66K
+ 11.83%
N/A
34.5K $1.32M
EVRG
Evergy, Inc.

Utilities
1.98K
+ 9.54%
$64.06 - $69.64 $127K - $138K
22.8K $1.57M
PRN
Invesco Dwa Industrials Moment

ETFs
268
+ 5.63%
$122.83 - $157.05 $32.9K - $42.1K
5.03K $789K
INTC
Intel Corp

Technology
7.14K
+ 8.76%
$18.13 - $22.69 $129K - $162K
88.6K $1.99M
PECO
Phillips Edison & Company, Inc.

Real Estate
11.8K
+ 6.12%
$33.53 - $37.33 $397K - $442K
205K $7.19M
EBAY
Ebay Inc

Consumer Cyclical
1.01K
+ 11.78%
$59.52 - $79.36 $60.1K - $80.1K
9.58K $713K
IYY
Ishares Tr

ETFs
313
+ 5.41%
$120.9 - $150.87 $37.8K - $47.2K
6.1K $919K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.49K
+ 58.63%
$50.09 - $51.09 $125K - $127K
6.73K $344K
AVEM
American Centy ETF Tr Avantis

ETFs
1.31K
+ 25.8%
$53.08 - $68.54 $69.4K - $89.7K
6.38K $437K
HUM
Humana Inc

Healthcare
676
+ 41.37%
$224.93 - $295.04 $152K - $199K
2.31K $564K
RF
Regions Financial Corp

Financial Services
2.73K
+ 7.32%
$18.34 - $23.52 $50K - $64.1K
40K $940K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
6.43K
+ 4.5%
$20.01 - $20.15 $129K - $130K
149K $3M
ISSC
Innovative Solutions & Support Inc

Industrials
1.7K
+ 12.45%
$5.6 - $14.27 $9.52K - $24.3K
15.4K $213K
XLB
Select Sector Spdr Fd Material

ETFs
1.15K
+ 7.93%
$74.27 - $88.92 $85.7K - $103K
15.7K $1.38M
SYLD
Cambria Shareholder Yld ETF

ETFs
1.6K
+ 8.28%
$55.35 - $65.57 $88.3K - $105K
20.9K $1.36M
TD
Toronto Dominion Bank

Financial Services
762
+ 14.53%
$55.71 - $73.45 $42.5K - $56K
6.01K $441K
GILD
Gilead Sciences, Inc.

Healthcare
1.35K
+ 6.23%
$96.91 - $113.0 $131K - $153K
23.1K $2.56M
KIO
Kkr Income Opportunities Fund

Financial Services
8.12K
+ 10.29%
$10.99 - $12.56 $89.3K - $102K
87.1K $1.09M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.44K
+ 38.4%
$66.87 - $79.47 $96K - $114K
5.18K $411K
USFD
Us Foods Holding Corp.

Consumer Defensive
440
+ 5.9%
$60.47 - $79.12 $26.6K - $34.8K
7.9K $608K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
69
+ 0.77%
$144.63 - $179.53 $9.98K - $12.4K
9.07K $1.49M
TROW
Price T Rowe Group Inc

Financial Services
1.01K
+ 22.06%
$80.27 - $98.06 $80.9K - $98.8K
5.58K $538K
TGT
Target Corp

Consumer Defensive
2.17K
+ 12.87%
$88.76 - $105.77 $193K - $230K
19.1K $1.88M
IGR
Cbre Global Real Estate Income Fund

Financial Services
11.8K
+ 2.81%
$4.33 - $5.29 $51K - $62.3K
432K $2.28M
CVS
Cvs Health Corp

Healthcare
1.27K
+ 5.44%
$60.04 - $70.18 $76K - $88.8K
24.6K $1.69M
DOX
Amdocs LTD

Technology
1.29K
+ 18.52%
$80.46 - $94.08 $104K - $121K
8.26K $753K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
870
+ 7.89%
$49.48 - $61.22 $43K - $53.3K
11.9K $725K
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.74K
+ 23.26%
$29.82 - $30.19 $112K - $113K
19.8K $598K
XSMO
Invesco S&P Smallcap Momentum

ETFs
996
+ 11.54%
$55.15 - $68.11 $54.9K - $67.8K
9.63K $654K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
31
+ 0.22%
$86.05 - $107.7 $2.67K - $3.34K
14.1K $1.52M
D
Dominion Energy, Inc

Utilities
1.77K
+ 6.4%
$49.66 - $58.0 $88K - $103K
29.5K $1.67M
SCHC
Schwab Strategic Tr Intl Small

ETFs
600
+ 4.68%
$32.41 - $42.59 $19.4K - $25.6K
13.4K $571K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
8.37K
+ 7.75%
$11.0 - $12.41 $92.1K - $104K
116K $1.45M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
98
+ 1.19%
$74.67 - $97.29 $7.32K - $9.53K
8.3K $807K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
540
+ 1.5%
$69.8 - $85.28 $37.7K - $46.1K
36.5K $3.03M
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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