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
FICO
Fair Isaac Corp

Technology
6
+ 1.41%
$1503.62 - $2206.01 $9.02K - $13.2K
431 $787K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
258
+ 1.04%
$48.46 - $50.2 $12.5K - $13K
25.1K $1.25M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
178
+ 1.16%
$23.36 - $24.11 $4.16K - $4.29K
15.6K $371K
GRMN
Garmin LTD

Technology
67
+ 5.02%
$173.63 - $218.07 $11.6K - $14.6K
1.4K $292K
HRL
Hormel Foods Corp

Consumer Defensive
1.03K
+ 2.48%
$29.11 - $31.44 $29.9K - $32.3K
42.5K $1.29M
VNLA
Janus Henderson Short Duration

ETFs
23
+ 0.06%
$48.74 - $49.2 $1.12K - $1.13K
38.8K $1.91M
CMA
Comerica Inc

Financial Services
18
+ 0.44%
$50.42 - $59.65 $908 - $1.07K
4.15K $247K
KIM
Kimco Realty Corp

Real Estate
301
+ 2.18%
$18.7 - $21.69 $5.63K - $6.53K
14.1K $296K
COTY
Coty Inc.

Consumer Defensive
2.4K
+ 23.89%
$4.57 - $5.65 $11K - $13.5K
12.4K $57K
STZ
Constellation Brands, Inc.

Consumer Defensive
255
+ 13.5%
$160.0 - $195.62 $40.8K - $49.9K
2.14K $348K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
301
+ 2.68%
$10.82 - $12.71 $3.26K - $3.83K
11.5K $143K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
62
+ 1.05%
$49.82 - $50.25 $3.09K - $3.12K
5.99K $299K
TLT
Ishares Barclays 20+ Year Trea

ETFs
200
+ 3.19%
$83.97 - $92.85 $16.8K - $18.6K
6.47K $571K
ROP
Roper Technologies Inc

Industrials
26
+ 4.26%
$519.19 - $590.78 $13.5K - $15.4K
637 $361K
Blackrock ETF Trust Ii
98.4K
+ 2118.92%
N/A
103K $0
2023 ETF Series Trust Ii
9.5K
+ 46.75%
N/A
29.8K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
197
+ 0.51%
N/A
38.6K $0
Ge Healthcare Technologies I
201
+ 1.7%
N/A
12K $0
Annaly Capital Management In
13.4K
+ 10.94%
N/A
136K $0
Ge Vernova Inc
486
+ 3.89%
N/A
13K $0
Amplify ETF Tr
3.81K
+ 30.19%
N/A
16.4K $0
Global X Fds
2.88K
+ 34.31%
N/A
11.3K $0
Gorilla Technology Group Inc
635
+ 2.96%
N/A
22.1K $0
Gsk PLC
2.34K
+ 19.92%
N/A
14.1K $0
FSCO
Fs Cr Opportunities Corp Com
3.33K
+ 2.34%
N/A
146K $0
FLQH
Franklin Templeton Libertyq In

ETFs
14
+ 0.07%
N/A
19.3K $0
Blackrock Inc
1.14K
+ 91.99%
N/A
2.37K $0
Arista Networks Inc
10.6K
+ 34.86%
N/A
41.1K $0
CGMU
Capital Group Core Plus Income
7.81K
+ 22.57%
N/A
42.4K $0
HUSV
First Tr ETF Iii Horizon Manag
585
+ 3.87%
N/A
15.7K $0
Fidelity Wise Origin Bitcoin
605
+ 11.19%
N/A
6.01K $0
CGMS
Capital Grp Core Plus Income E
2.68K
+ 8.0%
N/A
36.1K $0
Fidelity Covington Trust
244
+ 1.95%
N/A
12.7K $0
Fidelity Merrimack Str Tr
363
+ 8.43%
N/A
4.67K $0
FMIL
Fidelity Covington Tr New Mill
6
+ 0.09%
N/A
6.79K $0
Capital Group International
4.25K
+ 60.74%
N/A
11.2K $0
Capital Grp Fixed Incm ETF T
53
+ 0.65%
N/A
8.16K $0
Capital Group Dividend Growe
1.86K
+ 13.15%
N/A
16K $0
Brookfield Corp
515
+ 7.45%
N/A
7.42K $0
BFA
Brown Forman Corp Cl A
45
+ 0.54%
N/A
8.35K $0
BFB
Brown Forman Corp Cl B
164
+ 0.51%
N/A
32.3K $0
FTGS
First Tr Exchange Traded Fd Gr
615
+ 6.31%
N/A
10.4K $0
Bunge Global Sa
294
+ 2.5%
N/A
12K $0
Calumet Inc
5.65K
+ 32.03%
N/A
23.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
30K
+ 34.04%
N/A
118K $0
Capital Group Core Balanced
8.55K
+ 61.09%
N/A
22.5K $0
Fidelity Covington Trust
9.14K
+ 53.85%
N/A
26.1K $0
Lam Research Corp
337
+ 2.83%
N/A
12.2K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
1.47K
+ 13.63%
N/A
12.2K $0
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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