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
FCX
Freeport Mcmoran Inc

Basic Materials
38.9K
+ 220.69%
$29.15 - $44.46 $1.13M - $1.73M
56.5K $2.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.2K
+ 135.79%
$390.26 - $489.06 $2.03M - $2.54M
9.03K $3.66M
FSTA
Fidelity Covington Tr Msci Con

ETFs
33.9K
+ 76.41%
$47.94 - $52.5 $1.62M - $1.78M
78.2K $4M
SCHW
Schwab Charles Corp

Financial Services
17.5K
+ 204.38%
$69.06 - $91.24 $1.21M - $1.59M
26K $2.37M
IYE
Ishares Tr

ETFs
38.6K
+ 249.84%
$40.36 - $49.67 $1.56M - $1.91M
54K $2.44M
VEU
Vanguard Ftse All World Ex Us

ETFs
22.4K
+ 87.89%
$54.19 - $67.22 $1.22M - $1.51M
48K $3.22M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
16.6K
+ 274.57%
$82.17 - $99.96 $1.36M - $1.66M
22.7K $2.23M
TDIV
First Trust Nasdaq Technology

ETFs
14.3K
+ 62.01%
$64.41 - $90.17 $921K - $1.29M
37.4K $3.37M
IEMG
Ishares Inc

ETFs
31.1K
+ 83.89%
N/A
68.2K $3.66M
MELI
Mercadolibre Inc

Consumer Cyclical
254
+ 17.0%
$1794.73 - $2613.63 $456K - $664K
1.75K $4.57M
AVUV
American Centy ETF Tr Avantis

ETFs
16.5K
+ 56.37%
$75.17 - $91.21 $1.24M - $1.5M
45.8K $4.17M
APD
Air Products & Chemicals, Inc.

Basic Materials
5.93K
+ 125.19%
$248.61 - $294.96 $1.48M - $1.75M
10.7K $3.01M
BSX
Boston Scientific Corp

Healthcare
14.2K
+ 176.85%
$89.7 - $107.41 $1.27M - $1.53M
22.2K $2.39M
SAP
Sap Se

Technology
5.05K
+ 517.3%
$237.53 - $309.8 $1.2M - $1.57M
6.03K $1.83M
ACN
Accenture PLC

Technology
5.59K
+ 62.12%
$279.23 - $323.21 $1.56M - $1.81M
14.6K $4.36M
AMAT
Applied Materials Inc

Technology
214
+ 0.54%
$126.95 - $183.52 $27.2K - $39.3K
40.1K $7.34M
CCJ
Cameco Corp

Energy
17.9K
+ 282.74%
$36.68 - $74.46 $656K - $1.33M
24.2K $1.8M
IYH
Ishares Tr

ETFs
28K
+ 247.61%
$53.97 - $60.17 $1.51M - $1.69M
39.4K $2.22M
AZO
Autozone Inc

Consumer Cyclical
412
+ 686.67%
$3478.38 - $3880.15 $1.43M - $1.6M
472 $1.75M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
40.3K
+ 142.76%
$29.12 - $35.84 $1.17M - $1.44M
68.5K $2.45M
AMT
American Tower Corp

Real Estate
6.76K
+ 95.4%
$203.96 - $228.19 $1.38M - $1.54M
13.9K $3.06M
ICE
Intercontinental Exchange, Inc.

Financial Services
8.07K
+ 346.74%
$151.62 - $183.47 $1.22M - $1.48M
10.4K $1.91M
QCOM
Qualcomm Inc

Technology
8.46K
+ 36.57%
$124.66 - $159.48 $1.05M - $1.35M
31.6K $5.03M
TRV
Travelers Companies, Inc.

Financial Services
5.41K
+ 94.26%
$233.83 - $276.34 $1.26M - $1.49M
11.1K $2.98M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
17K
+ 153.02%
N/A
28.1K $2.41M
APH
Amphenol Corp

Technology
11.8K
+ 136.27%
$59.09 - $98.75 $697K - $1.17M
20.5K $2.02M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
51K
+ 546.68%
$22.92 - $28.05 $1.17M - $1.43M
60.4K $1.69M
RACE
Ferrari N.V.

Consumer Cyclical
2.87K
+ 444.88%
$397.86 - $499.02 $1.14M - $1.43M
3.51K $1.72M
ITW
Illinois Tool Works Inc

Industrials
5.84K
+ 106.91%
$218.41 - $252.43 $1.27M - $1.47M
11.3K $2.79M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.2K
+ 13.33%
$152.42 - $182.82 $792K - $950K
44.2K $8.08M
IYF
Ishares Tr

ETFs
11.2K
+ 208.93%
$99.23 - $120.99 $1.11M - $1.36M
16.6K $2.01M
DE
Deere & CO

Industrials
1.95K
+ 18.53%
$412.99 - $531.48 $804K - $1.03M
12.5K $6.33M
SHOP
Shopify Inc.

Technology
4.87K
+ 11.71%
$76.89 - $115.35 $375K - $562K
46.5K $5.36M
VGSH
Vanguard

ETFs
23.5K
+ 95.63%
$58.32 - $58.95 $1.37M - $1.38M
48K $2.82M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
21.1K
+ 46.27%
$41.45 - $54.46 $873K - $1.15M
66.6K $3.47M
XLC
Select Sector Spdr Tr Communic

ETFs
12.2K
+ 340.3%
$86.13 - $108.53 $1.05M - $1.33M
15.8K $1.72M
FDL
First Tr Morningstar Dividend

ETFs
36.5K
+ 36.55%
$38.19 - $43.19 $1.39M - $1.58M
136K $5.71M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.54K
+ 18.66%
$177.93 - $313.14 $274K - $482K
9.79K $3.07M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.75K
+ 2.3%
$101.93 - $128.63 $178K - $225K
78K $10M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
14.5K
+ 223.77%
$75.29 - $91.16 $1.09M - $1.32M
21K $1.89M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
13.2K
+ 107.47%
$100.04 - $100.54 $1.32M - $1.33M
25.5K $2.56M
URI
United Rentals, Inc.

Industrials
1.65K
+ 363.08%
$551.94 - $753.4 $912K - $1.24M
2.11K $1.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.6K
+ 31.02%
$45.88 - $54.4 $946K - $1.12M
87.1K $4.74M
PH
Parker Hannifin Corp

Industrials
1.37K
+ 37.29%
$517.23 - $700.54 $709K - $960K
5.05K $3.53M
AGNC
Agnc Investment Corp.

Real Estate
150K
+ 59.25%
$8.12 - $9.49 $1.22M - $1.42M
403K $3.7M
ROL
Rollins Inc

Consumer Cyclical
17.8K
+ 16.19%
$50.65 - $58.58 $904K - $1.05M
128K $7.22M
PVAL
Putnam ETF Tr Putnam Focused L
26.7K
+ 32.48%
$33.6 - $40.23 $898K - $1.08M
109K $4.39M
MA
Mastercard Inc

Financial Services
1.96K
+ 19.9%
$479.92 - $590.74 $941K - $1.16M
11.8K $6.64M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.86K
+ 34.0%
$468.22 - $566.51 $873K - $1.06M
7.35K $4.16M
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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