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
TIP
Ishares Tr Tips Bd ETF

ETFs
5.24K
+ 17.29%
$107.93 - $110.97 $565K - $581K
35.5K $3.91M
FNDF
Schwab Fundamental Intl Large

ETFs
7.46K
+ 11.87%
$32.25 - $40.02 $241K - $299K
70.3K $2.81M
ACHR
Archer Aviation Inc.

Industrials
41.8K
+ 177.73%
$6.2 - $13.3 $259K - $557K
65.4K $709K
CSX
Csx Corp

Industrials
8.98K
+ 11.75%
$26.69 - $32.91 $240K - $295K
85.4K $2.79M
CDNS
Cadence Design Systems Inc

Technology
1.52K
+ 117.16%
$231.64 - $323.08 $351K - $490K
2.81K $865K
CARR
Carrier Global Corp

Industrials
2.04K
+ 5.19%
$55.55 - $75.83 $113K - $155K
41.3K $3.02M
ADBE
Adobe Inc.

Technology
1.33K
+ 28.62%
$340.0 - $420.68 $452K - $559K
5.97K $2.31M
CGGO
Capital Group Global Growth Eq

ETFs
7.92K
+ 10.64%
$25.31 - $32.17 $201K - $255K
82.4K $2.63M
IWV
Ishares Russell 3000 ETF

ETFs
1.19K
+ 42.56%
$281.67 - $351.0 $335K - $417K
3.98K $1.4M
MMM
3 M CO

Industrials
2.52K
+ 10.8%
$126.09 - $154.15 $317K - $388K
25.8K $3.93M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.87K
+ 12.98%
$65.84 - $80.81 $255K - $313K
33.7K $2.7M
IWS
Ishares Russell Midcap Value E

ETFs
3.69K
+ 167.04%
$110.58 - $132.14 $407K - $487K
5.89K $778K
SNOW
Snowflake Inc.

Technology
644
+ 14.29%
$130.53 - $223.77 $84.1K - $144K
5.15K $1.15M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.58K
+ 14.4%
$57.41 - $74.81 $206K - $268K
28.4K $2.11M
VFH
Vanguard Financial ETF

ETFs
3.16K
+ 30.12%
$104.87 - $127.3 $331K - $402K
13.7K $1.74M
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.42K
+ 103.41%
$89.02 - $104.29 $394K - $461K
8.7K $907K
GPC
Genuine Parts CO

Consumer Cyclical
3.85K
+ 62.6%
$105.54 - $129.09 $406K - $497K
10K $1.21M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.45K
+ 8.46%
$27.3 - $31.8 $231K - $269K
108K $3.45M
C
Citigroup Inc

Financial Services
1.17K
+ 4.37%
$58.13 - $85.12 $67.8K - $99.3K
27.9K $2.37M
FTNT
Fortinet, Inc.

Technology
3.16K
+ 21.64%
$84.71 - $108.69 $267K - $343K
17.7K $1.88M
JCI
Johnson Controls International PLC

Industrials
1.23K
+ 9.17%
$71.14 - $105.62 $87.3K - $130K
14.6K $1.54M
AIQ
Global X Funds Global X Artifi

ETFs
9.64K
+ 168.74%
$31.5 - $43.69 $304K - $421K
15.4K $670K
RYLD
Global X Fds Russell 2000 Cove

ETFs
32.3K
+ 33.72%
$13.37 - $15.25 $432K - $492K
128K $1.91M
NKE
Nike, Inc.

Consumer Cyclical
5.31K
+ 48.16%
$53.27 - $72.04 $283K - $382K
16.3K $1.16M
RDVY
First Trust Rising Dividend Ac

ETFs
1.6K
+ 1.87%
$51.6 - $62.74 $82.4K - $100K
87.1K $5.46M
CCL
Carnival Corp

Consumer Cyclical
611
+ 1.19%
$16.43 - $28.12 $10K - $17.2K
52.1K $1.47M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
3.41K
+ 3.08%
$2.39 - $6.79 $8.14K - $23.1K
114K $774K
F
Ford Motor CO

Consumer Cyclical
14.7K
+ 4.14%
$8.69 - $10.85 $128K - $160K
371K $4.02M
CGUS
Capital Group Core Equity ETF
8.38K
+ 21.05%
$29.93 - $36.93 $251K - $309K
48.2K $1.78M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
40K
+ 24.12%
$6.66 - $8.12 $267K - $325K
206K $1.67M
TM
Toyota Motor Corp

Consumer Cyclical
2.58K
+ 167.62%
$158.63 - $195.39 $410K - $505K
4.12K $710K
ZS
Zscaler, Inc.

Technology
6
+ 0.16%
$174.67 - $315.32 $1.05K - $1.89K
3.77K $1.18M
KMI
Kinder Morgan, Inc.

Energy
11.9K
+ 12.22%
$25.21 - $29.4 $299K - $349K
109K $3.2M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.44K
+ 69.73%
$70.44 - $86.87 $313K - $386K
10.8K $938K
CAH
Cardinal Health Inc

Healthcare
1.08K
+ 13.56%
$125.0 - $168.0 $135K - $181K
9.03K $1.52M
CTVA
Corteva, Inc.

Basic Materials
2.38K
+ 11.24%
$55.52 - $74.53 $132K - $177K
23.5K $1.75M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.56K
+ 37.78%
$89.87 - $92.93 $410K - $424K
16.6K $1.53M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
7.41K
+ 44.67%
$47.29 - $53.34 $350K - $395K
24K $1.26M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.84K
+ 31.08%
$113.67 - $150.4 $210K - $277K
7.78K $1.17M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.6K
+ 20.01%
$19.1 - $23.83 $222K - $276K
69.6K $1.66M
CASY
Caseys General Stores Inc

Consumer Cyclical
561
+ 35.35%
$415.82 - $510.91 $233K - $287K
2.15K $1.1M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4.6K
+ 120.74%
$67.22 - $81.54 $309K - $375K
8.42K $686K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.53K
+ 48.36%
$49.73 - $51.44 $374K - $387K
23.1K $1.19M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.77K
+ 35.19%
$60.61 - $87.72 $168K - $243K
10.7K $904K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.41K
+ 3.06%
$72.61 - $88.75 $102K - $125K
47.4K $4.21M
MCK
Mckesson Corp

Healthcare
236
+ 6.7%
$652.83 - $732.78 $154K - $173K
3.76K $2.76M
RSG
Republic Services, Inc.

Industrials
1.45K
+ 24.22%
$227.2 - $258.07 $329K - $373K
7.42K $1.83M
HPI
John Hancock Preferred Income Fund

Financial Services
26.6K
+ 37.8%
$15.0 - $16.67 $399K - $443K
96.9K $1.55M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.68K
+ 3.18%
$59.24 - $71.39 $99.4K - $120K
54.5K $3.88M
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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