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
IWD
Ishares Russell 1000 Val ETF

ETFs
816
+ 2.26%
$166.82 - $194.23 $136K - $158K
36.9K $7.17M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.07K
+ 1.51%
$49.79 - $50.75 $352K - $359K
474K $24M
ROK
Rockwell Automation, Inc

Industrials
162
+ 3.7%
$218.97 - $332.17 $35.5K - $53.8K
4.54K $1.51M
NVO
Novo Nordisk A S

Healthcare
5.52K
+ 33.92%
$58.08 - $81.05 $320K - $447K
21.8K $1.5M
HNDL
Strategy Shs

ETFs
16.2K
+ 51.47%
$19.2 - $21.66 $311K - $350K
47.6K $1.03M
LOW
Lowes Companies Inc

Consumer Cyclical
3.46K
+ 9.81%
$210.83 - $235.28 $729K - $813K
38.7K $8.58M
SYY
Sysco Corp

Consumer Defensive
4.59K
+ 19.78%
$68.0 - $75.91 $312K - $348K
27.8K $2.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
21
+ 10.4%
$4164.15 - $5789.24 $87.4K - $122K
223 $1.29M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
7.76K
+ 52.4%
$45.3 - $50.64 $352K - $393K
22.6K $1.11M
FXU
First Tr Exchange Traded Fd Ut

ETFs
7.92K
+ 47.24%
$37.86 - $43.29 $300K - $343K
24.7K $1.05M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
27.7K
+ 26.41%
$15.08 - $16.68 $417K - $462K
132K $2.09M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.15K
+ 7.41%
$71.86 - $82.66 $154K - $177K
31.1K $2.57M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5.68K
+ 152.36%
$55.57 - $62.73 $315K - $356K
9.4K $579K
RJF
Raymond James Financial Inc

Financial Services
1.94K
+ 58.36%
$123.65 - $153.88 $240K - $299K
5.26K $807K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
13.5K
+ 25.69%
$24.48 - $24.9 $331K - $337K
66.2K $1.65M
KLAC
Kla Corp

Technology
86
+ 6.97%
$576.53 - $902.94 $49.6K - $77.7K
1.32K $1.18M
PSLV
Sprott Physical Silver Trust

Financial Services
21.8K
+ 19.3%
$9.98 - $12.51 $217K - $272K
135K $1.65M
GM
General Motors CO

Consumer Cyclical
5.52K
+ 18.9%
$42.48 - $50.46 $235K - $279K
34.8K $1.71M
KRE
Spdr S&P Regional Banking ETF

ETFs
5.4K
+ 92.4%
$48.81 - $59.48 $263K - $321K
11.2K $667K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.83K
+ 51.84%
$34.72 - $42.74 $237K - $292K
20K $854K
ADM
Archer Daniels Midland CO

Consumer Defensive
2.62K
+ 6.37%
$41.79 - $54.16 $110K - $142K
43.8K $2.31M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.12K
+ 1.6%
$35.35 - $42.68 $74.9K - $90.4K
134K $5.72M
WM
Waste Management Inc

Industrials
1.83K
+ 5.79%
$216.47 - $242.1 $395K - $442K
33.4K $7.64M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.22K
+ 34.75%
$91.23 - $97.27 $294K - $313K
12.5K $1.22M
WTRG
Essential Utilities, Inc.

Utilities
10.9K
+ 36.12%
$36.92 - $41.39 $402K - $451K
41.1K $1.52M
AEP
American Electric Power CO Inc

Utilities
5.08K
+ 14.3%
$98.59 - $109.11 $501K - $555K
40.6K $4.22M
PHYS
Sprott Physical Gold Trust

Financial Services
9.62K
+ 16.09%
$22.82 - $26.29 $219K - $253K
69.4K $1.76M
CVX
Chevron Corp

Energy
20.6K
+ 18.88%
$133.73 - $168.51 $2.76M - $3.48M
130K $18.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.14K
+ 7.77%
$63.54 - $68.5 $326K - $352K
71.2K $4.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.85K
+ 53.65%
$67.03 - $80.35 $258K - $309K
11K $879K
VLO
Valero Energy Corp

Energy
2.2K
+ 26.27%
$104.69 - $141.77 $230K - $312K
10.6K $1.42M
BEN
Franklin Resources Inc

Financial Services
292
+ 0.44%
$16.66 - $23.85 $4.86K - $6.96K
66K $1.57M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
13.3K
+ 91.18%
$22.54 - $23.17 $301K - $309K
28K $642K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.5K
+ 63.22%
$53.36 - $61.57 $240K - $277K
11.6K $715K
TFC
Truist Financial Corp

Financial Services
4.22K
+ 6.31%
$34.79 - $42.99 $147K - $181K
71K $3.05M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.9K
+ 52.12%
$43.28 - $50.37 $255K - $297K
17.2K $863K
MET
Metlife Inc

Financial Services
3.72K
+ 22.18%
$68.42 - $82.49 $254K - $307K
20.5K $1.65M
BR
Broadridge Financial Solutions, Inc.

Technology
1.22K
+ 88.94%
$217.22 - $246.25 $265K - $301K
2.6K $630K
PLG
Platinum Group Metals LTD

Basic Materials
168K
+ 125.31%
$1.01 - $1.73 $170K - $290K
302K $461K
BST
Black Rock Science & Technology Trust

Financial Services
3.85K
+ 13.47%
$29.62 - $38.3 $114K - $147K
32.5K $1.24M
WHR
Whirlpool Corp

Consumer Cyclical
936
+ 5.29%
$75.71 - $101.42 $70.9K - $94.9K
18.6K $1.89M
JFR
Nuveen Floating Rate Income Fund

Financial Services
34.5K
+ 10.63%
$7.51 - $8.49 $259K - $293K
359K $3.04M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.24K
+ 66.48%
$103.88 - $123.68 $232K - $276K
5.6K $691K
BDX
Becton Dickinson & CO

Healthcare
2.72K
+ 86.33%
$165.15 - $226.42 $450K - $616K
5.88K $1.01M
MUB
Ishares National Muni Bond ETF

ETFs
2.87K
+ 24.21%
$102.31 - $105.8 $293K - $303K
14.7K $1.54M
DHR
Danaher Corp

Healthcare
1.57K
+ 54.86%
$174.64 - $205.16 $274K - $322K
4.43K $874K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.08K
+ 64.22%
$91.62 - $116.16 $190K - $241K
5.31K $617K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.46K
+ 18.75%
$105.23 - $109.61 $258K - $269K
15.5K $1.7M
USB
Us Bancorp \De\

Financial Services
3.27K
+ 7.55%
$36.4 - $45.76 $119K - $149K
46.5K $2.1M
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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