J.W. Cole Advisors, Inc. New Holdings in Q2 2025

J.W. Cole Advisors, Inc.

  • $4.58 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
569K
New
$20.13 - $22.17 $11.5M - $12.6M
569K $12.3M
KORP
American Centy ETF Tr Diversif

ETFs
164K
New
$45.37 - $47.07 $7.45M - $7.73M
164K $7.73M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
252K
New
$22.7 - $23.33 $5.73M - $5.89M
252K $5.89M
IBHG
Ishares Tr Ibonds 2027 Term Hi
188K
New
$21.56 - $22.54 $4.05M - $4.23M
188K $4.23M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
264K
New
$10.73 - $12.54 $2.83M - $3.31M
264K $3.27M
HOOD
Robinhood Markets, Inc.

Technology
32.6K
New
$34.17 - $93.63 $1.11M - $3.05M
32.6K $3.05M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
254K
New
$10.68 - $11.35 $2.72M - $2.89M
254K $2.78M
SPOT
Spotify Technology S.A.

Communication Services
3.35K
New
$503.3 - $775.9 $1.68M - $2.6M
3.35K $2.57M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
48.8K
New
$48.48 - $50.99 $2.37M - $2.49M
48.8K $2.49M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
94.2K
New
$24.94 - $25.42 $2.35M - $2.4M
94.2K $2.4M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
90.3K
New
$21.37 - $22.67 $1.93M - $2.05M
90.3K $2.04M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
13.6K
New
$120.49 - $141.16 $1.64M - $1.92M
13.6K $1.88M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
78.7K
New
$22.4 - $23.8 $1.76M - $1.87M
78.7K $1.87M
IYT
Ishares Tr U.S. Transportation

ETFs
26.9K
New
$55.22 - $68.54 $1.48M - $1.84M
26.9K $1.84M
NBDS
Neuberger Berman ETF Tr Disrup

ETFs
53.3K
New
$23.54 - $34.28 $1.25M - $1.83M
53.3K $1.83M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
74K
New
N/A
74K $1.76M
IAK
Ishares Tr

ETFs
12.8K
New
$122.44 - $138.47 $1.57M - $1.77M
12.8K $1.72M
IBDV
Ishares Tr

Technology
76.8K
New
$21.28 - $21.98 $1.64M - $1.69M
76.8K $1.69M
DFAS
Dimensional ETF Tr U S Small C

ETFs
24K
New
$52.31 - $63.72 $1.26M - $1.53M
24K $1.53M
HMOP
Hartford Fds Exchange Traded T

ETFs
39.7K
New
$37.54 - $38.74 $1.49M - $1.54M
39.7K $1.52M
HYDB
Ishares Tr Edge High Yield Def

ETFs
28.9K
New
$44.64 - $47.48 $1.29M - $1.37M
28.9K $1.37M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
19.5K
New
$50.5 - $71.23 $986K - $1.39M
19.5K $1.32M
JPIB
Jpmorgan International Bond Op

ETFs
26.2K
New
$47.18 - $48.62 $1.24M - $1.27M
26.2K $1.27M
ROST
Ross Stores, Inc.

Consumer Cyclical
9.88K
New
$126.62 - $154.26 $1.25M - $1.52M
9.88K $1.26M
BLOK
Amplify ETF Tr Trnsformational

ETFs
22.1K
New
$32.56 - $57.11 $719K - $1.26M
22.1K $1.26M
FLRN
Spdr Bloomberg Investment Grad

ETFs
38K
New
$30.29 - $30.83 $1.15M - $1.17M
38K $1.17M
SPMD
Spdr Portfolio

ETFs
20.3K
New
$44.89 - $54.38 $911K - $1.1M
20.3K $1.1M
FNDX
Schwab Fundamental U S Large C

ETFs
44.8K
New
$20.84 - $24.54 $934K - $1.1M
44.8K $1.1M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
44.9K
New
$23.96 - $24.27 $1.08M - $1.09M
44.9K $1.09M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
50K
New
$20.23 - $21.04 $1.01M - $1.05M
50K $1.05M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
8.09K
New
$101.91 - $134.83 $825K - $1.09M
8.09K $1.02M
SIL
Global X Silver Miners ETF

ETFs
20.3K
New
$33.97 - $49.02 $690K - $996K
20.3K $978K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
36K
New
$24.31 - $25.29 $876K - $911K
36K $911K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
11.3K
New
$63.36 - $80.23 $713K - $903K
11.3K $903K
CYBR
Cyber Ark Software Ltd.

Technology
2.14K
New
$305.98 - $406.88 $654K - $870K
2.14K $870K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
21.5K
New
$30.25 - $38.85 $650K - $835K
21.5K $833K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
22.1K
New
$35.3 - $37.51 $779K - $827K
22.1K $827K
DFUS
Dimensional ETF Tr U S Equity

ETFs
12.3K
New
$53.65 - $67.02 $659K - $823K
12.3K $823K
IBN
Icici Bank LTD

Financial Services
24.5K
New
$30.16 - $34.39 $738K - $842K
24.5K $823K
IGM
Ishares Expanded Tech Sector E

ETFs
7.13K
New
$79.8 - $112.34 $569K - $801K
7.13K $801K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
5.93K
New
$105.8 - $131.55 $627K - $779K
5.93K $761K
JPSE
J P Morgan Diversified Return

ETFs
16.2K
New
$38.2 - $45.49 $618K - $736K
16.2K $736K
BHF
Brighthouse Financial, Inc.

Financial Services
13.5K
New
$47.29 - $61.15 $638K - $825K
13.5K $725K
HUBB
Hubbell Inc

Industrials
1.78K
New
$315.94 - $408.41 $561K - $725K
1.78K $724K
STRL
Sterling Construction CO Inc

Industrials
3.09K
New
$104.96 - $231.51 $324K - $715K
3.09K $712K
NBTB
Nbt Bancorp Inc

Financial Services
16.2K
New
$38.62 - $44.8 $626K - $726K
16.2K $673K
AMCR
Amcor PLC

Consumer Cyclical
67.9K
New
$8.57 - $9.81 $582K - $666K
67.9K $624K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
18.8K
New
$26.69 - $33.44 $500K - $627K
18.8K $616K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
13.1K
New
$45.9 - $48.26 $603K - $634K
13.1K $613K
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
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email