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
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.16K
New
$81.46 - $94.63 $502K - $583K
6.16K $583K
SKYY
First Trust Cloud Computing Et

ETFs
4.78K
New
$89.46 - $121.64 $427K - $581K
4.78K $580K
IREN
Iris Energy LTD

Financial Services
39.3K
New
$5.3 - $14.57 $208K - $572K
39.3K $571K
INDA
Ishares Msci India Index Fund

ETFs
10K
New
$49.13 - $55.86 $493K - $560K
10K $558K
DFIC
Dimensional ETF Tr Dimensional

ETFs
17.3K
New
$24.94 - $31.15 $432K - $539K
17.3K $538K
FQAL
Fidelity Covington Tr Quality

ETFs
7.74K
New
$57.29 - $69.63 $443K - $539K
7.74K $538K
QPFF
American Centy ETF Tr Quality
14.8K
New
$33.63 - $35.38 $496K - $522K
14.8K $521K
RING
Ishares Inc Msci Global Gold M

ETFs
11.8K
New
$34.72 - $45.62 $411K - $540K
11.8K $518K
VSEC
Vse Corp

Industrials
3.89K
New
$103.15 - $140.55 $401K - $546K
3.89K $509K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
10.8K
New
$27.82 - $46.45 $301K - $503K
10.8K $502K
IWX
Ishares Tr Russell 200 Value E

ETFs
5.82K
New
$73.26 - $84.19 $426K - $490K
5.82K $489K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
22K
New
$19.33 - $22.25 $425K - $489K
22K $488K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.44K
New
$101.69 - $139.02 $349K - $478K
3.44K $477K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
6.4K
New
$61.08 - $74.04 $391K - $474K
6.4K $474K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
9.32K
New
$42.56 - $50.32 $397K - $469K
9.32K $468K
BHB
Bar Harbor Bankshares

Financial Services
14.3K
New
$27.37 - $31.26 $392K - $448K
14.3K $429K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5.66K
New
$65.1 - $75.98 $368K - $430K
5.66K $429K
SSB
South State Corp

Financial Services
4.59K
New
$80.59 - $94.67 $370K - $435K
4.59K $422K
COPX
Global X Copper Miners ETF

ETFs
9.32K
New
$31.24 - $45.59 $291K - $425K
9.32K $419K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
8.31K
New
$49.18 - $50.17 $409K - $417K
8.31K $416K
SYM
Symbotic Inc.

Financial Services
10.6K
New
$17.5 - $38.85 $186K - $414K
10.6K $413K
IBHE
Ishares Ibonds 2025 Term High

ETFs
17.8K
New
$22.98 - $23.27 $408K - $413K
17.8K $412K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.76K
New
$205.81 - $234.23 $362K - $412K
1.76K $409K
RBLX
Roblox Corp

Communication Services
3.86K
New
$51.22 - $105.59 $197K - $407K
3.86K $405K
CSL
Carlisle Companies Inc

Industrials
1.08K
New
$317.1 - $408.5 $344K - $443K
1.08K $404K
FLMI
Franklin Dynamic Municipal Bon

ETFs
15.9K
New
$23.57 - $24.6 $375K - $391K
15.9K $385K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.93K
New
$60.99 - $77.53 $301K - $382K
4.93K $382K
DCI
Donaldson CO Inc

Industrials
5.25K
New
$59.18 - $71.02 $311K - $373K
5.25K $363K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.49K
New
$183.31 - $241.46 $272K - $359K
1.49K $358K
BOTZ
Global X Fds

ETFs
10.9K
New
$24.51 - $32.65 $266K - $355K
10.9K $354K
EAT
Brinker International, Inc

Consumer Cyclical
1.97K
New
$128.68 - $181.78 $253K - $357K
1.97K $354K
CCI
Crown Castle International Corp

Real Estate
3.36K
New
$94.83 - $107.06 $319K - $360K
3.36K $345K
GVI
Ishares Tr

ETFs
3.15K
New
$104.82 - $106.79 $330K - $337K
3.15K $336K
EWJ
Ishares Msci Japan ETF

ETFs
4.41K
New
$61.32 - $75.28 $270K - $332K
4.41K $330K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
4.88K
New
$48.48 - $67.3 $237K - $328K
4.88K $328K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
14.4K
New
$21.85 - $22.76 $314K - $328K
14.4K $327K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
16.5K
New
$18.65 - $19.82 $308K - $327K
16.5K $326K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
13K
New
$22.9 - $26.78 $299K - $349K
13K $326K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
15.1K
New
$19.12 - $22.36 $289K - $338K
15.1K $322K
SNPS
Synopsys Inc

Technology
625
New
$380.9 - $517.66 $238K - $324K
625 $320K
VTWO
Vanguard Russell 2000 ETF

ETFs
3.58K
New
$70.56 - $87.22 $253K - $312K
3.58K $312K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.9K
New
$137.62 - $174.44 $261K - $331K
1.9K $310K
URTH
Ishares Msci World ETF

ETFs
1.83K
New
$136.3 - $169.38 $249K - $310K
1.83K $309K
UPST
Upstart Holdings, Inc.

Financial Services
4.78K
New
$34.8 - $64.85 $166K - $310K
4.78K $308K
BANR
Banner Corp

Financial Services
4.75K
New
$56.51 - $65.42 $268K - $311K
4.75K $304K
RS
Reliance Steel & Aluminum CO

Basic Materials
948
New
$262.08 - $316.81 $248K - $300K
948 $297K
AG
First Majestic Silver Corp

Basic Materials
35.8K
New
$5.24 - $8.55 $188K - $306K
35.8K $296K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
20K
New
$10.69 - $14.6 $214K - $292K
20K $292K
SCHR
Schwab Intermediate Term Us Tr

ETFs
11.7K
New
$24.54 - $25.07 $287K - $293K
11.7K $292K
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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