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
DOV
Dover Corp

Industrials
1.23K
New
$151.14 - $186.7 $186K - $229K
1.23K $225K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.96K
New
$28.02 - $32.37 $195K - $225K
6.96K $221K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
2.31K
New
$79.85 - $95.57 $185K - $221K
2.31K $220K
WRB
Berkley W R Corp

Financial Services
2.98K
New
$64.28 - $75.17 $192K - $224K
2.98K $219K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.12K
New
$31.67 - $42.89 $162K - $219K
5.12K $219K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.81K
New
$62.73 - $78.42 $176K - $221K
2.81K $218K
MGC
Vanguard Mega Cap ETF

ETFs
973
New
$179.23 - $224.92 $174K - $219K
973 $218K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
8.44K
New
$24.96 - $25.5 $211K - $215K
8.44K $215K
PII
Polaris Inc.

Consumer Cyclical
5.25K
New
$31.97 - $42.61 $168K - $224K
5.25K $213K
SLF
Sun Life Financial Inc

Financial Services
3.19K
New
$53.39 - $66.45 $170K - $212K
3.19K $211K
CRDO
Credo Technology Group Holding LTD

Technology
2.26K
New
$33.3 - $95.05 $75.3K - $215K
2.26K $209K
LEU
Centrus Energy Corp

Energy
1.15K
New
$54.43 - $208.81 $62.3K - $239K
1.15K $209K
IP
International Paper CO

Consumer Cyclical
4.48K
New
$43.89 - $54.46 $197K - $244K
4.48K $209K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3.56K
New
$47.24 - $58.55 $168K - $208K
3.56K $208K
EWC
Ishares Msci Canada ETF

ETFs
4.48K
New
$37.17 - $46.2 $167K - $207K
4.48K $207K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
14.9K
New
$11.53 - $13.87 $172K - $207K
14.9K $207K
MAT
Mattel Inc

Consumer Cyclical
10.5K
New
$14.55 - $20.12 $152K - $210K
10.5K $206K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
9.76K
New
$15.84 - $20.94 $155K - $204K
9.76K $204K
PIO
Invesco Exchange Traded Fd Tr

ETFs
4.53K
New
$35.79 - $44.67 $162K - $202K
4.53K $202K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
8.08K
New
$17.61 - $24.82 $142K - $201K
8.08K $200K
SWKS
Skyworks Solutions, Inc.

Technology
2.69K
New
$49.2 - $74.95 $132K - $201K
2.69K $200K
IYK
Ishares U.S. Consumer Staples

ETFs
2.84K
New
$67.29 - $72.42 $191K - $206K
2.84K $200K
IYJ
Ishares Tr

ETFs
1.41K
New
$115.07 - $142.31 $162K - $201K
1.41K $200K
SFL
Sfl Corp Ltd.

Industrials
23.7K
New
$7.1 - $8.92 $168K - $211K
23.7K $197K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
11.6K
New
$11.71 - $19.37 $136K - $224K
11.6K $186K
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
14.8K
New
$11.04 - $11.27 $163K - $167K
14.8K $165K
SOUN
Soundhound Ai, Inc.

Technology
15.2K
New
$7.18 - $11.76 $109K - $179K
15.2K $163K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
11.5K
New
$11.11 - $14.46 $128K - $167K
11.5K $144K
RIOT
Riot Blockchain, Inc.

Technology
11.1K
New
$6.29 - $11.3 $69.8K - $125K
11.1K $125K
UUUU
Energy Fuels Inc

Energy
20.1K
New
$3.44 - $5.9 $69K - $118K
20.1K $115K
SNAP
Snap Inc

Communication Services
12.6K
New
$7.23 - $9.21 $91.1K - $116K
12.6K $109K
APLD
Applied Blockchain, Inc.

Financial Services
10.7K
New
$3.53 - $13.86 $37.9K - $149K
10.7K $108K
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
10.5K
New
$8.91 - $10.66 $93.5K - $112K
10.5K $100K
GOGL
Golden Ocean Group LTD

Industrials
13.2K
New
$6.48 - $8.39 $85.4K - $111K
13.2K $96K
CIFR
Cipher Mining Inc.

Financial Services
20.2K
New
$2.1 - $4.78 $42.4K - $96.6K
20.2K $96K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
14.3K
New
$6.54 - $7.1 $93.8K - $102K
14.3K $94K
ERIC
Ericsson Lm Telephone CO

Technology
10.6K
New
$6.77 - $8.86 $71.9K - $94.1K
10.6K $90K
LPTH
Lightpath Technologies Inc

Technology
25.6K
New
$1.65 - $3.19 $42.2K - $81.7K
25.6K $78K
HL
Hecla Mining CO

Basic Materials
12.2K
New
$4.54 - $6.45 $55.4K - $78.7K
12.2K $73K
TEI
Templeton Emerging Markets Income Fund

Financial Services
12.1K
New
$4.91 - $6.0 $59.5K - $72.7K
12.1K $72K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
13.7K
New
$3.99 - $4.93 $54.9K - $67.8K
13.7K $64K
SB
Safe Bulkers, Inc.

Industrials
16.9K
New
$3.05 - $3.88 $51.7K - $65.8K
16.9K $61K
EGY
Vaalco Energy Inc

Energy
16.3K
New
$3.1 - $3.94 $50.4K - $64.1K
16.3K $58K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
10.8K
New
$4.43 - $5.39 $47.9K - $58.3K
10.8K $58K
FF
Future Fuel Corp.

Basic Materials
14.1K
New
$3.85 - $4.3 $54.1K - $60.4K
14.1K $54K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
10.5K
New
$4.36 - $5.27 $45.6K - $55.2K
10.5K $53K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
11.8K
New
$2.29 - $2.6 $27K - $30.7K
11.8K $30K
SENS
Senseonics Holdings, Inc.

Healthcare
12.2K
New
$0.48 - $0.77 $5.85K - $9.39K
12.2K $5K
Listed Fds Tr
14K
New
N/A
14K $0
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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