Jfs Wealth Advisors, LLC Purchases and Sells in Q2 2025

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

Top Buys

Incresed Positions

532 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	99.3K + 3.02%	$29.12 - $35.84 $2.89M - $3.56M	3.39M $121M
DFUS	23.9K + 1.72%	$53.65 - $67.02 $1.28M - $1.6M	1.41M $94.6M
IVV	1.26K + 1.66%	$498.8 - $620.9 $630K - $785K	77.4K $48M
MSFT	4.07K + 19.41%	$354.56 - $497.45 $1.44M - $2.03M	25.1K $12.5M
DFIC	139K + 194.03%	$24.94 - $31.15 $3.48M - $4.35M	211K $6.57M
DFAU	69.9K + 20.31%	$34.04 - $42.36 $2.38M - $2.96M	414K $17.5M

New Holdings

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMUB	16.4K New	$48.46 - $50.2 $797K - $826K	16.4K $816K
RMT	13.9K New	$7.35 - $9.25 $102K - $129K	13.9K $128K
CHMG	1.8K New	$40.73 - $49.98 $73.3K - $90K	1.8K $87K
IQLT	1.95K New	$35.9 - $43.76 $70K - $85.3K	1.95K $84K
EMLP	1.01K New	$33.62 - $37.89 $33.8K - $38.1K	1.01K $37K
HYMB	1.53K New	$24.14 - $25.43 $36.9K - $38.9K	1.53K $37K

Top Sells

Reduced Positions

853 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-116K - 23.3%	$102.31 - $105.8 $11.9M - $12.3M	383K $40M
BRK-B	-692 - 0.65%	$483.48 - $539.8 $335K - $374K	105K $51.1M
AAPL	-6.6K - 5.42%	$172.42 - $223.89 $1.14M - $1.48M	115K $23.6M
TFI	-64.9K - 20.51%	$43.63 - $45.4 $2.83M - $2.95M	251K $11.2M
XOM	-996 - 2.84%	$99.93 - $119.04 $99.5K - $119K	34K $3.67M
JNJ	-505 - 1.64%	$146.36 - $159.82 $73.9K - $80.7K	30.3K $4.63M

Activity Summary All Purchases 585 New Holdings 53 Increased Positions 532 All Sells 853 Reductions 853 Sold out 0 Calls 0 Puts 0

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