Jfs Wealth Advisors, LLC Purchases and Sells in Q4 2024

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

Top Buys

Incresed Positions

604 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	113K + 3.7%	$33.92 - $36.6 $3.84M - $4.14M	3.17M $110M
IWF	2.89K + 3.28%	$370.24 - $418.94 $1.07M - $1.21M	90.9K $36.5M
MUB	30.6K + 6.58%	$105.78 - $108.7 $3.24M - $3.33M	496K $52.8M
IVV	1.85K + 2.65%	$570.51 - $610.59 $1.06M - $1.13M	71.7K $42.2M
VTI	4.38K + 8.77%	$280.04 - $302.45 $1.23M - $1.32M	54.3K $15.7M
SPY	2.07K + 10.52%	$567.81 - $607.81 $1.17M - $1.26M	21.7K $12.7M

New Holdings

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLOT	10.6K New	$50.73 - $51.08 $538K - $542K	10.6K $539K
VONV	5.87K New	$80.87 - $87.69 $475K - $515K	5.87K $477K
SMLF	1.85K New	$65.31 - $74.15 $121K - $137K	1.85K $125K
IEF	1.18K New	$92.08 - $98.18 $109K - $116K	1.18K $109K
ARGT	816 New	$66.16 - $88.28 $54K - $72K	816 $67K
CIBR	1.03K New	$58.39 - $67.04 $60.3K - $69.2K	1.03K $65K

Top Sells

Reduced Positions

523 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	-22.9K - 91.74%	$168.32 - $181.87 $3.86M - $4.17M	2.07K $349K
VIOV	-42.3K - 99.49%	$89.88 - $101.38 $3.8M - $4.28M	216 $20K
VV	-14.2K - 82.81%	$260.27 - $280.65 $3.7M - $3.99M	2.95K $795K
AGG	-1.58K - 0.28%	$96.64 - $101.23 $153K - $160K	564K $54.6M
VEA	-6.58K - 1.45%	$47.57 - $52.44 $313K - $345K	447K $21.4M
UNH	-2.7K - 77.11%	$485.52 - $625.25 $1.31M - $1.69M	801 $405K

Activity Summary All Purchases 666 New Holdings 62 Increased Positions 604 All Sells 523 Reductions 523 Sold out 0 Calls 0 Puts 0

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