Jfs Wealth Advisors, LLC Purchases and Sells in Q1 2025

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

Top Buys

Incresed Positions

692 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAX	22K + 0.58%	$24.45 - $27.2 $538K - $599K	3.82M $100M
AGG	22.7K + 4.02%	$95.85 - $99.25 $2.17M - $2.25M	586K $58M
VTV	16.3K + 787.51%	$167.73 - $179.21 $2.73M - $2.91M	18.3K $3.17M
VEA	18.7K + 4.18%	$47.4 - $52.99 $885K - $989K	466K $23.7M
DFAI	2.31K + 0.22%	$28.88 - $32.4 $66.8K - $74.9K	1.03M $32.3M
IEFA	2.93K + 0.94%	$69.57 - $78.65 $204K - $231K	316K $23.9M

New Holdings

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	19 New	$663000.0 - $801950.0 $12.6M - $15.2M	19 $15.2M
HYDB	16.6K New	$46.82 - $47.8 $780K - $796K	16.6K $784K
VOOG	675 New	$333.37 - $384.99 $225K - $260K	675 $225K
IUSG	1.74K New	$126.86 - $146.45 $221K - $255K	1.74K $221K
USFR	4.09K New	$50.29 - $50.5 $206K - $206K	4.09K $205K
IVOG	1.95K New	$101.13 - $119.79 $197K - $233K	1.95K $200K

Top Sells

Reduced Positions

585 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-15.4K - 11.22%	$209.68 - $247.1 $3.23M - $3.8M	122K $27.1M
IWB	-7.53K - 3.5%	$302.31 - $337.54 $2.27M - $2.54M	208K $63.7M
DFUS	-13.3K - 0.95%	$59.61 - $66.71 $795K - $890K	1.39M $83.9M
IJH	-333 - 0.05%	$57.21 - $65.8 $19.1K - $21.9K	698K $40.7M
LRGF	-38.4K - 61.64%	$56.95 - $63.95 $2.19M - $2.45M	23.9K $1.38M
IVW	-9.44K - 5.86%	$92.45 - $106.69 $872K - $1.01M	152K $14.1M

Activity Summary All Purchases 765 New Holdings 73 Increased Positions 692 All Sells 585 Reductions 585 Sold out 0 Calls 0 Puts 0

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