Jfs Wealth Advisors, LLC Purchases in Q1 2025

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T Rowe Price ETF Inc
1K
+ 9.3%
N/A
11.8K $0
SNV
Synovus Financial Corp

Financial Services
22
+ 21.78%
$43.7 - $56.87 $961 - $1.25K
123 $5K
Super Micro Computer Inc
2.7K
+ 2076.92%
N/A
2.83K $0
SMMT
Summit Therapeutics Inc.

Healthcare
15
+ 78.95%
$16.65 - $23.76 $250 - $356
34 $0
CG
Carlyle Group Inc.

Financial Services
12
+ 6.98%
$40.03 - $56.96 $480 - $684
184 $8K
STLD
Steel Dynamics Inc

Basic Materials
3
+ 1.63%
N/A
187 $18K
Rb Global Inc
3
+ 3.23%
N/A
96 $0
Reddit Inc
4
+ 0.8%
N/A
504 $0
CDAY
Ceridian Hcm Holding Inc.

Technology
1
+ 3.45%
N/A
30 $1K
STT
State Street Corp

Financial Services
11
+ 8.15%
$84.47 - $102.23 $929 - $1.12K
146 $13K
CINF
Cincinnati Financial Corp

Financial Services
2
+ 2.38%
$133.67 - $147.81 $267 - $296
86 $12K
RKT
Rocket Companies, Inc.

Financial Services
26
+ 216.67%
$10.28 - $15.77 $267 - $410
38 $0
CWCO
Consolidated Water Co. Ltd.

Utilities
1
+ 0.76%
$23.77 - $29.18 $23.8 - $29.2
133 $3K
CNMD
Conmed Corp

Healthcare
14
New
$57.6 - $74.0 $806 - $1.04K
14 $0
SJW
Sjw Group

Utilities
10
+ 166.67%
$45.47 - $55.8 $455 - $558
16 $0
CBSH
Commerce Bancshares Inc

Financial Services
4
+ 4.35%
$58.85 - $68.59 $235 - $274
96 $5K
Simplify Exchange Traded Fun
630
New
N/A
630 $0
SLAB
Silicon Laboratories Inc.

Technology
6
+ 60.0%
$112.57 - $158.7 $675 - $952
16 $1K
COLB
Columbia Banking System, Inc.

Financial Services
1
+ 1.05%
$23.89 - $28.84 $23.9 - $28.8
96 $2K
Coherent Corp
58
+ 59.18%
N/A
156 $0
ST
Sensata Technologies Holding PLC

Technology
11
+ 11.22%
$24.27 - $30.0 $267 - $330
109 $2K
YOU
Clear Secure, Inc.

Technology
16
New
$22.12 - $27.62 $354 - $442
16 $0
Smurfit Westrock PLC
41
+ 100.0%
N/A
82 $0
Cooper Cos Inc
15
+ 18.07%
N/A
98 $0
STCE
Schwab Strategic Tr Crypto The
97
New
N/A
97 $0
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2
+ 4.65%
$119.87 - $145.05 $240 - $290
45 $5K
CRH.L
Crh PLC

Basic Materials
94
+ 53.41%
N/A
270 $0
CRGY
Crescent Energy CO

Energy
55
New
$10.3 - $16.74 $567 - $921
55 $0
CRVL
Corvel Corp

Financial Services
1
+ 2.78%
$103.48 - $128.46 $103 - $128
37 $4K
CPRT
Copart Inc

Consumer Cyclical
10
+ 2.1%
$52.3 - $59.83 $523 - $598
486 $27K
Sharkninja Inc
14
+ 29.79%
N/A
61 $0
CENT
Central Garden & Pet CO

Consumer Defensive
1
+ 5.26%
$33.67 - $40.16 $33.7 - $40.2
20 $0
CCS
Century Communities, Inc.

Consumer Cyclical
4
+ 20.0%
$66.87 - $78.83 $267 - $315
24 $1K
SHC
Sotera Health CO

Healthcare
11
+ 137.5%
$11.28 - $13.95 $124 - $153
19 $0
SAH
Sonic Automotive Inc

Consumer Cyclical
2
+ 20.0%
$55.11 - $75.24 $110 - $150
12 $0
CGNX
Cognex Corp

Technology
18
New
$29.83 - $41.02 $537 - $738
18 $0
CAMT
Camtek LTD

Technology
7
New
$58.63 - $107.14 $410 - $750
7 $0
Atlassian Corporation
2
+ 13.33%
N/A
17 $0
America Movil Sab De Cv
190
+ 197.92%
N/A
286 $0
AXP
American Express CO

Financial Services
149
+ 10.33%
$255.39 - $325.87 $38.1K - $48.6K
1.59K $428K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
44
New
$7.72 - $9.01 $340 - $396
44 $0
WD
Walker & Dunlop, Inc.

Financial Services
6
+ 26.09%
$82.09 - $96.76 $493 - $581
29 $2K
WAFD
Washington Federal Inc

Financial Services
1
+ 1.75%
$27.4 - $32.6 $27.4 - $32.6
58 $1K
VCTR
Victory Capital Holdings, Inc.

Financial Services
6
+ 12.5%
$55.84 - $70.58 $335 - $423
54 $3K
Vesta Real Estate Corp
26
+ 130.0%
N/A
46 $0
APG
A Pi Group Corp

Industrials
1
+ 1.49%
$35.67 - $40.88 $35.7 - $40.9
68 $2K
VCYT
Veracyte, Inc.

Healthcare
19
+ 158.33%
$29.65 - $46.14 $563 - $877
31 $0
ATR
Aptargroup, Inc.

Healthcare
2
+ 3.77%
$141.7 - $159.83 $283 - $320
55 $8K
WERN
Werner Enterprises Inc

Industrials
2
+ 2.99%
$29.25 - $38.23 $58.5 - $76.5
69 $2K
Activity Summary
Buys All Purchases 765 New Holdings 73 Increased Positions 692 Sells All Sells 585 Reductions 585 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email