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
AVNT
Avient Corp

Basic Materials
6
+ 9.23%
$36.91 - $44.21 $221 - $265
71 $2K
AX
Axos Financial, Inc.

Financial Services
2
+ 3.23%
$61.63 - $73.1 $123 - $146
64 $4K
Vanguard Mun Bd Fds
1K
+ 31.3%
N/A
4.2K $0
AZTA
Azenta, Inc.

Healthcare
11
+ 68.75%
$34.61 - $54.75 $381 - $602
27 $0
WBS
Webster Financial Corp

Financial Services
3
+ 1.94%
$47.55 - $61.41 $143 - $184
158 $8K
ALKS
Alkermes Plc.

Healthcare
1
+ 1.3%
$28.08 - $36.0 $28.1 - $36
78 $2K
ZION
Zions Bancorporation, National Association

Financial Services
7
+ 5.79%
$47.0 - $59.03 $329 - $413
128 $6K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
5
+ 5.32%
$68.37 - $87.97 $342 - $440
99 $6K
Zeekr Intelligent Technology
28
New
N/A
28 $0
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1
+ 2.13%
$89.88 - $110.11 $89.9 - $110
48 $4K
WSFS
Wsfs Financial Corp

Financial Services
9
+ 22.5%
$49.95 - $59.33 $450 - $534
49 $2K
WPC
W. P. Carey Inc.

Real Estate
0
New
$53.5 - $65.05 $0 - $0
0 $0
A
Agilent Technologies, Inc.

Healthcare
13
+ 13.0%
$116.69 - $152.6 $1.52K - $1.98K
113 $13K
WK
Workiva Inc

Technology
8
New
$75.91 - $114.09 $607 - $913
8 $0
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5
New
$92.51 - $102.81 $463 - $514
5 $0
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1
+ 0.56%
$29.72 - $31.94 $29.7 - $31.9
178 $5K
WLY
John Wiley & Sons, Inc.

Communication Services
2
+ 6.06%
$37.91 - $46.73 $75.8 - $93.5
35 $1K
WHR
Whirlpool Corp

Consumer Cyclical
8
New
$88.58 - $133.14 $709 - $1.07K
8 $0
WY
Weyerhaeuser CO

Real Estate
17
+ 850.0%
$27.29 - $31.39 $464 - $534
19 $0
WU
Western Union CO

Financial Services
21
+ 12.96%
$10.24 - $11.62 $215 - $244
183 $1K
TBBK
Bancorp, Inc.

Financial Services
9
+ 180.0%
$49.74 - $62.75 $448 - $565
14 $0
OZK
Bank Ozk

Financial Services
3
+ 2.8%
$41.71 - $53.1 $125 - $159
110 $4K
Brookfield Asset Managmt LTD
32
+ 168.42%
N/A
51 $0
Brookfield Renewable Corp
38
New
N/A
38 $0
Tko Group Holdings Inc
5
+ 15.63%
N/A
37 $0
BRP
Brp Group, Inc.

Financial Services
9
New
N/A
9 $0
Bunge Global Sa
14
+ 19.18%
N/A
87 $0
TXN
Texas Instruments Inc

Technology
2
+ 0.05%
N/A
4.12K $800K
TNC
Tennant CO

Industrials
6
+ 600.0%
$79.73 - $89.16 $478 - $535
7 $0
BXP
Boston Properties Inc

Real Estate
7
New
$63.97 - $74.91 $448 - $524
7 $0
TFX
Teleflex Inc

Healthcare
5
+ 55.56%
$130.79 - $183.66 $654 - $918
14 $1K
TDOC
Teladoc Health, Inc.

Healthcare
88
+ 1257.14%
$7.96 - $14.33 $700 - $1.26K
95 $0
CBT
Cabot Corp

Basic Materials
1
+ 2.04%
$81.12 - $92.51 $81.1 - $92.5
50 $4K
WHD
Cactus, Inc.

Energy
8
+ 26.67%
$43.48 - $63.78 $348 - $510
38 $1K
Cadeler A S
1
+ 4.55%
N/A
23 $0
Te Connectivity PLC
9
+ 9.09%
N/A
108 $0
CALM
Cal Maine Foods Inc

Consumer Defensive
6
+ 16.22%
$80.87 - $115.8 $485 - $695
43 $3K
TPG
Tpg Inc.

Financial Services
10
New
$46.15 - $69.77 $462 - $698
10 $0
BOX
Box Inc

Technology
4
+ 5.71%
$30.22 - $35.39 $121 - $142
74 $2K
BKU
Bank United, Inc.

Financial Services
10
+ 13.7%
$31.36 - $41.63 $314 - $416
83 $2K
BANR
Banner Corp

Financial Services
4
+ 26.67%
$62.19 - $71.35 $249 - $285
19 $1K
BRBR
Bellring Brands, Inc.

Consumer Defensive
2
+ 3.08%
$65.4 - $79.39 $131 - $159
67 $4K
Blackrock ETF Trust
1.51K
New
N/A
1.51K $0
Blackrock ETF Trust
44K
New
N/A
44K $0
Blackrock ETF Trust Ii
2.56K
+ 79.79%
N/A
5.77K $0
USFD
Us Foods Holding Corp.

Consumer Defensive
4
+ 2.19%
$63.38 - $72.02 $254 - $288
187 $12K
OLED
Universal Display Corp Pa

Technology
2
+ 7.14%
$139.48 - $161.59 $279 - $323
30 $4K
Blackrock ETF Trust Ii
2.14K
New
N/A
2.14K $0
UMBF
Umb Financial Corp

Financial Services
10
+ 22.22%
$98.0 - $122.56 $980 - $1.23K
55 $5K
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
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