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
OWL
Blue Owl Capital Inc.

Financial Services
24
New
$18.49 - $26.68 $444 - $640
24 $0
BOKF
Bok Financial Corp

Financial Services
6
+ 11.76%
$98.85 - $114.26 $593 - $686
57 $5K
TRMK
Trustmark Corp

Financial Services
10
+ 21.28%
$32.92 - $38.83 $329 - $388
57 $1K
PFF
Ishares Trust Ishares Pfd And

ETFs
3
+ 0.65%
$30.73 - $32.26 $92.2 - $96.8
463 $14K
Veralto Corp
3
+ 4.23%
N/A
74 $0
TALO
Talos Energy Inc.

Energy
3
+ 300.0%
$8.21 - $11.01 $24.6 - $33
4 $0
RYN
Rayonier Inc

Real Estate
1
+ 4.17%
$24.95 - $28.24 $25 - $28.2
25 $0
QTUM
ETF Ser Solutions Defiance Qua
13
+ 56.52%
N/A
36 $0
MKSI
Mks Instruments Inc

Technology
3
+ 60.0%
$78.89 - $122.69 $237 - $368
8 $0
MCW
Mister Car Wash, Inc.

Consumer Cyclical
16
+ 29.63%
$6.98 - $8.49 $112 - $136
70 $0
Millrose Pptys Inc
61
New
N/A
61 $0
GBCI
Glacier Bancorp, Inc.

Financial Services
11
+ 16.18%
$43.81 - $52.23 $482 - $575
79 $3K
MSTR
Microstrategy Inc

Technology
2
New
$239.27 - $396.5 $479 - $793
2 $0
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
8
+ 36.36%
N/A
30 $1K
MRCY
Mercury Systems Inc

Industrials
5
+ 20.83%
$39.67 - $49.88 $198 - $249
29 $1K
GH
Guardant Health, Inc.

Healthcare
17
New
$31.77 - $49.94 $540 - $849
17 $0
GXO
Gxo Logistics, Inc.

Industrials
12
+ 19.67%
$36.31 - $46.18 $436 - $554
73 $2K
MTZ
Mastec Inc

Industrials
6
+ 9.09%
$108.66 - $160.79 $652 - $965
72 $8K
MASI
Masimo Corp

Healthcare
4
+ 21.05%
$163.55 - $190.63 $654 - $763
23 $3K
MKTX
Marketaxess Holdings Inc

Financial Services
2
+ 18.18%
$189.81 - $226.47 $380 - $453
13 $2K
FTDR
Frontdoor, Inc.

Consumer Cyclical
2
+ 3.77%
$37.07 - $62.39 $74.1 - $125
55 $2K
USXF
Ishares Esg Advanced Msci Usa

Technology
293
+ 6.74%
$46.38 - $52.65 $13.6K - $15.4K
4.64K $216K
FISV
Fiserv Inc

Technology
2
+ 0.15%
N/A
1.36K $169K
NWE
Northwestern Corp

Utilities
7
+ 26.92%
$51.11 - $57.87 $358 - $405
33 $1K
NTRS
Northern Trust Corp

Financial Services
8
+ 8.6%
$96.09 - $113.81 $769 - $910
101 $9K
Ferguson Enterprises Inc
1
+ 1.79%
N/A
57 $0
FIS
Fidelity National Information Services, Inc.

Technology
25
+ 6.17%
$68.12 - $83.42 $1.7K - $2.09K
430 $32K
NWSA
News Corp

Communication Services
3
+ 1.17%
$26.29 - $30.49 $78.9 - $91.5
260 $7K
FFBC
First Financial Bancorp

Financial Services
14
+ 25.93%
$24.25 - $29.06 $340 - $407
68 $1K
NJR
New Jersey Resources Corp

Utilities
8
+ 10.96%
$45.25 - $49.37 $362 - $395
81 $3K
FFIN
First Financial Bankshares Inc

Financial Services
1
+ 1.47%
$34.78 - $38.52 $34.8 - $38.5
69 $2K
NCNO
N Cino, Inc.

Technology
19
+ 271.43%
$27.36 - $34.81 $520 - $661
26 $0
Natwest Group PLC
135
+ 10.05%
N/A
1.48K $0
FHB
First Hawaiian, Inc.

Financial Services
14
+ 14.0%
$24.13 - $28.18 $338 - $395
114 $2K
FHN
First Horizon Corp

Financial Services
22
+ 18.64%
$17.7 - $22.43 $389 - $493
140 $2K
Ge Healthcare Technologies I
29
+ 11.69%
N/A
277 $0
HTHT
Huazhu Group LTD

Consumer Cyclical
8
+ 12.12%
$30.39 - $38.48 $243 - $308
74 $2K
MSGS
Madison Square Garden Sports Corp.

Communication Services
2
+ 13.33%
$185.75 - $223.33 $372 - $447
17 $3K
Kodiak Gas Svcs Inc
2
New
N/A
2 $0
Knife River Corp
8
+ 38.1%
N/A
29 $0
NGVT
Ingevity Corp

Basic Materials
1
+ 4.0%
$37.74 - $48.87 $37.7 - $48.9
26 $1K
KEYS
Keysight Technologies, Inc.

Technology
1
+ 1.52%
$148.16 - $185.11 $148 - $185
67 $10K
IAS
Integral Ad Science Holding Corp.

Communication Services
34
+ 1700.0%
$8.06 - $10.77 $274 - $366
36 $0
IBKR
Interactive Brokers Group, Inc.

Financial Services
3
+ 14.29%
$161.03 - $235.53 $483 - $707
24 $3K
Kenvue Inc
6
+ 0.2%
N/A
2.98K $0
IFF
International Flavors & Fragrances Inc

Basic Materials
10
+ 15.63%
$76.48 - $87.72 $765 - $877
74 $5K
IP
International Paper CO

Consumer Cyclical
2
+ 0.29%
$49.38 - $60.09 $98.8 - $120
688 $36K
JLL
Jones Lang Lasalle Inc

Real Estate
1
+ 2.27%
$238.0 - $284.76 $238 - $285
45 $11K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
3
New
$30.46 - $36.6 $91.4 - $110
3 $0
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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