Jfs Wealth Advisors, LLC Purchases in Q4 2024

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RMD
Resmed Inc

Healthcare
1
+ 2.38%
$228.69 - $256.07 $229 - $256
43 $9K
HLN
Haleon PLC

Healthcare
84
+ 5.84%
$9.23 - $10.71 $775 - $900
1.52K $14K
EMN
Eastman Chemical CO

Basic Materials
2
+ 2.35%
$90.03 - $110.64 $180 - $221
87 $7K
SWK
Stanley Black & Decker, Inc.

Industrials
13
+ 15.29%
$79.07 - $109.36 $1.03K - $1.42K
98 $7K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
30
+ 0.82%
$10.27 - $11.25 $308 - $338
3.7K $38K
HOG
Harley Davidson, Inc.

Consumer Cyclical
4
+ 1.52%
$29.69 - $38.02 $119 - $152
267 $8K
MSFT
Microsoft Corp

Technology
420
+ 2.05%
$406.35 - $454.46 $171K - $191K
20.9K $8.82M
WM
Waste Management Inc

Industrials
1
+ 0.27%
$201.79 - $228.46 $202 - $228
365 $73K
GFI
Gold Fields LTD

Basic Materials
35
+ 2.76%
$13.16 - $18.91 $461 - $662
1.3K $17K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.14%
$114.59 - $129.52 $115 - $130
705 $83K
NIO
Nio Inc.

Consumer Cyclical
39
+ 3.56%
$4.31 - $7.21 $168 - $281
1.13K $4K
MU
Micron Technology Inc

Technology
285
+ 20.42%
$84.16 - $113.41 $24K - $32.3K
1.68K $141K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
98
+ 2.51%
$12.12 - $13.1 $1.19K - $1.28K
4.01K $48K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9
+ 0.32%
$51.09 - $55.27 $460 - $497
2.81K $143K
SCHC
Schwab Strategic Tr Intl Small

ETFs
38
+ 2.89%
$33.93 - $38.37 $1.29K - $1.46K
1.35K $46K
AOM
Ishares Tr Core Moderate Alloc

ETFs
89
+ 1.81%
$43.44 - $45.05 $3.87K - $4.01K
5.02K $218K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.1K
+ 200.0%
$26.93 - $84.95 $83.4K - $263K
4.64K $126K
FCX
Freeport Mcmoran Inc

Basic Materials
30
+ 5.92%
$38.08 - $50.82 $1.14K - $1.52K
537 $20K
BWA
Borgwarner Inc

Consumer Cyclical
18
+ 1.29%
$31.48 - $35.49 $567 - $639
1.41K $44K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.25%
$130.36 - $139.54 $391 - $419
1.18K $158K
POOL
Pool Corp

Industrials
1
+ 0.56%
$339.32 - $390.03 $339 - $390
180 $61K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
3
+ 0.12%
$11.39 - $14.03 $34.2 - $42.1
2.43K $28K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
37.4K
+ 198.6%
$27.54 - $83.04 $1.03M - $3.1M
56.2K $1.56M
SBUX
Starbucks Corp

Consumer Cyclical
135
+ 4.13%
$87.44 - $102.5 $11.8K - $13.8K
3.41K $310K
SU
Suncor Energy Inc

Energy
39
+ 0.53%
$34.5 - $41.53 $1.35K - $1.62K
7.42K $264K
MMS
Maximus, Inc.

Industrials
2
+ 0.45%
$69.81 - $92.82 $140 - $186
451 $33K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.03%
$162.69 - $181.35 $163 - $181
3.41K $560K
AOA
Ishares Tr Core Aggressive All

ETFs
13
+ 0.3%
$76.61 - $79.88 $996 - $1.04K
4.34K $332K
RTX
Raytheon Technologies Corp

Industrials
39
+ 1.26%
$114.45 - $127.21 $4.46K - $4.96K
3.13K $362K
MDT
Medtronic PLC

Healthcare
105
+ 4.41%
$79.61 - $92.24 $8.36K - $9.69K
2.49K $198K
AMD
Advanced Micro Devices Inc

Technology
1
+ 0.26%
$118.88 - $172.8 $119 - $173
387 $46K
RWR
Spdr Dow Jones Reit ETF

ETFs
16
+ 0.48%
$97.84 - $108.61 $1.57K - $1.74K
3.35K $331K
PDN
Invesco Fd Tr

ETFs
214
+ 2.15%
$31.62 - $34.97 $6.77K - $7.48K
10.2K $321K
DUK
Duke Energy Corp

Utilities
88
+ 1.74%
$105.76 - $120.76 $9.31K - $10.6K
5.16K $555K
XLB
Select Sector Spdr Fd Material

ETFs
10
+ 0.4%
$83.8 - $97.58 $838 - $976
2.53K $212K
PANW
Palo Alto Networks Inc

Technology
37
+ 14.4%
$181.96 - $405.9 $6.73K - $15K
294 $53K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18
+ 0.09%
$41.17 - $43.34 $741 - $780
20.3K $840K
O
Realty Income Corp

Real Estate
7
+ 0.19%
$51.76 - $64.71 $362 - $453
3.61K $192K
F
Ford Motor CO

Consumer Cyclical
242
+ 0.36%
$9.69 - $11.4 $2.34K - $2.76K
67K $663K
NEE
Nextera Energy Inc

Utilities
200
+ 4.56%
$69.77 - $85.43 $14K - $17.1K
4.59K $328K
VEU
Vanguard Ftse All World Ex Us

ETFs
49
+ 0.57%
$57.29 - $63.1 $2.81K - $3.09K
8.65K $496K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
120
+ 0.09%
$10.26 - $10.82 $1.23K - $1.3K
137K $1.42M
TSCO
Tractor Supply CO

Consumer Cyclical
8.98K
+ 400.0%
$52.59 - $303.74 $472K - $2.73M
11.2K $595K
VZ
Verizon Communications Inc

Communication Services
609
+ 3.49%
$39.6 - $45.21 $24.1K - $27.5K
18.1K $722K
VKQ
Invesco Municipal Trust

Financial Services
161
+ 0.11%
$9.54 - $10.29 $1.54K - $1.66K
144K $1.42M
GIS
General Mills Inc

Consumer Defensive
7
+ 0.11%
$62.78 - $74.62 $439 - $522
6.6K $420K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.32%
$727.2 - $932.06 $1.45K - $1.86K
633 $488K
VMO
Invesco Municipal Opportunity Trust

Financial Services
162
+ 0.11%
$9.47 - $10.33 $1.53K - $1.67K
145K $1.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
162K
+ 268.99%
$25.93 - $105.3 $4.21M - $17.1M
223K $6.21M
Activity Summary
Buys All Purchases 666 New Holdings 62 Increased Positions 604 Sells All Sells 523 Reductions 523 Sold out 0 Options Calls 0 Puts 0
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