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
AVTR
Avantor, Inc.

Basic Materials
68
+ 22.82%
$15.5 - $22.57 $1.05K - $1.53K
366 $5K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3
+ 4.11%
$221.78 - $273.45 $665 - $820
76 $17K
CNX
Cnx Resources Corp

Energy
6
+ 3.57%
$27.38 - $37.32 $164 - $224
174 $5K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 2.7%
$953.54 - $1132.42 $954 - $1.13K
38 $37K
CNK
Cinemark Holdings, Inc.

Communication Services
2
+ 5.26%
$23.74 - $33.06 $47.5 - $66.1
40 $0
OMC
Omnicom Group Inc.

Communication Services
1
+ 0.6%
$79.43 - $88.34 $79.4 - $88.3
168 $13K
IVZ
Invesco Ltd.

Financial Services
23
+ 6.53%
$14.82 - $19.34 $341 - $445
375 $5K
PEG
Public Service Enterprise Group Inc

Utilities
18
+ 1.42%
$78.2 - $90.39 $1.41K - $1.63K
1.28K $105K
PHM
Pultegroup Inc

Consumer Cyclical
5
+ 2.36%
$101.09 - $118.51 $505 - $593
217 $22K
ZM
Zoom Video Communications, Inc.

Technology
13
+ 6.84%
$72.23 - $88.64 $939 - $1.15K
203 $14K
CARG
Car Gurus, Inc.

Communication Services
4
+ 7.14%
$28.82 - $40.55 $115 - $162
60 $1K
STRL
Sterling Construction CO Inc

Industrials
1
+ 7.14%
$108.65 - $200.56 $109 - $201
15 $1K
JBL
Jabil Inc

Technology
2
+ 1.48%
$130.51 - $173.33 $261 - $347
137 $18K
AA
Alcoa Corp

Basic Materials
10
+ 6.94%
$30.5 - $39.53 $305 - $395
154 $4K
APH
Amphenol Corp

Technology
8
+ 2.22%
$61.62 - $78.55 $493 - $628
369 $24K
TRMB
Trimble Inc.

Technology
3
+ 1.27%
$65.52 - $77.49 $197 - $232
239 $15K
LVS
Las Vegas Sands Corp

Consumer Cyclical
5
+ 4.0%
$38.18 - $50.93 $191 - $255
130 $5K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
1
+ 1.75%
$63.83 - $75.78 $63.8 - $75.8
58 $3K
SNX
Td Synnex Corp

Technology
4
+ 6.56%
$103.96 - $144.69 $416 - $579
65 $6K
INCY
Incyte Corp

Healthcare
7
+ 7.69%
$60.0 - $75.26 $420 - $527
98 $5K
IR
Ingersoll Rand Inc.

Industrials
6
+ 3.51%
$79.44 - $94.23 $477 - $565
177 $14K
GTLS
Chart Industries Inc

Industrials
1
+ 5.56%
$141.99 - $218.35 $142 - $218
19 $2K
RJF
Raymond James Financial Inc

Financial Services
26
+ 9.35%
$137.62 - $172.64 $3.58K - $4.49K
304 $42K
ESI
Element Solutions Inc

Basic Materials
8
+ 5.03%
$22.61 - $27.55 $181 - $220
167 $3K
KMX
Carmax Inc

Consumer Cyclical
2
+ 0.96%
$69.25 - $89.19 $139 - $178
210 $16K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 2.01%
$476.63 - $610.45 $1.43K - $1.83K
152 $75K
DLX
Deluxe Corp

Communication Services
6
+ 1.74%
$15.43 - $23.42 $92.6 - $141
351 $5K
ARES
Ares Management Corp

Financial Services
2
+ 3.85%
$140.19 - $198.28 $280 - $397
54 $7K
MMS
Maximus, Inc.

Industrials
4
+ 0.89%
$64.34 - $79.68 $257 - $319
455 $31K
BLDR
Builders First Source, Inc.

Industrials
3
+ 2.07%
$122.8 - $173.51 $368 - $521
148 $18K
TWLO
Twilio Inc

Communication Services
22
+ 5.87%
$94.9 - $148.35 $2.09K - $3.26K
397 $38K
BWXT
Bwx Technologies, Inc.

Industrials
1
+ 0.91%
$96.59 - $128.46 $96.6 - $128
111 $10K
PANW
Palo Alto Networks Inc

Technology
5
+ 1.7%
$167.82 - $208.28 $839 - $1.04K
299 $51K
CCL
Carnival Corp

Consumer Cyclical
80
+ 13.2%
$19.08 - $28.49 $1.53K - $2.28K
686 $13K
FINX
Global X Fds Fintech ETF (De)

ETFs
2
+ 0.48%
$27.43 - $33.5 $54.9 - $67
421 $11K
SRE
Sempra Energy

Utilities
7
+ 3.95%
$67.85 - $87.67 $475 - $614
184 $13K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.42%
$75.47 - $84.24 $151 - $168
476 $36K
FULT
Fulton Financial Corp

Financial Services
19
+ 1.12%
$17.24 - $21.11 $328 - $401
1.71K $30K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
9
+ 1.14%
$17.74 - $22.07 $160 - $199
797 $14K
PH
Parker Hannifin Corp

Industrials
5
+ 2.86%
$591.65 - $707.05 $2.96K - $3.54K
180 $109K
KKR
Kkr & Co. Inc.

Financial Services
2
+ 1.75%
$108.17 - $167.07 $216 - $334
116 $13K
HBAN
Huntington Bancshares Inc

Financial Services
55
+ 1.7%
$14.28 - $17.39 $785 - $956
3.28K $49K
WDC
Western Digital Corp

Technology
15
+ 8.43%
$40.43 - $72.03 $606 - $1.08K
193 $7K
WSM
Williams Sonoma Inc

Consumer Cyclical
3
+ 2.91%
$158.1 - $217.71 $474 - $653
106 $16K
ROST
Ross Stores, Inc.

Consumer Cyclical
3
+ 2.03%
$123.3 - $154.95 $370 - $465
151 $19K
SPMD
Spdr Portfolio

ETFs
2
+ 0.21%
$50.21 - $57.73 $100 - $115
962 $49K
CDNS
Cadence Design Systems Inc

Technology
1
+ 1.27%
$233.96 - $324.52 $234 - $325
80 $20K
POOL
Pool Corp

Industrials
2
+ 1.11%
$314.92 - $364.31 $630 - $729
182 $57K
AMAT
Applied Materials Inc

Technology
8
+ 2.77%
$145.06 - $195.51 $1.16K - $1.56K
297 $43K
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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