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
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1
+ 0.19%
$80.73 - $94.96 $80.7 - $95
527 $43K
ATI
Allegheny Technologies Inc

Industrials
2
+ 0.15%
$50.0 - $65.86 $100 - $132
1.34K $69K
EQIX
Equinix Inc

Real Estate
1
+ 2.44%
$803.0 - $959.97 $803 - $960
42 $34K
PWR
Quanta Services, Inc.

Industrials
2
+ 2.99%
$236.71 - $358.03 $473 - $716
69 $17K
APP
App Lovin Corp

Technology
5
+ 4.76%
$238.08 - $510.13 $1.19K - $2.55K
110 $29K
AMD
Advanced Micro Devices Inc

Technology
19
+ 4.91%
$96.63 - $129.55 $1.84K - $2.46K
406 $41K
DSI
Ishares Msci Kld 400 Social Et

ETFs
86
+ 4.88%
$101.98 - $115.66 $8.77K - $9.95K
1.85K $189K
UAL
United Airlines Holdings, Inc.

Industrials
33
+ 12.04%
$69.05 - $110.52 $2.28K - $3.65K
307 $21K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9
+ 0.71%
$40.03 - $46.81 $360 - $421
1.27K $51K
VO
Vanguard Mid Cap ETF

ETFs
133
+ 1.83%
$251.87 - $277.95 $33.5K - $37K
7.4K $1.91M
NDAQ
Nasdaq, Inc.

Financial Services
12
+ 0.2%
$72.17 - $83.76 $866 - $1.01K
6.05K $459K
DELL
Dell Technologies Inc.

Technology
4
+ 1.22%
$90.34 - $124.66 $361 - $499
333 $30K
SHOP
Shopify Inc.

Technology
73
+ 5.83%
$90.59 - $129.31 $6.61K - $9.44K
1.33K $126K
DAL
Delta Air Lines, Inc.

Industrials
106
+ 14.97%
$43.6 - $69.06 $4.62K - $7.32K
814 $35K
VTHR
Vanguard Russell 3000 ETF

ETFs
2
+ 0.35%
$243.2 - $272.04 $486 - $544
579 $142K
MTB
M&T Bank Corp

Financial Services
19
+ 1.82%
$170.47 - $201.98 $3.24K - $3.84K
1.06K $189K
HPE
Hewlett Packard Enterprise CO

Technology
35
+ 2.62%
$14.77 - $24.42 $517 - $855
1.37K $21K
IWR
Ishares Russell Mid Cap ETF

ETFs
689
+ 3.44%
$82.81 - $92.93 $57.1K - $64K
20.7K $1.76M
FDS
Factset Research Systems Inc

Financial Services
3
+ 0.81%
$427.5 - $476.51 $1.28K - $1.43K
372 $169K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
94
+ 2.2%
$59.79 - $67.15 $5.62K - $6.31K
4.37K $264K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
55
+ 0.04%
$11.13 - $11.61 $612 - $639
123K $1.37M
DEO
Diageo PLC

Consumer Defensive
1
+ 0.24%
$104.79 - $126.12 $105 - $126
414 $43K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.08%
$96.93 - $109.51 $96.9 - $110
1.26K $123K
PFE
Pfizer Inc

Healthcare
1.62K
+ 3.84%
$25.01 - $27.13 $40.6K - $44K
43.9K $1.11M
MRVL
Marvell Technology, Inc.

Technology
26
+ 10.66%
$61.57 - $126.06 $1.6K - $3.28K
270 $16K
TSLA
Tesla, Inc.

Consumer Cyclical
709
+ 52.29%
$222.15 - $428.22 $158K - $304K
2.07K $535K
ITOT
Ishares Core S&P Total U.S. St

ETFs
191
+ 3.59%
$120.29 - $134.6 $23K - $25.7K
5.51K $672K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
2
+ 0.17%
$87.72 - $111.91 $175 - $224
1.19K $107K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
55
+ 0.05%
$11.4 - $11.96 $627 - $658
118K $1.36M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.14%
$255.29 - $303.75 $255 - $304
702 $181K
BAC
Bank Of America Corp

Financial Services
491
+ 2.69%
$39.61 - $47.74 $19.4K - $23.4K
18.7K $782K
VKQ
Invesco Municipal Trust

Financial Services
167
+ 0.12%
$9.53 - $10.07 $1.59K - $1.68K
145K $1.39M
IWN
Ishares Russell2000 Val ETF

ETFs
147
+ 4.31%
$149.27 - $169.4 $21.9K - $24.9K
3.56K $537K
IQI
Invesco Quality Municipal Income Trust

Financial Services
167
+ 0.12%
$9.59 - $10.1 $1.6K - $1.69K
144K $1.4M
CRM
Salesforce, Inc.

Technology
26
+ 5.39%
$268.36 - $359.95 $6.98K - $9.36K
508 $136K
FITB
Fifth Third Bancorp

Financial Services
19
+ 0.19%
$37.48 - $44.96 $712 - $854
10.3K $402K
CEG
Constellation Energy Corp

Utilities
81
+ 4.02%
$201.63 - $347.44 $16.3K - $28.1K
2.1K $423K
VMO
Invesco Municipal Opportunity Trust

Financial Services
169
+ 0.12%
$9.44 - $9.93 $1.6K - $1.68K
145K $1.38M
TTD
Trade Desk, Inc.

Technology
9
+ 1.56%
$53.59 - $126.58 $482 - $1.14K
586 $32K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
52
+ 2.56%
$522.96 - $601.18 $27.2K - $31.3K
2.09K $1.11M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
124
+ 0.09%
$9.89 - $10.46 $1.23K - $1.3K
137K $1.36M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
95
+ 4.01%
$165.25 - $224.62 $15.7K - $21.3K
2.46K $408K
DFAT
Dimensional ETF Tr U S Target

ETFs
4
+ 0.03%
$50.44 - $58.1 $202 - $232
14.1K $728K
SCHX
Schwab Strategic Tr Us Large C

ETFs
431
+ 0.61%
$21.75 - $24.28 $9.37K - $10.5K
71.2K $1.57M
PAVE
Global X Fds Us Infrastructure

ETFs
645
+ 1.86%
$37.31 - $43.82 $24.1K - $28.3K
35.4K $1.33M
FNB
Fnb Corp

Financial Services
5
+ 0.01%
$13.08 - $15.95 $65.4 - $79.8
51.9K $697K
USB
Us Bancorp \De\

Financial Services
31
+ 0.24%
$40.92 - $50.9 $1.27K - $1.58K
12.7K $536K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
107
+ 0.19%
$25.58 - $29.24 $2.74K - $3.13K
56.3K $1.48M
HON
Honeywell International Inc

Industrials
189
+ 2.0%
$202.75 - $226.52 $38.3K - $42.8K
9.64K $2.04M
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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