Jfs Wealth Advisors, LLC Purchases in Q2 2025

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPRX
Listed Fds Tr Spear Alpha ETF

ETFs
872
New
$17.41 - $29.6 $15.2K - $25.8K
872 $25K
HOOD
Robinhood Markets, Inc.

Technology
32
+ 7.34%
$34.17 - $93.63 $1.09K - $3K
468 $43K
EDV
Vanguard Extended Duration Tre

ETFs
385
New
$62.83 - $72.45 $24.2K - $27.9K
385 $25K
CPK
Chesapeake Utilities Corp

Utilities
210
+ 1909.09%
$116.0 - $135.5 $24.4K - $28.5K
221 $26K
HWM
Howmet Aerospace Inc.

Industrials
7
+ 1.68%
$112.33 - $186.13 $786 - $1.3K
424 $78K
GD
General Dynamics Corp

Industrials
1
+ 0.09%
$247.68 - $291.66 $248 - $292
1.15K $335K
IEMG
Ishares Inc

ETFs
420
+ 0.14%
N/A
299K $16.1M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
838
+ 8.95%
$22.43 - $23.23 $18.8K - $19.5K
10.2K $236K
MTB
M&T Bank Corp

Financial Services
23
+ 2.17%
$156.58 - $193.99 $3.6K - $4.46K
1.09K $210K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
722
+ 508.45%
$23.18 - $30.7 $16.7K - $22.2K
864 $24K
UGI
Ugi Corp

Utilities
21
+ 0.36%
$30.18 - $36.59 $634 - $768
5.9K $214K
CTVA
Corteva, Inc.

Basic Materials
19
+ 1.24%
$55.52 - $74.53 $1.05K - $1.42K
1.56K $115K
HYDB
Ishares Tr Edge High Yield Def

ETFs
253
+ 1.52%
$44.64 - $47.48 $11.3K - $12K
16.9K $802K
EUSB
Ishares Tr Esg Advanced Total

Technology
385
+ 25.4%
$42.54 - $43.56 $16.4K - $16.8K
1.9K $82K
SYK
Stryker Corp

Healthcare
2
+ 0.3%
$337.37 - $395.63 $675 - $791
670 $265K
TXN
Texas Instruments Inc

Technology
88
+ 2.14%
N/A
4.2K $817K
VTHR
Vanguard Russell 3000 ETF

ETFs
2
+ 0.35%
$218.71 - $272.75 $437 - $546
581 $158K
KB
Kb Financial Group Inc.

Financial Services
17
+ 3.41%
$46.88 - $82.59 $797 - $1.4K
515 $42K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
285
+ 66.43%
$47.46 - $55.3 $13.5K - $15.8K
714 $39K
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 0.66%
$335.24 - $380.78 $13.4K - $15.2K
6.14K $2.25M
DVY
Ishares Tr

ETFs
380
+ 1.65%
$118.37 - $134.86 $45K - $51.2K
23.4K $3.1M
TT
Trane Technologies PLC

Industrials
3
+ 2.17%
$315.21 - $437.41 $946 - $1.31K
141 $61K
CHK
Chesapeake Energy Corp

Energy
170
+ 125.93%
N/A
305 $26K
COIN
Coinbase Global, Inc.

Technology
23
+ 65.71%
$151.47 - $375.07 $3.48K - $8.63K
58 $20K
CRM
Salesforce, Inc.

Technology
44
+ 8.66%
$236.26 - $291.15 $10.4K - $12.8K
552 $150K
HDB
Hdfc Bank LTD

Financial Services
47
+ 4.59%
$63.78 - $77.48 $3K - $3.64K
1.07K $82K
APH
Amphenol Corp

Technology
18
+ 4.88%
$59.09 - $98.75 $1.06K - $1.78K
387 $38K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
124
+ 5.88%
$30.87 - $39.17 $3.83K - $4.86K
2.23K $87K
CAG
Conagra Brands Inc.

Consumer Defensive
665
+ 355.61%
$20.4 - $26.78 $13.6K - $17.8K
852 $17K
RY
Royal Bank Of Canada

Financial Services
37
+ 9.14%
$108.36 - $131.55 $4.01K - $4.87K
442 $58K
DELL
Dell Technologies Inc.

Technology
22
+ 6.61%
$71.63 - $125.98 $1.58K - $2.77K
355 $43K
JBL
Jabil Inc

Technology
7
+ 5.11%
$116.88 - $218.1 $818 - $1.53K
144 $31K
PANW
Palo Alto Networks Inc

Technology
9
+ 3.01%
$152.44 - $204.64 $1.37K - $1.84K
308 $63K
SCHV
Schwab Strategic Tr Us Large C

ETFs
34
+ 0.34%
$23.55 - $27.67 $801 - $941
9.97K $275K
FAST
Fastenal CO

Industrials
479
+ 169.26%
$40.65 - $83.16 $19.5K - $39.8K
762 $32K
IBN
Icici Bank LTD

Financial Services
161
+ 5.96%
$30.16 - $34.39 $4.86K - $5.54K
2.86K $96K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$25.48 - $31.98 $25.5 - $32
3.74K $119K
EFV
Msci Eafe Value ETF

ETFs
80
+ 7.74%
$52.4 - $64.65 $4.19K - $5.17K
1.11K $70K
BWA
Borgwarner Inc

Consumer Cyclical
83
+ 6.11%
$24.84 - $33.92 $2.06K - $2.82K
1.44K $48K
WF
Woori Financial Group Inc.

Financial Services
56
+ 14.43%
$30.46 - $49.73 $1.71K - $2.78K
444 $22K
VIS
Vanguard Industrial ETF

ETFs
38
New
$220.04 - $280.07 $8.36K - $10.6K
38 $10K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
12
+ 25.53%
$328.01 - $475.68 $3.94K - $5.71K
59 $27K
CYBR
Cyber Ark Software Ltd.

Technology
26
New
$305.98 - $406.88 $7.96K - $10.6K
26 $10K
SCHC
Schwab Strategic Tr Intl Small

ETFs
3
+ 0.22%
$32.41 - $42.59 $97.2 - $128
1.36K $57K
FPE
First Tr Pfd Secs & Income ETF

ETFs
505
+ 385.5%
$16.93 - $17.81 $8.55K - $8.99K
636 $11K
SLF
Sun Life Financial Inc

Financial Services
5
+ 0.51%
$53.39 - $66.45 $267 - $332
991 $65K
ECL
Ecolab Inc.

Basic Materials
11
+ 2.9%
$225.65 - $270.95 $2.48K - $2.98K
390 $105K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
269
+ 0.83%
$22.68 - $23.28 $6.1K - $6.26K
32.5K $756K
BEN
Franklin Resources Inc

Financial Services
303
+ 776.92%
$16.66 - $23.85 $5.05K - $7.23K
342 $8K
Activity Summary
Buys All Purchases 585 New Holdings 53 Increased Positions 532 Sells All Sells 853 Reductions 853 Sold out 0 Options Calls 0 Puts 0
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