Jfs Wealth Advisors, LLC Purchases in Q3 2024

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACGL
Arch Capital Group Ltd.

Financial Services
5
+ 0.02%
$94.47 - $114.25 $472 - $571
28K $3.13M
TSLA
Tesla, Inc.

Consumer Cyclical
864
+ 75.13%
$191.76 - $263.26 $166K - $227K
2.01K $526K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.9K
+ 655.96%
$57.8 - $60.8 $283K - $298K
5.65K $341K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.42K
+ 130.14%
$79.29 - $84.02 $271K - $287K
6.05K $506K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.5K
+ 26.16%
$25.21 - $28.46 $214K - $242K
41K $1.15M
PKI
Perkinelmer Inc

Healthcare
2.33K
+ 4755.1%
N/A
2.38K $287K
XLV
Select Sector Spdr Fund Health

ETFs
615
+ 2.8%
$143.3 - $157.24 $88.1K - $96.7K
22.6K $3.48M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.13K
+ 5.52%
$46.9 - $51.96 $99.7K - $110K
40.7K $2.09M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.05K
+ 55.71%
$45.87 - $48.53 $232K - $245K
14.1K $681K
ADP
Automatic Data Processing Inc

Industrials
720
+ 72.8%
$233.44 - $279.45 $168K - $201K
1.71K $472K
QQQ
Invesco Qqq Trust, Series 1

ETFs
325
+ 4.02%
$434.77 - $502.96 $141K - $163K
8.42K $4.11M
LRGF
Ishares Tr

ETFs
780
+ 1.29%
$52.89 - $58.77 $41.3K - $45.8K
61.2K $3.6M
XLK
Technology Sector Spdr

ETFs
1.04K
+ 4.8%
$197.34 - $237.68 $205K - $247K
22.7K $5.12M
NVDA
Nvidia Corp

Technology
2.04K
+ 15.48%
$98.91 - $134.91 $202K - $276K
15.2K $1.85M
BA
Boeing CO

Industrials
1.8K
+ 84.64%
$152.04 - $190.6 $273K - $343K
3.92K $595K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
15.4K
+ 3411.11%
$12.67 - $14.36 $194K - $220K
15.8K $212K
META
Meta Platforms, Inc.

Communication Services
116
+ 5.89%
$453.41 - $572.44 $52.6K - $66.4K
2.09K $1.19M
NEM
Newmont Corp

Basic Materials
3.57K
+ 716.67%
$41.65 - $55.85 $149K - $199K
4.07K $217K
O
Realty Income Corp

Real Estate
2.97K
+ 472.18%
$52.36 - $63.42 $156K - $188K
3.6K $228K
CAT
Caterpillar Inc

Industrials
10
+ 0.31%
$316.8 - $391.12 $3.17K - $3.91K
3.24K $1.27M
TGT
Target Corp

Consumer Defensive
1.19K
+ 163.06%
$133.47 - $159.25 $159K - $190K
1.92K $299K
ZTS
Zoetis Inc.

Healthcare
921
+ 217.22%
$172.58 - $196.48 $159K - $181K
1.35K $262K
APD
Air Products & Chemicals, Inc.

Basic Materials
603
+ 467.44%
$247.34 - $300.11 $149K - $181K
732 $217K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
350
+ 0.52%
$33.74 - $37.96 $11.8K - $13.3K
67.7K $2.54M
IWR
Ishares Russell Mid Cap ETF

ETFs
280
+ 1.39%
$79.92 - $88.19 $22.4K - $24.7K
20.4K $1.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.14K
+ 4.84%
$63.28 - $70.06 $72.1K - $79.9K
24.7K $1.73M
VTR
Ventas, Inc.

Real Estate
2.5K
+ 250000.0%
$50.88 - $65.33 $127K - $163K
2.5K $160K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
770
+ 4.26%
$75.47 - $83.18 $58.1K - $64K
18.8K $1.56M
VNQ
Vanguard Specialized Funds Van

ETFs
130
+ 1.24%
$82.97 - $98.97 $10.8K - $12.9K
10.6K $1.03M
VDE
Vanguard Energy ETF

ETFs
1.25K
New
$117.44 - $131.06 $147K - $164K
1.25K $153K
NEE
Nextera Energy Inc

Utilities
1.24K
+ 39.52%
$69.9 - $84.97 $86.9K - $106K
4.39K $370K
CMCSA
Comcast Corp

Communication Services
2.4K
+ 14.15%
$37.33 - $41.78 $89.4K - $100K
19.3K $807K
MDT
Medtronic PLC

Healthcare
1.49K
+ 168.05%
$76.84 - $91.03 $115K - $136K
2.38K $214K
GILD
Gilead Sciences, Inc.

Healthcare
1.63K
+ 404.71%
$66.59 - $83.99 $109K - $137K
2.03K $170K
KHC
Kraft Heinz CO

Consumer Defensive
3.56K
+ 95.27%
$31.86 - $36.13 $114K - $129K
7.31K $256K
CEG
Constellation Energy Corp

Utilities
69
+ 3.52%
$167.08 - $262.86 $11.5K - $18.1K
2.03K $527K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.02K
+ 48.55%
$54.98 - $59.51 $111K - $120K
6.19K $368K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
392
+ 0.91%
$44.24 - $49.47 $17.3K - $19.4K
43.3K $2.14M
VZ
Verizon Communications Inc

Communication Services
1.47K
+ 9.16%
$38.89 - $45.0 $57K - $65.9K
17.5K $784K
PSTG
Pure Storage, Inc.

Technology
2.48K
+ 4138.33%
$45.73 - $67.71 $114K - $168K
2.54K $127K
VPU
Vanguard Utilities ETF

ETFs
700
New
$146.64 - $174.54 $103K - $122K
700 $121K
VGSH
Vanguard

ETFs
1.98K
+ 718.18%
$57.74 - $59.13 $114K - $117K
2.25K $132K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
121
+ 0.4%
$36.02 - $41.68 $4.36K - $5.04K
30.4K $1.25M
SBUX
Starbucks Corp

Consumer Cyclical
602
+ 22.56%
$72.51 - $98.6 $43.7K - $59.4K
3.27K $318K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.08%
$423.73 - $533.14 $424 - $533
1.2K $630K
C
Citigroup Inc

Financial Services
1.75K
+ 75.83%
$56.11 - $67.61 $98.2K - $118K
4.06K $254K
RWR
Spdr Dow Jones Reit ETF

ETFs
528
+ 18.8%
$92.36 - $108.47 $48.8K - $57.3K
3.34K $356K
PHO
Invesco Exchange Traded Fd Tr

ETFs
951
+ 24.9%
$63.82 - $70.54 $60.7K - $67.1K
4.77K $336K
XLY
Select Sector Spdr Consumer Di

ETFs
422
+ 194.47%
$170.05 - $200.86 $71.8K - $84.8K
639 $128K
Activity Summary
Buys All Purchases 1209 New Holdings 57 Increased Positions 1152 Sells All Sells 379 Reductions 379 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email