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
IAU
Ishares Gold Trust

ETFs
1.51K
+ 63.99%
$44.06 - $50.5 $66.4K - $76.1K
3.86K $191K
JPIE
J P Morgan Exchange Traded Fd
1.75K
+ 35.0%
$45.17 - $46.39 $79K - $81.2K
6.75K $313K
NSC
Norfolk Southern Corp

Industrials
7
+ 0.28%
$213.75 - $259.69 $1.5K - $1.82K
2.51K $622K
SHW
Sherwin Williams CO

Basic Materials
2
+ 0.21%
$294.65 - $384.0 $589 - $768
964 $367K
PANW
Palo Alto Networks Inc

Technology
221
+ 613.89%
$294.18 - $368.01 $65K - $81.3K
257 $87K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
625
New
$114.73 - $120.23 $71.7K - $75.1K
625 $74K
ORCL
Oracle Corp

Technology
9
+ 0.36%
$125.9 - $170.35 $1.13K - $1.53K
2.5K $425K
IYW
Ishares Dj Us Tech ETF

ETFs
366
+ 2.37%
$133.16 - $158.73 $48.7K - $58.1K
15.8K $2.4M
XLU
Utilities Sector Spdr

ETFs
637
+ 38.17%
$67.67 - $80.78 $43.1K - $51.5K
2.31K $186K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
483
+ 3.61%
$46.96 - $52.62 $22.7K - $25.4K
13.9K $722K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
449
+ 13.04%
$83.76 - $91.82 $37.6K - $41.2K
3.89K $355K
AXP
American Express CO

Financial Services
6
+ 0.39%
$225.92 - $271.17 $1.36K - $1.63K
1.56K $423K
DD
Du Pont De Nemours, Inc.

Basic Materials
664
+ 147.56%
$77.22 - $89.49 $51.3K - $59.4K
1.11K $99K
FNF
Fidelity National Financial, Inc.

Financial Services
7
+ 0.14%
$48.08 - $62.04 $337 - $434
4.94K $306K
TMO
Thermo Fisher Scientific Inc.

Healthcare
81
+ 43.09%
$531.86 - $624.21 $43.1K - $50.6K
269 $166K
BLK
Black Rock Inc.

Financial Services
1
+ 0.27%
$782.27 - $949.51 $782 - $950
374 $355K
JNK
Spdr Bloomberg High Yield Bond

ETFs
640
New
$93.65 - $97.81 $59.9K - $62.6K
640 $62K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
256
+ 213.33%
$211.47 - $281.27 $54.1K - $72K
376 $92K
CTVA
Corteva, Inc.

Basic Materials
982
+ 184.93%
$50.72 - $58.78 $49.8K - $57.7K
1.51K $88K
QUAL
Ishares Msci Usa Quality Facto

ETFs
13
+ 0.2%
$162.64 - $179.3 $2.11K - $2.33K
6.43K $1.15M
DIS
Walt Disney CO

Communication Services
918
+ 9.15%
$85.6 - $98.61 $78.6K - $90.5K
10.9K $1.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
587
+ 61.08%
$77.02 - $85.06 $45.2K - $49.9K
1.55K $130K
WULF
Terawulf Inc.

Financial Services
10K
+ 28.57%
$3.31 - $6.38 $33.1K - $63.8K
45K $210K
DOW
Dow Inc.

Basic Materials
965
+ 135.53%
$50.15 - $55.41 $48.4K - $53.5K
1.68K $91K
ETR
Entergy Corp

Utilities
372
+ 251.35%
$104.75 - $131.61 $39K - $49K
520 $68K
VGLT
Vanguard Long Term Treasury Et

ETFs
856
New
$56.52 - $63.23 $48.4K - $54.1K
856 $52K
BK
Bank Of New York Mellon Corp

Financial Services
15
+ 0.36%
$59.54 - $72.17 $893 - $1.08K
4.19K $301K
MA
Mastercard Inc

Financial Services
24
+ 3.2%
$429.6 - $500.99 $10.3K - $12K
773 $381K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.03%
$150.05 - $171.34 $150 - $171
3.41K $569K
ORI
Old Republic International Corp

Financial Services
8
+ 0.07%
$29.89 - $35.9 $239 - $287
11K $389K
MGC
Vanguard Mega Cap ETF

ETFs
38
+ 0.86%
$185.93 - $206.64 $7.07K - $7.85K
4.48K $925K
PFE
Pfizer Inc

Healthcare
71
+ 0.16%
$27.7 - $31.39 $1.97K - $2.23K
45.5K $1.32M
TROW
Price T Rowe Group Inc

Financial Services
426
+ 560.53%
$101.71 - $120.75 $43.3K - $51.4K
502 $54K
UNP
Union Pacific Corp

Industrials
81
+ 6.18%
$221.78 - $256.09 $18K - $20.7K
1.39K $342K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.54%
$460.3 - $584.56 $921 - $1.17K
372 $217K
NI
Nisource Inc.

Utilities
1.25K
+ 423.65%
$28.54 - $34.64 $35.8K - $43.4K
1.55K $53K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.7K
New
$24.38 - $25.2 $41.4K - $42.8K
1.7K $42K
TXN
Texas Instruments Inc

Technology
210
+ 5.23%
$194.6 - $194.6 $40.9K - $40.9K
4.23K $822K
EXC
Exelon Corp

Utilities
138
+ 2.36%
$34.24 - $40.55 $4.73K - $5.6K
5.99K $242K
BMY
Bristol Myers Squibb CO

Healthcare
104
+ 3.35%
$39.66 - $51.75 $4.12K - $5.38K
3.21K $166K
PDN
Invesco Fd Tr

ETFs
293
+ 3.03%
$31.75 - $35.44 $9.3K - $10.4K
9.97K $350K
CRM
Salesforce, Inc.

Technology
110
+ 27.36%
$238.42 - $276.53 $26.2K - $30.4K
512 $140K
VLO
Valero Energy Corp

Energy
317
+ 126.29%
$132.81 - $163.48 $42.1K - $51.8K
568 $76K
TD
Toronto Dominion Bank

Financial Services
57
+ 1.45%
$54.54 - $64.56 $3.11K - $3.68K
3.99K $252K
LUV
Southwest Airlines CO

Industrials
1.1K
+ 120.86%
$23.7 - $29.93 $26K - $32.8K
2K $59K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
52
+ 1.29%
$100.75 - $111.62 $5.24K - $5.8K
4.08K $446K
GOLD
Barrick Gold Corp

Basic Materials
1.56K
+ 451.73%
$16.56 - $21.01 $25.9K - $32.8K
1.91K $37K
STX
Seagate Technology Holdings PLC

Technology
293
+ 232.54%
$92.1 - $110.76 $27K - $32.5K
419 $45K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
54
+ 1.07%
$61.97 - $69.37 $3.35K - $3.75K
5.09K $351K
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
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