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
SMG
Scotts Miracle Gro CO

Basic Materials
11
+ 1.54%
$48.21 - $66.48 $530 - $731
723 $47K
NOW
Service Now, Inc.

Technology
2
+ 7.69%
$721.65 - $1040.18 $1.44K - $2.08K
28 $28K
MO
Altria Group, Inc.

Consumer Defensive
212
+ 6.89%
$55.56 - $60.91 $11.8K - $12.9K
3.29K $192K
SO
Southern CO

Utilities
94
+ 17.6%
$84.91 - $92.56 $7.98K - $8.7K
628 $57K
SPOT
Spotify Technology S.A.

Communication Services
2
+ 7.14%
$503.3 - $775.9 $1.01K - $1.55K
30 $23K
LAD
Lithia Motors Inc

Consumer Cyclical
6
+ 4.88%
$271.94 - $339.35 $1.63K - $2.04K
129 $43K
AXON
Axon Enterprise, Inc.

Industrials
2
+ 11.11%
$497.13 - $827.94 $994 - $1.66K
20 $16K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
1
+ 0.28%
$69.8 - $94.88 $69.8 - $94.9
355 $33K
SWKS
Skyworks Solutions, Inc.

Technology
82
+ 195.24%
$49.2 - $74.95 $4.03K - $6.15K
124 $9K
CRBG
Corebridge Financial, Inc.

Financial Services
202
+ 105.21%
$25.41 - $35.83 $5.13K - $7.24K
394 $13K
SQ
Block, Inc.

Technology
100
+ 87.72%
N/A
214 $12K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
83
+ 6.53%
$35.35 - $42.68 $2.93K - $3.54K
1.36K $57K
NET
Cloudflare, Inc.

Technology
10
+ 20.41%
$97.08 - $195.83 $971 - $1.96K
59 $11K
SPMD
Spdr Portfolio

ETFs
55
+ 5.72%
$44.89 - $54.38 $2.47K - $2.99K
1.02K $55K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
64
+ 0.19%
$44.68 - $45.96 $2.86K - $2.94K
34K $1.55M
NTRS
Northern Trust Corp

Financial Services
25
+ 24.75%
$84.45 - $126.79 $2.11K - $3.17K
126 $15K
HII
Huntington Ingalls Industries, Inc.

Industrials
21
+ 175.0%
$183.31 - $241.46 $3.85K - $5.07K
33 $7K
KEP
Korea Electric Power Corp

Utilities
69
+ 11.82%
$7.24 - $14.63 $500 - $1.01K
653 $9K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18
+ 0.09%
$41.1 - $42.37 $740 - $763
20.6K $869K
IYF
Ishares Tr

ETFs
2
+ 0.32%
$99.23 - $120.99 $198 - $242
636 $76K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.06%
$276.76 - $326.81 $277 - $327
1.69K $522K
PUK
Prudential PLC

Financial Services
168
+ 138.84%
$18.03 - $25.49 $3.03K - $4.28K
289 $7K
WRB
Berkley W R Corp

Financial Services
13
+ 0.68%
$64.28 - $75.17 $836 - $977
1.93K $141K
NFG
National Fuel Gas CO

Energy
7
+ 0.84%
$73.0 - $86.01 $511 - $602
837 $70K
TRMB
Trimble Inc.

Technology
37
+ 15.48%
$55.12 - $75.98 $2.04K - $2.81K
276 $20K
DLTR
Dollar Tree, Inc.

Consumer Defensive
53
+ 2650.0%
$67.22 - $100.51 $3.56K - $5.33K
55 $5K
WDC
Western Digital Corp

Technology
8
+ 4.15%
$30.54 - $63.99 $244 - $512
201 $12K
FDVV
Fidelity High Dividend ETF

ETFs
14
+ 0.85%
$43.6 - $52.02 $610 - $728
1.66K $86K
TROW
Price T Rowe Group Inc

Financial Services
10
+ 2.14%
$80.27 - $98.06 $803 - $981
478 $46K
ARES
Ares Management Corp

Financial Services
14
+ 25.93%
$118.04 - $175.83 $1.65K - $2.46K
68 $11K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
7
+ 1.4%
$58.52 - $71.7 $410 - $502
508 $34K
GPC
Genuine Parts CO

Consumer Cyclical
28
+ 37.33%
$105.54 - $129.09 $2.96K - $3.61K
103 $12K
VLO
Valero Energy Corp

Energy
21
+ 3.92%
$104.69 - $141.77 $2.2K - $2.98K
557 $74K
DDOG
Datadog, Inc.

Technology
22
+ 84.62%
$87.0 - $134.33 $1.91K - $2.96K
48 $6K
RBLX
Roblox Corp

Communication Services
6
+ 7.89%
$51.22 - $105.59 $307 - $634
82 $8K
XPO
Xpo Logistics, Inc.

Industrials
1
+ 0.43%
$91.46 - $128.1 $91.5 - $128
236 $29K
JHMM
John Hancock Multifactor Mid C

ETFs
4
+ 0.49%
$50.32 - $61.13 $201 - $245
818 $50K
MPWR
Monolithic Power Systems Inc

Technology
4
+ 36.36%
$455.19 - $737.73 $1.82K - $2.95K
15 $10K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
21
+ 5.88%
$45.98 - $56.15 $966 - $1.18K
378 $21K
CNM
Core & Main, Inc.

Industrials
38
+ 61.29%
$44.53 - $60.36 $1.69K - $2.29K
100 $6K
LBRDK
Liberty Broadband Corp

Communication Services
22
+ 21.78%
$73.65 - $101.29 $1.62K - $2.23K
123 $12K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
4
+ 3.7%
$160.22 - $209.35 $641 - $837
112 $23K
PTC
Ptc Inc.

Technology
14
+ 28.0%
$136.74 - $173.24 $1.91K - $2.43K
64 $11K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 1.15%
$211.12 - $274.14 $211 - $274
88 $24K
ICE
Intercontinental Exchange, Inc.

Financial Services
10
+ 6.85%
$151.62 - $183.47 $1.52K - $1.83K
156 $28K
MMM
3 M CO

Industrials
4
+ 0.94%
$126.09 - $154.15 $504 - $617
430 $65K
GM
General Motors CO

Consumer Cyclical
2
+ 0.17%
$42.48 - $50.46 $85 - $101
1.21K $59K
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 1.47%
$317.61 - $387.52 $318 - $388
69 $26K
TPR
Tapestry, Inc.

Consumer Cyclical
4
+ 2.53%
$60.6 - $87.81 $242 - $351
162 $14K
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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