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
WWD
Woodward, Inc.

Industrials
1
+ 2.33%
$157.29 - $247.55 $157 - $248
44 $10K
RMD
Resmed Inc

Healthcare
6
+ 13.64%
$204.54 - $258.0 $1.23K - $1.55K
50 $12K
WMB
Williams Companies, Inc.

Energy
10
+ 1.57%
$54.33 - $62.87 $543 - $629
645 $40K
GFS
Globalfoundries Inc.

Technology
92
New
$30.37 - $40.03 $2.79K - $3.68K
92 $3K
VRT
Vertiv Holdings CO

Industrials
33
+ 31.13%
N/A
139 $12K
EFX
Equifax Inc

Industrials
7
+ 19.44%
$205.5 - $280.54 $1.44K - $1.96K
43 $11K
NMR
Nomura Holdings Inc

Financial Services
195
+ 9.25%
$4.95 - $6.6 $965 - $1.29K
2.3K $15K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1
+ 0.19%
$72.61 - $88.75 $72.6 - $88.8
528 $46K
KR
Kroger CO

Consumer Defensive
4
+ 0.66%
$64.62 - $74.0 $258 - $296
607 $43K
CX
Cemex Sab De Cv

Basic Materials
294
+ 38.84%
$5.02 - $7.19 $1.48K - $2.11K
1.05K $7K
MTN
Vail Resorts Inc

Consumer Cyclical
19
+ 158.33%
$131.42 - $164.64 $2.5K - $3.13K
31 $4K
RDY
Dr Reddys Laboratories LTD

Healthcare
102
+ 15.81%
$12.36 - $16.17 $1.26K - $1.65K
747 $11K
CMI
Cummins Inc

Industrials
4
+ 5.06%
$267.12 - $336.65 $1.07K - $1.35K
83 $27K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.09%
$73.09 - $82.77 $73.1 - $82.8
1.12K $91K
IESC
Ies Holdings, Inc.

Industrials
5
+ 83.33%
$160.58 - $296.23 $803 - $1.48K
11 $3K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1
+ 0.25%
$70.44 - $86.87 $70.4 - $86.9
402 $34K
CNOB
Connect One Bancorp, Inc.

Financial Services
155
New
$20.95 - $24.78 $3.25K - $3.84K
155 $3K
LYV
Live Nation Entertainment, Inc.

Communication Services
6
+ 6.67%
$118.81 - $151.28 $713 - $908
96 $14K
ASX
Ase Technology Holding Co., Ltd.

Technology
22
+ 1.33%
$7.42 - $10.65 $163 - $234
1.68K $17K
FN
Fabrinet

Technology
1
+ 3.7%
$171.03 - $298.93 $171 - $299
28 $8K
CINF
Cincinnati Financial Corp

Financial Services
17
+ 19.77%
$126.6 - $151.6 $2.15K - $2.58K
103 $15K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
21
+ 27.63%
$27.82 - $46.45 $584 - $975
97 $4K
LEA
Lear Corp

Consumer Cyclical
29
+ 1450.0%
$75.18 - $95.54 $2.18K - $2.77K
31 $2K
INGR
Ingredion Inc

Consumer Defensive
13
+ 21.31%
$123.22 - $140.95 $1.6K - $1.83K
74 $10K
IBKR
Interactive Brokers Group, Inc.

Financial Services
84
+ 350.0%
$50.53 - $212.53 $4.24K - $17.9K
108 $5K
MELI
Mercadolibre Inc

Consumer Cyclical
1
New
$1794.73 - $2613.63 $1.79K - $2.61K
1 $2K
KEY
Keycorp

Financial Services
82
+ 15.53%
$13.23 - $17.42 $1.08K - $1.43K
610 $10K
SF
Stifel Financial Corp

Financial Services
8
+ 8.7%
$76.49 - $103.78 $612 - $830
100 $10K
SEIC
Sei Investments CO

Financial Services
11
+ 11.34%
$66.45 - $89.86 $731 - $988
108 $9K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
13
+ 30.23%
$90.58 - $109.05 $1.18K - $1.42K
56 $6K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
49
+ 0.93%
$46.41 - $47.7 $2.27K - $2.34K
5.32K $252K
PR
Permian Resources Corporation

Energy
120
+ 387.1%
$10.36 - $14.93 $1.24K - $1.79K
151 $2K
PFGC
Performance Food Group CO

Consumer Defensive
6
+ 6.19%
$71.62 - $89.56 $430 - $537
103 $9K
PAYC
Paycom Software, Inc.

Technology
8
+ 88.89%
$193.07 - $265.71 $1.54K - $2.13K
17 $3K
STE
Steris PLC

Healthcare
2
+ 2.7%
$208.55 - $252.55 $417 - $505
76 $18K
IBMP
Ishares Tr Ibonds December 202

ETFs
103
New
$24.98 - $25.35 $2.57K - $2.61K
103 $2K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
27
+ 1.03%
$49.79 - $50.59 $1.34K - $1.37K
2.66K $134K
SHG
Shinhan Financial Group CO LTD

Financial Services
37
+ 6.42%
N/A
613 $21K
SBSW
Sibanye Stillwater LTD

Basic Materials
12
+ 2.75%
$3.22 - $7.55 $38.6 - $90.6
448 $3K
NGG
National Grid PLC

Utilities
4
+ 1.79%
$62.74 - $74.79 $251 - $299
227 $16K
STN
Stantec Inc

Industrials
4
+ 11.76%
$78.92 - $109.58 $316 - $438
38 $4K
FLRN
Spdr Bloomberg Investment Grad

ETFs
45
+ 1.19%
$30.29 - $30.83 $1.36K - $1.39K
3.84K $118K
REZI
Resideo Technologies, Inc.

Industrials
67
+ 119.64%
$14.69 - $22.46 $984 - $1.5K
123 $2K
BAX
Baxter International Inc

Healthcare
65
+ 112.07%
$27.8 - $34.02 $1.81K - $2.21K
123 $3K
VMI
Valmont Industries Inc

Industrials
6
+ 50.0%
$263.86 - $333.86 $1.58K - $2K
18 $5K
EWBC
East West Bancorp Inc

Financial Services
2
+ 1.53%
$71.03 - $101.75 $142 - $204
133 $13K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1
+ 0.37%
$86.58 - $104.98 $86.6 - $105
269 $28K
DRI
Darden Restaurants Inc

Consumer Cyclical
4
+ 5.33%
$186.58 - $225.78 $746 - $903
79 $17K
AWK
American Water Works Company, Inc.

Utilities
11
+ 20.37%
$133.82 - $151.96 $1.47K - $1.67K
65 $9K
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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