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
NTNX
Nutanix, Inc.

Technology
5
+ 3.62%
$58.17 - $83.07 $291 - $415
143 $10K
OII
Oceaneering International Inc

Energy
11
+ 25.0%
$15.95 - $22.55 $175 - $248
55 $1K
ALIT
Alight, Inc.

Technology
174
+ 790.91%
$4.69 - $5.89 $816 - $1.02K
196 $1K
AA
Alcoa Corp

Basic Materials
18
+ 11.69%
$22.57 - $30.84 $406 - $555
172 $5K
DGX
Quest Diagnostics Inc

Healthcare
4
+ 5.19%
N/A
81 $11K
RDNT
Rad Net, Inc.

Healthcare
16
+ 100.0%
$47.36 - $61.14 $758 - $978
32 $1K
ROLL
Rbc Bearings Inc

Industrials
3
+ 42.86%
N/A
10 $2K
ACI
Albertsons Companies, Inc.

Consumer Defensive
58
+ 17.96%
$19.94 - $22.91 $1.16K - $1.33K
381 $8K
AGI
Alamos Gold Inc

Basic Materials
23
+ 16.2%
$23.81 - $30.33 $548 - $698
165 $4K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1
+ 0.52%
$26.66 - $33.09 $26.7 - $33.1
193 $6K
SSL
Sasol LTD

Basic Materials
271
New
$2.93 - $5.45 $794 - $1.48K
271 $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
31
+ 11.11%
$10.8 - $16.92 $335 - $525
310 $4K
RHI
Robert Half International Inc.

Industrials
24
+ 184.62%
$40.31 - $54.71 $967 - $1.31K
37 $1K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
15
+ 57.69%
$26.94 - $34.72 $404 - $521
41 $1K
ADT
Adt Inc.

Industrials
123
+ 22.28%
$7.54 - $8.6 $927 - $1.06K
675 $5K
ROST
Ross Stores, Inc.

Consumer Cyclical
12
+ 7.95%
$126.62 - $154.26 $1.52K - $1.85K
163 $20K
ZG
Zillow Group, Inc.

Communication Services
10
+ 40.0%
$59.44 - $70.64 $594 - $706
35 $2K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
5
+ 5.05%
$60.29 - $71.77 $301 - $359
104 $7K
PRIM
Primoris Services Corp

Industrials
19
+ 380.0%
$52.66 - $80.05 $1K - $1.52K
24 $1K
PSMT
Pricesmart Inc

Consumer Defensive
5
+ 20.83%
$82.12 - $108.35 $411 - $542
29 $3K
WHR
Whirlpool Corp

Consumer Cyclical
2
+ 25.0%
$75.71 - $101.42 $151 - $203
10 $1K
OI
O I Glass, Inc.

Consumer Cyclical
54
+ 158.82%
$9.62 - $15.51 $519 - $838
88 $1K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1
+ 1.89%
$103.49 - $133.44 $103 - $133
54 $7K
OMC
Omnicom Group Inc.

Communication Services
35
+ 20.83%
$69.22 - $79.77 $2.42K - $2.79K
203 $14K
SRE
Sempra Energy

Utilities
8
+ 4.35%
$63.78 - $78.91 $510 - $631
192 $14K
OTEX
Open Text Corp

Technology
24
+ 184.62%
$23.04 - $29.2 $553 - $701
37 $1K
ORA
Ormat Technologies, Inc.

Utilities
7
+ 20.0%
$66.4 - $86.59 $465 - $606
42 $3K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
10
+ 21.74%
$35.46 - $44.91 $355 - $449
56 $2K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
107
+ 25.85%
$4.36 - $5.47 $467 - $585
521 $2K
PLMR
Palomar Holdings, Inc.

Financial Services
6
+ 50.0%
$129.99 - $175.67 $780 - $1.05K
18 $2K
BBD
Bank Bradesco

Financial Services
553
New
$2.02 - $3.09 $1.12K - $1.71K
553 $1K
AX
Axos Financial, Inc.

Financial Services
3
+ 4.69%
$56.36 - $76.85 $169 - $231
67 $5K
AXS
Axis Capital Holdings LTD

Financial Services
5
+ 6.33%
$87.23 - $106.93 $436 - $535
84 $8K
PEGA
Pegasystems Inc

Technology
12
+ 85.71%
$49.95 - $103.29 $599 - $1.24K
26 $1K
PINS
Pinterest, Inc.

Communication Services
12
+ 6.86%
$24.21 - $35.95 $291 - $431
187 $6K
PJT
Pjt Partners Inc.

Financial Services
3
+ 13.64%
$125.44 - $166.41 $376 - $499
25 $4K
PKX
Posco Holdings Inc.

Basic Materials
12
+ 5.56%
$41.43 - $49.85 $497 - $598
228 $11K
PINC
Premier, Inc.

Healthcare
13
+ 33.33%
$18.94 - $23.3 $246 - $303
52 $1K
LI
Li Auto Inc.

Consumer Cyclical
37
+ 22.84%
$19.79 - $30.15 $732 - $1.12K
199 $5K
CNP
Centerpoint Energy Inc

Utilities
4
+ 1.22%
$35.5 - $39.05 $142 - $156
331 $12K
SYY
Sysco Corp

Consumer Defensive
2
+ 0.35%
$68.0 - $75.91 $136 - $152
575 $43K
GTES
Gates Industrial Corp PLC

Industrials
36
+ 22.09%
$15.56 - $23.13 $560 - $833
199 $4K
FOXA
Fox Corp

Communication Services
12
+ 7.59%
$47.21 - $57.04 $567 - $684
170 $9K
TRMK
Trustmark Corp

Financial Services
4
+ 7.02%
$30.79 - $36.78 $123 - $147
61 $2K
FLO
Flowers Foods Inc

Consumer Defensive
69
+ 460.0%
$15.86 - $19.21 $1.09K - $1.33K
84 $1K
UI
Ubiquiti Inc.

Technology
1
+ 50.0%
$273.45 - $456.69 $273 - $457
3 $1K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
22
+ 1.2%
$49.82 - $50.25 $1.1K - $1.11K
1.85K $92K
UBSI
United Bankshares Inc

Financial Services
23
+ 27.38%
$31.5 - $37.32 $725 - $858
107 $3K
GH
Guardant Health, Inc.

Healthcare
14
+ 82.35%
$37.05 - $52.04 $519 - $729
31 $1K
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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