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
SLF
Sun Life Financial Inc

Financial Services
41
+ 26.8%
$47.07 - $58.09 $1.93K - $2.38K
194 $11K
WAT
Waters Corp

Healthcare
4
+ 8.89%
$282.7 - $359.89 $1.13K - $1.44K
49 $17K
XEL
Xcel Energy Inc

Utilities
24
+ 10.3%
$52.11 - $65.3 $1.25K - $1.57K
257 $16K
AEE
Ameren Corp

Utilities
25
+ 42.37%
$70.45 - $87.46 $1.76K - $2.19K
84 $7K
APP
App Lovin Corp

Technology
3
+ 4.11%
$67.14 - $130.65 $201 - $392
76 $9K
AVTR
Avantor, Inc.

Basic Materials
61
+ 23.55%
$20.58 - $27.7 $1.26K - $1.69K
320 $8K
BAH
Booz Allen Hamilton Holding Corp

Industrials
3
+ 1.14%
$138.82 - $162.76 $416 - $488
267 $43K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 1.29%
$196.56 - $218.55 $393 - $437
157 $33K
BURL
Burlington Stores, Inc.

Consumer Cyclical
9
+ 40.91%
$233.02 - $278.99 $2.1K - $2.51K
31 $8K
COF
Capital One Financial Corp

Financial Services
5
+ 4.1%
$131.42 - $153.05 $657 - $765
127 $19K
CMS
Cms Energy Corp

Utilities
23
+ 23.71%
$58.7 - $70.62 $1.35K - $1.62K
120 $8K
CL
Colgate Palmolive CO

Consumer Defensive
6
+ 2.04%
$95.54 - $108.77 $573 - $653
300 $31K
FIX
Comfort Systems Usa Inc

Industrials
1
+ 3.03%
$292.14 - $396.82 $292 - $397
34 $13K
GLW
Corning Inc

Technology
38
+ 14.62%
$37.76 - $46.2 $1.43K - $1.76K
298 $13K
CW
Curtiss Wright Corp

Industrials
1
+ 2.27%
$265.18 - $332.22 $265 - $332
45 $14K
ENIC
Enel Chile S.A.

Utilities
931
+ 624.83%
$2.54 - $2.95 $2.36K - $2.75K
1.08K $3K
FAF
First American Financial Corp

Financial Services
2
+ 0.87%
$52.48 - $67.02 $105 - $134
232 $15K
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 2.5%
$259.22 - $299.75 $518 - $600
82 $23K
GPC
Genuine Parts CO

Consumer Cyclical
16
+ 28.57%
$131.04 - $147.11 $2.1K - $2.35K
72 $10K
GL
Globe Life Inc.

Financial Services
19
+ 37.25%
$80.92 - $109.6 $1.54K - $2.08K
70 $7K
GMED
Globus Medical Inc

Healthcare
40
+ 400.0%
$67.08 - $73.92 $2.68K - $2.96K
50 $3K
GDDY
Go Daddy Inc.

Technology
3
+ 2.11%
$141.41 - $167.41 $424 - $502
145 $22K
HOG
Harley Davidson, Inc.

Consumer Cyclical
26
+ 10.97%
$31.83 - $39.53 $828 - $1.03K
263 $10K
HMY
Harmony Gold Mining CO LTD

Basic Materials
197
+ 38.25%
$8.48 - $11.22 $1.67K - $2.21K
712 $7K
HAS
Hasbro, Inc.

Consumer Cyclical
1
+ 0.55%
$56.54 - $72.32 $56.5 - $72.3
184 $13K
JHX
James Hardie Industries PLC

Basic Materials
34
+ 18.09%
$31.27 - $42.02 $1.06K - $1.43K
222 $8K
JEF
Jefferies Financial Group Inc.

Financial Services
6
+ 3.33%
$49.97 - $62.49 $300 - $375
186 $11K
JLL
Jones Lang Lasalle Inc

Real Estate
2
+ 5.26%
$198.7 - $272.0 $397 - $544
40 $10K
KEYS
Keysight Technologies, Inc.

Technology
10
+ 18.18%
$119.86 - $158.87 $1.2K - $1.59K
65 $10K
KKR
Kkr & Co. Inc.

Financial Services
4
+ 3.64%
$104.51 - $133.23 $418 - $533
114 $14K
LYG
Lloyds Banking Group PLC

Financial Services
614
+ 14.59%
$2.73 - $3.17 $1.68K - $1.95K
4.82K $14K
MAS
Masco Corp

Industrials
5
+ 2.72%
$64.7 - $83.94 $324 - $420
189 $15K
MMS
Maximus, Inc.

Industrials
2
+ 0.45%
$84.08 - $93.17 $168 - $186
449 $41K
NGG
National Grid PLC

Utilities
7
+ 5.0%
$57.14 - $70.48 $400 - $493
147 $10K
PKG
Packaging Corp Of America

Consumer Cyclical
3
+ 3.61%
$176.32 - $215.7 $529 - $647
86 $18K
RMD
Resmed Inc

Healthcare
2
+ 5.0%
$186.94 - $252.92 $374 - $506
42 $10K
SOFI
So Fi Technologies, Inc.

Financial Services
384
New
$6.32 - $8.19 $2.43K - $3.14K
384 $3K
SPMD
Spdr Portfolio

ETFs
1
+ 0.1%
$50.29 - $54.92 $50.3 - $54.9
959 $52K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.43%
$71.9 - $79.86 $144 - $160
472 $37K
SWK
Stanley Black & Decker, Inc.

Industrials
3
+ 3.66%
$77.75 - $110.17 $233 - $331
85 $9K
SYY
Sysco Corp

Consumer Defensive
5
+ 1.05%
$69.16 - $78.98 $346 - $395
483 $37K
TRGP
Targa Resources Corp.

Energy
4
+ 3.48%
$127.86 - $156.46 $511 - $626
119 $17K
THC
Tenet Healthcare Corp

Healthcare
2
+ 3.39%
$129.27 - $168.03 $259 - $336
61 $10K
UTHR
United Therapeutics Corp

Healthcare
5
+ 15.15%
$311.04 - $363.55 $1.56K - $1.82K
38 $13K
UHS
Universal Health Services Inc

Healthcare
2
+ 2.99%
$178.68 - $241.52 $357 - $483
69 $15K
VEEV
Veeva Systems Inc

Healthcare
10
+ 19.61%
$180.43 - $223.9 $1.8K - $2.24K
61 $12K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 2.78%
$150.01 - $182.29 $450 - $547
111 $20K
WAL
Western Alliance Bancorporation

Financial Services
12
+ 14.12%
$61.15 - $88.41 $734 - $1.06K
97 $8K
WDAY
Workday, Inc.

Technology
8
+ 27.59%
$207.75 - $264.68 $1.66K - $2.12K
37 $9K
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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