Jfs Wealth Advisors, LLC Purchases in Q3 2025

Jfs Wealth Advisors, LLC

  • $1.69 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ZTO
Zto Express (Cayman) Inc.

Industrials
41
+ 39.05%
$17.7 - $20.73 $726 - $850
146 $2K
PUK
Prudential PLC

Financial Services
21
+ 7.27%
$24.27 - $28.15 $510 - $591
310 $8K
OVV
Ovintiv Inc.

Energy
32
+ 29.09%
$38.53 - $43.17 $1.23K - $1.38K
142 $5K
QS
Quantum Scape Corp

Consumer Cyclical
85
+ 8500.0%
$6.36 - $14.64 $541 - $1.24K
86 $1K
THO
Thor Industries Inc

Consumer Cyclical
6
+ 28.57%
$88.76 - $112.33 $533 - $674
27 $2K
POR
Portland General Electric CO

Utilities
17
+ 154.55%
$39.73 - $44.0 $675 - $748
28 $1K
PBF
Pbf Energy Inc.

Energy
40
New
$21.68 - $33.56 $867 - $1.34K
40 $1K
VGSH
Vanguard

ETFs
10
+ 0.42%
$58.43 - $58.88 $584 - $589
2.36K $139K
PEGA
Pegasystems Inc

Technology
18
+ 69.23%
$49.75 - $60.39 $896 - $1.09K
44 $2K
PCTY
Paylocity Holding Corp

Technology
2
+ 40.0%
$159.27 - $190.36 $319 - $381
7 $1K
SNN
Smith & Nephew PLC

Healthcare
39
New
$29.33 - $38.7 $1.14K - $1.51K
39 $1K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
8
+ 14.55%
$35.21 - $46.94 $282 - $376
63 $2K
PSN
Parsons Corp

Industrials
2
+ 2.82%
$72.77 - $82.92 $146 - $166
73 $6K
SON
Sonoco Products CO

Consumer Cyclical
22
+ 200.0%
$42.77 - $48.68 $941 - $1.07K
33 $1K
SHC
Sotera Health CO

Healthcare
9
+ 15.79%
$11.01 - $16.5 $99.1 - $149
66 $1K
FLRN
Spdr Bloomberg Investment Grad

ETFs
44
+ 1.15%
$30.71 - $30.86 $1.35K - $1.36K
3.88K $119K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
26
+ 1.02%
$25.21 - $25.99 $655 - $676
2.58K $66K
OC
Owens Corning

Industrials
1
+ 1.08%
$136.56 - $157.69 $137 - $158
94 $13K
BOND
Pimco Active Bond Exchange Tra

ETFs
17
New
$90.83 - $93.81 $1.54K - $1.59K
17 $1K
INSW
International Seaways, Inc.

Energy
14
+ 87.5%
$37.03 - $49.12 $518 - $688
30 $1K
KLIC
Kulicke & Soffa Industries Inc

Technology
10
+ 9.35%
$32.11 - $43.03 $321 - $430
117 $4K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
16
+ 61.54%
$52.62 - $61.93 $842 - $991
42 $2K
BILL
Bill.Com Holdings, Inc.

Technology
7
+ 36.84%
$39.02 - $54.53 $273 - $382
26 $1K
CWK
Cushman & Wakefield PLC

Real Estate
12
+ 8.28%
$11.09 - $16.87 $133 - $202
157 $2K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
18
+ 1800.0%
N/A
19 $1K
EL
Estee Lauder Companies Inc

Consumer Defensive
21
New
$83.65 - $95.26 $1.76K - $2K
21 $1K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
7
+ 35.0%
$32.29 - $38.12 $226 - $267
27 $1K
AROC
Archrock, Inc.

Energy
4
+ 5.33%
$22.0 - $26.51 $88 - $106
79 $2K
DIOD
Diodes Inc

Technology
23
New
$47.17 - $57.76 $1.08K - $1.33K
23 $1K
APA
Apa Corp

Energy
72
+ 3600.0%
$18.06 - $24.69 $1.3K - $1.78K
74 $1K
GXO
Gxo Logistics, Inc.

Industrials
14
+ 155.56%
$48.07 - $54.59 $673 - $764
23 $1K
HXL
Hexcel Corp

Industrials
8
+ 47.06%
$57.15 - $64.88 $457 - $519
25 $1K
HIMX
Himax Technologies, Inc.

Technology
200
New
$7.16 - $9.76 $1.43K - $1.95K
200 $1K
CF
Cf Industries Holdings, Inc.

Basic Materials
10
+ 35.71%
$80.91 - $98.75 $809 - $988
38 $3K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
17
+ 31.48%
$42.78 - $54.29 $727 - $923
71 $3K
INSM
Insmed Inc

Healthcare
1
+ 3.33%
$96.14 - $147.2 $96.1 - $147
31 $4K
CVCO
Cavco Industries Inc.

Consumer Cyclical
1
+ 20.0%
$403.12 - $585.63 $403 - $586
6 $3K
CNI
Canadian National Railway CO

Industrials
24
+ 19.05%
$92.01 - $106.6 $2.21K - $2.56K
150 $14K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1
+ 3.85%
$105.93 - $131.8 $106 - $132
27 $3K
JBLU
Jetblue Airways Corp

Industrials
2
+ 0.87%
$4.23 - $5.49 $8.46 - $11
233 $1K
CRDO
Credo Technology Group Holding LTD

Technology
10
New
$87.59 - $172.31 $876 - $1.72K
10 $1K
BLDR
Builders First Source, Inc.

Industrials
1
+ 0.7%
$116.91 - $149.21 $117 - $149
143 $17K
KBR
Kbr, Inc.

Industrials
16
+ 123.08%
$45.52 - $51.61 $728 - $826
29 $1K
IEX
Idex Corp

Industrials
7
+ 63.64%
$157.53 - $185.69 $1.1K - $1.3K
18 $2K
DLB
Dolby Laboratories, Inc.

Industrials
15
+ 150.0%
$70.09 - $76.79 $1.05K - $1.15K
25 $1K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
11
+ 183.33%
$66.56 - $84.85 $732 - $933
17 $1K
NBIX
Neurocrine Biosciences Inc

Healthcare
7
+ 33.33%
$123.98 - $146.67 $868 - $1.03K
28 $3K
BROS
Dutch Bros Inc.

Consumer Cyclical
24
+ 109.09%
$52.34 - $74.24 $1.26K - $1.78K
46 $2K
AAP
Advance Auto Parts Inc

Consumer Cyclical
28
+ 933.33%
$49.01 - $66.5 $1.37K - $1.86K
31 $1K
Activity Summary
Buys All Purchases 584 New Holdings 91 Increased Positions 493 Sells All Sells 523 Reductions 521 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email