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
USLM
United States Lime & Minerals Inc

Basic Materials
8
+ 200.0%
$85.25 - $107.02 $682 - $856
12 $1K
ENSG
Ensign Group, Inc

Healthcare
1
+ 2.56%
$119.93 - $156.36 $120 - $156
40 $6K
NPO
Enpro Industries, Inc

Industrials
2
+ 18.18%
$137.27 - $193.1 $275 - $386
13 $2K
UTHR
United Therapeutics Corp

Healthcare
6
+ 17.65%
$276.47 - $328.4 $1.66K - $1.97K
40 $11K
ESI
Element Solutions Inc

Basic Materials
24
+ 14.37%
$17.5 - $22.96 $420 - $551
191 $4K
EIX
Edison International

Utilities
34
+ 80.95%
$48.32 - $59.92 $1.64K - $2.04K
76 $3K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
68
New
$26.41 - $26.76 $1.8K - $1.82K
68 $1K
GATX
Gatx Corp

Industrials
7
+ 12.28%
$141.27 - $159.24 $989 - $1.11K
64 $9K
GFL
Gfl Environmental Inc.

Industrials
8
+ 19.51%
$42.93 - $51.58 $343 - $413
49 $2K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 2.56%
$141.59 - $182.75 $142 - $183
40 $7K
TGNA
Tegna Inc

Communication Services
30
+ 66.67%
$15.42 - $18.98 $463 - $569
75 $1K
GPOR
Gulfport Energy Corp

Energy
5
+ 55.56%
$158.62 - $206.57 $793 - $1.03K
14 $2K
SMMT
Summit Therapeutics Inc.

Healthcare
19
+ 55.88%
$16.64 - $36.7 $316 - $697
53 $1K
SNEX
Stone X Group Inc.

Financial Services
6
+ 20.0%
$69.59 - $94.15 $418 - $565
36 $3K
TDS
Telephone & Data Systems Inc

Communication Services
12
+ 23.53%
$31.74 - $39.52 $381 - $474
63 $2K
GEF
Greif, Inc

Consumer Cyclical
7
+ 9.46%
$49.01 - $66.46 $343 - $465
81 $5K
GVA
Granite Construction Inc

Industrials
4
+ 16.67%
$71.89 - $93.51 $288 - $374
28 $2K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1
+ 2.27%
$153.22 - $199.8 $153 - $200
45 $8K
EVRG
Evergy, Inc.

Utilities
5
+ 4.46%
$64.06 - $69.64 $320 - $348
117 $8K
GMS
Gms Inc.

Industrials
1
+ 2.94%
$66.73 - $108.75 $66.7 - $109
35 $3K
GL
Globe Life Inc.

Financial Services
16
+ 21.05%
$113.29 - $133.09 $1.81K - $2.13K
92 $11K
ICUI
Icu Medical Inc

Healthcare
5
+ 100.0%
$127.74 - $151.04 $639 - $755
10 $1K
TR
Tootsie Roll Industries Inc

Consumer Defensive
12
+ 50.0%
$29.7 - $36.03 $356 - $432
36 $1K
DXC
Dxc Technology CO

Technology
39
+ 34.82%
$14.03 - $17.63 $547 - $688
151 $2K
DUOL
Duolingo, Inc.

Technology
4
New
$292.88 - $540.68 $1.17K - $2.16K
4 $1K
AMCR
Amcor PLC

Consumer Cyclical
151
+ 15.68%
$8.57 - $9.81 $1.29K - $1.48K
1.11K $10K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
19
+ 43.18%
$50.56 - $59.57 $961 - $1.13K
63 $3K
LAUR
Laureate Education, Inc.

Consumer Defensive
29
+ 23.2%
$18.34 - $23.38 $532 - $678
154 $3K
LCII
Lci Industries

Consumer Cyclical
4
+ 44.44%
$75.07 - $92.4 $300 - $370
13 $1K
CSAN
Cosan S.A.

Energy
200
New
$4.44 - $6.16 $888 - $1.23K
200 $1K
CPA
Copa Holdings, S.A.

Industrials
4
+ 16.0%
$83.12 - $109.97 $332 - $440
29 $3K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
5
+ 11.11%
$105.8 - $131.55 $529 - $658
50 $6K
CWCO
Consolidated Water Co. Ltd.

Utilities
1
+ 0.75%
$22.81 - $30.14 $22.8 - $30.1
134 $4K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.42%
$66.87 - $79.47 $134 - $159
478 $37K
CVLT
Commvault Systems Inc

Technology
2
+ 20.0%
$139.35 - $190.99 $279 - $382
12 $2K
CBU
Community Bank System, Inc.

Financial Services
9
+ 30.0%
$50.88 - $58.16 $458 - $523
39 $2K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
3.6K
+ 56.25%
$4.69 - $9.84 $16.9K - $35.4K
10K $46K
CNK
Cinemark Holdings, Inc.

Communication Services
12
+ 30.0%
$24.54 - $33.77 $294 - $405
52 $1K
CROX
Crocs, Inc.

Consumer Cyclical
10
+ 47.62%
$88.67 - $120.26 $887 - $1.2K
31 $3K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
39
+ 86.67%
$14.99 - $18.47 $585 - $720
84 $1K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
25
+ 0.99%
$24.98 - $25.66 $625 - $642
2.56K $65K
VALE
Vale S.A.

Basic Materials
118
+ 10.55%
$8.26 - $10.1 $975 - $1.19K
1.24K $12K
KFY
Korn Ferry

Industrials
13
+ 36.11%
$59.48 - $74.54 $773 - $969
49 $3K
KBH
Kb Home

Consumer Cyclical
20
+ 33.33%
$50.15 - $58.93 $1K - $1.18K
80 $4K
DOCU
Docusign, Inc.

Technology
7
+ 29.17%
$70.35 - $93.84 $492 - $657
31 $2K
LUMN
Lumen Technologies, Inc.

Communication Services
100
+ 46.51%
$3.07 - $4.51 $307 - $451
315 $1K
DAN
Dana Inc

Consumer Cyclical
27
+ 22.31%
$10.38 - $17.71 $280 - $478
148 $2K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1
+ 0.77%
$28.02 - $32.37 $28 - $32.4
131 $4K
Telix Pharmaceutical LTD
27
New
N/A
27 $0
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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