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
UEC
Uranium Energy Corp

Energy
76
+ 584.62%
$4.0 - $7.05 $304 - $536
89 $0
AOS
Smith A O Corp

Industrials
5
+ 2.46%
$59.63 - $70.52 $298 - $353
208 $13K
STRA
Strategic Education, Inc.

Consumer Defensive
1
+ 6.67%
$77.09 - $92.26 $77.1 - $92.3
16 $1K
SMTC
Semtech Corp

Technology
4
+ 133.33%
$24.34 - $45.62 $97.4 - $182
7 $0
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
22
New
$25.57 - $26.34 $563 - $579
22 $0
T Rowe Price ETF Inc
1K
+ 8.51%
N/A
12.8K $0
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
9
+ 450.0%
$30.29 - $33.43 $273 - $301
11 $0
Te Connectivity PLC
11
+ 10.19%
N/A
119 $0
Viking Holdings LTD
400
New
N/A
400 $0
Super Micro Computer Inc
20
+ 0.71%
N/A
2.85K $0
LUV
Southwest Airlines CO

Industrials
30
+ 2.82%
$24.04 - $34.36 $721 - $1.03K
1.09K $35K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
14
+ 200.0%
$14.87 - $23.57 $208 - $330
21 $0
SHC
Sotera Health CO

Healthcare
38
+ 200.0%
$9.8 - $13.5 $372 - $513
57 $0
Starz Entertainment Corp.
2
New
N/A
2 $0
WEN
Wendy'S CO

Consumer Cyclical
11
+ 47.83%
$11.11 - $14.72 $122 - $162
34 $0
Wedbush Ser Tr
1.31K
New
N/A
1.31K $0
WCN
Waste Connections, Inc.

Industrials
3
+ 4.69%
$183.26 - $199.95 $550 - $600
67 $12K
Vesta Real Estate Corp
38
+ 82.61%
N/A
84 $0
PNM
Pnm Resources Inc

Utilities
9
+ 28.13%
N/A
41 $1K
VRRM
Verra Mobility Corp

Industrials
2
+ 1.77%
$20.85 - $25.4 $41.7 - $50.8
115 $2K
SPNT
Sirius Point LTD

Financial Services
2
New
$15.16 - $20.88 $30.3 - $41.8
2 $0
UA
Under Armour Inc Cl C

Consumer Cyclical
14
+ 12.61%
$4.73 - $6.59 $66.2 - $92.3
125 $0
TRIP
Trip Advisor, Inc.

Consumer Cyclical
16
+ 266.67%
$10.67 - $15.71 $171 - $251
22 $0
TNET
Trinet Group, Inc.

Industrials
7
+ 38.89%
$72.67 - $86.45 $509 - $605
25 $1K
WEX
Wex Inc.

Technology
5
+ 33.33%
$113.47 - $161.8 $567 - $809
20 $2K
SR
Spire Inc

Utilities
2
+ 6.9%
$71.03 - $79.07 $142 - $158
31 $2K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
8
+ 15.38%
$22.25 - $30.3 $178 - $242
60 $1K
TFSL
Tfs Financial Corp

Financial Services
28
+ 34.57%
$11.62 - $13.54 $325 - $379
109 $1K
WLY
John Wiley & Sons, Inc.

Communication Services
3
+ 8.57%
$37.03 - $45.5 $111 - $137
38 $1K
TSQ
Townsquare Media, Inc.

Communication Services
19
+ 2.94%
$6.59 - $8.21 $125 - $156
665 $5K
UCBI
United Community Banks Inc

Financial Services
14
+ 17.5%
N/A
94 $2K
VERX
Vertex, Inc.

Technology
9
+ 69.23%
$33.45 - $41.87 $301 - $377
22 $0
SYBT
Stock Yards Bancorp, Inc.

Financial Services
5
+ 250.0%
$63.06 - $78.98 $315 - $395
7 $0
SFNC
Simmons First National Corp

Financial Services
26
+ 34.67%
$17.39 - $20.55 $452 - $534
101 $1K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
54
New
$12.42 - $16.79 $671 - $907
54 $0
ENOV
Enovis Corp

Industrials
9
+ 900.0%
$29.65 - $37.35 $267 - $336
10 $0
EPC
Edgewell Personal Care CO

Consumer Defensive
5
+ 50.0%
$22.79 - $31.7 $114 - $159
15 $0
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
19
New
$20.4 - $25.29 $388 - $481
19 $0
DOCS
Doximity, Inc.

Healthcare
7
+ 30.43%
$50.71 - $61.34 $355 - $429
30 $1K
DV
Double Verify Holdings, Inc.

Technology
3
New
$11.86 - $15.03 $35.6 - $45.1
3 $0
FE
Firstenergy Corp

Utilities
8
+ 0.38%
$38.31 - $43.17 $306 - $345
2.09K $84K
Dimensional ETF Trust
1.01K
+ 18.21%
N/A
6.53K $0
DQ
Daqo New Energy Corp.

Technology
32
New
$12.74 - $18.15 $408 - $581
32 $0
COMP
Compass, Inc.

Technology
72
New
$5.8 - $8.98 $418 - $647
72 $0
ELP
Energy CO Of Parana

Utilities
31
+ 49.21%
$7.01 - $9.24 $217 - $286
94 $0
CLBK
Columbia Financial, Inc.

Financial Services
10
+ 17.86%
$13.07 - $15.57 $131 - $156
66 $0
COLB
Columbia Banking System, Inc.

Financial Services
31
+ 32.29%
$20.71 - $25.63 $642 - $795
127 $2K
CNO
Cno Financial Group, Inc.

Financial Services
17
+ 20.24%
$36.12 - $42.37 $614 - $720
101 $3K
YOU
Clear Secure, Inc.

Technology
2
+ 12.5%
$23.96 - $27.76 $47.9 - $55.5
18 $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
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