Jfs Wealth Advisors, LLC Incresed Positions in Q3 2025

Jfs Wealth Advisors, LLC

  • $1.69 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
62.1K
+ 1.83%
$36.04 - $38.78 $2.24M - $2.41M
3.45M $133M
JCPB
J P Morgan Exchange Traded Fd

ETFs
101K
+ 293.22%
$46.37 - $47.77 $4.67M - $4.81M
135K $6.42M
DFAU
Dimensional ETF Tr

ETFs
43.4K
+ 10.47%
$42.42 - $45.96 $1.84M - $1.99M
458K $20.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.7K
+ 3.15%
$97.75 - $100.75 $1.83M - $1.89M
614K $61.5M
IWV
Ishares Russell 3000 ETF

ETFs
3.68K
+ 10.73%
$351.04 - $379.81 $1.29M - $1.4M
38K $14.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
62
+ 0.01%
$62.09 - $66.51 $3.85K - $4.12K
695K $45.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
43.3K
+ 263.35%
$49.09 - $50.58 $2.13M - $2.19M
59.8K $3.02M
GOOGL
Alphabet Inc.

Communication Services
761
+ 2.55%
$174.36 - $254.72 $133K - $194K
30.6K $7.44M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.83K
+ 1.96%
$108.97 - $121.65 $309K - $345K
147K $17.8M
VEA
Vanguard Ftse Developed Market

ETFs
4.97K
+ 1.02%
$56.02 - $60.3 $279K - $300K
491K $29.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.39K
+ 11.23%
$192.76 - $203.86 $1.04M - $1.1M
53.4K $10.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.59K
+ 2.63%
$49.43 - $54.52 $326K - $359K
257K $13.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
27.5K
+ 9.43%
$50.47 - $50.74 $1.39M - $1.4M
320K $16.2M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12.7K
+ 28.63%
$79.76 - $85.78 $1.01M - $1.09M
57.1K $4.83M
IEMG
Ishares Inc

ETFs
23.2K
+ 7.76%
N/A
323K $17.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
239
+ 1.09%
$617.65 - $666.84 $148K - $159K
22.2K $14.8M
JNJ
Johnson & Johnson

Healthcare
984
+ 3.25%
$155.17 - $185.42 $153K - $182K
31.3K $5.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.23K
+ 2.74%
$98.99 - $112.2 $221K - $250K
83.6K $9.25M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
17.2K
+ 317.76%
$58.7 - $62.94 $1.01M - $1.08M
22.6K $1.41M
OEF
Ishares S&P 100 ETF

ETFs
3.92K
+ 70.95%
N/A
9.45K $2.51M
XLK
Technology Sector Spdr

ETFs
1.64K
+ 8.1%
$250.97 - $282.66 $412K - $464K
21.9K $6.17M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.99K
+ 13.94%
$122.57 - $132.57 $734K - $794K
49K $6.35M
SUB
Ishares Short Term National Mu

ETFs
9.33K
+ 12.39%
$106.17 - $107.3 $990K - $1M
84.6K $9.04M
IWM
Ishares Russell 2000 ETF

ETFs
1.3K
+ 4.88%
$214.92 - $244.84 $279K - $318K
27.9K $6.75M
DFIC
Dimensional ETF Tr Dimensional

ETFs
18.7K
+ 8.83%
$30.76 - $33.01 $574K - $616K
230K $7.54M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.96K
+ 201.5%
$276.51 - $305.12 $817K - $902K
4.42K $1.32M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.57K
+ 86.2%
$164.63 - $174.58 $752K - $797K
9.87K $1.72M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.31K
+ 4.29%
$131.47 - $143.64 $304K - $332K
56.1K $7.94M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.07K
+ 3.33%
$91.28 - $97.59 $280K - $299K
95K $9.11M
FDL
First Tr Morningstar Dividend

ETFs
11.7K
+ 7.54%
$41.96 - $44.59 $489K - $520K
166K $7.22M
NVDA
Nvidia Corp

Technology
1.24K
+ 7.0%
$153.3 - $186.58 $191K - $232K
19K $3.54M
MSFT
Microsoft Corp

Technology
405
+ 1.62%
$491.09 - $535.64 $199K - $217K
25.5K $13.2M
ITA
Ishares Tr

ETFs
3.16K
+ 18564.71%
$184.73 - $209.26 $583K - $660K
3.17K $663K
CAT
Caterpillar Inc

Industrials
176
+ 2.95%
$390.92 - $477.15 $68.8K - $84K
6.13K $2.93M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.01K
+ 12.45%
$54.35 - $59.32 $327K - $356K
54.3K $3.21M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
481
+ 0.16%
$23.82 - $25.84 $11.5K - $12.4K
299K $7.68M
AVGO
Broadcom Inc.

Technology
1.21K
+ 41.97%
$264.74 - $369.57 $320K - $447K
4.09K $1.35M
GLD
Spdr Gold Trust

ETFs
977
+ 25.3%
$300.96 - $355.47 $294K - $347K
4.84K $1.72M
COF
Capital One Financial Corp

Financial Services
2.52K
+ 731.69%
$207.29 - $229.74 $522K - $578K
2.86K $608K
HYDB
Ishares Tr Edge High Yield Def

ETFs
11.1K
+ 65.41%
$47.03 - $47.97 $520K - $530K
28K $1.34M
ABBV
Abb Vie Inc.

Healthcare
279
+ 2.79%
$184.85 - $231.54 $51.6K - $64.6K
10.3K $2.38M
MS
Morgan Stanley

Financial Services
3.09K
+ 501.63%
$139.09 - $161.16 $429K - $497K
3.7K $588K
VXF
Vanguard Extended Market ETF

ETFs
70
+ 0.25%
$193.58 - $213.07 $13.6K - $14.9K
28.6K $5.99M
XLE
Energy Sector Spdr

ETFs
4.51K
+ 24.33%
$84.25 - $91.99 $380K - $415K
23.1K $2.06M
HD
Home Depot, Inc.

Consumer Cyclical
619
+ 10.08%
$357.4 - $423.42 $221K - $262K
6.76K $2.74M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.55K
+ 34.98%
$98.52 - $103.93 $449K - $473K
17.6K $1.81M
VNQ
Vanguard Specialized Funds Van

ETFs
4.88K
+ 56.22%
$88.47 - $93.24 $432K - $455K
13.6K $1.24M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.44K
+ 3.74%
$68.24 - $73.73 $166K - $180K
67.5K $4.96M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
56
+ 0.1%
$132.9 - $142.03 $7.44K - $7.95K
58.2K $8.21M
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
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