Jfs Wealth Advisors, LLC Incresed Positions in Q2 2025

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
99.3K
+ 3.02%
$29.12 - $35.84 $2.89M - $3.56M
3.39M $121M
DFUS
Dimensional ETF Tr U S Equity

ETFs
23.9K
+ 1.72%
$53.65 - $67.02 $1.28M - $1.6M
1.41M $94.6M
IVV
Ishares Core S&P 500 ETF

ETFs
1.26K
+ 1.66%
$498.8 - $620.9 $630K - $785K
77.4K $48M
MSFT
Microsoft Corp

Technology
4.07K
+ 19.41%
$354.56 - $497.45 $1.44M - $2.03M
25.1K $12.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
139K
+ 194.03%
$24.94 - $31.15 $3.48M - $4.35M
211K $6.57M
DFAU
Dimensional ETF Tr

ETFs
69.9K
+ 20.31%
$34.04 - $42.36 $2.38M - $2.96M
414K $17.5M
VEA
Vanguard Ftse Developed Market

ETFs
20.3K
+ 4.36%
$45.65 - $57.01 $927K - $1.16M
486K $27.7M
IDEV
Ishares Core Msci Intl Develop

ETFs
49.9K
+ 4065.64%
$61.79 - $76.67 $3.08M - $3.83M
51.2K $3.89M
IEFA
Ishares Tr

ETFs
8.12K
+ 2.57%
$67.83 - $84.09 $551K - $683K
324K $27.1M
SUB
Ishares Short Term National Mu

ETFs
22.3K
+ 42.13%
$104.77 - $106.34 $2.34M - $2.37M
75.3K $8.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
446
+ 2.07%
$496.48 - $617.85 $221K - $276K
22K $13.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.42K
+ 3.91%
$39.89 - $49.46 $376K - $466K
250K $12.4M
NVDA
Nvidia Corp

Technology
1.65K
+ 10.22%
$94.31 - $157.99 $155K - $260K
17.7K $2.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.16K
+ 16.38%
$55.54 - $69.09 $509K - $633K
65.1K $4.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.61K
+ 1.47%
$96.84 - $99.46 $833K - $856K
595K $59M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.36K
+ 349.19%
$299.15 - $396.54 $705K - $935K
3.03K $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
646
+ 5.83%
$456.74 - $568.03 $295K - $367K
11.7K $6.66M
IWM
Ishares Russell 2000 ETF

ETFs
1.96K
+ 7.95%
$174.82 - $215.79 $342K - $423K
26.6K $5.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 0.48%
$416.06 - $551.64 $17.9K - $23.7K
8.94K $4.93M
AMZN
Amazon Com Inc

Consumer Cyclical
515
+ 2.46%
$167.32 - $223.3 $86.2K - $115K
21.5K $4.71M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.83K
+ 28.2%
$74.88 - $91.97 $437K - $537K
26.5K $2.44M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.95K
+ 4.22%
$166.82 - $194.23 $324K - $378K
48K $9.33M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.31K
+ 2.5%
$108.87 - $133.04 $143K - $175K
53.8K $7.16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.99K
+ 2.38%
$72.02 - $73.82 $432K - $442K
258K $19M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.16K
+ 5.13%
$65.84 - $80.81 $142K - $175K
44.4K $3.55M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.05K
+ 58.46%
$54.19 - $67.22 $274K - $340K
13.7K $920K
CAT
Caterpillar Inc

Industrials
126
+ 2.16%
$273.94 - $388.21 $34.5K - $48.9K
5.96K $2.31M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.21K
+ 31.45%
$45.9 - $47.2 $377K - $388K
34.3K $1.61M
EFA
Ishares Tr Msci Eafe ETF

ETFs
104
+ 0.21%
$72.96 - $90.39 $7.59K - $9.4K
48.5K $4.34M
JPM
Jpmorgan Chase & CO

Financial Services
35
+ 0.45%
$210.28 - $289.91 $7.36K - $10.1K
7.9K $2.29M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
747
+ 1.3%
$114.78 - $133.31 $85.7K - $99.6K
58.2K $7.76M
AVGO
Broadcom Inc.

Technology
150
+ 5.49%
$146.29 - $275.65 $21.9K - $41.3K
2.88K $794K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.3K
+ 2.04%
$48.13 - $49.85 $783K - $811K
814K $39.9M
XLF
Financial Sector Spdr

ETFs
2.57K
+ 3.53%
$43.92 - $52.37 $113K - $134K
75.3K $3.94M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
893
+ 2.12%
$103.88 - $123.68 $92.8K - $110K
43K $5.31M
PAVE
Global X Fds Us Infrastructure

ETFs
510
+ 1.44%
$33.78 - $43.68 $17.2K - $22.3K
35.9K $1.56M
WM
Waste Management Inc

Industrials
1K
+ 172.88%
$216.47 - $242.1 $217K - $242K
1.58K $361K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.85K
+ 2.6%
$19.6 - $24.44 $36.2K - $45.1K
73K $1.78M
BAC
Bank Of America Corp

Financial Services
2.14K
+ 11.44%
$34.39 - $47.46 $73.7K - $102K
20.9K $988K
VHT
Vanguard Health Care ETF

ETFs
944
+ 50.56%
$236.71 - $261.92 $223K - $247K
2.81K $698K
VB
Vanguard Small Cap ETF

ETFs
205
+ 2.02%
$193.73 - $237.37 $39.7K - $48.7K
10.3K $2.45M
BNDX
Vanguard Total International B

ETFs
3.78K
+ 34.08%
$48.77 - $49.55 $184K - $187K
14.9K $736K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.08K
+ 2.01%
$82.21 - $83.12 $171K - $173K
106K $8.75M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.85K
+ 564.36%
$50.08 - $63.14 $143K - $180K
3.36K $211K
AXP
American Express CO

Financial Services
307
+ 19.28%
$231.39 - $318.98 $71K - $97.9K
1.9K $605K
DG
Dollar General Corp

Consumer Defensive
643
+ 16.54%
$86.02 - $114.95 $55.3K - $73.9K
4.53K $518K
VO
Vanguard Mid Cap ETF

ETFs
13
+ 0.18%
$228.54 - $279.83 $2.97K - $3.64K
7.41K $2.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.13K
+ 1.61%
$20.42 - $25.3 $23.2K - $28.7K
71.7K $1.81M
INTU
Intuit Inc

Technology
4
+ 0.46%
$544.07 - $787.63 $2.18K - $3.15K
877 $690K
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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