Jfs Wealth Advisors, LLC Incresed Positions in Q4 2024

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIS
Fidelity National Information Services, Inc.

Technology
17
+ 4.38%
$80.14 - $90.95 $1.36K - $1.55K
405 $32K
Fidelity Covington Trust
12
+ 0.31%
N/A
3.84K $0
FHI
Federated Hermes, Inc.

Financial Services
2
+ 2.27%
$36.01 - $43.31 $72 - $86.6
90 $3K
SID
National Steel CO

Basic Materials
504
+ 72.62%
$1.44 - $2.47 $726 - $1.24K
1.2K $1K
F&G Annuities & Life Inc
20
+ 6.02%
N/A
352 $0
DORM
Dorman Products, Inc.

Consumer Cyclical
3
+ 15.0%
$108.64 - $142.83 $326 - $428
23 $2K
LVS
Las Vegas Sands Corp

Consumer Cyclical
3
+ 2.46%
$47.96 - $55.17 $144 - $166
125 $6K
MCY
Mercury General Corp

Financial Services
2
+ 3.77%
$62.82 - $78.96 $126 - $158
55 $3K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2
+ 8.33%
$232.27 - $300.43 $465 - $601
26 $6K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
1
+ 11.11%
$198.56 - $251.73 $199 - $252
10 $2K
AMCR
Amcor PLC

Consumer Cyclical
111
+ 14.02%
$9.34 - $11.37 $1.04K - $1.26K
903 $8K
MAT
Mattel Inc

Consumer Cyclical
30
+ 16.22%
$17.68 - $20.38 $530 - $611
215 $3K
MGY
Magnolia Oil & Gas Corp

Energy
23
+ 22.55%
$22.89 - $28.79 $526 - $662
125 $2K
LPX
Louisiana Pacific Corp

Industrials
4
+ 6.78%
$98.02 - $120.27 $392 - $481
63 $6K
LIVN
Liva Nova PLC

Healthcare
7
+ 33.33%
$45.7 - $53.85 $320 - $377
28 $1K
AVNT
Avient Corp

Basic Materials
7
+ 12.07%
$40.12 - $53.17 $281 - $372
65 $2K
Liberty Media Corp Del
4
+ 3.81%
N/A
109 $0
LBRDA
Liberty Broadband Corp

Communication Services
8
+ 800.0%
$74.24 - $100.25 $594 - $802
9 $0
LI
Li Auto Inc.

Consumer Cyclical
26
+ 19.12%
$21.8 - $30.51 $567 - $793
162 $3K
LPL
Lg Display Co., Ltd.

Technology
201
+ 17.98%
$3.07 - $4.02 $617 - $808
1.32K $4K
AA
Alcoa Corp

Basic Materials
6
+ 4.35%
$36.62 - $47.42 $220 - $285
144 $5K
AIN
Albany International Corp

Consumer Cyclical
1
+ 5.56%
$67.92 - $87.46 $67.9 - $87.5
19 $1K
ACIW
Aci Worldwide, Inc.

Technology
10
+ 12.05%
$48.81 - $59.2 $488 - $592
93 $4K
NMRK
Newmark Group, Inc.

Real Estate
18
+ 14.17%
$12.79 - $15.98 $230 - $288
145 $1K
NCNO
N Cino, Inc.

Technology
1
+ 16.67%
$30.14 - $42.64 $30.1 - $42.6
7 $0
Natwest Group PLC
62
+ 4.84%
N/A
1.34K $0
ADMA
Adma Biologics, Inc.

Healthcare
19
+ 35.19%
$15.62 - $22.62 $297 - $430
73 $1K
ADT
Adt Inc.

Industrials
17
+ 4.21%
$6.71 - $8.14 $114 - $138
421 $2K
AAP
Advance Auto Parts Inc

Consumer Cyclical
2
+ 50.0%
$35.69 - $47.44 $71.4 - $94.9
6 $0
Aegon LTD
46
+ 8.88%
N/A
564 $0
MP
Mp Materials Corp.

Basic Materials
22
+ 440.0%
$15.6 - $23.11 $343 - $508
27 $0
MCO
Moodys Corp

Financial Services
1
+ 1.43%
$454.04 - $500.88 $454 - $501
71 $33K
MNST
Monster Beverage Corp

Consumer Defensive
9
+ 4.69%
$49.24 - $56.38 $443 - $507
201 $10K
MOD
Modine Manufacturing CO

Consumer Cyclical
2
+ 11.76%
$109.77 - $143.22 $220 - $286
19 $2K
MIDD
Middleby Corp

Industrials
6
+ 20.0%
$129.7 - $146.97 $778 - $882
36 $4K
ALG
Alamo Group Inc

Industrials
1
+ 16.67%
$168.76 - $202.61 $169 - $203
7 $1K
Lazard Inc
324
+ 1472.73%
N/A
346 $0
LANC
Lancaster Colony Corp

Consumer Defensive
4
+ 33.33%
$172.18 - $200.28 $689 - $801
16 $2K
BAK
Braskem Sa

Basic Materials
52
+ 55.32%
$3.8 - $7.5 $198 - $390
146 $0
EFV
Msci Eafe Value ETF

ETFs
90
+ 9.54%
$51.78 - $57.15 $4.66K - $5.14K
1.03K $54K
IFS
Intercorp Financial Services Inc.

Financial Services
1
+ 100.0%
$25.77 - $29.72 $25.8 - $29.7
2 $0
Atlassian Corporation
1
+ 7.14%
N/A
15 $0
Atmus Filtration Technologie
14
+ 140.0%
N/A
24 $0
AVA
Avista Corp

Utilities
3
+ 7.5%
$35.46 - $39.23 $106 - $118
43 $1K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
180
+ 9.21%
$33.39 - $37.66 $6.01K - $6.78K
2.14K $71K
TBBK
Bancorp, Inc.

Financial Services
2
+ 66.67%
$47.01 - $60.36 $94 - $121
5 $0
BOH
Bank Of Hawaii Corp

Financial Services
10
+ 58.82%
$61.29 - $80.51 $613 - $805
27 $1K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
10
+ 27.78%
$35.81 - $39.43 $358 - $394
46 $1K
ATKR
Atkore Inc.

Industrials
1
+ 6.67%
$82.02 - $104.45 $82 - $104
16 $1K
Activity Summary
Buys All Purchases 666 New Holdings 62 Increased Positions 604 Sells All Sells 523 Reductions 523 Sold out 0 Options Calls 0 Puts 0
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