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
MKC
Mccormick & CO Inc

Consumer Defensive
4
+ 3.45%
$71.11 - $82.25 $284 - $329
120 $9K
MQ
Marqeta, Inc.

Technology
57
+ 712.5%
$3.71 - $5.88 $211 - $335
65 $0
Maplebear Inc
19
+ 1900.0%
N/A
20 $0
MNSO
Miniso Group Holding LTD

Consumer Cyclical
9
+ 24.32%
$14.31 - $22.19 $129 - $200
46 $0
MCW
Mister Car Wash, Inc.

Consumer Cyclical
6
+ 8.57%
$6.01 - $8.06 $36.1 - $48.4
76 $0
LCID
Lucid Group, Inc.

Consumer Cyclical
24
+ 480.0%
$2.1 - $2.96 $50.4 - $71
29 $0
L
Loews Corp

Financial Services
5
+ 3.05%
$80.89 - $92.09 $404 - $460
169 $15K
LKQ
Lkq Corp

Consumer Cyclical
26
+ 33.77%
$36.86 - $43.38 $958 - $1.13K
103 $3K
LIVN
Liva Nova PLC

Healthcare
7
+ 77.78%
$33.85 - $47.6 $237 - $333
16 $0
NCR
Ncr Corp

Technology
46
+ 306.67%
N/A
61 $0
Linde PLC
3
+ 2.22%
N/A
138 $0
Liberty Media Corp Del
8
+ 6.78%
N/A
126 $0
NWSA
News Corp

Communication Services
2
+ 0.77%
$23.97 - $29.72 $47.9 - $59.4
262 $7K
Nextracker Inc
1
+ 1.72%
N/A
59 $0
NZF
Nuveen Municipal Credit Income Fund

Financial Services
81
+ 2.0%
$11.34 - $12.35 $919 - $1K
4.14K $49K
LZB
La Z Boy Inc

Consumer Cyclical
1
+ 2.38%
$35.67 - $44.28 $35.7 - $44.3
43 $1K
GSHD
Goosehead Insurance, Inc.

Financial Services
1
+ 10.0%
$93.19 - $121.83 $93.2 - $122
11 $1K
RVMD
Revolution Medicines, Inc.

Healthcare
10
+ 125.0%
$31.13 - $41.98 $311 - $420
18 $0
RNG
Ring Central, Inc.

Technology
4
+ 19.05%
$21.51 - $28.36 $86 - $113
25 $0
FRME
First Merchants Corp

Financial Services
2
+ 5.0%
$34.13 - $40.19 $68.3 - $80.4
42 $1K
COLB
Columbia Banking System, Inc.

Financial Services
31
+ 32.29%
$20.71 - $25.63 $642 - $795
127 $2K
SMTC
Semtech Corp

Technology
4
+ 133.33%
$24.34 - $45.62 $97.4 - $182
7 $0
EPC
Edgewell Personal Care CO

Consumer Defensive
5
+ 50.0%
$22.79 - $31.7 $114 - $159
15 $0
LUV
Southwest Airlines CO

Industrials
30
+ 2.82%
$24.04 - $34.36 $721 - $1.03K
1.09K $35K
SHC
Sotera Health CO

Healthcare
38
+ 200.0%
$9.8 - $13.5 $372 - $513
57 $0
AOS
Smith A O Corp

Industrials
5
+ 2.46%
$59.63 - $70.52 $298 - $353
208 $13K
SFNC
Simmons First National Corp

Financial Services
26
+ 34.67%
$17.39 - $20.55 $452 - $534
101 $1K
Fidelity Covington Trust
9
+ 0.32%
N/A
2.81K $0
ENOV
Enovis Corp

Industrials
9
+ 900.0%
$29.65 - $37.35 $267 - $336
10 $0
Ferrovial Se
13
+ 16.46%
N/A
92 $0
QTUM
ETF Ser Solutions Defiance Qua
12
+ 33.33%
N/A
48 $0
DOCS
Doximity, Inc.

Healthcare
7
+ 30.43%
$50.71 - $61.34 $355 - $429
30 $1K
ROCK
Gibraltar Industries, Inc.

Industrials
1
+ 4.0%
$50.2 - $63.09 $50.2 - $63.1
26 $1K
GBTG
Global Business Travel Group, Inc.

Technology
5
+ 100.0%
$5.83 - $7.45 $29.2 - $37.3
10 $0
GLOB
Globant S.A.

Technology
4
+ 80.0%
$87.63 - $140.36 $351 - $561
9 $0
GRMN
Garmin LTD

Technology
7
+ 8.86%
$173.63 - $218.07 $1.22K - $1.53K
86 $17K
FOX
Fox Corp Cl B (De)

Communication Services
6
+ 3.87%
$43.81 - $53.0 $263 - $318
161 $8K
FE
Firstenergy Corp

Utilities
8
+ 0.38%
$38.31 - $43.17 $306 - $345
2.09K $84K
FLS
Flowserve Corp

Industrials
1
+ 1.59%
$39.49 - $53.64 $39.5 - $53.6
64 $3K
GMED
Globus Medical Inc

Healthcare
1
+ 2.0%
$55.82 - $75.5 $55.8 - $75.5
51 $3K
FAN
First Tr Exchange Traded Fd Ii
3
+ 0.39%
N/A
770 $0
AIG
American International Group, Inc.

Financial Services
1
+ 0.14%
$77.56 - $87.72 $77.6 - $87.7
741 $63K
SFBS
Servis First Bancshares, Inc.

Financial Services
1
+ 2.0%
$68.48 - $82.21 $68.5 - $82.2
51 $3K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
65
+ 928.57%
$105.72 - $1416.0 $6.87K - $92K
72 $8K
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 1.16%
$175.97 - $201.36 $176 - $201
87 $16K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
35
+ 0.94%
$9.65 - $10.68 $338 - $374
3.77K $38K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
2
+ 3.77%
$30.03 - $40.05 $60.1 - $80.1
55 $1K
DEO
Diageo PLC

Consumer Defensive
10
+ 2.42%
$99.86 - $115.75 $999 - $1.16K
424 $42K
MOH
Molina Healthcare, Inc.

Healthcare
5
+ 6.41%
$290.25 - $353.24 $1.45K - $1.77K
83 $24K
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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