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
IVZ
Invesco Ltd.

Financial Services
8
+ 2.33%
$16.78 - $18.63 $134 - $149
352 $6K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
6
+ 0.76%
N/A
793 $0
Blackrock ETF Trust Ii
1.29K
+ 67.21%
N/A
3.21K $0
ASB
Associated Banc Corp

Financial Services
14
+ 14.89%
$20.64 - $28.14 $289 - $394
108 $2K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
2
+ 14.29%
$124.55 - $167.32 $249 - $335
16 $2K
AAL
American Airlines Group Inc.

Industrials
75
+ 27.08%
N/A
352 $3K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
7
+ 5.0%
$49.84 - $59.6 $349 - $417
147 $7K
KNTK
Kinetik Holdings Inc.

Energy
10
+ 41.67%
$45.65 - $61.95 $457 - $620
34 $1K
KEYS
Keysight Technologies, Inc.

Technology
1
+ 1.54%
$149.01 - $172.53 $149 - $173
66 $10K
AWK
American Water Works Company, Inc.

Utilities
3
+ 6.38%
$123.83 - $146.07 $371 - $438
50 $6K
JXN
Jackson Financial Inc.

Financial Services
4
+ 6.45%
$84.91 - $113.74 $340 - $455
66 $5K
JJSF
J&J Snack Foods Corp

Consumer Defensive
1
+ 9.09%
$155.13 - $179.02 $155 - $179
12 $1K
APPF
Appfolio Inc

Technology
2
+ 100.0%
$192.07 - $269.26 $384 - $539
4 $0
GIL
Gildan Activewear Inc.

Consumer Cyclical
8
+ 11.59%
$46.28 - $50.23 $370 - $402
77 $3K
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 3.13%
$117.05 - $123.03 $117 - $123
33 $3K
ACA
Arcosa, Inc.

Industrials
1
+ 1.89%
$91.1 - $111.57 $91.1 - $112
54 $5K
ASGN
Asgn Inc

Technology
7
+ 25.0%
$83.2 - $100.79 $582 - $706
35 $2K
LCTD
Blackrock ETF World Ex Us Carb
131
+ 11.91%
N/A
1.23K $0
TER
Teradyne, Inc

Technology
1
+ 1.28%
$102.58 - $133.62 $103 - $134
79 $9K
BBY
Best Buy CO Inc

Consumer Cyclical
24
+ 16.33%
$85.2 - $101.35 $2.04K - $2.43K
171 $14K
BERY
Berry Global Group, Inc.

Consumer Cyclical
6
+ 3.35%
$64.2 - $72.31 $385 - $434
185 $11K
CAG
Conagra Brands Inc.

Consumer Defensive
1
+ 0.41%
$26.48 - $32.72 $26.5 - $32.7
245 $6K
WYNN
Wynn Resorts LTD

Consumer Cyclical
5
+ 7.81%
$84.3 - $106.41 $422 - $532
69 $5K
E
Eni Spa

Energy
52
+ 5.09%
$26.32 - $31.82 $1.37K - $1.65K
1.07K $29K
WTRG
Essential Utilities, Inc.

Utilities
2
+ 0.45%
$36.18 - $40.55 $72.4 - $81.1
447 $16K
EXAS
Exact Sciences Corp

Healthcare
1
+ 2.0%
$49.33 - $71.97 $49.3 - $72
51 $2K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1
+ 0.25%
$86.65 - $94.9 $86.7 - $94.9
401 $34K
LECO
Lincoln Electric Holdings Inc

Industrials
1
+ 0.5%
$187.47 - $219.94 $187 - $220
201 $37K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2
+ 0.77%
$31.24 - $37.15 $62.5 - $74.3
263 $8K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1
+ 2.08%
$60.13 - $67.31 $60.1 - $67.3
49 $2K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
3
+ 0.96%
$26.79 - $30.35 $80.4 - $91.1
314 $8K
HLN
Haleon PLC

Healthcare
84
+ 5.84%
$9.23 - $10.71 $775 - $900
1.52K $14K
HMY
Harmony Gold Mining CO LTD

Basic Materials
47
+ 6.6%
$8.14 - $12.23 $383 - $575
759 $6K
SEM
Select Medical Holdings Corp

Healthcare
10
+ 12.05%
$18.26 - $40.2 $183 - $402
93 $1K
EQNR
Equinor Asa

Energy
20
+ 4.98%
$21.88 - $27.12 $438 - $542
422 $9K
MGM
Mgm Resorts International

Consumer Cyclical
10
+ 5.35%
$33.44 - $41.99 $334 - $420
197 $6K
RMD
Resmed Inc

Healthcare
1
+ 2.38%
$228.69 - $256.07 $229 - $256
43 $9K
PFF
Ishares Trust Ishares Pfd And

ETFs
4
+ 0.88%
$31.23 - $33.51 $125 - $134
460 $14K
ELAN
Elanco Animal Health Inc

Healthcare
4
+ 1.45%
$11.63 - $14.67 $46.5 - $58.7
280 $3K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.14%
$114.59 - $129.52 $115 - $130
705 $83K
EMN
Eastman Chemical CO

Basic Materials
2
+ 2.35%
$90.03 - $110.64 $180 - $221
87 $7K
HOG
Harley Davidson, Inc.

Consumer Cyclical
4
+ 1.52%
$29.69 - $38.02 $119 - $152
267 $8K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
30
+ 0.82%
$10.27 - $11.25 $308 - $338
3.7K $38K
WM
Waste Management Inc

Industrials
1
+ 0.27%
$201.79 - $228.46 $202 - $228
365 $73K
MSFT
Microsoft Corp

Technology
420
+ 2.05%
$406.35 - $454.46 $171K - $191K
20.9K $8.82M
SWK
Stanley Black & Decker, Inc.

Industrials
13
+ 15.29%
$79.07 - $109.36 $1.03K - $1.42K
98 $7K
GFI
Gold Fields LTD

Basic Materials
35
+ 2.76%
$13.16 - $18.91 $461 - $662
1.3K $17K
NIO
Nio Inc.

Consumer Cyclical
39
+ 3.56%
$4.31 - $7.21 $168 - $281
1.13K $4K
THC
Tenet Healthcare Corp

Healthcare
1
+ 1.64%
$125.42 - $168.52 $125 - $169
62 $7K
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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