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
RPM
Rpm International Inc

Basic Materials
1
+ 0.93%
$96.97 - $117.58 $97 - $118
108 $11K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
349
+ 1396.0%
$87.84 - $1441.89 $30.7K - $503K
374 $33K
PAYX
Paychex Inc

Industrials
2
+ 0.78%
$137.01 - $159.78 $274 - $320
260 $37K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 3.85%
$483.07 - $625.6 $483 - $626
27 $14K
PCG
Pg&E Corp

Utilities
17
+ 2.62%
$13.55 - $17.87 $230 - $304
667 $9K
CB
Chubb LTD

Financial Services
5
+ 1.33%
$274.32 - $302.46 $1.37K - $1.51K
382 $110K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
49
+ 8.97%
$99.37 - $134.05 $4.87K - $6.57K
595 $67K
DD
Du Pont De Nemours, Inc.

Basic Materials
2
+ 0.18%
$55.13 - $75.25 $110 - $151
1.12K $76K
HDV
Ishares Core High Dividend ETF

ETFs
21
+ 0.77%
$108.41 - $120.51 $2.28K - $2.53K
2.74K $321K
RWR
Spdr Dow Jones Reit ETF

ETFs
10
+ 0.3%
$86.33 - $99.71 $863 - $997
3.37K $325K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.25%
$138.36 - $161.45 $415 - $484
1.19K $176K
ZTS
Zoetis Inc.

Healthcare
2
+ 0.15%
$144.41 - $170.3 $289 - $341
1.3K $202K
CMCSA
Comcast Corp

Communication Services
265
+ 1.54%
$32.84 - $36.72 $8.7K - $9.73K
17.4K $622K
KO
Coca Cola CO

Consumer Defensive
138
+ 0.49%
$68.37 - $73.9 $9.44K - $10.2K
28.6K $2.02M
AZN
Astrazeneca PLC

Healthcare
17
+ 0.33%
$64.87 - $75.0 $1.1K - $1.28K
5.1K $356K
AMGN
Amgen Inc

Healthcare
45
+ 4.54%
$262.28 - $309.85 $11.8K - $13.9K
1.04K $289K
OKE
Oneok Inc

Energy
72
+ 4.81%
$78.71 - $100.37 $5.67K - $7.23K
1.57K $128K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
86
+ 0.07%
$10.78 - $11.57 $927 - $995
118K $1.34M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
14
+ 0.11%
$97.29 - $105.63 $1.36K - $1.48K
13K $1.32M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
88
+ 0.07%
$10.29 - $11.24 $906 - $989
123K $1.34M
KMB
Kimberly Clark Corp

Consumer Defensive
19
+ 0.67%
$126.84 - $145.22 $2.41K - $2.76K
2.85K $367K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
134
+ 0.1%
$9.33 - $10.06 $1.25K - $1.35K
137K $1.33M
IQI
Invesco Quality Municipal Income Trust

Financial Services
181
+ 0.13%
$9.09 - $9.79 $1.65K - $1.77K
144K $1.35M
VMO
Invesco Municipal Opportunity Trust

Financial Services
182
+ 0.13%
$9.0 - $9.58 $1.64K - $1.74K
145K $1.33M
FNF
Fidelity National Financial, Inc.

Financial Services
2
+ 0.04%
$53.62 - $66.59 $107 - $133
4.94K $276K
VKQ
Invesco Municipal Trust

Financial Services
182
+ 0.13%
$9.02 - $9.76 $1.64K - $1.78K
145K $1.32M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
63
+ 0.05%
$10.66 - $11.83 $672 - $745
128K $1.42M
XLE
Energy Sector Spdr

ETFs
847
+ 4.78%
$76.44 - $94.13 $64.7K - $79.7K
18.6K $1.57M
UNH
Unitedhealth Group Inc

Healthcare
197
+ 25.82%
$274.35 - $599.47 $54K - $118K
960 $299K
ABBV
Abb Vie Inc.

Healthcare
114
+ 1.15%
$170.16 - $206.27 $19.4K - $23.5K
10K $1.86M
EPD
Enterprise Products Partners L.P.

Energy
50
+ 0.04%
$28.95 - $34.22 $1.45K - $1.71K
124K $3.85M
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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email