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
SHOP
Shopify Inc.

Technology
195
+ 18.45%
$78.14 - $119.49 $15.2K - $23.3K
1.25K $133K
EMR
Emerson Electric CO

Industrials
109
+ 4.61%
$108.13 - $134.33 $11.8K - $14.6K
2.47K $306K
USXF
Ishares Esg Advanced Msci Usa

Technology
879
+ 25.34%
$48.45 - $52.57 $42.6K - $46.2K
4.35K $216K
TJX
Tjx Companies Inc

Consumer Cyclical
99
+ 0.94%
$112.15 - $127.2 $11.1K - $12.6K
10.6K $1.28M
KRE
Spdr S&P Regional Banking ETF

ETFs
706
+ 295.4%
$54.6 - $68.9 $38.5K - $48.6K
945 $57K
VGT
Vanguard Information Technolog

ETFs
21
+ 2.52%
$571.78 - $647.97 $12K - $13.6K
853 $530K
APD
Air Products & Chemicals, Inc.

Basic Materials
152
+ 20.77%
$285.5 - $335.62 $43.4K - $51K
884 $256K
META
Meta Platforms, Inc.

Communication Services
5
+ 0.24%
$554.08 - $632.68 $2.77K - $3.16K
2.09K $1.23M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
45
+ 0.18%
$69.3 - $74.3 $3.12K - $3.34K
24.7K $1.77M
KMI
Kinder Morgan, Inc.

Energy
827
+ 36.32%
$22.59 - $28.54 $18.7K - $23.6K
3.1K $85K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.01%
$233.76 - $261.58 $234 - $262
11K $2.64M
VGSH
Vanguard

ETFs
599
+ 26.62%
$58.02 - $58.88 $34.8K - $35.3K
2.85K $165K
TWLO
Twilio Inc

Communication Services
266
+ 244.04%
$63.73 - $114.96 $17K - $30.6K
375 $40K
XLY
Select Sector Spdr Consumer Di

ETFs
71
+ 11.11%
$194.8 - $239.43 $13.8K - $17K
710 $159K
HIG
Hartford Financial Services Group, Inc.

Financial Services
352
+ 38.81%
$107.06 - $123.74 $37.7K - $43.6K
1.26K $137K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.06%
$280.08 - $307.97 $280 - $308
1.71K $500K
TM
Toyota Motor Corp

Consumer Cyclical
116
+ 34.22%
$169.2 - $199.52 $19.6K - $23.1K
455 $88K
USB
Us Bancorp \De\

Financial Services
4
+ 0.03%
$43.98 - $53.66 $176 - $215
12.7K $606K
IYE
Ishares Tr

ETFs
591
+ 820.83%
$43.93 - $51.37 $26K - $30.4K
663 $30K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.15K
+ 241.4%
$25.79 - $80.4 $184K - $575K
10.1K $263K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
580
+ 36.78%
$64.62 - $71.43 $37.5K - $41.4K
2.16K $139K
TTD
Trade Desk, Inc.

Technology
203
+ 54.28%
$108.7 - $139.51 $22.1K - $28.3K
577 $67K
DELL
Dell Technologies Inc.

Technology
221
+ 204.63%
$111.96 - $144.21 $24.7K - $31.9K
329 $37K
GLW
Corning Inc

Technology
512
+ 171.81%
$44.11 - $49.76 $22.6K - $25.5K
810 $38K
APP
App Lovin Corp

Technology
29
+ 38.16%
$130.67 - $401.5 $3.79K - $11.6K
105 $34K
HDB
Hdfc Bank LTD

Financial Services
351
+ 52.62%
$59.45 - $68.01 $20.9K - $23.9K
1.02K $65K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
295
+ 7.42%
$62.07 - $66.61 $18.3K - $19.6K
4.27K $273K
BK
Bank Of New York Mellon Corp

Financial Services
6
+ 0.14%
$70.82 - $81.87 $425 - $491
4.2K $322K
UGI
Ugi Corp

Utilities
5
+ 0.09%
$23.24 - $30.37 $116 - $152
5.88K $166K
FDX
Fedex Corp

Industrials
11
+ 0.54%
$260.5 - $305.15 $2.87K - $3.36K
2.06K $579K
IXC
Ishares Tr Global Energy ETF

ETFs
1.18K
+ 10.18%
$36.95 - $43.06 $43.6K - $50.8K
12.8K $487K
MSA
Msa Safety Inc

Industrials
124
+ 97.64%
$163.63 - $178.77 $20.3K - $22.2K
251 $41K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.05%
$83.95 - $97.9 $84 - $97.9
2.04K $187K
BKR
Baker Hughes CO

Energy
386
+ 135.92%
$35.98 - $44.88 $13.9K - $17.3K
670 $27K
BMY
Bristol Myers Squibb CO

Healthcare
14
+ 0.44%
$51.92 - $59.94 $727 - $839
3.22K $182K
DE
Deere & CO

Industrials
4
+ 0.18%
$389.45 - $466.0 $1.56K - $1.86K
2.26K $955K
UAL
United Airlines Holdings, Inc.

Industrials
76
+ 38.38%
$55.62 - $102.44 $4.23K - $7.79K
274 $26K
MS
Morgan Stanley

Financial Services
4
+ 0.59%
$104.42 - $134.99 $418 - $540
678 $85K
IBM
International Business Machines Corp

Technology
122
+ 1.24%
$204.9 - $238.04 $25K - $29K
9.96K $2.19M
ARMK
Aramark

Industrials
389
+ 262.84%
$37.25 - $42.22 $14.5K - $16.4K
537 $20K
MTB
M&T Bank Corp

Financial Services
17
+ 1.66%
$172.48 - $221.95 $2.93K - $3.77K
1.04K $196K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
970
+ 11.34%
$22.65 - $23.8 $22K - $23.1K
9.52K $216K
SYY
Sysco Corp

Consumer Defensive
173
+ 35.82%
$73.63 - $81.77 $12.7K - $14.1K
656 $50K
PYPL
Pay Pal Holdings, Inc.

Financial Services
125
+ 33.16%
$77.25 - $91.3 $9.66K - $11.4K
502 $42K
SYF
Synchrony Financial

Financial Services
50
+ 9.31%
$49.01 - $68.55 $2.45K - $3.43K
587 $38K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
432
+ 11.81%
$46.33 - $48.6 $20K - $21K
4.09K $189K
HSBC
Hsbc Holdings PLC

Financial Services
36
+ 1.59%
$43.83 - $49.51 $1.58K - $1.78K
2.31K $114K
DSI
Ishares Msci Kld 400 Social Et

ETFs
85
+ 5.06%
$107.41 - $115.71 $9.13K - $9.84K
1.76K $194K
JEPI
J P Morgan Exchange Traded Fd

ETFs
430
+ 6.95%
$57.53 - $60.83 $24.7K - $26.2K
6.62K $380K
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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