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
EEM
Ishares Msci Emerging Markets

ETFs
148
+ 0.47%
$38.52 - $48.28 $5.7K - $7.15K
31.7K $1.53M
SHEL
Shell PLC

Energy
2.09K
+ 68.9%
$59.75 - $73.05 $125K - $153K
5.13K $360K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 0.85%
$908.13 - $1056.85 $20K - $23.3K
2.61K $2.59M
OXY
Occidental Petroleum Corp

Energy
3.24K
+ 610.17%
$36.11 - $49.33 $117K - $160K
3.77K $158K
LMT
Lockheed Martin Corp

Industrials
268
+ 80.97%
$430.82 - $486.45 $115K - $130K
599 $277K
DGRO
Ishares Core Dividend Growth E

ETFs
1.95K
+ 394.75%
$55.22 - $63.94 $108K - $125K
2.45K $156K
PM
Philip Morris International Inc.

Consumer Defensive
41
+ 0.86%
$149.23 - $184.95 $6.12K - $7.58K
4.8K $874K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
89
+ 3.2%
$224.16 - $285.86 $20K - $25.4K
2.87K $819K
PRF
Invesco Exchange Traded Fd Tr

ETFs
33
+ 0.06%
$35.77 - $42.27 $1.18K - $1.39K
57.7K $2.44M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
108
+ 0.19%
$22.92 - $28.05 $2.48K - $3.03K
56.4K $1.58M
VOT
Vanguard Mid Cap Growth Index

ETFs
184
+ 15.22%
$216.28 - $284.39 $39.8K - $52.3K
1.39K $396K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
116
+ 4.92%
$376.48 - $440.65 $43.7K - $51.1K
2.48K $1.09M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.97K
+ 12.37%
$50.1 - $51.02 $98.5K - $100K
17.9K $911K
HAL
Halliburton CO

Energy
4.62K
+ 2273.89%
$19.26 - $25.7 $88.9K - $119K
4.82K $98K
FISV
Fiserv Inc

Technology
737
+ 54.39%
N/A
2.09K $261K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1K
+ 1000.0%
$70.56 - $92.75 $70.6K - $92.8K
1.1K $98K
DE
Deere & CO

Industrials
4
+ 0.18%
$412.99 - $531.48 $1.65K - $2.13K
2.25K $1.15M
HBAN
Huntington Bancshares Inc

Financial Services
4.85K
+ 147.7%
$12.49 - $16.76 $60.6K - $81.3K
8.13K $136K
ITOT
Ishares Core S&P Total U.S. St

ETFs
81
+ 1.47%
$108.12 - $135.04 $8.76K - $10.9K
5.59K $755K
TLT
Ishares Barclays 20+ Year Trea

ETFs
950
+ 100.74%
$83.97 - $92.85 $79.8K - $88.2K
1.89K $167K
BK
Bank Of New York Mellon Corp

Financial Services
527
+ 12.51%
$73.31 - $91.62 $38.6K - $48.3K
4.74K $431K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.08K
+ 0.37%
$50.36 - $50.68 $54.4K - $54.7K
292K $14.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
117
+ 8.67%
$219.76 - $276.94 $25.7K - $32.4K
1.47K $406K
BX
Blackstone Inc.

Financial Services
78
+ 1.44%
$120.07 - $151.11 $9.37K - $11.8K
5.48K $820K
VTR
Ventas, Inc.

Real Estate
1.2K
+ 47.98%
$62.45 - $70.08 $74.9K - $84.1K
3.7K $233K
FNB
Fnb Corp

Financial Services
25
+ 0.05%
$11.48 - $14.58 $287 - $365
51.9K $756K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.66K
+ 1.96%
$37.08 - $42.26 $98.6K - $112K
138K $5.72M
COF
Capital One Financial Corp

Financial Services
203
+ 143.97%
$150.57 - $212.76 $30.6K - $43.2K
344 $73K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
241
+ 12.38%
$91.51 - $113.03 $22.1K - $27.2K
2.19K $247K
QCOM
Qualcomm Inc

Technology
238
+ 16.38%
$124.66 - $159.48 $29.7K - $38K
1.69K $269K
AOA
Ishares Tr Core Aggressive All

ETFs
202
+ 4.75%
$69.46 - $83.4 $14K - $16.8K
4.45K $371K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
370
+ 7.33%
$49.55 - $60.46 $18.3K - $22.4K
5.42K $322K
IWS
Ishares Russell Midcap Value E

ETFs
194
+ 6.6%
$110.58 - $132.14 $21.5K - $25.6K
3.13K $413K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.06%
$113.67 - $150.4 $114 - $150
1.75K $262K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
23
+ 0.53%
$59.57 - $75.11 $1.37K - $1.73K
4.38K $328K
FDL
First Tr Morningstar Dividend

ETFs
6.52K
+ 4.4%
$38.19 - $43.19 $249K - $282K
155K $6.47M
RGLD
Royal Gold Inc

Basic Materials
216
+ 568.42%
$155.48 - $186.71 $33.6K - $40.3K
254 $45K
ROKU
Roku, Inc

Communication Services
350
+ 327.1%
$55.1 - $87.89 $19.3K - $30.8K
457 $40K
MDT
Medtronic PLC

Healthcare
486
+ 12.31%
$80.68 - $88.86 $39.2K - $43.2K
4.43K $386K
IWP
Ishares Russell Mid Cap Growth

ETFs
186
+ 101.09%
$104.34 - $138.68 $19.4K - $25.8K
370 $51K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
501
+ 2.4%
$55.57 - $62.73 $27.8K - $31.4K
21.4K $1.32M
SKYY
First Trust Cloud Computing Et

ETFs
200
+ 114.29%
$89.46 - $121.64 $17.9K - $24.3K
375 $45K
CPK
Chesapeake Utilities Corp

Utilities
210
+ 1909.09%
$116.0 - $135.5 $24.4K - $28.5K
221 $26K
HOOD
Robinhood Markets, Inc.

Technology
32
+ 7.34%
$34.17 - $93.63 $1.09K - $3K
468 $43K
HWM
Howmet Aerospace Inc.

Industrials
7
+ 1.68%
$112.33 - $186.13 $786 - $1.3K
424 $78K
IEMG
Ishares Inc

ETFs
420
+ 0.14%
N/A
299K $16.1M
GD
General Dynamics Corp

Industrials
1
+ 0.09%
$247.68 - $291.66 $248 - $292
1.15K $335K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
838
+ 8.95%
$22.43 - $23.23 $18.8K - $19.5K
10.2K $236K
MTB
M&T Bank Corp

Financial Services
23
+ 2.17%
$156.58 - $193.99 $3.6K - $4.46K
1.09K $210K
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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