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
LNG
Cheniere Energy, Inc.

Energy
4
+ 1.34%
$181.07 - $225.92 $724 - $904
302 $64K
AIT
Applied Industrial Technologies Inc

Industrials
39
+ 130.0%
$220.05 - $280.49 $8.58K - $10.9K
69 $16K
STE
Steris PLC

Healthcare
55
+ 137.5%
$204.34 - $235.7 $11.2K - $13K
95 $19K
SYK
Stryker Corp

Healthcare
29
+ 4.41%
$345.14 - $392.15 $10K - $11.4K
687 $247K
TRMB
Trimble Inc.

Technology
127
+ 116.51%
$60.21 - $75.4 $7.65K - $9.58K
236 $16K
GM
General Motors CO

Consumer Cyclical
3
+ 0.25%
$44.82 - $60.2 $134 - $181
1.22K $64K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
28
+ 10.94%
$47.29 - $84.74 $1.32K - $2.37K
284 $21K
VST
Vistra Corp.

Utilities
11
+ 3.13%
$115.74 - $166.61 $1.27K - $1.83K
363 $50K
ABC
Amerisourcebergen Corp

Healthcare
46
+ 63.01%
N/A
119 $22K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
60
+ 8.39%
$124.61 - $133.96 $7.48K - $8.04K
775 $99K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
10
+ 8.7%
$173.13 - $258.09 $1.73K - $2.58K
125 $28K
RY
Royal Bank Of Canada

Financial Services
81
+ 20.0%
$119.72 - $128.02 $9.7K - $10.4K
486 $58K
HBAN
Huntington Bancshares Inc

Financial Services
119
+ 3.83%
$14.18 - $18.2 $1.69K - $2.17K
3.23K $52K
FAZ
Direxion Shs ETF Tr Direxion D

ETFs
3K
+ 37.5%
$5.39 - $8.13 $16.2K - $24.4K
11K $70K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
141
+ 13.25%
$16.43 - $22.77 $2.32K - $3.21K
1.21K $26K
PLD
Prologis, Inc.

Real Estate
91
+ 68.42%
$101.4 - $126.96 $9.23K - $11.6K
224 $23K
INTU
Intuit Inc

Technology
2
+ 0.22%
$602.01 - $706.25 $1.2K - $1.41K
891 $559K
NU
Nu Holdings Ltd.

Financial Services
715
+ 2042.86%
$10.24 - $15.89 $7.32K - $11.4K
750 $7K
BSX
Boston Scientific Corp

Healthcare
1
+ 0.09%
$83.62 - $91.5 $83.6 - $91.5
1.08K $96K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
206
+ 39.54%
$82.28 - $117.52 $16.9K - $24.2K
727 $61K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7
+ 0.18%
$66.77 - $71.52 $467 - $501
3.89K $268K
SQ
Block, Inc.

Technology
47
+ 38.21%
$65.06 - $98.92 $3.06K - $4.65K
170 $14K
JD
Jd.Com, Inc.

Consumer Cyclical
196
+ 89.5%
$33.35 - $47.1 $6.54K - $9.23K
415 $14K
ROKU
Roku, Inc

Communication Services
82
+ 328.0%
$64.08 - $84.12 $5.25K - $6.9K
107 $7K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
80
+ 2.3%
$9.95 - $12.23 $796 - $978
3.56K $41K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2
+ 0.01%
$63.58 - $71.15 $127 - $142
28.7K $1.87M
TRU
Trans Union

Industrials
51
+ 89.47%
$92.71 - $108.67 $4.73K - $5.54K
108 $10K
MFG
Mizuho Financial Group Inc

Financial Services
423
+ 10.81%
$4.05 - $5.26 $1.71K - $2.22K
4.34K $21K
FANG
Diamondback Energy, Inc.

Energy
36
+ 26.09%
$153.06 - $199.5 $5.51K - $7.18K
174 $28K
TPL
Texas Pacific Land Corp

Energy
2
+ 20.0%
$915.49 - $1730.0 $1.83K - $3.46K
12 $13K
BIDU
Baidu, Inc.

Communication Services
63
+ 484.62%
$80.33 - $115.13 $5.06K - $7.25K
76 $6K
ENB
Enbridge Inc

Energy
76
+ 8.15%
$40.4 - $43.92 $3.07K - $3.34K
1.01K $42K
BMO
Bank Of Montreal

Financial Services
35
+ 21.47%
$89.75 - $103.39 $3.14K - $3.62K
198 $19K
LAD
Lithia Motors Inc

Consumer Cyclical
1
+ 0.81%
$303.15 - $394.27 $303 - $394
124 $44K
CCL
Carnival Corp

Consumer Cyclical
19
+ 3.24%
$17.34 - $26.8 $329 - $509
606 $15K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
4
+ 7.14%
$338.38 - $446.21 $1.35K - $1.78K
60 $26K
SONY
Sony Group Corp

Technology
2.18K
+ 400.0%
$17.53 - $96.8 $38.1K - $211K
2.72K $57K
PDD
Pinduoduo Inc.

Consumer Cyclical
95
+ 81.9%
$94.39 - $154.27 $8.97K - $14.7K
211 $20K
FNV
Franco Nevada Corp

Basic Materials
31
+ 442.86%
$113.26 - $137.22 $3.51K - $4.25K
38 $4K
CHK
Chesapeake Energy Corp

Energy
49
+ 56.98%
$81.46 - $87.57 $3.99K - $4.29K
135 $11K
CVE
Cenovus Energy Inc.

Energy
327
+ 70.93%
$14.35 - $18.36 $4.69K - $6K
788 $11K
NI
Nisource Inc.

Utilities
10
+ 0.65%
$33.74 - $38.25 $337 - $383
1.56K $57K
OVV
Ovintiv Inc.

Energy
84
+ 66.67%
$37.74 - $46.71 $3.17K - $3.92K
210 $8K
ERIC
Ericsson Lm Telephone CO

Technology
493
+ 37.07%
$7.36 - $8.59 $3.63K - $4.23K
1.82K $14K
JEF
Jefferies Financial Group Inc.

Financial Services
12
+ 6.45%
$61.95 - $81.75 $743 - $981
198 $15K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
179
+ 10.54%
$24.61 - $25.12 $4.41K - $4.5K
1.88K $46K
INFY
Infosys LTD

Technology
235
+ 7.01%
$20.71 - $23.42 $4.87K - $5.5K
3.59K $78K
RRC
Range Resources Corp

Energy
32
+ 7.11%
$29.77 - $36.41 $953 - $1.17K
482 $17K
COIN
Coinbase Global, Inc.

Technology
9
+ 26.47%
$163.17 - $343.62 $1.47K - $3.09K
43 $10K
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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