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
SPMD
Spdr Portfolio

ETFs
55
+ 5.72%
$44.89 - $54.38 $2.47K - $2.99K
1.02K $55K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
64
+ 0.19%
$44.68 - $45.96 $2.86K - $2.94K
34K $1.55M
NET
Cloudflare, Inc.

Technology
10
+ 20.41%
$97.08 - $195.83 $971 - $1.96K
59 $11K
SQ
Block, Inc.

Technology
100
+ 87.72%
N/A
214 $12K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
83
+ 6.53%
$35.35 - $42.68 $2.93K - $3.54K
1.36K $57K
NTRS
Northern Trust Corp

Financial Services
25
+ 24.75%
$84.45 - $126.79 $2.11K - $3.17K
126 $15K
WDC
Western Digital Corp

Technology
8
+ 4.15%
$30.54 - $63.99 $244 - $512
201 $12K
PUK
Prudential PLC

Financial Services
168
+ 138.84%
$18.03 - $25.49 $3.03K - $4.28K
289 $7K
FDVV
Fidelity High Dividend ETF

ETFs
14
+ 0.85%
$43.6 - $52.02 $610 - $728
1.66K $86K
TRMB
Trimble Inc.

Technology
37
+ 15.48%
$55.12 - $75.98 $2.04K - $2.81K
276 $20K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.06%
$276.76 - $326.81 $277 - $327
1.69K $522K
IYF
Ishares Tr

ETFs
2
+ 0.32%
$99.23 - $120.99 $198 - $242
636 $76K
KEP
Korea Electric Power Corp

Utilities
69
+ 11.82%
$7.24 - $14.63 $500 - $1.01K
653 $9K
NFG
National Fuel Gas CO

Energy
7
+ 0.84%
$73.0 - $86.01 $511 - $602
837 $70K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18
+ 0.09%
$41.1 - $42.37 $740 - $763
20.6K $869K
HII
Huntington Ingalls Industries, Inc.

Industrials
21
+ 175.0%
$183.31 - $241.46 $3.85K - $5.07K
33 $7K
DLTR
Dollar Tree, Inc.

Consumer Defensive
53
+ 2650.0%
$67.22 - $100.51 $3.56K - $5.33K
55 $5K
VLO
Valero Energy Corp

Energy
21
+ 3.92%
$104.69 - $141.77 $2.2K - $2.98K
557 $74K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
4
+ 3.7%
$160.22 - $209.35 $641 - $837
112 $23K
GPC
Genuine Parts CO

Consumer Cyclical
28
+ 37.33%
$105.54 - $129.09 $2.96K - $3.61K
103 $12K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
21
+ 5.88%
$45.98 - $56.15 $966 - $1.18K
378 $21K
RBLX
Roblox Corp

Communication Services
6
+ 7.89%
$51.22 - $105.59 $307 - $634
82 $8K
ARES
Ares Management Corp

Financial Services
14
+ 25.93%
$118.04 - $175.83 $1.65K - $2.46K
68 $11K
LBRDK
Liberty Broadband Corp

Communication Services
22
+ 21.78%
$73.65 - $101.29 $1.62K - $2.23K
123 $12K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
7
+ 1.4%
$58.52 - $71.7 $410 - $502
508 $34K
DDOG
Datadog, Inc.

Technology
22
+ 84.62%
$87.0 - $134.33 $1.91K - $2.96K
48 $6K
PTC
Ptc Inc.

Technology
14
+ 28.0%
$136.74 - $173.24 $1.91K - $2.43K
64 $11K
XPO
Xpo Logistics, Inc.

Industrials
1
+ 0.43%
$91.46 - $128.1 $91.5 - $128
236 $29K
JHMM
John Hancock Multifactor Mid C

ETFs
4
+ 0.49%
$50.32 - $61.13 $201 - $245
818 $50K
CNM
Core & Main, Inc.

Industrials
38
+ 61.29%
$44.53 - $60.36 $1.69K - $2.29K
100 $6K
MPWR
Monolithic Power Systems Inc

Technology
4
+ 36.36%
$455.19 - $737.73 $1.82K - $2.95K
15 $10K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 1.15%
$211.12 - $274.14 $211 - $274
88 $24K
TROW
Price T Rowe Group Inc

Financial Services
10
+ 2.14%
$80.27 - $98.06 $803 - $981
478 $46K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.09%
$73.09 - $82.77 $73.1 - $82.8
1.12K $91K
WWD
Woodward, Inc.

Industrials
1
+ 2.33%
$157.29 - $247.55 $157 - $248
44 $10K
ICE
Intercontinental Exchange, Inc.

Financial Services
10
+ 6.85%
$151.62 - $183.47 $1.52K - $1.83K
156 $28K
IESC
Ies Holdings, Inc.

Industrials
5
+ 83.33%
$160.58 - $296.23 $803 - $1.48K
11 $3K
WMB
Williams Companies, Inc.

Energy
10
+ 1.57%
$54.33 - $62.87 $543 - $629
645 $40K
VRT
Vertiv Holdings CO

Industrials
33
+ 31.13%
N/A
139 $12K
LYV
Live Nation Entertainment, Inc.

Communication Services
6
+ 6.67%
$118.81 - $151.28 $713 - $908
96 $14K
MMM
3 M CO

Industrials
4
+ 0.94%
$126.09 - $154.15 $504 - $617
430 $65K
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 1.47%
$317.61 - $387.52 $318 - $388
69 $26K
RMD
Resmed Inc

Healthcare
6
+ 13.64%
$204.54 - $258.0 $1.23K - $1.55K
50 $12K
CINF
Cincinnati Financial Corp

Financial Services
17
+ 19.77%
$126.6 - $151.6 $2.15K - $2.58K
103 $15K
FN
Fabrinet

Technology
1
+ 3.7%
$171.03 - $298.93 $171 - $299
28 $8K
TPR
Tapestry, Inc.

Consumer Cyclical
4
+ 2.53%
$60.6 - $87.81 $242 - $351
162 $14K
EFX
Equifax Inc

Industrials
7
+ 19.44%
$205.5 - $280.54 $1.44K - $1.96K
43 $11K
MTN
Vail Resorts Inc

Consumer Cyclical
19
+ 158.33%
$131.42 - $164.64 $2.5K - $3.13K
31 $4K
KR
Kroger CO

Consumer Defensive
4
+ 0.66%
$64.62 - $74.0 $258 - $296
607 $43K
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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