Jfs Wealth Advisors, LLC Incresed Positions in Q3 2024

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
637
+ 38.17%
$67.67 - $80.78 $43.1K - $51.5K
2.31K $186K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
483
+ 3.61%
$46.96 - $52.62 $22.7K - $25.4K
13.9K $722K
ITOT
Ishares Core S&P Total U.S. St

ETFs
278
+ 5.5%
$113.41 - $125.62 $31.5K - $34.9K
5.34K $670K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
449
+ 13.04%
$83.76 - $91.82 $37.6K - $41.2K
3.89K $355K
AXP
American Express CO

Financial Services
6
+ 0.39%
$225.92 - $271.17 $1.36K - $1.63K
1.56K $423K
DD
Du Pont De Nemours, Inc.

Basic Materials
664
+ 147.56%
$77.22 - $89.49 $51.3K - $59.4K
1.11K $99K
FNF
Fidelity National Financial, Inc.

Financial Services
7
+ 0.14%
$48.08 - $62.04 $337 - $434
4.94K $306K
TMO
Thermo Fisher Scientific Inc.

Healthcare
81
+ 43.09%
$531.86 - $624.21 $43.1K - $50.6K
269 $166K
BLK
Black Rock Inc.

Financial Services
1
+ 0.27%
$782.27 - $949.51 $782 - $950
374 $355K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
256
+ 213.33%
$211.47 - $281.27 $54.1K - $72K
376 $92K
QUAL
Ishares Msci Usa Quality Facto

ETFs
13
+ 0.2%
$162.64 - $179.3 $2.11K - $2.33K
6.43K $1.15M
DIS
Walt Disney CO

Communication Services
918
+ 9.15%
$85.6 - $98.61 $78.6K - $90.5K
10.9K $1.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
587
+ 61.08%
$77.02 - $85.06 $45.2K - $49.9K
1.55K $130K
WULF
Terawulf Inc.

Financial Services
10K
+ 28.57%
$3.31 - $6.38 $33.1K - $63.8K
45K $210K
DOW
Dow Inc.

Basic Materials
965
+ 135.53%
$50.15 - $55.41 $48.4K - $53.5K
1.68K $91K
ETR
Entergy Corp

Utilities
372
+ 251.35%
$104.75 - $131.61 $39K - $49K
520 $68K
BK
Bank Of New York Mellon Corp

Financial Services
15
+ 0.36%
$59.54 - $72.17 $893 - $1.08K
4.19K $301K
MA
Mastercard Inc

Financial Services
24
+ 3.2%
$429.6 - $500.99 $10.3K - $12K
773 $381K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.03%
$150.05 - $171.34 $150 - $171
3.41K $569K
ORI
Old Republic International Corp

Financial Services
8
+ 0.07%
$29.89 - $35.9 $239 - $287
11K $389K
MGC
Vanguard Mega Cap ETF

ETFs
38
+ 0.86%
$185.93 - $206.64 $7.07K - $7.85K
4.48K $925K
PFE
Pfizer Inc

Healthcare
71
+ 0.16%
$27.7 - $31.39 $1.97K - $2.23K
45.5K $1.32M
TROW
Price T Rowe Group Inc

Financial Services
426
+ 560.53%
$101.71 - $120.75 $43.3K - $51.4K
502 $54K
UNP
Union Pacific Corp

Industrials
81
+ 6.18%
$221.78 - $256.09 $18K - $20.7K
1.39K $342K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.54%
$460.3 - $584.56 $921 - $1.17K
372 $217K
NI
Nisource Inc.

Utilities
1.25K
+ 423.65%
$28.54 - $34.64 $35.8K - $43.4K
1.55K $53K
TXN
Texas Instruments Inc

Technology
210
+ 5.23%
$194.6 - $194.6 $40.9K - $40.9K
4.23K $822K
EXC
Exelon Corp

Utilities
138
+ 2.36%
$34.24 - $40.55 $4.73K - $5.6K
5.99K $242K
BMY
Bristol Myers Squibb CO

Healthcare
104
+ 3.35%
$39.66 - $51.75 $4.12K - $5.38K
3.21K $166K
PDN
Invesco Fd Tr

ETFs
293
+ 3.03%
$31.75 - $35.44 $9.3K - $10.4K
9.97K $350K
CRM
Salesforce, Inc.

Technology
110
+ 27.36%
$238.42 - $276.53 $26.2K - $30.4K
512 $140K
VLO
Valero Energy Corp

Energy
317
+ 126.29%
$132.81 - $163.48 $42.1K - $51.8K
568 $76K
TD
Toronto Dominion Bank

Financial Services
57
+ 1.45%
$54.54 - $64.56 $3.11K - $3.68K
3.99K $252K
LUV
Southwest Airlines CO

Industrials
1.1K
+ 120.86%
$23.7 - $29.93 $26K - $32.8K
2K $59K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
52
+ 1.29%
$100.75 - $111.62 $5.24K - $5.8K
4.08K $446K
GOLD
Barrick Gold Corp

Basic Materials
1.56K
+ 451.73%
$16.56 - $21.01 $25.9K - $32.8K
1.91K $37K
STX
Seagate Technology Holdings PLC

Technology
293
+ 232.54%
$92.1 - $110.76 $27K - $32.5K
419 $45K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
54
+ 1.07%
$61.97 - $69.37 $3.35K - $3.75K
5.09K $351K
HDV
Ishares Core High Dividend ETF

ETFs
20
+ 0.63%
$107.62 - $118.76 $2.15K - $2.38K
3.18K $373K
TECS
Direxion Shs ETF Tr

ETFs
6K
+ 120.0%
$5.06 - $8.42 $30.4K - $50.5K
11K $58K
TTD
Trade Desk, Inc.

Technology
247
+ 194.49%
$83.08 - $110.79 $20.5K - $27.4K
374 $41K
KMI
Kinder Morgan, Inc.

Energy
1.14K
+ 100.09%
$19.72 - $22.22 $22.5K - $25.3K
2.28K $50K
MTB
M&T Bank Corp

Financial Services
8
+ 0.79%
$146.49 - $179.85 $1.17K - $1.44K
1.03K $182K
XLE
Energy Sector Spdr

ETFs
966
+ 5.67%
$84.35 - $93.39 $81.5K - $90.2K
18K $1.58M
CCJ
Cameco Corp

Energy
550
+ 130.64%
$36.9 - $53.72 $20.3K - $29.5K
971 $46K
WM
Waste Management Inc

Industrials
133
+ 57.58%
$196.96 - $223.45 $26.2K - $29.7K
364 $75K
DVN
Devon Energy Corp

Energy
805
+ 93.17%
$37.87 - $48.65 $30.5K - $39.2K
1.67K $65K
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.53%
$385.65 - $450.49 $771 - $901
376 $169K
DGS
Wisdomtree Emerging Markets Sm

ETFs
125
+ 1.51%
$48.46 - $54.37 $6.06K - $6.8K
8.43K $452K
Activity Summary
Buys All Purchases 1209 New Holdings 57 Increased Positions 1152 Sells All Sells 379 Reductions 379 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