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
AVGO
Broadcom Inc.

Technology
2.22K
+ 886.8%
$136.27 - $1745.86 $302K - $3.87M
2.47K $425K
FNB
Fnb Corp

Financial Services
12
+ 0.02%
$13.41 - $15.55 $161 - $187
56.9K $801K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.07%
$64.35 - $75.71 $129 - $151
2.89K $212K
OXY
Occidental Petroleum Corp

Energy
627
+ 89.06%
$49.91 - $63.73 $31.3K - $40K
1.33K $68K
DHI
Horton D R Inc

Consumer Cyclical
5
+ 1.19%
$135.21 - $197.06 $676 - $985
426 $81K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
227
+ 16.81%
$64.83 - $72.82 $14.7K - $16.5K
1.58K $113K
OEF
Ishares S&P 100 ETF

ETFs
44
+ 0.7%
$266.03 - $266.03 $11.7K - $11.7K
6.29K $1.67M
PEG
Public Service Enterprise Group Inc

Utilities
4
+ 0.29%
$73.58 - $89.21 $294 - $357
1.39K $123K
XLB
Select Sector Spdr Fd Material

ETFs
13
+ 0.52%
$86.95 - $97.09 $1.13K - $1.26K
2.52K $242K
SHOP
Shopify Inc.

Technology
100
+ 10.45%
$52.26 - $80.75 $5.23K - $8.08K
1.06K $84K
NFLX
Netflix Inc

Communication Services
2
+ 0.38%
$598.55 - $722.26 $1.2K - $1.44K
522 $370K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
5
+ 0.08%
$49.13 - $54.55 $246 - $273
6.03K $325K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
19
+ 3.78%
$72.18 - $107.33 $1.37K - $2.04K
521 $55K
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.27%
$397.04 - $469.48 $397 - $469
369 $169K
IBN
Icici Bank LTD

Financial Services
526
+ 22.39%
$27.58 - $31.38 $14.5K - $16.5K
2.88K $85K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.03%
$73.43 - $80.37 $73.4 - $80.4
2.96K $237K
MO
Altria Group, Inc.

Consumer Defensive
22
+ 0.75%
$45.95 - $54.71 $1.01K - $1.2K
2.95K $150K
FE
Firstenergy Corp

Utilities
46
+ 1.98%
$38.25 - $44.54 $1.76K - $2.05K
2.37K $105K
ATI
Allegheny Technologies Inc

Industrials
2
+ 0.15%
$54.26 - $67.71 $109 - $135
1.33K $89K
GD
General Dynamics Corp

Industrials
3
+ 0.25%
$279.51 - $308.09 $839 - $924
1.22K $368K
HDB
Hdfc Bank LTD

Financial Services
275
+ 70.15%
$58.04 - $66.97 $16K - $18.4K
667 $41K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
65
+ 127.45%
$233.4 - $302.36 $15.2K - $19.7K
116 $31K
SMG
Scotts Miracle Gro CO

Basic Materials
7
+ 0.98%
$61.06 - $86.7 $427 - $607
723 $62K
MMM
3 M CO

Industrials
4
+ 0.9%
$99.69 - $139.42 $399 - $558
446 $60K
OKE
Oneok Inc

Energy
6
+ 0.39%
$78.62 - $95.27 $472 - $572
1.55K $140K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
657
+ 4.73%
$20.27 - $20.27 $13.3K - $13.3K
14.5K $294K
POOL
Pool Corp

Industrials
4
+ 2.29%
$296.17 - $376.8 $1.18K - $1.51K
179 $67K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.52%
$446.32 - $527.38 $446 - $527
195 $100K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6
+ 0.15%
$60.84 - $67.51 $365 - $405
3.89K $262K
SYK
Stryker Corp

Healthcare
2
+ 0.3%
$315.94 - $371.96 $632 - $744
658 $237K
CB
Chubb LTD

Financial Services
3
+ 0.8%
$252.51 - $292.2 $758 - $877
377 $108K
TDY
Teledyne Technologies Inc

Technology
5
+ 2.46%
$381.47 - $437.71 $1.91K - $2.19K
208 $91K
AOM
Ishares Tr Core Moderate Alloc

ETFs
38
+ 0.78%
$42.66 - $45.18 $1.62K - $1.72K
4.93K $222K
PPL
Ppl Corp

Utilities
39
+ 1.85%
$27.36 - $33.08 $1.07K - $1.29K
2.14K $70K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7
+ 0.25%
$48.51 - $52.86 $340 - $370
2.8K $147K
CI
Cigna Corp

Healthcare
3
+ 0.44%
$319.12 - $367.1 $957 - $1.1K
682 $236K
UGI
Ugi Corp

Utilities
18
+ 0.31%
$22.23 - $25.05 $400 - $451
5.88K $146K
WEC
Wec Energy Group, Inc.

Utilities
108
+ 133.33%
$77.68 - $96.19 $8.39K - $10.4K
189 $18K
AFL
Aflac Inc

Financial Services
7
+ 1.48%
$88.52 - $111.8 $620 - $783
480 $53K
CTAS
Cintas Corp

Industrials
262
+ 304.65%
$201.38 - $819.83 $52.8K - $215K
348 $71K
GPN
Global Payments Inc

Industrials
103
+ 137.33%
$92.66 - $112.97 $9.54K - $11.6K
178 $18K
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 5.67%
$416.14 - $494.01 $3.33K - $3.95K
149 $73K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
171
+ 51.2%
$56.04 - $62.99 $9.58K - $10.8K
505 $30K
NDSN
Nordson Corp

Industrials
2
+ 0.56%
$225.0 - $262.63 $450 - $525
360 $94K
OKTA
Okta, Inc.

Technology
172
+ 220.51%
$71.0 - $100.39 $12.2K - $17.3K
250 $18K
PYPL
Pay Pal Holdings, Inc.

Financial Services
53
+ 16.36%
$57.22 - $80.08 $3.03K - $4.24K
377 $29K
PFG
Principal Financial Group Inc

Financial Services
4
+ 0.29%
$72.94 - $87.46 $292 - $350
1.36K $117K
SSNC
Ss&C Technologies Holdings Inc

Technology
108
+ 45.57%
$61.42 - $76.46 $6.63K - $8.26K
345 $25K
UMC
United Microelectronics Corp

Technology
1.39K
+ 107.67%
$7.43 - $8.89 $10.3K - $12.3K
2.68K $22K
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
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