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
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1
+ 0.19%
$72.61 - $88.75 $72.6 - $88.8
528 $46K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1
+ 0.25%
$70.44 - $86.87 $70.4 - $86.9
402 $34K
NMR
Nomura Holdings Inc

Financial Services
195
+ 9.25%
$4.95 - $6.6 $965 - $1.29K
2.3K $15K
GM
General Motors CO

Consumer Cyclical
2
+ 0.17%
$42.48 - $50.46 $85 - $101
1.21K $59K
ASX
Ase Technology Holding Co., Ltd.

Technology
22
+ 1.33%
$7.42 - $10.65 $163 - $234
1.68K $17K
CX
Cemex Sab De Cv

Basic Materials
294
+ 38.84%
$5.02 - $7.19 $1.48K - $2.11K
1.05K $7K
RDY
Dr Reddys Laboratories LTD

Healthcare
102
+ 15.81%
$12.36 - $16.17 $1.26K - $1.65K
747 $11K
CMI
Cummins Inc

Industrials
4
+ 5.06%
$267.12 - $336.65 $1.07K - $1.35K
83 $27K
IBKR
Interactive Brokers Group, Inc.

Financial Services
84
+ 350.0%
$50.53 - $212.53 $4.24K - $17.9K
108 $5K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
49
+ 0.93%
$46.41 - $47.7 $2.27K - $2.34K
5.32K $252K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
27
+ 1.03%
$49.79 - $50.59 $1.34K - $1.37K
2.66K $134K
PR
Permian Resources Corporation

Energy
120
+ 387.1%
$10.36 - $14.93 $1.24K - $1.79K
151 $2K
KEY
Keycorp

Financial Services
82
+ 15.53%
$13.23 - $17.42 $1.08K - $1.43K
610 $10K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
21
+ 27.63%
$27.82 - $46.45 $584 - $975
97 $4K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
13
+ 30.23%
$90.58 - $109.05 $1.18K - $1.42K
56 $6K
LEA
Lear Corp

Consumer Cyclical
29
+ 1450.0%
$75.18 - $95.54 $2.18K - $2.77K
31 $2K
NGG
National Grid PLC

Utilities
4
+ 1.79%
$62.74 - $74.79 $251 - $299
227 $16K
PFGC
Performance Food Group CO

Consumer Defensive
6
+ 6.19%
$71.62 - $89.56 $430 - $537
103 $9K
INGR
Ingredion Inc

Consumer Defensive
13
+ 21.31%
$123.22 - $140.95 $1.6K - $1.83K
74 $10K
CBOE
Cboe Global Markets, Inc.

Financial Services
1
+ 0.47%
$205.81 - $234.23 $206 - $234
215 $50K
SF
Stifel Financial Corp

Financial Services
8
+ 8.7%
$76.49 - $103.78 $612 - $830
100 $10K
DRI
Darden Restaurants Inc

Consumer Cyclical
4
+ 5.33%
$186.58 - $225.78 $746 - $903
79 $17K
APG
A Pi Group Corp

Industrials
21
+ 30.88%
$32.2 - $51.23 $676 - $1.08K
89 $4K
DOV
Dover Corp

Industrials
7
+ 9.33%
$151.14 - $186.7 $1.06K - $1.31K
82 $15K
DTM
Dt Midstream, Inc.

Energy
9
+ 13.24%
$87.23 - $109.91 $785 - $989
77 $8K
DTE
Dte Energy CO

Utilities
15
+ 31.91%
$127.39 - $139.49 $1.91K - $2.09K
62 $8K
VRSN
Verisign Inc

Technology
4
+ 9.09%
$234.49 - $288.8 $938 - $1.16K
48 $13K
FLRN
Spdr Bloomberg Investment Grad

ETFs
45
+ 1.19%
$30.29 - $30.83 $1.36K - $1.39K
3.84K $118K
EWBC
East West Bancorp Inc

Financial Services
2
+ 1.53%
$71.03 - $101.75 $142 - $204
133 $13K
EA
Electronic Arts Inc.

Communication Services
2
+ 1.96%
$132.53 - $159.7 $265 - $319
104 $16K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
44
+ 176.0%
$25.21 - $34.03 $1.11K - $1.5K
69 $2K
CRK
Comstock Resources Inc

Energy
7
+ 3.24%
$17.12 - $30.74 $120 - $215
223 $6K
BAX
Baxter International Inc

Healthcare
65
+ 112.07%
$27.8 - $34.02 $1.81K - $2.21K
123 $3K
URBN
Urban Outfitters Inc

Consumer Cyclical
2
+ 2.44%
$43.24 - $75.26 $86.5 - $151
84 $6K
CNC
Centene Corp

Healthcare
34
+ 35.05%
$53.4 - $64.29 $1.82K - $2.19K
131 $7K
USFD
Us Foods Holding Corp.

Consumer Defensive
1
+ 0.53%
$60.47 - $79.12 $60.5 - $79.1
188 $14K
TOST
Toast, Inc.

Technology
6
+ 4.62%
$30.03 - $45.23 $180 - $271
136 $6K
VMI
Valmont Industries Inc

Industrials
6
+ 50.0%
$263.86 - $333.86 $1.58K - $2K
18 $5K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1
+ 0.37%
$86.58 - $104.98 $86.6 - $105
269 $28K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
9
+ 1.13%
$16.12 - $20.75 $145 - $187
806 $16K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
21
+ 36.21%
$86.97 - $102.82 $1.83K - $2.16K
79 $7K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
125
+ 15.47%
$13.71 - $15.46 $1.71K - $1.93K
933 $14K
BIO
Bio Rad Laboratories, Inc.

Healthcare
9
+ 450.0%
$216.56 - $256.68 $1.95K - $2.31K
11 $2K
SBSW
Sibanye Stillwater LTD

Basic Materials
12
+ 2.75%
$3.22 - $7.55 $38.6 - $90.6
448 $3K
ALGN
Align Technology Inc

Healthcare
9
+ 300.0%
$144.32 - $190.42 $1.3K - $1.71K
12 $2K
HOLX
Hologic Inc

Healthcare
29
+ 69.05%
$52.73 - $65.22 $1.53K - $1.89K
71 $4K
AL
Air Lease Corp

Industrials
13
+ 14.29%
$40.46 - $58.71 $526 - $763
104 $6K
GTLS
Chart Industries Inc

Industrials
7
+ 36.84%
$115.08 - $175.5 $806 - $1.23K
26 $4K
GWRE
Guidewire Software, Inc.

Technology
5
+ 35.71%
$172.73 - $257.37 $864 - $1.29K
19 $4K
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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