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
NVST
Envista Holdings Corp

Healthcare
88
+ 195.56%
$14.76 - $19.67 $1.3K - $1.73K
133 $2K
AFRM
Affirm Holdings, Inc.

Technology
6
+ 7.69%
$35.75 - $69.14 $215 - $415
84 $5K
ZBRA
Zebra Technologies Corp

Technology
7
+ 28.0%
$213.54 - $309.26 $1.49K - $2.16K
32 $9K
SEIC
Sei Investments CO

Financial Services
11
+ 11.34%
$66.45 - $89.86 $731 - $988
108 $9K
FFIV
F5, Inc.

Technology
2
+ 4.44%
$239.25 - $295.9 $479 - $592
47 $13K
EXEL
Exelixis, Inc.

Healthcare
17
+ 8.59%
$34.13 - $46.26 $580 - $786
215 $9K
STN
Stantec Inc

Industrials
4
+ 11.76%
$78.92 - $109.58 $316 - $438
38 $4K
STE
Steris PLC

Healthcare
2
+ 2.7%
$208.55 - $252.55 $417 - $505
76 $18K
AWK
American Water Works Company, Inc.

Utilities
11
+ 20.37%
$133.82 - $151.96 $1.47K - $1.67K
65 $9K
SHG
Shinhan Financial Group CO LTD

Financial Services
37
+ 6.42%
N/A
613 $21K
NWL
Newell Brands Inc.

Consumer Defensive
81
+ 75.0%
$4.48 - $6.27 $363 - $508
189 $1K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
15
+ 57.69%
$26.94 - $34.72 $404 - $521
41 $1K
OII
Oceaneering International Inc

Energy
11
+ 25.0%
$15.95 - $22.55 $175 - $248
55 $1K
MCY
Mercury General Corp

Financial Services
1
+ 1.92%
$49.04 - $67.34 $49 - $67.3
53 $3K
OI
O I Glass, Inc.

Consumer Cyclical
54
+ 158.82%
$9.62 - $15.51 $519 - $838
88 $1K
ZG
Zillow Group, Inc.

Communication Services
10
+ 40.0%
$59.44 - $70.64 $594 - $706
35 $2K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1
+ 1.89%
$103.49 - $133.44 $103 - $133
54 $7K
VALE
Vale S.A.

Basic Materials
118
+ 10.55%
$8.26 - $10.1 $975 - $1.19K
1.24K $12K
MRCY
Mercury Systems Inc

Industrials
13
+ 44.83%
$41.52 - $53.87 $540 - $700
42 $2K
VNT
Vontier Corp

Technology
22
+ 33.85%
$28.04 - $37.3 $617 - $821
87 $3K
WHR
Whirlpool Corp

Consumer Cyclical
2
+ 25.0%
$75.71 - $101.42 $151 - $203
10 $1K
VOD
Vodafone Group Public LTD CO

Communication Services
28
+ 5.58%
$8.19 - $10.66 $229 - $298
530 $5K
NTRA
Natera, Inc.

Healthcare
2
+ 6.9%
$132.23 - $171.87 $264 - $344
31 $5K
MOD
Modine Manufacturing CO

Consumer Cyclical
15
+ 375.0%
$69.3 - $105.57 $1.04K - $1.58K
19 $1K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
27
+ 20.61%
$15.5 - $20.28 $419 - $548
158 $3K
MIR
Mirion Technologies, Inc.

Industrials
21
+ 19.81%
$12.7 - $21.71 $267 - $456
127 $2K
MSTR
Microstrategy Inc

Technology
2
+ 100.0%
$237.95 - $421.61 $476 - $843
4 $1K
NTNX
Nutanix, Inc.

Technology
5
+ 3.62%
$58.17 - $83.07 $291 - $415
143 $10K
UTHR
United Therapeutics Corp

Healthcare
6
+ 17.65%
$276.47 - $328.4 $1.66K - $1.97K
40 $11K
OMC
Omnicom Group Inc.

Communication Services
35
+ 20.83%
$69.22 - $79.77 $2.42K - $2.79K
203 $14K
SRE
Sempra Energy

Utilities
8
+ 4.35%
$63.78 - $78.91 $510 - $631
192 $14K
PKX
Posco Holdings Inc.

Basic Materials
12
+ 5.56%
$41.43 - $49.85 $497 - $598
228 $11K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1
+ 0.52%
$26.66 - $33.09 $26.7 - $33.1
193 $6K
ROST
Ross Stores, Inc.

Consumer Cyclical
12
+ 7.95%
$126.62 - $154.26 $1.52K - $1.85K
163 $20K
RHI
Robert Half International Inc.

Industrials
24
+ 184.62%
$40.31 - $54.71 $967 - $1.31K
37 $1K
PEGA
Pegasystems Inc

Technology
12
+ 85.71%
$49.95 - $103.29 $599 - $1.24K
26 $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
31
+ 11.11%
$10.8 - $16.92 $335 - $525
310 $4K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
43
+ 119.44%
$21.06 - $24.14 $906 - $1.04K
79 $1K
ROLL
Rbc Bearings Inc

Industrials
3
+ 42.86%
N/A
10 $2K
PINS
Pinterest, Inc.

Communication Services
12
+ 6.86%
$24.21 - $35.95 $291 - $431
187 $6K
PJT
Pjt Partners Inc.

Financial Services
3
+ 13.64%
$125.44 - $166.41 $376 - $499
25 $4K
RDNT
Rad Net, Inc.

Healthcare
16
+ 100.0%
$47.36 - $61.14 $758 - $978
32 $1K
DGX
Quest Diagnostics Inc

Healthcare
4
+ 5.19%
N/A
81 $11K
PRIM
Primoris Services Corp

Industrials
19
+ 380.0%
$52.66 - $80.05 $1K - $1.52K
24 $1K
PSMT
Pricesmart Inc

Consumer Defensive
5
+ 20.83%
$82.12 - $108.35 $411 - $542
29 $3K
PLMR
Palomar Holdings, Inc.

Financial Services
6
+ 50.0%
$129.99 - $175.67 $780 - $1.05K
18 $2K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
25
+ 0.99%
$24.98 - $25.66 $625 - $642
2.56K $65K
USLM
United States Lime & Minerals Inc

Basic Materials
8
+ 200.0%
$85.25 - $107.02 $682 - $856
12 $1K
UBSI
United Bankshares Inc

Financial Services
23
+ 27.38%
$31.5 - $37.32 $725 - $858
107 $3K
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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