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
HWM
Howmet Aerospace Inc.

Industrials
3
+ 0.73%
$77.3 - $100.22 $232 - $301
413 $41K
MET
Metlife Inc

Financial Services
57
+ 12.08%
$67.96 - $82.48 $3.87K - $4.7K
529 $43K
SCHC
Schwab Strategic Tr Intl Small

ETFs
177
+ 15.57%
$34.48 - $38.87 $6.1K - $6.88K
1.31K $50K
TMUS
T Mobile Us, Inc.

Communication Services
5
+ 1.69%
$175.14 - $206.36 $876 - $1.03K
301 $62K
WRB
Berkley W R Corp

Financial Services
642
+ 51.24%
$51.54 - $79.62 $33.1K - $51.1K
1.9K $107K
BLDR
Builders First Source, Inc.

Industrials
3
+ 2.11%
$132.6 - $201.83 $398 - $605
145 $28K
FICO
Fair Isaac Corp

Technology
1
+ 6.67%
$1496.51 - $1947.38 $1.5K - $1.95K
16 $31K
LAD
Lithia Motors Inc

Consumer Cyclical
1
+ 0.82%
$243.05 - $320.83 $243 - $321
123 $39K
BCS
Barclays PLC

Financial Services
477
+ 39.65%
$10.59 - $12.45 $5.05K - $5.94K
1.68K $20K
BSX
Boston Scientific Corp

Healthcare
6
+ 0.56%
$72.96 - $84.0 $438 - $504
1.08K $90K
EME
Emcor Group, Inc.

Industrials
1
+ 0.81%
$340.22 - $435.6 $340 - $436
125 $53K
IT
Gartner Inc

Technology
1
+ 0.82%
$441.32 - $516.47 $441 - $516
123 $62K
NMR
Nomura Holdings Inc

Financial Services
1.49K
+ 149.35%
$4.92 - $6.31 $7.34K - $9.41K
2.49K $13K
PGR
Progressive Corp

Financial Services
4
+ 2.48%
$209.46 - $259.24 $838 - $1.04K
165 $41K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
25
+ 0.33%
$24.86 - $26.33 $622 - $658
7.5K $195K
TFC
Truist Financial Corp

Financial Services
105
+ 10.99%
$38.22 - $44.94 $4.01K - $4.72K
1.06K $45K
VTHR
Vanguard Russell 3000 ETF

ETFs
3
+ 0.52%
$228.55 - $253.74 $686 - $761
575 $145K
VTRS
Viatris Inc

Healthcare
107
+ 1.47%
$10.32 - $12.13 $1.1K - $1.3K
7.38K $85K
CBOE
Cboe Global Markets, Inc.

Financial Services
2
+ 0.94%
$168.57 - $213.65 $337 - $427
214 $43K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
345
+ 65.59%
$14.08 - $17.36 $4.86K - $5.99K
871 $15K
ECL
Ecolab Inc.

Basic Materials
2
+ 0.53%
$228.86 - $255.76 $458 - $512
377 $96K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 2.78%
$315.12 - $406.43 $630 - $813
74 $30K
HSY
Hershey CO

Consumer Defensive
4
+ 0.54%
$182.45 - $203.25 $730 - $813
743 $142K
HUBB
Hubbell Inc

Industrials
1
+ 1.02%
$355.55 - $428.48 $356 - $428
99 $42K
KB
Kb Financial Group Inc.

Financial Services
72
+ 15.86%
$56.85 - $67.06 $4.09K - $4.83K
526 $32K
SO
Southern CO

Utilities
7
+ 1.35%
$77.0 - $90.52 $539 - $634
527 $47K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2
+ 0.12%
$41.02 - $46.01 $82 - $92
1.61K $73K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.08%
$91.37 - $101.65 $91.4 - $102
1.26K $128K
BWA
Borgwarner Inc

Consumer Cyclical
8
+ 0.58%
$31.19 - $36.75 $250 - $294
1.39K $50K
DAL
Delta Air Lines, Inc.

Industrials
83
+ 13.28%
$37.32 - $51.8 $3.1K - $4.3K
708 $35K
D
Dominion Energy, Inc

Utilities
59
+ 20.27%
$48.01 - $58.53 $2.83K - $3.45K
350 $20K
EBAY
Ebay Inc

Consumer Cyclical
56
+ 31.28%
$52.61 - $65.44 $2.95K - $3.66K
235 $15K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 2.63%
$896.19 - $1044.18 $896 - $1.04K
39 $40K
ICE
Intercontinental Exchange, Inc.

Financial Services
20
+ 14.81%
$136.93 - $162.81 $2.74K - $3.26K
155 $24K
IQV
Iqvia Holdings Inc.

Healthcare
14
+ 15.05%
$206.81 - $251.55 $2.9K - $3.52K
107 $25K
IYF
Ishares Tr

ETFs
3
+ 0.48%
$93.83 - $105.05 $281 - $315
630 $65K
JD
Jd.Com, Inc.

Consumer Cyclical
113
+ 106.6%
$24.95 - $40.01 $2.82K - $4.52K
219 $8K
MGM
Mgm Resorts International

Consumer Cyclical
155
+ 484.38%
$34.07 - $46.78 $5.28K - $7.25K
187 $7K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
+ 0.81%
$178.41 - $210.18 $357 - $420
250 $49K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
128
+ 556.52%
$33.88 - $42.82 $4.34K - $5.48K
151 $6K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
253
+ 31.2%
$15.81 - $18.96 $4K - $4.8K
1.06K $19K
WF
Woori Financial Group Inc.

Financial Services
111
+ 32.84%
$31.41 - $37.84 $3.49K - $4.2K
449 $16K
XPEV
Xpeng Inc.

Consumer Cyclical
405
+ 236.84%
$6.63 - $12.72 $2.69K - $5.15K
576 $7K
CBRE
Cbre Group, Inc.

Real Estate
4
+ 3.6%
$85.97 - $124.48 $344 - $498
115 $14K
CHTR
Charter Communications, Inc.

Communication Services
12
+ 41.38%
$290.56 - $383.07 $3.49K - $4.6K
41 $13K
CLX
Clorox CO

Consumer Defensive
7
+ 4.43%
$131.73 - $166.97 $922 - $1.17K
165 $26K
ED
Consolidated Edison Inc

Utilities
3
+ 1.0%
$88.42 - $104.97 $265 - $315
302 $31K
CMI
Cummins Inc

Industrials
2
+ 2.44%
$266.63 - $326.4 $533 - $653
84 $27K
ENB
Enbridge Inc

Energy
17
+ 1.86%
$35.27 - $41.18 $600 - $700
933 $37K
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