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
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
5
+ 5.05%
$60.29 - $71.77 $301 - $359
104 $7K
UI
Ubiquiti Inc.

Technology
1
+ 50.0%
$273.45 - $456.69 $273 - $457
3 $1K
TRMK
Trustmark Corp

Financial Services
4
+ 7.02%
$30.79 - $36.78 $123 - $147
61 $2K
TR
Tootsie Roll Industries Inc

Consumer Defensive
12
+ 50.0%
$29.7 - $36.03 $356 - $432
36 $1K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1
+ 2.27%
$153.22 - $199.8 $153 - $200
45 $8K
OTEX
Open Text Corp

Technology
24
+ 184.62%
$23.04 - $29.2 $553 - $701
37 $1K
TDS
Telephone & Data Systems Inc

Communication Services
12
+ 23.53%
$31.74 - $39.52 $381 - $474
63 $2K
TGNA
Tegna Inc

Communication Services
30
+ 66.67%
$15.42 - $18.98 $463 - $569
75 $1K
ORA
Ormat Technologies, Inc.

Utilities
7
+ 20.0%
$66.4 - $86.59 $465 - $606
42 $3K
SYY
Sysco Corp

Consumer Defensive
2
+ 0.35%
$68.0 - $75.91 $136 - $152
575 $43K
SNEX
Stone X Group Inc.

Financial Services
6
+ 20.0%
$69.59 - $94.15 $418 - $565
36 $3K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.42%
$66.87 - $79.47 $134 - $159
478 $37K
PINC
Premier, Inc.

Healthcare
13
+ 33.33%
$18.94 - $23.3 $246 - $303
52 $1K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
39
+ 86.67%
$14.99 - $18.47 $585 - $720
84 $1K
GL
Globe Life Inc.

Financial Services
16
+ 21.05%
$113.29 - $133.09 $1.81K - $2.13K
92 $11K
GH
Guardant Health, Inc.

Healthcare
14
+ 82.35%
$37.05 - $52.04 $519 - $729
31 $1K
GEF
Greif, Inc

Consumer Cyclical
7
+ 9.46%
$49.01 - $66.46 $343 - $465
81 $5K
GVA
Granite Construction Inc

Industrials
4
+ 16.67%
$71.89 - $93.51 $288 - $374
28 $2K
CBRE
Cbre Group, Inc.

Real Estate
4
+ 3.25%
$113.94 - $140.12 $456 - $560
127 $17K
GMS
Gms Inc.

Industrials
1
+ 2.94%
$66.73 - $108.75 $66.7 - $109
35 $3K
CNP
Centerpoint Energy Inc

Utilities
4
+ 1.22%
$35.5 - $39.05 $142 - $156
331 $12K
GFL
Gfl Environmental Inc.

Industrials
8
+ 19.51%
$42.93 - $51.58 $343 - $413
49 $2K
BCO
Brinks CO

Industrials
1
+ 4.55%
$82.06 - $94.4 $82.1 - $94.4
23 $2K
EAT
Brinker International, Inc

Consumer Cyclical
1
+ 3.57%
$128.68 - $181.78 $129 - $182
29 $5K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
107
+ 25.85%
$4.36 - $5.47 $467 - $585
521 $2K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
10
+ 21.74%
$35.46 - $44.91 $355 - $449
56 $2K
BSY
Bentley Systems Inc

Technology
7
+ 12.07%
$38.62 - $53.97 $270 - $378
65 $3K
BILI
Bilibili Inc.

Communication Services
44
+ 125.71%
$14.88 - $21.45 $655 - $944
79 $1K
BLKB
Blackbaud Inc

Technology
12
+ 240.0%
$59.04 - $64.55 $708 - $775
17 $1K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
7
+ 70.0%
$89.13 - $167.48 $624 - $1.17K
17 $2K
ICUI
Icu Medical Inc

Healthcare
5
+ 100.0%
$127.74 - $151.04 $639 - $755
10 $1K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 2.56%
$141.59 - $182.75 $142 - $183
40 $7K
GATX
Gatx Corp

Industrials
7
+ 12.28%
$141.27 - $159.24 $989 - $1.11K
64 $9K
GTES
Gates Industrial Corp PLC

Industrials
36
+ 22.09%
$15.56 - $23.13 $560 - $833
199 $4K
ESI
Element Solutions Inc

Basic Materials
24
+ 14.37%
$17.5 - $22.96 $420 - $551
191 $4K
CWCO
Consolidated Water Co. Ltd.

Utilities
1
+ 0.75%
$22.81 - $30.14 $22.8 - $30.1
134 $4K
CPA
Copa Holdings, S.A.

Industrials
4
+ 16.0%
$83.12 - $109.97 $332 - $440
29 $3K
EIX
Edison International

Utilities
34
+ 80.95%
$48.32 - $59.92 $1.64K - $2.04K
76 $3K
CROX
Crocs, Inc.

Consumer Cyclical
10
+ 47.62%
$88.67 - $120.26 $887 - $1.2K
31 $3K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
5
+ 11.11%
$105.8 - $131.55 $529 - $658
50 $6K
DXC
Dxc Technology CO

Technology
39
+ 34.82%
$14.03 - $17.63 $547 - $688
151 $2K
DAN
Dana Inc

Consumer Cyclical
27
+ 22.31%
$10.38 - $17.71 $280 - $478
148 $2K
CVLT
Commvault Systems Inc

Technology
2
+ 20.0%
$139.35 - $190.99 $279 - $382
12 $2K
NPO
Enpro Industries, Inc

Industrials
2
+ 18.18%
$137.27 - $193.1 $275 - $386
13 $2K
FOXA
Fox Corp

Communication Services
12
+ 7.59%
$47.21 - $57.04 $567 - $684
170 $9K
CNK
Cinemark Holdings, Inc.

Communication Services
12
+ 30.0%
$24.54 - $33.77 $294 - $405
52 $1K
FLO
Flowers Foods Inc

Consumer Defensive
69
+ 460.0%
$15.86 - $19.21 $1.09K - $1.33K
84 $1K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
3.6K
+ 56.25%
$4.69 - $9.84 $16.9K - $35.4K
10K $46K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
22
+ 1.2%
$49.82 - $50.25 $1.1K - $1.11K
1.85K $92K
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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