Jfs Wealth Advisors, LLC Incresed Positions in Q4 2024

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
61
+ 1.65%
$30.67 - $30.84 $1.87K - $1.88K
3.76K $115K
IESC
Ies Holdings, Inc.

Industrials
7
+ 116.67%
$196.89 - $309.86 $1.38K - $2.17K
13 $2K
CNK
Cinemark Holdings, Inc.

Communication Services
5
+ 15.15%
$26.69 - $36.02 $133 - $180
38 $1K
CTSH
Cognizant Technology Solutions Corp

Technology
5
+ 2.99%
$74.37 - $82.32 $372 - $412
172 $13K
BCH
Bank Of Chile

Financial Services
57
+ 66.28%
$22.55 - $25.02 $1.29K - $1.43K
143 $3K
CNO
Cno Financial Group, Inc.

Financial Services
18
+ 27.27%
$34.0 - $40.5 $612 - $729
84 $3K
SUZ
Suzano S.A.

Basic Materials
73
+ 31.33%
$9.65 - $10.93 $704 - $798
306 $3K
R
Ryder System Inc

Industrials
5
+ 19.23%
$138.78 - $170.03 $694 - $850
31 $4K
ERJ
Embraer S.A.

Industrials
21
+ 56.76%
$32.46 - $40.0 $682 - $840
58 $2K
NPO
Enpro Industries, Inc

Industrials
1
+ 9.09%
$145.61 - $195.16 $146 - $195
12 $2K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
197
+ 100.0%
$27.45 - $55.56 $5.41K - $10.9K
394 $11K
STRL
Sterling Construction CO Inc

Industrials
2
+ 16.67%
$142.94 - $199.03 $286 - $398
14 $2K
SNEX
Stone X Group Inc.

Financial Services
4
+ 36.36%
$80.62 - $104.76 $322 - $419
15 $1K
INGR
Ingredion Inc

Consumer Defensive
6
+ 9.84%
$132.76 - $154.86 $797 - $929
67 $9K
NGVT
Ingevity Corp

Basic Materials
18
+ 257.14%
$31.62 - $50.21 $569 - $904
25 $1K
INCY
Incyte Corp

Healthcare
2
+ 2.25%
$65.08 - $83.38 $130 - $167
91 $6K
ILMN
Illumina, Inc.

Healthcare
5
+ 16.67%
$128.99 - $155.15 $645 - $776
35 $4K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.42%
$78.43 - $87.17 $157 - $174
474 $38K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
120
+ 12.49%
$13.01 - $14.43 $1.56K - $1.73K
1.08K $14K
SNV
Synovus Financial Corp

Financial Services
5
+ 5.21%
$42.5 - $58.73 $213 - $294
101 $5K
WEX
Wex Inc.

Technology
1
+ 3.57%
$167.45 - $216.67 $167 - $217
29 $5K
WEN
Wendy'S CO

Consumer Cyclical
5
+ 4.81%
$16.26 - $20.42 $81.3 - $102
109 $1K
SPMD
Spdr Portfolio

ETFs
1
+ 0.1%
$54.13 - $59.56 $54.1 - $59.6
960 $52K
SONO
Sonos Inc

Technology
29
+ 580.0%
$11.62 - $15.07 $337 - $437
34 $0
WMK
Weis Markets Inc

Consumer Defensive
1
+ 0.27%
$62.89 - $75.93 $62.9 - $75.9
378 $25K
OTEX
Open Text Corp

Technology
15
+ 23.81%
$27.37 - $34.05 $411 - $511
78 $2K
WU
Western Union CO

Financial Services
48
+ 42.11%
$10.52 - $11.94 $505 - $573
162 $1K
W
Wayfair Inc.

Consumer Cyclical
9
+ 26.47%
$37.77 - $56.94 $340 - $512
43 $1K
PEGA
Pegasystems Inc

Technology
5
+ 35.71%
$69.42 - $97.28 $347 - $486
19 $1K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1
+ 1.04%
$47.66 - $57.86 $47.7 - $57.9
97 $5K
WERN
Werner Enterprises Inc

Industrials
10
+ 17.54%
$35.64 - $41.8 $356 - $418
67 $2K
SR
Spire Inc

Utilities
6
+ 26.09%
$62.24 - $73.38 $373 - $440
29 $1K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1
+ 0.78%
$33.7 - $37.69 $33.7 - $37.7
130 $4K
TGNA
Tegna Inc

Communication Services
44
+ 4400.0%
$15.25 - $19.32 $671 - $850
45 $0
INT
World Fuel Services Corp

Energy
5
+ 13.16%
N/A
43 $0
SLVM
Sylvamo Corp

Basic Materials
4
+ 9.76%
$78.56 - $95.69 $314 - $383
45 $3K
PPBI
Pacific Premier Bancorp Inc

Financial Services
13
+ 25.0%
$23.81 - $29.11 $310 - $378
65 $1K
OSIS
Osi Systems Inc

Technology
3
+ 42.86%
$131.41 - $187.75 $394 - $563
10 $1K
PAAS
Pan American Silver Corp

Basic Materials
28
+ 27.18%
$19.94 - $25.85 $558 - $724
131 $2K
PRK
Park National Corp

Financial Services
3
+ 50.0%
$160.0 - $206.49 $480 - $619
9 $1K
T Rowe Price ETF Inc
2.25K
+ 26.47%
N/A
10.8K $0
TDS
Telephone & Data Systems Inc

Communication Services
21
+ 420.0%
$22.86 - $35.22 $480 - $740
26 $0
PATK
Patrick Industries Inc

Consumer Cyclical
6
+ 66.67%
$82.71 - $146.16 $496 - $877
15 $1K
SCL
Stepan CO

Basic Materials
3
+ 37.5%
$64.61 - $81.08 $194 - $243
11 $0
WCN
Waste Connections, Inc.

Industrials
2
+ 3.13%
$171.06 - $193.25 $342 - $387
66 $11K
UCBI
United Community Banks Inc

Financial Services
10
+ 14.29%
N/A
80 $2K
RRX
Regal Rexnord Corp

Industrials
5
+ 18.52%
$153.56 - $182.22 $768 - $911
32 $4K
STNG
Scorpio Tankers Inc.

Energy
11
+ 44.0%
$47.15 - $74.31 $519 - $817
36 $1K
ROLL
Rbc Bearings Inc

Industrials
1
+ 14.29%
N/A
8 $1K
Activity Summary
Buys All Purchases 666 New Holdings 62 Increased Positions 604 Sells All Sells 523 Reductions 523 Sold out 0 Options Calls 0 Puts 0
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