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
America Movil Sab De Cv
68
+ 23.78%
N/A
354 $0
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
14
+ 200.0%
$14.87 - $23.57 $208 - $330
21 $0
BRFS
Brf S.A.

Consumer Defensive
72
+ 100.0%
$3.11 - $4.0 $224 - $288
144 $0
BAK
Braskem Sa

Basic Materials
179
+ 50.28%
$2.91 - $4.09 $521 - $732
535 $1K
Vesta Real Estate Corp
38
+ 82.61%
N/A
84 $0
VERX
Vertex, Inc.

Technology
9
+ 69.23%
$33.45 - $41.87 $301 - $377
22 $0
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
6
+ 7.32%
$107.83 - $119.94 $647 - $720
88 $9K
BIIB
Biogen Inc.

Healthcare
2
+ 66.67%
$113.38 - $135.49 $227 - $271
5 $0
VRRM
Verra Mobility Corp

Industrials
2
+ 1.77%
$20.85 - $25.4 $41.7 - $50.8
115 $2K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
18
+ 40.91%
$6.97 - $8.23 $125 - $148
62 $0
TBBK
Bancorp, Inc.

Financial Services
3
+ 21.43%
$40.93 - $57.59 $123 - $173
17 $0
UEC
Uranium Energy Corp

Energy
76
+ 584.62%
$4.0 - $7.05 $304 - $536
89 $0
CACI
Caci International Inc

Technology
1
+ 4.17%
N/A
25 $10K
AWR
American States Water CO

Utilities
7
+ 43.75%
$75.1 - $81.3 $526 - $569
23 $1K
TNET
Trinet Group, Inc.

Industrials
7
+ 38.89%
$72.67 - $86.45 $509 - $605
25 $1K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
16
+ 266.67%
$10.67 - $15.71 $171 - $251
22 $0
CHWY
Chewy, Inc.

Consumer Cyclical
13
+ 40.63%
$31.21 - $48.21 $406 - $627
45 $1K
Blackrock Inc
10
+ 2.64%
N/A
389 $0
PNM
Pnm Resources Inc

Utilities
9
+ 28.13%
N/A
41 $1K
CERT
Certara, Inc.

Healthcare
29
+ 1450.0%
$9.05 - $14.47 $262 - $420
31 $0
BOX
Box Inc

Technology
9
+ 12.16%
$28.42 - $38.55 $256 - $347
83 $2K
Brookfield Asset Managmt LTD
11
+ 21.57%
N/A
62 $0
UA
Under Armour Inc Cl C

Consumer Cyclical
14
+ 12.61%
$4.73 - $6.59 $66.2 - $92.3
125 $0
DOX
Amdocs LTD

Technology
6
+ 6.67%
$80.46 - $94.08 $483 - $564
96 $8K
UCBI
United Community Banks Inc

Financial Services
14
+ 17.5%
N/A
94 $2K
WCN
Waste Connections, Inc.

Industrials
3
+ 4.69%
$183.26 - $199.95 $550 - $600
67 $12K
Canadian Pacific Kansas City
22
+ 15.6%
N/A
163 $0
Amentum Holdings Inc
1
+ 3.85%
N/A
27 $0
Aptiv PLC
44
+ 2.87%
N/A
1.58K $0
MGRC
Mcgrath Rentcorp

Industrials
1
+ 10.0%
$101.45 - $118.14 $101 - $118
11 $1K
PFF
Ishares Trust Ishares Pfd And

ETFs
3
+ 0.65%
$29.0 - $30.68 $87 - $92
466 $14K
WOOD
Ishares Global Timber & Forest
1
+ 0.52%
N/A
192 $0
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1
+ 2.04%
$57.14 - $72.68 $57.1 - $72.7
50 $3K
Ishares Bitcoin Trust ETF
447
+ 1277.14%
N/A
482 $0
IPGP
Ipg Photonics Corp

Technology
1
+ 6.25%
$49.68 - $69.26 $49.7 - $69.3
17 $1K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
5
+ 0.63%
N/A
803 $0
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
14
+ 0.1%
N/A
14.2K $288K
ILMN
Illumina, Inc.

Healthcare
1
+ 11.11%
$70.3 - $95.41 $70.3 - $95.4
10 $0
MDU
Mdu Resources Group Inc

Industrials
23
+ 16.2%
$15.6 - $17.76 $359 - $408
165 $2K
Primo Brands Corporation
2
+ 4.44%
N/A
47 $0
HNI
Hni Corp

Industrials
1
+ 50.0%
$40.26 - $49.71 $40.3 - $49.7
3 $0
PRGS
Progress Software Corp

Technology
7
+ 29.17%
$54.68 - $64.66 $383 - $453
31 $1K
HRI
Herc Holdings Inc

Industrials
1
+ 4.17%
$102.34 - $142.19 $102 - $142
25 $3K
HOG
Harley Davidson, Inc.

Consumer Cyclical
7
+ 4.05%
$20.82 - $25.94 $146 - $182
180 $4K
PVH
Pvh Corp.

Consumer Cyclical
2
+ 5.56%
$60.5 - $87.28 $121 - $175
38 $2K
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 3.33%
$150.66 - $178.04 $151 - $178
31 $5K
HWC
Hancock Whitney Corp

Financial Services
1
+ 1.47%
$46.05 - $58.03 $46.1 - $58
69 $3K
JLL
Jones Lang Lasalle Inc

Real Estate
1
+ 2.22%
$204.57 - $256.96 $205 - $257
46 $11K
Kodiak Gas Svcs Inc
23
+ 1150.0%
N/A
25 $0
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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