Jfs Wealth Advisors, LLC New Holdings in Q2 2025

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
16.4K
New
$48.46 - $50.2 $797K - $826K
16.4K $816K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
13.9K
New
$7.35 - $9.25 $102K - $129K
13.9K $128K
CHMG
Chemung Financial Corp

Financial Services
1.8K
New
$40.73 - $49.98 $73.3K - $90K
1.8K $87K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.95K
New
$35.9 - $43.76 $70K - $85.3K
1.95K $84K
EMLP
First Tr Exchange Traded Iv

ETFs
1.01K
New
$33.62 - $37.89 $33.8K - $38.1K
1.01K $37K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.53K
New
$24.14 - $25.43 $36.9K - $38.9K
1.53K $37K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
390
New
$73.02 - $90.22 $28.5K - $35.2K
390 $34K
EDV
Vanguard Extended Duration Tre

ETFs
385
New
$62.83 - $72.45 $24.2K - $27.9K
385 $25K
SPRX
Listed Fds Tr Spear Alpha ETF

ETFs
872
New
$17.41 - $29.6 $15.2K - $25.8K
872 $25K
VIS
Vanguard Industrial ETF

ETFs
38
New
$220.04 - $280.07 $8.36K - $10.6K
38 $10K
ITA
Ishares Tr

ETFs
17
New
$135.31 - $188.64 $2.3K - $3.21K
17 $3K
GFS
Globalfoundries Inc.

Technology
92
New
$30.37 - $40.03 $2.79K - $3.68K
92 $3K
CNOB
Connect One Bancorp, Inc.

Financial Services
155
New
$20.95 - $24.78 $3.25K - $3.84K
155 $3K
MELI
Mercadolibre Inc

Consumer Cyclical
1
New
$1794.73 - $2613.63 $1.79K - $2.61K
1 $2K
IBMP
Ishares Tr Ibonds December 202

ETFs
103
New
$24.98 - $25.35 $2.57K - $2.61K
103 $2K
SID
National Steel CO

Basic Materials
1.72K
New
$1.31 - $1.72 $2.25K - $2.95K
1.72K $2K
STM
St Microelectronics N.V.

Technology
79
New
$17.78 - $30.41 $1.4K - $2.4K
79 $2K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
68
New
$26.41 - $26.76 $1.8K - $1.82K
68 $1K
NICE
Nice Ltd.

Technology
6
New
$141.3 - $178.32 $848 - $1.07K
6 $1K
SSL
Sasol LTD

Basic Materials
271
New
$2.93 - $5.45 $794 - $1.48K
271 $1K
MYRG
Myr Group Inc.

Industrials
9
New
$101.85 - $182.61 $917 - $1.64K
9 $1K
CSAN
Cosan S.A.

Energy
200
New
$4.44 - $6.16 $888 - $1.23K
200 $1K
DUOL
Duolingo, Inc.

Technology
4
New
$292.88 - $540.68 $1.17K - $2.16K
4 $1K
BBD
Bank Bradesco

Financial Services
553
New
$2.02 - $3.09 $1.12K - $1.71K
553 $1K
Wedbush Ser Tr
1.31K
New
N/A
1.31K $0
Viking Holdings LTD
400
New
N/A
400 $0
Vanguard Malvern Fds
1.04K
New
N/A
1.04K $0
Telix Pharmaceutical LTD
27
New
N/A
27 $0
SAM
Boston Beer CO Inc

Consumer Defensive
4
New
$187.06 - $249.73 $748 - $999
4 $0
Starz Entertainment Corp.
2
New
N/A
2 $0
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
22
New
$25.57 - $26.34 $563 - $579
22 $0
PAR
Par Technology Corp

Technology
6
New
$50.87 - $69.82 $305 - $419
6 $0
POWL
Powell Industries Inc

Industrials
2
New
$159.38 - $211.34 $319 - $423
2 $0
PGNY
Progyny, Inc.

Healthcare
19
New
$20.52 - $23.42 $390 - $445
19 $0
SPNT
Sirius Point LTD

Financial Services
2
New
$15.16 - $20.88 $30.3 - $41.8
2 $0
Lionsgate Studios Corp
41
New
N/A
41 $0
Amarin Corp PLC
1
New
N/A
1 $0
Amplify ETF Tr
37
New
N/A
37 $0
Birkenstock Holding PLC
2
New
N/A
2 $0
CABO
Cable One, Inc.

Communication Services
2
New
$126.05 - $276.15 $252 - $552
2 $0
COMP
Compass, Inc.

Technology
72
New
$5.8 - $8.98 $418 - $647
72 $0
ACAD
Acadia Pharmaceuticals Inc

Healthcare
30
New
$14.1 - $22.95 $423 - $689
30 $0
DQ
Daqo New Energy Corp.

Technology
32
New
$12.74 - $18.15 $408 - $581
32 $0
DV
Double Verify Holdings, Inc.

Technology
3
New
$11.86 - $15.03 $35.6 - $45.1
3 $0
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
19
New
$20.4 - $25.29 $388 - $481
19 $0
FIVE
Five Below, Inc

Consumer Cyclical
5
New
$55.75 - $131.18 $279 - $656
5 $0
AAAU
Goldman Sachs Physical Gold ETF

ETFs
20
New
$29.44 - $33.91 $589 - $678
20 $0
GO
Grocery Outlet Holding Corp.

Consumer Defensive
54
New
$12.42 - $16.79 $671 - $907
54 $0
OMAB
Central North Airport Group

Industrials
9
New
$72.48 - $106.35 $652 - $957
9 $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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