Jfs Wealth Advisors, LLC New Holdings in Q1 2025

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
19
New
$663000.0 - $801950.0 $12.6M - $15.2M
19 $15.2M
HYDB
Ishares Tr Edge High Yield Def

ETFs
16.6K
New
$46.82 - $47.8 $780K - $796K
16.6K $784K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
675
New
$333.37 - $384.99 $225K - $260K
675 $225K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.74K
New
$126.86 - $146.45 $221K - $255K
1.74K $221K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.09K
New
$50.29 - $50.5 $206K - $206K
4.09K $205K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.95K
New
$101.13 - $119.79 $197K - $233K
1.95K $200K
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.9K
New
$40.27 - $42.11 $157K - $164K
3.9K $164K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2.63K
New
$49.6 - $50.28 $130K - $132K
2.63K $132K
AVUS
American Centy ETF Tr Avantis

ETFs
1.38K
New
$90.7 - $101.57 $125K - $140K
1.38K $127K
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.59K
New
$25.1 - $27.85 $115K - $128K
4.59K $123K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.23K
New
$63.77 - $71.36 $78.3K - $87.6K
1.23K $84K
FDVV
Fidelity High Dividend ETF

ETFs
1.64K
New
$48.86 - $52.28 $80.2K - $85.8K
1.64K $81K
AVDE
American Centy ETF Tr Avantis

ETFs
1.09K
New
$60.63 - $68.55 $66.1K - $74.8K
1.09K $72K
AVUV
American Centy ETF Tr Avantis

ETFs
685
New
$84.95 - $100.62 $58.2K - $68.9K
685 $59K
AVLV
American Centy ETF Tr Avantis
910
New
$63.51 - $70.42 $57.8K - $64.1K
910 $59K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
1.55K
New
$34.58 - $38.65 $53.5K - $59.8K
1.55K $54K
BOND
Pimco Active Bond Exchange Tra

ETFs
586
New
$89.27 - $92.9 $52.3K - $54.4K
586 $54K
RIGS
Riverfront Strategic Income Fd

ETFs
2.28K
New
$22.48 - $23.24 $51.3K - $53K
2.28K $52K
FNDX
Schwab Fundamental U S Large C

ETFs
1.85K
New
$23.03 - $25.01 $42.6K - $46.3K
1.85K $43K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
290
New
$147.38 - $176.39 $42.7K - $51.2K
290 $43K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
530
New
$77.33 - $90.16 $41K - $47.8K
530 $41K
MPLX
Mplx LP

Energy
700
New
$47.88 - $54.65 $33.5K - $38.3K
700 $37K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
735
New
$36.63 - $37.45 $26.9K - $27.5K
735 $27K
APOG
Apogee Enterprises, Inc.

Industrials
527
New
$46.23 - $71.9 $24.4K - $37.9K
527 $24K
VRIG
Invesco Actively Managed ETF F

ETFs
947
New
$25.06 - $25.19 $23.7K - $23.9K
947 $23K
FNDF
Schwab Fundamental Intl Large

ETFs
546
New
$32.9 - $37.45 $18K - $20.4K
546 $19K
KBE
Spdr S&P Bank ETF

ETFs
335
New
$51.28 - $59.92 $17.2K - $20.1K
335 $17K
CRAI
Cra International, Inc.

Industrials
100
New
$172.33 - $210.97 $17.2K - $21.1K
100 $17K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
484
New
$25.98 - $28.41 $12.6K - $13.8K
484 $13K
WDS
Woodside Energy Group LTD

Energy
832
New
$14.15 - $16.33 $11.8K - $13.6K
832 $12K
VALE
Vale S.A.

Basic Materials
1.12K
New
$8.5 - $10.19 $9.5K - $11.4K
1.12K $11K
FV
First Trust Dorsey Wright Focu

ETFs
133
New
$53.91 - $63.03 $7.17K - $8.38K
133 $7K
MUST
Columbia ETF Tr I Multi Sector

ETFs
255
New
$20.08 - $20.62 $5.12K - $5.26K
255 $5K
TSQ
Townsquare Media, Inc.

Communication Services
646
New
$7.61 - $10.0 $4.92K - $6.46K
646 $5K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
36
New
$97.38 - $104.52 $3.51K - $3.76K
36 $3K
SGOL
Abrdn Gold ETF Trust

ETFs
114
New
$25.14 - $29.82 $2.87K - $3.4K
114 $3K
SCHO
Schwab Short Term Us Treasury

ETFs
144
New
$24.1 - $24.34 $3.47K - $3.5K
144 $3K
PUK
Prudential PLC

Financial Services
121
New
$14.54 - $21.92 $1.76K - $2.65K
121 $2K
FPE
First Tr Pfd Secs & Income ETF

ETFs
131
New
$17.53 - $17.87 $2.3K - $2.34K
131 $2K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
50
New
$45.62 - $51.12 $2.28K - $2.56K
50 $2K
SEB
Seaboard Corp

Industrials
1
New
$2422.16 - $2992.67 $2.42K - $2.99K
1 $2K
MGK
Vanguard Mega Cap Growth ETF

ETFs
5
New
$307.43 - $357.48 $1.54K - $1.79K
5 $1K
ASML
Asml Holding Nv

Technology
2
New
$662.63 - $776.99 $1.33K - $1.55K
2 $1K
TPG
Tpg Inc.

Financial Services
10
New
$46.15 - $69.77 $462 - $698
10 $0
Blackrock ETF Trust Ii
2.14K
New
N/A
2.14K $0
OWL
Blue Owl Capital Inc.

Financial Services
24
New
$18.49 - $26.68 $444 - $640
24 $0
BRP
Brp Group, Inc.

Financial Services
9
New
N/A
9 $0
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5
New
$92.51 - $102.81 $463 - $514
5 $0
Blackrock ETF Trust
44K
New
N/A
44K $0
Activity Summary
Buys All Purchases 765 New Holdings 73 Increased Positions 692 Sells All Sells 585 Reductions 585 Sold out 0 Options Calls 0 Puts 0
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