Jfs Wealth Advisors, LLC New Holdings in Q3 2025

Jfs Wealth Advisors, LLC

  • $1.69 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20.9K
New
$78.11 - $79.07 $1.63M - $1.65M
20.9K $1.65M
VONV
Vanguard Russell 1000 Value Et

ETFs
11.6K
New
$84.55 - $89.54 $977K - $1.03M
11.6K $1.03M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
10.5K
New
$32.53 - $35.69 $340K - $373K
10.5K $370K
XLI
Industrial Sector Spdr

ETFs
1.11K
New
$147.94 - $154.99 $164K - $172K
1.11K $171K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
6K
New
$14.45 - $16.7 $86.7K - $100K
6K $86K
MPLX
Mplx LP

Energy
1.62K
New
$49.42 - $52.71 $80.1K - $85.4K
1.62K $80K
AER
Aer Cap Holdings N.V.

Industrials
550
New
$107.25 - $124.42 $59K - $68.4K
550 $66K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
970
New
$40.33 - $66.97 $39.1K - $65K
970 $63K
IAC
Iac/Inter Active Corp

Communication Services
1.14K
New
$34.01 - $41.67 $38.9K - $47.6K
1.14K $38K
PINK
Simplify Exchange Traded Fds S

ETFs
1.02K
New
$28.44 - $31.71 $28.9K - $32.2K
1.02K $32K
EVN
Eaton Vance Municipal Income Trust

Financial Services
2.07K
New
$10.23 - $11.23 $21.1K - $23.2K
2.07K $22K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
1.64K
New
$7.02 - $9.1 $11.5K - $14.9K
1.64K $13K
CAPL
Cross America Partners LP

Energy
500
New
$19.62 - $22.22 $9.81K - $11.1K
500 $10K
MAA
Mid America Apartment Communities Inc.

Real Estate
73
New
$138.38 - $153.2 $10.1K - $11.2K
73 $10K
ACHR
Archer Aviation Inc.

Industrials
1K
New
$8.25 - $13.4 $8.25K - $13.4K
1K $9K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
1K
New
$8.57 - $9.09 $8.57K - $9.09K
1K $9K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
300
New
$23.53 - $23.89 $7.06K - $7.17K
300 $7K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
200
New
$38.58 - $40.06 $7.72K - $8.01K
200 $7K
NEP
Nextera Energy Partners, LP

Utilities
672
New
N/A
672 $6K
ARKQ
Ark Autonomous Technology & Ro

ETFs
49
New
$86.2 - $111.56 $4.22K - $5.47K
49 $5K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
64
New
$68.94 - $86.3 $4.41K - $5.52K
64 $5K
CSWC
Capital Southwest Corp

Financial Services
200
New
$21.86 - $23.33 $4.37K - $4.67K
200 $4K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
41
New
$85.93 - $92.12 $3.52K - $3.78K
41 $3K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
350
New
$10.4 - $11.07 $3.64K - $3.87K
350 $3K
COMM
Comm Scope Holding Company, Inc.

Technology
199
New
$7.29 - $16.99 $1.45K - $3.38K
199 $3K
MGA
Magna International Inc

Consumer Cyclical
72
New
$40.03 - $47.38 $2.88K - $3.41K
72 $3K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
55
New
$49.31 - $57.77 $2.71K - $3.18K
55 $3K
XSMO
Invesco S&P Smallcap Momentum

ETFs
30
New
$67.1 - $74.29 $2.01K - $2.23K
30 $2K
CRL
Charles River Laboratories International, Inc.

Healthcare
14
New
$145.57 - $178.99 $2.04K - $2.51K
14 $2K
GTO
Invesco Actively Managed ETF T

ETFs
44
New
$46.43 - $47.91 $2.04K - $2.11K
44 $2K
AVUV
American Centy ETF Tr Avantis

ETFs
29
New
$90.37 - $102.12 $2.62K - $2.96K
29 $2K
CCCC
C4 Therapeutics, Inc.

Healthcare
1K
New
$1.47 - $3.57 $1.47K - $3.57K
1K $2K
URA
Global X Uranium ETF

ETFs
50
New
$36.45 - $50.4 $1.82K - $2.52K
50 $2K
EL
Estee Lauder Companies Inc

Consumer Defensive
21
New
$83.65 - $95.26 $1.76K - $2K
21 $1K
HIMX
Himax Technologies, Inc.

Technology
200
New
$7.16 - $9.76 $1.43K - $1.95K
200 $1K
CRDO
Credo Technology Group Holding LTD

Technology
10
New
$87.59 - $172.31 $876 - $1.72K
10 $1K
BOND
Pimco Active Bond Exchange Tra

ETFs
17
New
$90.83 - $93.81 $1.54K - $1.59K
17 $1K
SNN
Smith & Nephew PLC

Healthcare
39
New
$29.33 - $38.7 $1.14K - $1.51K
39 $1K
DIOD
Diodes Inc

Technology
23
New
$47.17 - $57.76 $1.08K - $1.33K
23 $1K
SYNA
Synaptics Inc

Technology
16
New
$59.7 - $74.35 $955 - $1.19K
16 $1K
PBF
Pbf Energy Inc.

Energy
40
New
$21.68 - $33.56 $867 - $1.34K
40 $1K
RVT
Royce Value Trust, Inc.

Financial Services
0
New
$14.94 - $16.5 $0 - $0
0 $0
Rezolve Ai PLC
250
New
N/A
250 $0
RIOT
Riot Blockchain, Inc.

Technology
36
New
$11.03 - $19.78 $397 - $712
36 $0
SRPT
Sarepta Therapeutics, Inc.

Healthcare
40
New
$11.93 - $21.97 $477 - $879
40 $0
ROIV
Roivant Sciences Ltd.

Healthcare
61
New
$10.74 - $15.28 $655 - $932
61 $0
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
16
New
$14.51 - $22.53 $232 - $360
16 $0
Viper Energy Inc
6
New
N/A
6 $0
Ul Solutions Inc
7
New
N/A
7 $0
Activity Summary
Buys All Purchases 584 New Holdings 91 Increased Positions 493 Sells All Sells 523 Reductions 521 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email