Jfs Wealth Advisors, LLC New Holdings in Q4 2024

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.6K
New
$50.73 - $51.08 $538K - $542K
10.6K $539K
VONV
Vanguard Russell 1000 Value Et

ETFs
5.87K
New
$80.87 - $87.69 $475K - $515K
5.87K $477K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.85K
New
$65.31 - $74.15 $121K - $137K
1.85K $125K
IEF
Ishares Barclays

ETFs
1.18K
New
$92.08 - $98.18 $109K - $116K
1.18K $109K
ARGT
Global X Msci Argentina ETF

ETFs
816
New
$66.16 - $88.28 $54K - $72K
816 $67K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.03K
New
$58.39 - $67.04 $60.3K - $69.2K
1.03K $65K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.09K
New
$22.72 - $25.76 $24.7K - $27.9K
1.09K $25K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
375
New
$64.85 - $73.04 $24.3K - $27.4K
375 $24K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
429
New
$56.06 - $61.35 $24K - $26.3K
429 $24K
DLR
Digital Realty Trust, Inc.

Real Estate
39
New
$156.46 - $195.69 $6.1K - $7.63K
39 $6K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
62
New
$15.19 - $25.13 $942 - $1.56K
62 $1K
GWRE
Guidewire Software, Inc.

Technology
10
New
$168.58 - $207.12 $1.69K - $2.07K
10 $1K
PRIM
Primoris Services Corp

Industrials
21
New
$57.06 - $84.91 $1.2K - $1.78K
21 $1K
NVMI
Nova Ltd.

Technology
6
New
$172.39 - $221.56 $1.03K - $1.33K
6 $1K
MYRG
Myr Group Inc.

Industrials
10
New
$102.56 - $168.18 $1.03K - $1.68K
10 $1K
POWL
Powell Industries Inc

Industrials
2
New
$221.65 - $352.37 $443 - $705
2 $0
Revelyst Inc
1.27K
New
N/A
1.27K $0
Lam Research Corp
1.03K
New
N/A
1.03K $0
MKSI
Mks Instruments Inc

Technology
5
New
$98.56 - $117.93 $493 - $590
5 $0
PAYO
Payoneer Global Inc.

Technology
50
New
$7.59 - $11.05 $380 - $553
50 $0
SMTC
Semtech Corp

Technology
11
New
$40.58 - $69.1 $446 - $760
11 $0
Siriusxm Holdings Inc
290
New
N/A
290 $0
Vesta Real Estate Corp
20
New
N/A
20 $0
VECO
Veeco Instruments Inc

Technology
13
New
$25.99 - $33.75 $338 - $439
13 $0
PCVX
Vaxcyte, Inc.

Healthcare
1
New
$80.97 - $117.93 $81 - $118
1 $0
USLM
United States Lime & Minerals Inc

Basic Materials
6
New
$91.63 - $157.45 $550 - $945
6 $0
TGTX
Tg Therapeutics, Inc.

Healthcare
26
New
$21.31 - $35.09 $554 - $912
26 $0
Te Connectivity PLC
99
New
N/A
99 $0
T Rowe Price ETF Inc
1.67K
New
N/A
1.67K $0
Super Micro Computer Inc
130
New
N/A
130 $0
Sunrise Communications Ag
31
New
N/A
31 $0
SMMT
Summit Therapeutics Inc.

Healthcare
19
New
$17.52 - $23.46 $333 - $446
19 $0
South Bow Corp
58
New
N/A
58 $0
Smurfit Westrock PLC
41
New
N/A
41 $0
Viking Holdings LTD
325
New
N/A
325 $0
Magnera Corp
48
New
N/A
48 $0
BROS
Dutch Bros Inc.

Consumer Cyclical
13
New
$30.72 - $55.82 $399 - $726
13 $0
DOCS
Doximity, Inc.

Healthcare
15
New
$41.25 - $61.25 $619 - $919
15 $0
Direxion Shs ETF Tr
1.1K
New
N/A
1.1K $0
CPNG
Coupang, Inc.

Consumer Cyclical
4
New
$21.98 - $26.89 $87.9 - $108
4 $0
CDE
Coeur Mining, Inc.

Basic Materials
58
New
$5.61 - $7.39 $325 - $429
58 $0
Cava Group Inc
13
New
N/A
13 $0
SAM
Boston Beer CO Inc

Consumer Defensive
3
New
$270.2 - $323.56 $811 - $971
3 $0
Bluebird Bio Inc
5
New
N/A
5 $0
Blackrock Inc
382
New
N/A
382 $0
CAR
Avis Budget Group, Inc.

Industrials
1
New
$77.44 - $109.07 $77.4 - $109
1 $0
Arista Networks Inc
837
New
N/A
837 $0
QTUM
ETF Ser Solutions Defiance Qua
23
New
N/A
23 $0
Everus Constr Group
35
New
N/A
35 $0
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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