Jfs Wealth Advisors, LLC New Holdings in Q3 2024

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PAVE
Global X Fds Us Infrastructure

ETFs
32.3K
New
$36.39 - $41.16 $1.17M - $1.33M
32.3K $1.33M
VT
Vanguard Total World Stk Index

ETFs
9.68K
New
$107.72 - $119.96 $1.04M - $1.16M
9.68K $1.16M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
20.3K
New
$41.34 - $43.55 $839K - $884K
20.3K $876K
BSM
Black Stone Minerals, L.P.

Energy
32.7K
New
$14.05 - $15.85 $460K - $519K
32.7K $494K
MLN
Vaneck Long Muni ETF

ETFs
23.5K
New
$17.77 - $18.32 $418K - $431K
23.5K $430K
VDE
Vanguard Energy ETF

ETFs
1.25K
New
$117.44 - $131.06 $147K - $164K
1.25K $153K
VPU
Vanguard Utilities ETF

ETFs
700
New
$146.64 - $174.54 $103K - $122K
700 $121K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
625
New
$114.73 - $120.23 $71.7K - $75.1K
625 $74K
JNK
Spdr Bloomberg High Yield Bond

ETFs
640
New
$93.65 - $97.81 $59.9K - $62.6K
640 $62K
VGLT
Vanguard Long Term Treasury Et

ETFs
856
New
$56.52 - $63.23 $48.4K - $54.1K
856 $52K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
553
New
$33.2 - $41.73 $18.4K - $23.1K
553 $23K
VAW
Vanguard Materials ETF

ETFs
60
New
$189.89 - $213.71 $11.4K - $12.8K
60 $12K
IGM
Ishares Expanded Tech Sector E

ETFs
117
New
$84.03 - $98.62 $9.83K - $11.5K
117 $11K
VFMV
Vanguard Wellington Fd

ETFs
65
New
$113.29 - $121.87 $7.36K - $7.92K
65 $7K
SOFI
So Fi Technologies, Inc.

Financial Services
384
New
$6.32 - $8.19 $2.43K - $3.14K
384 $3K
ASML
Asml Holding Nv

Technology
3
New
$749.82 - $1098.95 $2.25K - $3.3K
3 $2K
NTRA
Natera, Inc.

Healthcare
15
New
$97.75 - $129.67 $1.47K - $1.95K
15 $1K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
25
New
$55.75 - $55.75 $1.39K - $1.39K
25 $1K
ADMA
Adma Biologics, Inc.

Healthcare
54
New
$11.21 - $20.03 $605 - $1.08K
54 $1K
VIST
Vista Energy, S.A.B. De C.V.

Energy
29
New
$40.14 - $52.13 $1.16K - $1.51K
29 $1K
PNM
Pnm Resources Inc

Utilities
13
New
$35.99 - $42.21 $468 - $549
13 $0
Seaport Entmt Group Inc
3
New
N/A
3 $0
Six Flags Entertainment Corp
526
New
N/A
526 $0
TNK
Teekay Tankers Ltd.

Energy
2
New
$52.85 - $69.39 $106 - $139
2 $0
MGK
Vanguard Mega Cap Growth ETF

ETFs
0
New
$285.48 - $330.24 $0 - $0
0 $0
T Rowe Price ETF Inc
8.5K
New
N/A
8.5K $0
TNDM
Tandem Diabetes Care Inc

Healthcare
15
New
$35.21 - $47.3 $528 - $710
15 $0
Vanguard Wellington Fd
2K
New
N/A
2K $0
BAK
Braskem Sa

Basic Materials
94
New
$5.62 - $7.54 $528 - $709
94 $0
Vanguard Mun Bd Fds
1.25K
New
N/A
1.25K $0
UPST
Upstart Holdings, Inc.

Financial Services
13
New
$22.9 - $44.11 $298 - $573
13 $0
TGNA
Tegna Inc

Communication Services
1
New
$13.39 - $16.27 $13.4 - $16.3
1 $0
RGEN
Repligen Corp

Healthcare
6
New
$119.79 - $167.35 $719 - $1K
6 $0
QS
Quantum Scape Corp

Consumer Cyclical
65
New
$4.83 - $9.14 $314 - $594
65 $0
QFIN
360 Digi Tech, Inc.

Financial Services
20
New
$18.93 - $29.81 $379 - $596
20 $0
Flutter Entmt PLC
2
New
N/A
2 $0
Ferguson Enterprises Inc
63
New
N/A
63 $0
UTES
Virtus Reaves Utilities ETF
2.66K
New
N/A
2.66K $0
Dimensional ETF Trust
5.53K
New
N/A
5.53K $0
CAMT
Camtek LTD

Technology
5
New
$71.51 - $137.24 $358 - $686
5 $0
Bw Lpg LTD
16
New
N/A
16 $0
BILI
Bilibili Inc.

Communication Services
36
New
$12.96 - $23.38 $467 - $842
36 $0
Atmus Filtration Technologie
10
New
N/A
10 $0
APPF
Appfolio Inc

Technology
2
New
$204.33 - $270.02 $409 - $540
2 $0
Global X Fds
0
New
N/A
0 $0
Grayscale Bitcoin Mini Tr Bt
256
New
N/A
256 $0
OSCR
Oscar Health, Inc.

Healthcare
30
New
$14.96 - $23.27 $449 - $698
30 $0
NU
Nu Holdings Ltd.

Financial Services
35
New
$10.71 - $15.14 $375 - $530
35 $0
New York Cmnty Bancorp Inc
124
New
N/A
124 $0
Activity Summary
Buys All Purchases 1209 New Holdings 57 Increased Positions 1152 Sells All Sells 379 Reductions 379 Sold out 0 Options Calls 0 Puts 0
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