Jfs Wealth Advisors, LLC Reduced Holdings in Q3 2025

Jfs Wealth Advisors, LLC

  • $1.69 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-43K
- 5.28%
$48.5 - $50.19 $2.08M - $2.16M
771K $38.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-7.5K
- 45.19%
$171.38 - $197.01 $1.29M - $1.48M
9.1K $1.78M
LRGF
Ishares Tr

ETFs
-12.6K
- 56.9%
$64.13 - $69.24 $806K - $870K
9.52K $657K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-11.8K
- 4.71%
$44.22 - $45.74 $524K - $542K
240K $10.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
-6.12K
- 11.97%
$74.68 - $80.26 $457K - $491K
45K $3.61M
PKI
Perkinelmer Inc

Healthcare
-1.97K
- 83.52%
N/A
388 $46K
WFC
Wells Fargo & Company

Financial Services
-2.88K
- 26.5%
$77.05 - $85.16 $222K - $245K
7.98K $668K
PG
Procter & Gamble CO

Consumer Defensive
-215
- 0.76%
$150.47 - $161.22 $32.4K - $34.7K
28.2K $4.33M
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.26K
- 38.79%
$58.97 - $60.36 $192K - $197K
5.15K $309K
IBM
International Business Machines Corp

Technology
-101
- 0.78%
$234.77 - $292.47 $23.7K - $29.5K
12.9K $3.64M
VGLT
Vanguard Long Term Treasury Et

ETFs
-2.88K
- 77.11%
$54.21 - $57.41 $156K - $166K
856 $48K
ALLY
Ally Financial Inc.

Financial Services
-4K
- 26.37%
$36.95 - $44.58 $148K - $178K
11.2K $437K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.05K
- 59.89%
$148.97 - $165.88 $156K - $173K
700 $115K
PM
Philip Morris International Inc.

Consumer Defensive
-246
- 5.12%
$157.77 - $183.27 $38.8K - $45.1K
4.56K $738K
BX
Blackstone Inc.

Financial Services
-1.28K
- 23.42%
$152.77 - $188.68 $196K - $242K
4.2K $717K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-4.46K
- 3.23%
$40.94 - $42.85 $183K - $191K
134K $5.63M
VIG
Vanguard Dividend Appreciation

ETFs
-461
- 0.72%
N/A
63.5K $11.6M
CVS
Cvs Health Corp

Healthcare
-1.47K
- 29.39%
$58.75 - $76.5 $86.1K - $112K
3.52K $265K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.37K
- 11.94%
$94.17 - $99.95 $129K - $137K
10.1K $1.01M
VV
Vanguard Large Cap ETF

ETFs
-347
- 24.84%
$285.05 - $309.14 $98.9K - $107K
1.05K $323K
SPYG
Spdr Portfolio

ETFs
-1.14K
- 23.61%
$94.33 - $105.31 $107K - $120K
3.68K $384K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-761
- 13.6%
$135.0 - $146.02 $103K - $111K
4.83K $703K
ROP
Roper Technologies Inc

Industrials
-2
- 0.31%
$495.03 - $573.0 $990 - $1.15K
636 $317K
USXF
Ishares Esg Advanced Msci Usa

Technology
-893
- 28.97%
$53.69 - $57.31 $47.9K - $51.2K
2.19K $125K
MUB
Ishares National Muni Bond ETF

ETFs
-7.61K
- 1.98%
$103.24 - $106.68 $785K - $811K
376K $40M
CI
Cigna Corp

Healthcare
-44
- 6.92%
$262.23 - $334.39 $11.5K - $14.7K
592 $170K
CARR
Carrier Global Corp

Industrials
-222
- 13.73%
$58.75 - $80.73 $13K - $17.9K
1.4K $83K
IXC
Ishares Tr Global Energy ETF

ETFs
-875
- 88.38%
$39.45 - $42.95 $34.5K - $37.6K
115 $4K
ETN
Eaton Corp PLC

Industrials
-200
- 7.92%
$342.99 - $392.76 $68.6K - $78.6K
2.33K $870K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-417
- 6.91%
$181.56 - $190.33 $75.7K - $79.4K
5.62K $1.07M
ABT
Abbott Laboratories

Healthcare
-28
- 0.24%
$120.51 - $136.62 $3.37K - $3.83K
11.7K $1.57M
QCOM
Qualcomm Inc

Technology
-238
- 14.07%
$145.84 - $173.55 $34.7K - $41.3K
1.45K $241K
IT
Gartner Inc

Technology
-46
- 46.46%
$225.98 - $406.7 $10.4K - $18.7K
53 $13K
NVO
Novo Nordisk A S

Healthcare
-149
- 11.42%
$45.38 - $71.7 $6.76K - $10.7K
1.16K $64K
RWO
Spdr Dow Jones Global Real Est

ETFs
-4.02K
- 4.12%
$43.53 - $46.27 $175K - $186K
93.5K $4.28M
WM
Waste Management Inc

Industrials
-52
- 3.29%
$213.88 - $237.1 $11.1K - $12.3K
1.53K $337K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 16.67%
$5364.25 - $5815.92 $16.1K - $17.4K
15 $80K
IRM
Iron Mountain Inc

Real Estate
-220
- 23.23%
$89.46 - $104.46 $19.7K - $23K
727 $74K
MOH
Molina Healthcare, Inc.

Healthcare
-64
- 77.11%
$152.31 - $306.29 $9.75K - $19.6K
19 $3K
TTD
Trade Desk, Inc.

Technology
-204
- 42.41%
$43.93 - $89.76 $8.96K - $18.3K
277 $13K
ELV
Elevance Health, Inc.

Healthcare
-20
- 9.26%
$274.66 - $395.76 $5.49K - $7.92K
196 $63K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.03K
- 10.21%
$43.65 - $46.42 $44.8K - $47.7K
9.03K $419K
DHR
Danaher Corp

Healthcare
-100
- 34.97%
$181.46 - $212.2 $18.1K - $21.2K
186 $36K
UGI
Ugi Corp

Utilities
-17
- 0.29%
$32.64 - $37.14 $555 - $631
5.89K $195K
CHK
Chesapeake Energy Corp

Energy
-179
- 58.69%
N/A
126 $10K
CAG
Conagra Brands Inc.

Consumer Defensive
-796
- 93.43%
$18.04 - $21.14 $14.4K - $16.8K
56 $1K
KMB
Kimberly Clark Corp

Consumer Defensive
-10
- 0.35%
$121.72 - $136.77 $1.22K - $1.37K
2.84K $352K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-344
- 6.47%
$46.86 - $48.27 $16.1K - $16.6K
4.97K $238K
IBN
Icici Bank LTD

Financial Services
-92
- 3.21%
$30.23 - $34.41 $2.78K - $3.17K
2.77K $83K
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
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