Jfs Wealth Advisors, LLC Reduced Holdings in Q2 2025

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-116K
- 23.3%
$102.31 - $105.8 $11.9M - $12.3M
383K $40M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-692
- 0.65%
$483.48 - $539.8 $335K - $374K
105K $51.1M
AAPL
Apple Inc.

Technology
-6.6K
- 5.42%
$172.42 - $223.89 $1.14M - $1.48M
115K $23.6M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-64.9K
- 20.51%
$43.63 - $45.4 $2.83M - $2.95M
251K $11.2M
XOM
Exxon Mobil Corp

Energy
-996
- 2.84%
$99.93 - $119.04 $99.5K - $119K
34K $3.67M
JNJ
Johnson & Johnson

Healthcare
-505
- 1.64%
$146.36 - $159.82 $73.9K - $80.7K
30.3K $4.63M
CVX
Chevron Corp

Energy
-140
- 0.86%
$133.73 - $168.51 $18.7K - $23.6K
16.1K $2.3M
PG
Procter & Gamble CO

Consumer Defensive
-540
- 1.87%
$157.66 - $172.39 $85.1K - $93.1K
28.4K $4.52M
PEP
Pepsico Inc

Consumer Defensive
-659
- 3.74%
$128.02 - $151.37 $84.4K - $99.8K
17K $2.24M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.16K
- 0.7%
$68.13 - $74.77 $79.2K - $86.9K
165K $12M
XLV
Select Sector Spdr Fund Health

ETFs
-1.01K
- 5.05%
$128.77 - $144.3 $130K - $145K
18.9K $2.55M
MRK
Merck & Co., Inc.

Healthcare
-454
- 2.47%
$73.47 - $87.12 $33.4K - $39.6K
17.9K $1.42M
REET
Ishares Global Reit ETF

ETFs
-11K
- 11.39%
$21.59 - $25.16 $237K - $276K
85.5K $2.11M
VV
Vanguard Large Cap ETF

ETFs
-1.02K
- 42.2%
$228.25 - $285.3 $233K - $291K
1.4K $398K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-15K
- 97.72%
$12.21 - $13.9 $183K - $209K
350 $4K
APD
Air Products & Chemicals, Inc.

Basic Materials
-662
- 73.88%
$248.61 - $294.96 $165K - $195K
234 $66K
NKE
Nike, Inc.

Consumer Cyclical
-3.98K
- 33.26%
$53.27 - $72.04 $212K - $286K
7.98K $566K
VIG
Vanguard Dividend Appreciation

ETFs
-1.02K
- 1.56%
N/A
64K $11.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.38K
- 3.99%
$83.54 - $100.04 $282K - $338K
81.4K $8.1M
KHC
Kraft Heinz CO

Consumer Defensive
-4.74K
- 50.88%
$25.61 - $30.81 $121K - $146K
4.57K $118K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-7.85K
- 4.93%
$36.25 - $42.28 $284K - $332K
151K $6.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.07%
$285.55 - $321.23 $1.43K - $1.61K
7.27K $2.12M
ACGL
Arch Capital Group Ltd.

Financial Services
-6
- 0.02%
$84.99 - $96.82 $510 - $581
28K $2.55M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.32K
- 13.18%
$79.79 - $91.42 $105K - $120K
8.69K $773K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.82K
- 13.17%
$52.31 - $63.72 $200K - $243K
25.1K $1.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.16K
- 20.45%
$58.63 - $59.9 $127K - $130K
8.41K $503K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-2.05K
- 14.19%
$68.45 - $79.52 $140K - $163K
12.4K $983K
BMY
Bristol Myers Squibb CO

Healthcare
-1.5K
- 41.46%
$44.12 - $59.6 $66.3K - $89.5K
2.12K $98K
ALLY
Ally Financial Inc.

Financial Services
-4.35K
- 22.28%
$30.09 - $38.95 $131K - $169K
15.2K $590K
EMR
Emerson Electric CO

Industrials
-1.34K
- 55.36%
$94.15 - $133.33 $126K - $179K
1.08K $144K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.3K
- 16.87%
$85.42 - $94.39 $111K - $122K
6.39K $599K
GE
General Electric CO

Industrials
-824
- 50.0%
$166.81 - $257.39 $137K - $212K
824 $212K
T
At&T Inc.

Communication Services
-5.43K
- 7.81%
$26.33 - $28.94 $143K - $157K
64.1K $1.85M
HYMU
Blackrock ETF Tr Ii High Yield
-4.65K
- 40.65%
N/A
6.79K $155K
IAU
Ishares Gold Trust

ETFs
-2.5K
- 16.12%
$56.1 - $64.74 $140K - $162K
13K $810K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.21K
- 77.01%
$45.12 - $46.23 $99.6K - $102K
659 $30K
ITM
Vaneck Intermediate Muni ETF

ETFs
-2.2K
- 41.98%
$44.27 - $45.82 $97.5K - $101K
3.04K $138K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.59K
- 9.7%
$40.82 - $43.14 $106K - $112K
24.1K $1.04M
ACN
Accenture PLC

Technology
-172
- 5.52%
$279.23 - $323.21 $48K - $55.6K
2.94K $879K
FDS
Factset Research Systems Inc

Financial Services
-189
- 50.81%
$398.85 - $473.32 $75.4K - $89.5K
183 $81K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.37K
- 35.34%
$51.14 - $57.0 $70K - $78K
2.51K $142K
OEF
Ishares S&P 100 ETF

ETFs
-287
- 4.93%
N/A
5.53K $1.47M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1.43K
- 32.03%
$58.13 - $69.92 $83.1K - $100K
3.03K $212K
SHV
Ishares Tr

ETFs
-682
- 13.73%
$110.06 - $110.46 $75.1K - $75.3K
4.29K $473K
VDE
Vanguard Energy ETF

ETFs
-414
- 20.01%
$105.87 - $130.56 $43.8K - $54.1K
1.66K $197K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.2K
- 32.84%
$24.32 - $27.87 $53.4K - $61.2K
4.49K $119K
RWO
Spdr Dow Jones Global Real Est

ETFs
-2.68K
- 2.68%
$38.85 - $45.0 $104K - $121K
97.5K $4.31M
JPIE
J P Morgan Exchange Traded Fd
-1.5K
- 20.0%
$45.12 - $46.32 $67.7K - $69.5K
6K $277K
PFE
Pfizer Inc

Healthcare
-676
- 1.54%
$21.59 - $24.84 $14.6K - $16.8K
43.2K $1.05M
Activity Summary
Buys All Purchases 585 New Holdings 53 Increased Positions 532 Sells All Sells 853 Reductions 853 Sold out 0 Options Calls 0 Puts 0
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