Jfs Wealth Advisors, LLC Reduced Holdings in Q4 2024

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-22.9K
- 91.74%
$168.32 - $181.87 $3.86M - $4.17M
2.07K $349K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-42.3K
- 99.49%
$89.88 - $101.38 $3.8M - $4.28M
216 $20K
VV
Vanguard Large Cap ETF

ETFs
-14.2K
- 82.81%
$260.27 - $280.65 $3.7M - $3.99M
2.95K $795K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.58K
- 0.28%
$96.64 - $101.23 $153K - $160K
564K $54.6M
VEA
Vanguard Ftse Developed Market

ETFs
-6.58K
- 1.45%
$47.57 - $52.44 $313K - $345K
447K $21.4M
UNH
Unitedhealth Group Inc

Healthcare
-2.7K
- 77.11%
$485.52 - $625.25 $1.31M - $1.69M
801 $405K
DFAE
Dimensional ETF Tr

ETFs
-8.38K
- 1.23%
$25.36 - $28.15 $212K - $236K
674K $17.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-13.2K
- 1.66%
$49.79 - $51.14 $657K - $675K
783K $39.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-14.6K
- 13.01%
$81.68 - $82.93 $1.19M - $1.21M
97.8K $8.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.01K
- 0.94%
$442.29 - $483.08 $448K - $489K
107K $48.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-543
- 0.41%
$189.5 - $206.17 $103K - $112K
133K $25.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-663
- 0.29%
$44.04 - $49.49 $29.2K - $32.8K
228K $10M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-10.4K
- 56.18%
$77.86 - $79.27 $806K - $821K
8.07K $629K
XLV
Select Sector Spdr Fund Health

ETFs
-2.95K
- 13.05%
$136.28 - $154.74 $402K - $456K
19.6K $2.7M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-8.73K
- 4.72%
$26.63 - $30.23 $233K - $264K
176K $4.7M
JNJ
Johnson & Johnson

Healthcare
-334
- 1.09%
$143.34 - $165.86 $47.9K - $55.4K
30.3K $4.38M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.92K
- 4.0%
$183.23 - $199.79 $352K - $383K
46.1K $8.54M
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.51K
- 1.46%
$42.41 - $47.31 $64K - $71.4K
102K $4.37M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.69K
- 0.82%
$45.38 - $46.88 $122K - $126K
324K $14.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-15K
- 8.54%
$94.43 - $105.47 $1.42M - $1.59M
161K $16.3M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.61K
- 1.54%
$69.58 - $74.87 $182K - $196K
167K $11.7M
DWM
Wisdomtree Tr

ETFs
-1.26K
- 1.59%
$52.54 - $57.11 $66K - $71.8K
77.9K $4.11M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-655
- 1.34%
$75.1 - $82.99 $49.2K - $54.4K
48.3K $3.65M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.64K
- 5.61%
$67.29 - $73.38 $178K - $194K
44.5K $3.02M
IYR
Ishares Tr

ETFs
-1.69K
- 5.76%
$90.74 - $102.87 $153K - $174K
27.7K $2.58M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.87K
- 4.86%
$126.68 - $134.74 $363K - $386K
56.1K $7.15M
DVY
Ishares Tr

ETFs
-2.32K
- 9.19%
$129.55 - $143.41 $301K - $333K
22.9K $3.01M
PEP
Pepsico Inc

Consumer Defensive
-404
- 2.28%
$151.29 - $176.1 $61.1K - $71.1K
17.3K $2.63M
XOM
Exxon Mobil Corp

Energy
-221
- 0.61%
$105.51 - $125.37 $23.3K - $27.7K
35.9K $3.86M
COST
Costco Wholesale Corp

Consumer Defensive
-494
- 15.82%
$873.59 - $994.69 $432K - $491K
2.63K $2.41M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.08K
- 28.33%
$244.52 - $284.07 $263K - $306K
2.73K $672K
FDL
First Tr Morningstar Dividend

ETFs
-1.75K
- 1.13%
$39.59 - $43.95 $69.4K - $77.1K
153K $6.16M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.74K
- 4.02%
$104.59 - $118.05 $391K - $441K
89.1K $9.68M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-11
- 0.02%
$58.88 - $64.8 $648 - $713
53.9K $3.18M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.41K
- 3.41%
$52.1 - $57.26 $73.2K - $80.5K
39.8K $2.08M
CSX
Csx Corp

Industrials
-7.91K
- 84.8%
$31.58 - $36.88 $250K - $292K
1.42K $45K
MRK
Merck & Co., Inc.

Healthcare
-160
- 0.87%
$96.31 - $114.76 $15.4K - $18.4K
18.2K $1.82M
CVX
Chevron Corp

Energy
-1.6K
- 9.16%
$141.15 - $162.53 $226K - $260K
15.9K $2.3M
KO
Coca Cola CO

Consumer Defensive
-120
- 0.44%
$61.74 - $71.71 $7.41K - $8.61K
27.4K $1.71M
IWV
Ishares Russell 3000 ETF

ETFs
-1.62K
- 4.45%
$323.08 - $349.08 $525K - $567K
34.9K $11.7M
PG
Procter & Gamble CO

Consumer Defensive
-572
- 1.96%
$161.05 - $179.7 $92.1K - $103K
28.7K $4.81M
EEM
Ishares Msci Emerging Markets

ETFs
-2.66K
- 7.68%
$41.82 - $47.36 $111K - $126K
31.9K $1.34M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.51K
- 41.42%
$80.13 - $83.77 $201K - $210K
3.54K $284K
NKE
Nike, Inc.

Consumer Cyclical
-552
- 3.88%
$73.36 - $89.13 $40.5K - $49.2K
13.7K $1.04M
OEF
Ishares S&P 100 ETF

ETFs
-832
- 13.23%
N/A
5.46K $1.45M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.07K
- 14.73%
$131.66 - $144.0 $140K - $154K
6.17K $815K
ABBV
Abb Vie Inc.

Healthcare
-9
- 0.09%
$164.99 - $203.87 $1.48K - $1.83K
10.2K $1.81M
PFE
Pfizer Inc

Healthcare
-3.29K
- 7.22%
$24.8 - $30.19 $81.5K - $99.3K
42.3K $1.12M
SPYG
Spdr Portfolio

ETFs
-2.53K
- 29.02%
$81.74 - $91.38 $207K - $231K
6.19K $543K
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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