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
FTNT
Fortinet, Inc.

Technology
-12
- 1.55%
$76.49 - $99.21 $918 - $1.19K
762 $71K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1
- 0.04%
$278.19 - $315.36 $278 - $315
2.78K $800K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-15
- 0.28%
$124.26 - $134.12 $1.86K - $2.01K
5.32K $684K
OKE
Oneok Inc

Energy
-1
- 0.06%
$92.28 - $117.05 $92.3 - $117
1.54K $155K
TSLA
Tesla, Inc.

Consumer Cyclical
-658
- 32.67%
$213.65 - $479.86 $141K - $316K
1.36K $547K
CRM
Salesforce, Inc.

Technology
-30
- 5.86%
$270.87 - $367.87 $8.13K - $11K
482 $161K
T
At&T Inc.

Communication Services
-914
- 1.26%
$21.22 - $23.88 $19.4K - $21.8K
71.7K $1.63M
BAC
Bank Of America Corp

Financial Services
-274
- 1.48%
$39.22 - $47.77 $10.7K - $13.1K
18.3K $802K
NFLX
Netflix Inc

Communication Services
-10
- 1.92%
$687.65 - $936.56 $6.88K - $9.37K
512 $456K
CSCO
Cisco Systems, Inc.

Technology
-484
- 2.44%
$52.45 - $60.02 $25.4K - $29K
19.4K $1.15M
WFC
Wells Fargo & Company

Financial Services
-186
- 1.65%
$54.98 - $77.35 $10.2K - $14.4K
11.1K $777K
DIS
Walt Disney CO

Communication Services
-179
- 1.64%
$92.39 - $117.6 $16.5K - $21.1K
10.8K $1.2M
HON
Honeywell International Inc

Industrials
-83
- 0.87%
$202.84 - $236.0 $16.8K - $19.6K
9.45K $2.13M
VXF
Vanguard Extended Market ETF

ETFs
-155
- 0.57%
$179.17 - $207.15 $27.8K - $32.1K
27.3K $5.18M
V
Visa Inc.

Financial Services
-21
- 0.39%
$273.87 - $320.91 $5.75K - $6.74K
5.32K $1.68M
SCHW
Schwab Charles Corp

Financial Services
-10
- 0.04%
$63.31 - $82.85 $633 - $829
25K $1.85M
EPD
Enterprise Products Partners L.P.

Energy
-1.33K
- 1.04%
$28.66 - $34.43 $38.1K - $45.8K
126K $3.95M
GOOGL
Alphabet Inc.

Communication Services
-335
- 1.09%
$161.86 - $196.66 $54.2K - $65.9K
30.3K $5.73M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.08K
- 1.41%
$311.11 - $335.64 $959K - $1.03M
215K $69.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-206
- 0.9%
$180.88 - $232.93 $37.3K - $48K
22.8K $5M
AAPL
Apple Inc.

Technology
-2.84K
- 2.02%
$221.69 - $259.02 $628K - $734K
137K $34.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.48K
- 0.25%
$61.52 - $66.5 $214K - $232K
1.4M $89.4M
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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