Jfs Wealth Advisors, LLC Reduced Holdings in Q1 2025

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NWBI
Northwest Bancshares, Inc.

Financial Services
-1
- 2.5%
$11.78 - $13.39 $11.8 - $13.4
39 $0
MOS
Mosaic CO

Basic Materials
-15
- 4.52%
$23.08 - $28.8 $346 - $432
317 $8K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-2
- 4.44%
$90.12 - $109.07 $180 - $218
43 $4K
PDD
Pinduoduo Inc.

Consumer Cyclical
-37
- 17.54%
$94.68 - $131.34 $3.5K - $4.86K
174 $20K
BIIB
Biogen Inc.

Healthcare
-3
- 50.0%
$133.43 - $153.27 $400 - $460
3 $0
LNW
Light & Wonder, Inc.

Consumer Cyclical
-7
- 77.78%
$85.08 - $111.48 $596 - $780
2 $0
BSBR
Banco Santander (Brasil) S.A.

Financial Services
-67
- 13.93%
$3.82 - $4.84 $256 - $324
414 $1K
Magnera Corp
-3
- 6.25%
N/A
45 $0
PBF
Pbf Energy Inc.

Energy
-32
- 88.89%
$18.97 - $31.31 $607 - $1K
4 $0
OVV
Ovintiv Inc.

Energy
-7
- 3.33%
$37.84 - $45.91 $265 - $321
203 $8K
LFST
Life Stance Health Group, Inc.

Healthcare
-8
- 4.3%
$6.6 - $8.17 $52.8 - $65.4
178 $1K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
-84
- 95.45%
$6.0 - $7.54 $504 - $633
4 $0
CACI
Caci International Inc

Technology
-1
- 4.0%
N/A
24 $10K
LILA
Liberty Latin America Ltd.

Communication Services
-19
- 95.0%
$6.06 - $7.55 $115 - $143
1 $0
LCTD
Blackrock ETF World Ex Us Carb
-26
- 2.11%
N/A
1.21K $0
MIR
Mirion Technologies, Inc.

Industrials
-3
- 2.75%
$13.51 - $18.28 $40.5 - $54.8
106 $1K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-17
- 80.95%
$15.98 - $24.03 $272 - $409
4 $0
IBN
Icici Bank LTD

Financial Services
-120
- 4.25%
$27.55 - $31.67 $3.31K - $3.8K
2.7K $85K
UNM
Unum Group

Financial Services
-15
- 6.52%
$71.8 - $83.34 $1.08K - $1.25K
215 $17K
FNV
Franco Nevada Corp

Basic Materials
-4
- 10.53%
$120.72 - $157.56 $483 - $630
34 $5K
WCN
Waste Connections, Inc.

Industrials
-2
- 3.03%
$169.89 - $195.19 $340 - $390
64 $12K
DVN
Devon Energy Corp

Energy
-14
- 3.04%
$33.15 - $38.55 $464 - $540
447 $16K
HLN
Haleon PLC

Healthcare
-27
- 1.77%
$9.02 - $10.67 $244 - $288
1.5K $15K
HL
Hecla Mining CO

Basic Materials
-6
- 1.51%
$5.07 - $6.37 $30.4 - $38.2
392 $2K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-1
- 0.54%
$64.35 - $73.03 $64.4 - $73
184 $12K
HCA
Hca Healthcare, Inc.

Healthcare
-6
- 8.11%
$296.7 - $345.55 $1.78K - $2.07K
68 $23K
SJM
J M Smucker CO

Consumer Defensive
-2
- 1.92%
$100.41 - $118.41 $201 - $237
102 $12K
WOR
Worthington Industries Inc

Industrials
-1
- 2.38%
$38.95 - $51.6 $39 - $51.6
41 $2K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-174
- 1.72%
$25.77 - $27.6 $4.48K - $4.8K
9.94K $264K
MPC
Marathon Petroleum Corp

Energy
-23
- 3.3%
$134.72 - $159.03 $3.1K - $3.66K
674 $98K
NGG
National Grid PLC

Utilities
-9
- 3.88%
$56.13 - $65.61 $505 - $590
223 $14K
SYK
Stryker Corp

Healthcare
-19
- 2.77%
$355.18 - $399.9 $6.75K - $7.6K
668 $248K
SLB
Schlumberger Limited

Energy
-1
- 0.24%
$38.4 - $43.74 $38.4 - $43.7
419 $17K
ACIW
Aci Worldwide, Inc.

Technology
-1
- 1.08%
$50.38 - $57.35 $50.4 - $57.4
92 $5K
BKR
Baker Hughes CO

Energy
-15
- 2.24%
$41.16 - $48.85 $617 - $733
655 $28K
EHC
Encompass Health Corp

Healthcare
-4
- 5.41%
$91.05 - $102.2 $364 - $409
70 $7K
TEF
Telefonica S A

Communication Services
-65
- 2.55%
$3.89 - $4.73 $253 - $307
2.48K $11K
CTAS
Cintas Corp

Industrials
-29
- 8.33%
$182.09 - $208.14 $5.28K - $6.04K
319 $65K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-27
- 1.26%
$32.74 - $36.2 $884 - $977
2.11K $73K
BP
Bp PLC

Energy
-178
- 9.38%
$29.93 - $35.31 $5.33K - $6.29K
1.72K $58K
MOH
Molina Healthcare, Inc.

Healthcare
-4
- 4.88%
$266.57 - $333.27 $1.07K - $1.33K
78 $25K
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.64%
$221.46 - $244.83 $221 - $245
156 $37K
X
United States Steel Corp

Basic Materials
-30
- 7.25%
$30.47 - $43.0 $914 - $1.29K
384 $16K
KMI
Kinder Morgan, Inc.

Energy
-4
- 0.13%
$26.1 - $31.22 $104 - $125
3.1K $88K
INTC
Intel Corp

Technology
-392
- 8.18%
$19.1 - $27.39 $7.49K - $10.7K
4.4K $99K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-70
- 9.22%
$8.25 - $14.77 $578 - $1.03K
689 $10K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-450
- 2.85%
$13.05 - $13.97 $5.87K - $6.29K
15.4K $209K
MMM
3 M CO

Industrials
-19
- 4.27%
$129.7 - $155.12 $2.46K - $2.95K
426 $62K
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.64K
- 1.61%
$41.41 - $45.24 $68K - $74.3K
100K $4.37M
Activity Summary
Buys All Purchases 765 New Holdings 73 Increased Positions 692 Sells All Sells 585 Reductions 585 Sold out 0 Options Calls 0 Puts 0
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