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
TDY
Teledyne Technologies Inc

Technology
-4
- 1.92%
$455.51 - $518.84 $1.82K - $2.08K
204 $101K
PPL
Ppl Corp

Utilities
-44
- 2.04%
$31.68 - $36.11 $1.39K - $1.59K
2.12K $76K
SLV
I Shares Silver Trust

ETFs
-370
- 9.15%
$26.93 - $31.32 $9.96K - $11.6K
3.67K $113K
UNP
Union Pacific Corp

Industrials
-18
- 1.35%
$225.21 - $254.42 $4.05K - $4.58K
1.31K $310K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-937
- 6.85%
$47.39 - $54.26 $44.4K - $50.8K
12.7K $662K
VHT
Vanguard Health Care ETF

ETFs
-41
- 2.15%
$254.06 - $273.83 $10.4K - $11.2K
1.87K $494K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-181
- 24.9%
$80.53 - $147.57 $14.6K - $26.7K
546 $72K
AON
Aon PLC

Financial Services
-58
- 5.66%
$348.44 - $409.32 $20.2K - $23.7K
967 $385K
ADP
Automatic Data Processing Inc

Industrials
-17
- 0.99%
$286.85 - $318.64 $4.88K - $5.42K
1.69K $517K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-30
- 0.49%
$128.74 - $138.67 $3.86K - $4.16K
6.14K $833K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-127
- 0.42%
$37.07 - $40.63 $4.71K - $5.16K
30K $1.18M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.7K
- 2.67%
$25.81 - $28.52 $121K - $134K
172K $4.73M
ROP
Roper Technologies Inc

Industrials
-8
- 1.24%
$502.71 - $593.81 $4.02K - $4.75K
638 $376K
COST
Costco Wholesale Corp

Consumer Defensive
-38
- 1.45%
$890.62 - $1076.86 $33.8K - $40.9K
2.59K $2.45M
EEM
Ishares Msci Emerging Markets

ETFs
-392
- 1.23%
$40.81 - $45.34 $16K - $17.8K
31.5K $1.38M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.32K
- 3.32%
$51.39 - $57.43 $68K - $76K
38.5K $2.13M
DUK
Duke Energy Corp

Utilities
-16
- 0.31%
$105.87 - $121.97 $1.69K - $1.95K
5.14K $626K
V
Visa Inc.

Financial Services
-309
- 5.81%
$306.92 - $362.71 $94.8K - $112K
5.01K $1.76M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.27K
- 5.1%
$67.08 - $76.14 $152K - $173K
42.2K $3.11M
DE
Deere & CO

Industrials
-7
- 0.31%
$408.57 - $509.27 $2.86K - $3.56K
2.25K $1.06M
IWD
Ishares Russell 1000 Val ETF

ETFs
-29
- 0.06%
$182.82 - $196.21 $5.3K - $5.69K
46.1K $8.67M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-414
- 0.61%
$33.84 - $37.77 $14K - $15.6K
67.3K $2.45M
KLAC
Kla Corp

Technology
-8
- 0.27%
$636.62 - $777.63 $5.09K - $6.22K
2.95K $2.01M
MCD
Mcdonalds Corp

Consumer Cyclical
-48
- 0.66%
$279.74 - $321.29 $13.4K - $15.4K
7.27K $2.27M
ABBV
Abb Vie Inc.

Healthcare
-272
- 2.67%
$169.2 - $216.66 $46K - $58.9K
9.9K $2.07M
FDL
First Tr Morningstar Dividend

ETFs
-5.01K
- 3.27%
$39.69 - $43.83 $199K - $219K
148K $6.43M
DWM
Wisdomtree Tr

ETFs
-2.51K
- 3.22%
$52.19 - $59.86 $131K - $150K
75.4K $4.38M
EPD
Enterprise Products Partners L.P.

Energy
-2.07K
- 1.64%
$31.75 - $34.14 $65.6K - $70.5K
124K $4.23M
XOM
Exxon Mobil Corp

Energy
-853
- 2.38%
$105.44 - $118.93 $89.9K - $101K
35K $4.17M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.05K
- 0.41%
$71.17 - $73.66 $74.4K - $77K
252K $18.5M
T
At&T Inc.

Communication Services
-2.23K
- 3.1%
$21.56 - $28.28 $48K - $62.9K
69.5K $1.97M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.48K
- 1.77%
$18.36 - $20.51 $119K - $133K
360K $7.12M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.08K
- 0.65%
$68.32 - $75.06 $73.9K - $81.1K
166K $12.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-654
- 0.61%
$442.66 - $534.52 $289K - $350K
106K $56.4M
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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