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
GLD
Spdr Gold Trust

ETFs
-44
- 1.13%
$273.71 - $316.29 $12K - $13.9K
3.86K $1.18M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-16
- 0.21%
$43.34 - $55.24 $693 - $884
7.68K $424K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-219
- 2.78%
$152.42 - $182.82 $33.4K - $40K
7.66K $1.4M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-260
- 2.04%
$46.22 - $57.51 $12K - $15K
12.5K $716K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-15
- 0.72%
$468.22 - $566.51 $7.02K - $8.5K
2.07K $1.17M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-217
- 2.17%
$149.76 - $186.42 $32.5K - $40.5K
9.79K $1.82M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-2.37K
- 3.98%
$33.13 - $40.67 $78.6K - $96.5K
57.3K $2.33M
BA
Boeing CO

Industrials
-461
- 10.46%
$136.59 - $217.51 $63K - $100K
3.95K $827K
TSLA
Tesla, Inc.

Consumer Cyclical
-138
- 6.68%
$221.86 - $362.89 $30.6K - $50.1K
1.93K $612K
NDAQ
Nasdaq, Inc.

Financial Services
-18
- 0.3%
$66.4 - $89.42 $1.2K - $1.61K
6.03K $539K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-207
- 0.69%
$34.72 - $42.74 $7.19K - $8.85K
29.8K $1.28M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.33K
- 6.45%
$43.53 - $54.46 $145K - $181K
48.3K $2.63M
DFIV
Dimensional ETF Tr

ETFs
-825
- 1.84%
$34.67 - $43.21 $28.6K - $35.6K
44K $1.88M
HON
Honeywell International Inc

Industrials
-336
- 3.49%
$182.86 - $232.88 $61.4K - $78.2K
9.3K $2.17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-95
- 3.86%
$141.37 - $228.57 $13.4K - $21.7K
2.37K $536K
CSCO
Cisco Systems, Inc.

Technology
-136
- 0.69%
$53.19 - $69.38 $7.23K - $9.44K
19.6K $1.36M
ORCL
Oracle Corp

Technology
-105
- 4.76%
$122.82 - $218.63 $12.9K - $23K
2.1K $459K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-94
- 0.39%
$60.34 - $74.89 $5.67K - $7.04K
23.9K $1.79M
META
Meta Platforms, Inc.

Communication Services
-228
- 10.62%
$484.66 - $738.09 $111K - $168K
1.92K $1.42M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-501
- 1.3%
$49.48 - $61.22 $24.8K - $30.7K
38K $2.31M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.52K
- 2.26%
$32.66 - $40.75 $49.7K - $62K
65.8K $2.66M
ETN
Eaton Corp PLC

Industrials
-3
- 0.12%
$246.52 - $356.99 $740 - $1.07K
2.53K $901K
PLTR
Palantir Technologies Inc.

Technology
-2
- 0.05%
$74.01 - $144.25 $148 - $289
4.17K $568K
NFLX
Netflix Inc

Communication Services
-3
- 0.55%
$855.86 - $1339.13 $2.57K - $4.02K
541 $724K
CEG
Constellation Energy Corp

Utilities
-70
- 3.34%
$170.96 - $322.76 $12K - $22.6K
2.03K $654K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-21K
- 6.57%
$19.1 - $23.83 $401K - $500K
298K $7.11M
DIS
Walt Disney CO

Communication Services
-147
- 1.42%
$81.72 - $124.01 $12K - $18.2K
10.2K $1.27M
WMT
Walmart Inc.

Consumer Defensive
-424
- 1.32%
$81.79 - $99.98 $34.7K - $42.4K
31.7K $3.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.06K
- 2.95%
$24.38 - $30.18 $123K - $153K
167K $5.02M
SCHW
Schwab Charles Corp

Financial Services
-288
- 1.14%
$69.06 - $91.24 $19.9K - $26.3K
25K $2.28M
DWM
Wisdomtree Tr

ETFs
-1.26K
- 1.66%
$52.06 - $63.91 $65.3K - $80.2K
74.1K $4.71M
GS
Goldman Sachs Group Inc

Financial Services
-24
- 0.84%
$462.22 - $707.75 $11.1K - $17K
2.84K $2.01M
IBM
International Business Machines Corp

Technology
-594
- 4.37%
$221.03 - $294.78 $131K - $175K
13K $3.83M
IYW
Ishares Dj Us Tech ETF

ETFs
-598
- 3.48%
$122.57 - $173.27 $73.3K - $104K
16.6K $2.88M
IVE
Ishares S&P 500 Value ETF

ETFs
-813
- 0.62%
$168.34 - $195.42 $137K - $159K
130K $25.3M
GOOG
Alphabet Inc.

Communication Services
-165
- 0.65%
$146.58 - $180.01 $24.2K - $29.7K
25.3K $4.49M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-12.3K
- 3.42%
$17.76 - $22.1 $219K - $272K
348K $7.68M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.58K
- 1.69%
$73.7 - $90.98 $117K - $144K
92K $8.37M
GOOGL
Alphabet Inc.

Communication Services
-384
- 1.27%
$144.7 - $178.6 $55.6K - $68.6K
29.8K $5.26M
KLAC
Kla Corp

Technology
-5
- 0.17%
$576.53 - $902.94 $2.88K - $4.51K
2.95K $2.64M
XLK
Technology Sector Spdr

ETFs
-1.14K
- 5.35%
$179.73 - $253.23 $206K - $290K
20.3K $5.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-818
- 0.38%
$22.27 - $29.21 $18.2K - $23.9K
215K $6.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.55K
- 1.47%
$90.56 - $109.49 $412K - $498K
305K $33.4M
IWV
Ishares Russell 3000 ETF

ETFs
-358
- 1.03%
$281.67 - $351.0 $101K - $126K
34.3K $12M
VTI
Vanguard Total Stock Market Et

ETFs
-120
- 0.24%
$243.75 - $303.93 $29.3K - $36.5K
50.3K $15.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.04K
- 4.65%
$82.96 - $110.1 $584K - $775K
145K $15.9M
DFAE
Dimensional ETF Tr

ETFs
-5.56K
- 0.82%
$22.87 - $28.95 $127K - $161K
670K $19.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.14K
- 0.45%
$51.16 - $62.02 $160K - $195K
695K $43.1M
DFAI
Dimensional ETF Tr

ETFs
-25.6K
- 2.47%
$28.02 - $34.71 $717K - $888K
1.01M $34.9M
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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