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
ORCL
Oracle Corp

Technology
-113
- 4.87%
$139.81 - $186.47 $15.8K - $21.1K
2.21K $308K
FDX
Fedex Corp

Industrials
-2
- 0.1%
$230.33 - $281.53 $461 - $563
2.06K $501K
FTV
Fortive Corp

Technology
-894
- 14.14%
$71.82 - $82.98 $64.2K - $74.2K
5.43K $397K
VDE
Vanguard Energy ETF

ETFs
-758
- 26.81%
$119.14 - $132.76 $90.3K - $101K
2.07K $268K
TGT
Target Corp

Consumer Defensive
-107
- 5.64%
$103.65 - $142.5 $11.1K - $15.2K
1.79K $186K
ADBE
Adobe Inc.

Technology
-3
- 0.28%
$377.84 - $464.11 $1.13K - $1.39K
1.05K $403K
SPYG
Spdr Portfolio

ETFs
-199
- 3.22%
$80.05 - $92.39 $15.9K - $18.4K
5.99K $481K
DG
Dollar General Corp

Consumer Defensive
-1.4K
- 26.41%
$68.44 - $87.93 $95.5K - $123K
3.89K $341K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-895
- 41.49%
$63.91 - $70.19 $57.2K - $62.8K
1.26K $84K
LOW
Lowes Companies Inc

Consumer Cyclical
-55
- 2.02%
$222.66 - $268.42 $12.2K - $14.8K
2.67K $622K
CMCSA
Comcast Corp

Communication Services
-937
- 5.17%
$33.19 - $38.23 $31.1K - $35.8K
17.2K $633K
NI
Nisource Inc.

Utilities
-1.21K
- 77.82%
$35.57 - $41.23 $43.2K - $50.1K
346 $13K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1
- 0.21%
$111.56 - $223.11 $112 - $223
475 $53K
F
Ford Motor CO

Consumer Cyclical
-5.02K
- 7.49%
$9.12 - $10.43 $45.8K - $52.4K
62K $621K
EMR
Emerson Electric CO

Industrials
-49
- 1.98%
$108.64 - $131.17 $5.32K - $6.43K
2.42K $265K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.44K
- 4.06%
$44.41 - $45.98 $63.8K - $66K
33.9K $1.55M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-212
- 9.96%
$113.22 - $126.36 $24K - $26.8K
1.92K $220K
PPG
Ppg Industries Inc

Basic Materials
-33
- 1.12%
$107.44 - $124.29 $3.55K - $4.1K
2.91K $318K
LUV
Southwest Airlines CO

Industrials
-935
- 46.8%
$28.18 - $34.84 $26.3K - $32.6K
1.06K $35K
GIS
General Mills Inc

Consumer Defensive
-83
- 1.26%
$57.56 - $65.3 $4.78K - $5.42K
6.51K $389K
JPIE
J P Morgan Exchange Traded Fd
-750
- 9.09%
$45.46 - $46.18 $34.1K - $34.6K
7.5K $345K
STX
Seagate Technology Holdings PLC

Technology
-348
- 65.41%
$84.92 - $108.42 $29.6K - $37.7K
184 $15K
BNDX
Vanguard Total International B

ETFs
-522
- 4.49%
$48.33 - $49.5 $25.2K - $25.8K
11.1K $541K
VTRS
Viatris Inc

Healthcare
-120
- 1.65%
$8.68 - $12.42 $1.04K - $1.49K
7.16K $62K
INFY
Infosys LTD

Technology
-793
- 22.11%
$18.06 - $22.89 $14.3K - $18.2K
2.79K $50K
UBS
Ubs Group Ag

Financial Services
-1.13K
- 4.2%
$30.28 - $35.78 $34.1K - $40.3K
25.7K $786K
CARR
Carrier Global Corp

Industrials
-209
- 9.81%
$62.07 - $70.55 $13K - $14.7K
1.92K $121K
INTU
Intuit Inc

Technology
-18
- 2.02%
$555.63 - $630.23 $10K - $11.3K
873 $536K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-574
- 11.65%
$61.2 - $68.24 $35.1K - $39.2K
4.36K $287K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 14.29%
$4295.4 - $5141.88 $12.9K - $15.4K
18 $82K
CRWD
Crowd Strike Holdings, Inc.

Technology
-71
- 14.46%
$308.86 - $455.36 $21.9K - $32.3K
420 $148K
IRM
Iron Mountain Inc

Real Estate
-9
- 0.94%
$82.79 - $111.31 $745 - $1K
947 $81K
PDN
Invesco Fd Tr

ETFs
-1.15K
- 11.25%
$31.2 - $34.9 $35.7K - $40K
9.04K $302K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-201
- 4.31%
$63.77 - $68.75 $12.8K - $13.8K
4.46K $288K
LMT
Lockheed Martin Corp

Industrials
-10
- 2.93%
$423.19 - $506.29 $4.23K - $5.06K
331 $147K
URI
United Rentals, Inc.

Industrials
-10
- 8.33%
$594.17 - $789.56 $5.94K - $7.9K
110 $68K
NOW
Service Now, Inc.

Technology
-8
- 23.53%
$783.83 - $1170.39 $6.27K - $9.36K
26 $20K
WFC
Wells Fargo & Company

Financial Services
-454
- 4.1%
$66.78 - $81.42 $30.3K - $37K
10.6K $762K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-411
- 34.11%
$14.67 - $22.01 $6.03K - $9.05K
794 $12K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
-1.07K
- 44.04%
$10.54 - $12.29 $11.3K - $13.2K
1.36K $14K
TROW
Price T Rowe Group Inc

Financial Services
-28
- 5.65%
$91.57 - $116.93 $2.56K - $3.27K
468 $42K
STZ
Constellation Brands, Inc.

Consumer Defensive
-45
- 33.83%
$161.05 - $222.93 $7.25K - $10K
88 $16K
EME
Emcor Group, Inc.

Industrials
-8
- 6.4%
$361.16 - $535.99 $2.89K - $4.29K
117 $43K
XLC
Select Sector Spdr Tr Communic

ETFs
-127
- 25.0%
$94.84 - $105.31 $12K - $13.4K
381 $36K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-45
- 32.14%
$211.47 - $267.17 $9.52K - $12K
95 $20K
ROL
Rollins Inc

Consumer Cyclical
-317
- 64.96%
$45.65 - $54.03 $14.5K - $17.1K
171 $9K
RY
Royal Bank Of Canada

Financial Services
-81
- 16.67%
$108.81 - $123.4 $8.81K - $10K
405 $45K
IT
Gartner Inc

Technology
-10
- 8.26%
$418.25 - $548.38 $4.18K - $5.48K
111 $46K
CCJ
Cameco Corp

Energy
-113
- 17.47%
$40.64 - $56.86 $4.59K - $6.43K
534 $21K
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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