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
HSBC
Hsbc Holdings PLC

Financial Services
-421
- 18.26%
$46.68 - $61.09 $19.7K - $25.7K
1.89K $114K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-248
- 77.5%
$47.91 - $70.14 $11.9K - $17.4K
72 $3K
PFG
Principal Financial Group Inc

Financial Services
-116
- 8.63%
$69.56 - $86.19 $8.07K - $10K
1.23K $97K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-226
- 80.43%
N/A
55 $3K
ENB
Enbridge Inc

Energy
-313
- 25.61%
$41.09 - $47.16 $12.9K - $14.8K
909 $41K
BDX
Becton Dickinson & CO

Healthcare
-26
- 17.93%
$165.15 - $226.42 $4.29K - $5.89K
119 $20K
CI
Cigna Corp

Healthcare
-44
- 6.47%
$301.89 - $340.04 $13.3K - $15K
636 $210K
DHI
Horton D R Inc

Consumer Cyclical
-109
- 26.46%
$115.1 - $129.63 $12.5K - $14.1K
303 $39K
PPL
Ppl Corp

Utilities
-201
- 9.49%
$33.45 - $36.5 $6.72K - $7.34K
1.92K $64K
DTH
Wisdomtree Tr

ETFs
-344
- 35.68%
$37.84 - $46.83 $13K - $16.1K
620 $28K
ADBE
Adobe Inc.

Technology
-41
- 3.89%
$340.0 - $420.68 $13.9K - $17.2K
1.01K $391K
TECK
Teck Resources LTD

Basic Materials
-344
- 64.3%
$29.05 - $41.48 $9.99K - $14.3K
191 $7K
TGT
Target Corp

Consumer Defensive
-25
- 1.4%
$88.76 - $105.77 $2.22K - $2.64K
1.76K $174K
CNQ
Canadian Natural Resources LTD

Energy
-364
- 45.27%
$25.14 - $34.01 $9.15K - $12.4K
440 $13K
AMED
Amedisys Inc

Healthcare
-122
- 89.71%
$91.31 - $98.39 $11.1K - $12K
14 $1K
IYH
Ishares Tr

ETFs
-170
- 50.0%
$53.97 - $60.17 $9.17K - $10.2K
170 $9K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-31
- 45.59%
$225.56 - $335.19 $6.99K - $10.4K
37 $8K
FANG
Diamondback Energy, Inc.

Energy
-58
- 43.94%
$119.25 - $161.49 $6.92K - $9.37K
74 $10K
DOG
Proshares Short Dow30 ETF New

ETFs
-250
- 9.09%
$25.48 - $30.03 $6.37K - $7.51K
2.5K $63K
GFF
Griffon Corp

Industrials
-153
- 90.0%
$64.73 - $74.97 $9.9K - $11.5K
17 $1K
CPB
Campbell Soup CO

Consumer Defensive
-197
- 41.13%
$30.65 - $39.9 $6.04K - $7.86K
282 $8K
JD
Jd.Com, Inc.

Consumer Cyclical
-180
- 40.72%
$31.44 - $41.32 $5.66K - $7.44K
262 $8K
HSY
Hershey CO

Consumer Defensive
-40
- 5.59%
$151.29 - $173.13 $6.05K - $6.93K
676 $112K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.08K
- 32.05%
$7.69 - $11.46 $8.34K - $12.4K
2.3K $26K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-312
- 6.75%
$45.11 - $52.34 $14.1K - $16.3K
4.31K $225K
MCHP
Microchip Technology Inc

Technology
-219
- 97.33%
$35.34 - $71.6 $7.74K - $15.7K
6 $0
AES
Aes Corp

Utilities
-836
- 99.88%
$9.63 - $12.55 $8.05K - $10.5K
1 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
-52
- 21.76%
$146.74 - $176.07 $7.63K - $9.16K
187 $30K
ALL
Allstate Corp

Financial Services
-25
- 3.78%
$180.53 - $212.64 $4.51K - $5.32K
637 $128K
CF
Cf Industries Holdings, Inc.

Basic Materials
-120
- 81.08%
$68.47 - $102.48 $8.22K - $12.3K
28 $2K
PDD
Pinduoduo Inc.

Consumer Cyclical
-65
- 37.36%
$88.35 - $122.19 $5.74K - $7.94K
109 $11K
PRU
Prudential Financial Inc

Financial Services
-55
- 7.95%
$95.12 - $112.71 $5.23K - $6.2K
637 $68K
DVN
Devon Energy Corp

Energy
-212
- 47.43%
$26.8 - $37.92 $5.68K - $8.04K
235 $7K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-569
- 54.98%
$11.11 - $14.46 $6.32K - $8.23K
466 $5K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-11
- 11.0%
$421.16 - $509.5 $4.63K - $5.6K
89 $39K
AZO
Autozone Inc

Consumer Cyclical
-2
- 20.0%
$3478.38 - $3880.15 $6.96K - $7.76K
8 $29K
ORI
Old Republic International Corp

Financial Services
-1
- 0.01%
$35.25 - $39.79 $35.3 - $39.8
11K $422K
TMUS
T Mobile Us, Inc.

Communication Services
-1
- 0.33%
$220.99 - $268.54 $221 - $269
301 $71K
A
Agilent Technologies, Inc.

Healthcare
-66
- 58.41%
$99.29 - $120.52 $6.55K - $7.95K
47 $5K
WDS
Woodside Energy Group LTD

Energy
-527
- 63.34%
$11.5 - $16.77 $6.06K - $8.84K
305 $4K
CHTR
Charter Communications, Inc.

Communication Services
-26
- 41.27%
$321.68 - $427.25 $8.36K - $11.1K
37 $15K
SLB
Schlumberger Limited

Energy
-136
- 32.46%
$31.95 - $42.2 $4.35K - $5.74K
283 $9K
KMX
Carmax Inc

Consumer Cyclical
-80
- 38.1%
$62.27 - $82.77 $4.98K - $6.62K
130 $8K
CLX
Clorox CO

Consumer Defensive
-27
- 16.36%
$118.01 - $148.69 $3.19K - $4.01K
138 $16K
MSI
Motorola Solutions, Inc.

Technology
-5
- 1.34%
$394.72 - $440.39 $1.97K - $2.2K
369 $155K
AJG
Arthur J. Gallagher & Co.

Financial Services
-18
- 19.57%
$310.86 - $348.77 $5.6K - $6.28K
74 $23K
MET
Metlife Inc

Financial Services
-91
- 15.22%
$68.42 - $82.49 $6.23K - $7.51K
507 $40K
EXPD
Expeditors International Of Washington Inc

Industrials
-54
- 26.87%
$102.84 - $122.24 $5.55K - $6.6K
147 $16K
CTRA
Coterra Energy Inc.

Energy
-192
- 41.83%
$22.6 - $29.07 $4.34K - $5.58K
267 $6K
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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