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
ON
On Semiconductor Corp

Technology
-175
- 87.94%
$40.69 - $64.51 $7.12K - $11.3K
24 $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
-21
- 4.18%
$65.15 - $91.81 $1.37K - $1.93K
481 $31K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-9
- 3.57%
$497.6 - $606.74 $4.48K - $5.46K
243 $120K
BDX
Becton Dickinson & CO

Healthcare
-49
- 25.26%
$222.79 - $249.08 $10.9K - $12.2K
145 $33K
MSI
Motorola Solutions, Inc.

Technology
-1
- 0.27%
$411.73 - $482.1 $412 - $482
374 $163K
HUBB
Hubbell Inc

Industrials
-4
- 4.04%
$330.91 - $456.86 $1.32K - $1.83K
95 $31K
SYF
Synchrony Financial

Financial Services
-42
- 7.16%
$51.9 - $70.63 $2.18K - $2.97K
545 $28K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-87
- 1.12%
$47.4 - $50.24 $4.12K - $4.37K
7.7K $371K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-13
- 21.67%
$314.47 - $431.35 $4.09K - $5.61K
47 $17K
GD
General Dynamics Corp

Industrials
-71
- 5.82%
$241.94 - $272.58 $17.2K - $19.4K
1.15K $312K
CRL
Charles River Laboratories International, Inc.

Healthcare
-15
- 7.32%
$150.52 - $190.14 $2.26K - $2.85K
190 $28K
PLD
Prologis, Inc.

Real Estate
-93
- 41.52%
$103.59 - $124.04 $9.63K - $11.5K
131 $14K
AMP
Ameriprise Financial Inc

Financial Services
-6
- 5.36%
$472.29 - $575.13 $2.83K - $3.45K
106 $51K
WST
West Pharmaceutical Services Inc

Healthcare
-21
- 65.63%
$199.11 - $347.87 $4.18K - $7.31K
11 $2K
SMG
Scotts Miracle Gro CO

Basic Materials
-11
- 1.52%
$54.76 - $77.7 $602 - $855
712 $39K
CDW
Cdw Corp

Technology
-8
- 1.65%
$160.26 - $206.13 $1.28K - $1.65K
476 $76K
LAD
Lithia Motors Inc

Consumer Cyclical
-1
- 0.81%
$285.59 - $385.71 $286 - $386
123 $36K
SYY
Sysco Corp

Consumer Defensive
-83
- 12.65%
$70.0 - $77.13 $5.81K - $6.4K
573 $42K
ARMK
Aramark

Industrials
-177
- 32.96%
$34.13 - $39.63 $6.04K - $7.01K
360 $12K
SQ
Block, Inc.

Technology
-56
- 32.94%
$54.04 - $92.95 $3.03K - $5.21K
114 $6K
AMRN
Amarin Corp Plcuk

Healthcare
-17.5K
- 99.83%
$0.4 - $8.96 $7.01K - $157K
30 $0
GM
General Motors CO

Consumer Cyclical
-9
- 0.74%
$45.22 - $54.92 $407 - $494
1.21K $56K
ZBRA
Zebra Technologies Corp

Technology
-14
- 35.9%
$271.72 - $421.11 $3.8K - $5.9K
25 $7K
FUL
Fuller H B CO

Basic Materials
-33
- 6.78%
$52.88 - $64.28 $1.75K - $2.12K
454 $25K
FANG
Diamondback Energy, Inc.

Energy
-42
- 24.14%
$139.9 - $180.18 $5.88K - $7.57K
132 $21K
OKE
Oneok Inc

Energy
-46
- 2.98%
$89.57 - $109.85 $4.12K - $5.05K
1.5K $148K
DHI
Horton D R Inc

Consumer Cyclical
-14
- 3.29%
$125.29 - $147.65 $1.75K - $2.07K
412 $52K
ALLY
Ally Financial Inc.

Financial Services
-449
- 2.25%
$32.99 - $40.09 $14.8K - $18K
19.5K $711K
MANH
Manhattan Associates Inc

Technology
-19
- 43.18%
$163.5 - $295.1 $3.11K - $5.61K
25 $4K
MAR
Marriott International Inc

Consumer Cyclical
-13
- 13.0%
$237.01 - $304.45 $3.08K - $3.96K
87 $20K
FCX
Freeport Mcmoran Inc

Basic Materials
-183
- 34.08%
$34.5 - $43.01 $6.31K - $7.87K
354 $13K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-4
- 1.51%
$102.72 - $143.06 $411 - $572
261 $27K
MRNA
Moderna, Inc.

Healthcare
-1
- 0.2%
$28.35 - $47.53 $28.4 - $47.5
508 $14K
MS
Morgan Stanley

Financial Services
-1
- 0.15%
$111.68 - $141.08 $112 - $141
677 $78K
AOA
Ishares Tr Core Aggressive All

ETFs
-88
- 2.03%
$75.7 - $80.01 $6.66K - $7.04K
4.25K $325K
VMC
Vulcan Materials CO

Basic Materials
-16
- 19.51%
$220.9 - $277.54 $3.53K - $4.44K
66 $15K
RDY
Dr Reddys Laboratories LTD

Healthcare
-245
- 27.53%
$12.53 - $15.81 $3.07K - $3.87K
645 $8K
GNRC
Generac Holdings Inc.

Industrials
-30
- 56.6%
$126.65 - $164.06 $3.8K - $4.92K
23 $2K
PRU
Prudential Financial Inc

Financial Services
-13
- 1.84%
$105.04 - $122.33 $1.37K - $1.59K
692 $77K
BWA
Borgwarner Inc

Consumer Cyclical
-54
- 3.82%
$27.78 - $32.9 $1.5K - $1.78K
1.36K $38K
UNH
Unitedhealth Group Inc

Healthcare
-38
- 4.74%
$461.52 - $548.18 $17.5K - $20.8K
763 $399K
MGM
Mgm Resorts International

Consumer Cyclical
-195
- 98.98%
$29.64 - $40.37 $5.78K - $7.87K
2 $0
HPQ
Hp Inc

Technology
-10
- 0.99%
$27.69 - $34.72 $277 - $347
1.01K $27K
IDXX
Idexx Laboratories Inc

Healthcare
-16
- 22.86%
$406.29 - $469.04 $6.5K - $7.5K
54 $22K
GRMN
Garmin LTD

Technology
-32
- 28.83%
$204.55 - $241.93 $6.55K - $7.74K
79 $17K
SWKS
Skyworks Solutions, Inc.

Technology
-45
- 51.72%
$64.12 - $93.96 $2.89K - $4.23K
42 $2K
PR
Permian Resources Corporation

Energy
-351
- 91.88%
$12.33 - $16.0 $4.33K - $5.62K
31 $0
ZTS
Zoetis Inc.

Healthcare
-47
- 3.5%
$156.48 - $175.67 $7.35K - $8.26K
1.29K $213K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-21
- 35.59%
$196.12 - $229.48 $4.12K - $4.82K
38 $7K
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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