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
ENTG
Entegris Inc

Technology
-70
- 38.25%
$62.92 - $86.2 $4.4K - $6.03K
113 $9K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-42
- 28.57%
$90.21 - $112.66 $3.79K - $4.73K
105 $9K
APO
Apollo Global Management, Inc.

Financial Services
-55
- 24.77%
$108.68 - $145.07 $5.98K - $7.98K
167 $23K
VFH
Vanguard Financial ETF

ETFs
-167
- 9.15%
$104.87 - $127.3 $17.5K - $21.3K
1.66K $211K
ES
Eversource Energy

Utilities
-117
- 78.52%
$54.25 - $65.89 $6.35K - $7.71K
32 $2K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-22
- 4.63%
$100.44 - $129.37 $2.21K - $2.85K
453 $46K
EOG
Eog Resources Inc

Energy
-24
- 5.08%
$104.61 - $129.97 $2.51K - $3.12K
448 $53K
BKR
Baker Hughes CO

Energy
-85
- 12.98%
$35.0 - $44.92 $2.98K - $3.82K
570 $21K
RIO
Rio Tinto PLC

Basic Materials
-110
- 35.6%
$52.32 - $62.75 $5.76K - $6.9K
199 $11K
TPL
Texas Pacific Land Corp

Energy
-2
- 15.38%
$1036.28 - $1430.55 $2.07K - $2.86K
11 $11K
IT
Gartner Inc

Technology
-12
- 10.81%
$377.5 - $449.52 $4.53K - $5.39K
99 $40K
ITW
Illinois Tool Works Inc

Industrials
-23
- 11.39%
$218.41 - $252.43 $5.02K - $5.81K
179 $44K
CVE
Cenovus Energy Inc.

Energy
-378
- 63.64%
$10.58 - $14.83 $4K - $5.61K
216 $2K
PSX
Phillips 66

Energy
-33
- 6.24%
$92.87 - $125.73 $3.06K - $4.15K
496 $59K
RF
Regions Financial Corp

Financial Services
-279
- 58.61%
$18.34 - $23.52 $5.12K - $6.56K
197 $4K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-118
- 84.89%
$38.16 - $46.72 $4.5K - $5.51K
21 $0
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-93
- 51.38%
$41.37 - $53.28 $3.85K - $4.96K
88 $3K
TFC
Truist Financial Corp

Financial Services
-127
- 33.33%
$34.79 - $42.99 $4.42K - $5.46K
254 $10K
XLP
Consumer Staples Sector Spdr

ETFs
-63
- 0.74%
N/A
8.5K $646K
BBY
Best Buy CO Inc

Consumer Cyclical
-46
- 27.88%
$56.17 - $75.73 $2.58K - $3.48K
119 $7K
EW
Edwards Lifesciences Corp

Healthcare
-114
- 17.98%
$67.07 - $78.22 $7.65K - $8.92K
520 $40K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-48
- 18.39%
$99.97 - $129.69 $4.8K - $6.23K
213 $22K
BMO
Bank Of Montreal

Financial Services
-77
- 38.89%
$87.54 - $110.63 $6.74K - $8.52K
121 $13K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2
- 1.23%
$212.1 - $244.27 $424 - $489
160 $34K
SCI
Service Corp International

Consumer Cyclical
-53
- 53.0%
$73.58 - $81.65 $3.9K - $4.33K
47 $3K
WLK
Westlake Corp

Basic Materials
-46
- 92.0%
$69.83 - $102.01 $3.21K - $4.69K
4 $0
WAT
Waters Corp

Healthcare
-11
- 20.75%
$307.71 - $366.67 $3.38K - $4.03K
42 $14K
AGCO
Agco Corp

Industrials
-57
- 85.07%
$75.77 - $108.43 $4.32K - $6.18K
10 $1K
HES
Hess Corp

Energy
-2
- 1.06%
$126.32 - $161.29 $253 - $323
187 $25K
SWK
Stanley Black & Decker, Inc.

Industrials
-60
- 61.86%
$55.86 - $76.98 $3.35K - $4.62K
37 $2K
HPQ
Hp Inc

Technology
-74
- 7.36%
$21.88 - $29.32 $1.62K - $2.17K
931 $22K
UAL
United Airlines Holdings, Inc.

Industrials
-99
- 32.25%
$56.15 - $84.23 $5.56K - $8.34K
208 $16K
HSIC
Henry Schein Inc

Healthcare
-77
- 81.05%
$62.7 - $73.66 $4.83K - $5.67K
18 $1K
CFG
Citizens Financial Group Inc

Financial Services
-138
- 52.08%
$34.27 - $44.75 $4.73K - $6.18K
127 $5K
STZ
Constellation Brands, Inc.

Consumer Defensive
-17
- 19.32%
$160.0 - $195.62 $2.72K - $3.33K
71 $11K
TSN
Tyson Foods, Inc.

Consumer Defensive
-68
- 40.96%
$54.33 - $63.56 $3.69K - $4.32K
98 $5K
KEYS
Keysight Technologies, Inc.

Technology
-36
- 53.73%
$127.02 - $165.4 $4.57K - $5.95K
31 $5K
OVV
Ovintiv Inc.

Energy
-93
- 45.81%
$31.18 - $44.14 $2.9K - $4.11K
110 $4K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-50
- 89.29%
$67.02 - $83.8 $3.35K - $4.19K
6 $0
DAL
Delta Air Lines, Inc.

Industrials
-181
- 22.24%
$35.88 - $52.99 $6.49K - $9.59K
633 $31K
ALV
Autoliv Inc

Consumer Cyclical
-53
- 71.62%
$76.77 - $113.1 $4.07K - $5.99K
21 $2K
IEX
Idex Corp

Industrials
-22
- 66.67%
$160.66 - $191.29 $3.53K - $4.21K
11 $1K
AVY
Avery Dennison Corp

Industrials
-23
- 17.42%
$159.58 - $183.97 $3.67K - $4.23K
109 $19K
TER
Teradyne, Inc

Technology
-48
- 61.54%
$67.96 - $91.05 $3.26K - $4.37K
30 $2K
TXT
Textron Inc

Industrials
-65
- 50.78%
$60.72 - $80.34 $3.95K - $5.22K
63 $5K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-108
- 22.45%
$57.41 - $74.81 $6.2K - $8.08K
373 $27K
BNS
Bank Of Nova Scotia

Financial Services
-96
- 40.34%
$44.56 - $55.27 $4.28K - $5.31K
142 $7K
OTIS
Otis Worldwide Corp

Industrials
-21
- 4.96%
$90.88 - $104.3 $1.91K - $2.19K
402 $39K
CPRT
Copart Inc

Consumer Cyclical
-10
- 2.06%
$47.72 - $63.84 $477 - $638
476 $23K
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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