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
SLF
Sun Life Financial Inc

Financial Services
-46
- 4.46%
$54.05 - $59.19 $2.49K - $2.72K
986 $56K
HAL
Halliburton CO

Energy
-167
- 45.14%
$24.15 - $29.9 $4.03K - $4.99K
203 $5K
UI
Ubiquiti Inc.

Technology
-14
- 87.5%
$300.93 - $431.11 $4.21K - $6.04K
2 $0
HII
Huntington Ingalls Industries, Inc.

Industrials
-29
- 70.73%
$159.75 - $208.61 $4.63K - $6.05K
12 $2K
MSA
Msa Safety Inc

Industrials
-3
- 1.2%
$146.69 - $166.47 $440 - $499
248 $36K
JBHT
Hunt J B Transport Services Inc

Industrials
-25
- 44.64%
$146.12 - $186.55 $3.65K - $4.66K
31 $4K
MUR
Murphy Oil Corp

Energy
-126
- 37.61%
$24.02 - $33.9 $3.03K - $4.27K
209 $5K
HOLX
Hologic Inc

Healthcare
-65
- 60.75%
$60.7 - $73.77 $3.95K - $4.8K
42 $2K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-3
- 3.19%
$435.02 - $515.95 $1.31K - $1.55K
91 $42K
ABC
Amerisourcebergen Corp

Healthcare
-23
- 19.33%
N/A
96 $17K
AIT
Applied Industrial Technologies Inc

Industrials
-19
- 27.54%
$218.93 - $269.18 $4.16K - $5.11K
50 $11K
TRU
Trans Union

Industrials
-37
- 34.26%
$80.45 - $100.25 $2.98K - $3.71K
71 $5K
GLOB
Globant S.A.

Technology
-17
- 77.27%
$117.72 - $228.73 $2K - $3.89K
5 $0
GPN
Global Payments Inc

Industrials
-33
- 41.25%
$92.18 - $113.03 $3.04K - $3.73K
47 $4K
CE
Celanese Corp

Basic Materials
-49
- 55.68%
$47.02 - $74.12 $2.3K - $3.63K
39 $2K
SPGI
S&P Global Inc.

Financial Services
-10
- 6.13%
$478.26 - $543.77 $4.78K - $5.44K
153 $77K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2
- 0.56%
$47.79 - $59.89 $95.6 - $120
357 $17K
AMKR
Amkor Technology, Inc.

Technology
-86
- 36.29%
$18.06 - $26.73 $1.55K - $2.3K
151 $2K
FTNT
Fortinet, Inc.

Technology
-56
- 7.35%
$92.49 - $114.57 $5.18K - $6.42K
706 $67K
ARW
Arrow Electronics Inc

Technology
-26
- 36.11%
$101.93 - $119.3 $2.65K - $3.1K
46 $4K
COIN
Coinbase Global, Inc.

Technology
-8
- 18.6%
$172.23 - $301.3 $1.38K - $2.41K
35 $6K
NWL
Newell Brands Inc.

Consumer Defensive
-302
- 73.66%
$6.2 - $10.66 $1.87K - $3.22K
108 $0
NDSN
Nordson Corp

Industrials
-8
- 2.22%
$200.12 - $224.07 $1.6K - $1.79K
352 $71K
CNI
Canadian National Railway CO

Industrials
-30
- 18.4%
$95.46 - $106.79 $2.86K - $3.2K
133 $12K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-10
- 4.02%
$161.13 - $209.29 $1.61K - $2.09K
239 $39K
ILMN
Illumina, Inc.

Healthcare
-26
- 74.29%
$79.34 - $144.22 $2.06K - $3.75K
9 $0
PVH
Pvh Corp.

Consumer Cyclical
-29
- 44.62%
$63.81 - $107.78 $1.85K - $3.13K
36 $2K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-94
- 35.21%
$24.13 - $30.02 $2.27K - $2.82K
173 $4K
SIG
Signet Jewelers LTD

Consumer Cyclical
-36
- 94.74%
$46.42 - $78.03 $1.67K - $2.81K
2 $0
AVY
Avery Dennison Corp

Industrials
-7
- 5.04%
$174.58 - $195.91 $1.22K - $1.37K
132 $23K
NET
Cloudflare, Inc.

Technology
-30
- 37.97%
$110.71 - $176.5 $3.32K - $5.3K
49 $5K
UTHR
United Therapeutics Corp

Healthcare
-4
- 10.53%
$304.42 - $380.78 $1.22K - $1.52K
34 $10K
HRL
Hormel Foods Corp

Consumer Defensive
-79
- 38.92%
$28.29 - $31.52 $2.23K - $2.49K
124 $3K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-159
- 5.91%
$24.73 - $25.62 $3.93K - $4.07K
2.53K $64K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-10
- 21.28%
$402.33 - $489.71 $4.02K - $4.9K
37 $16K
H
Hyatt Hotels Corp

Consumer Cyclical
-1
- 1.39%
$120.83 - $166.34 $121 - $166
71 $8K
NBIX
Neurocrine Biosciences Inc

Healthcare
-20
- 51.28%
$107.22 - $153.29 $2.14K - $3.07K
19 $2K
NVT
N Vent Electric PLC

Industrials
-10
- 8.4%
$52.42 - $75.4 $524 - $754
109 $5K
SBSW
Sibanye Stillwater LTD

Basic Materials
-904
- 67.46%
$3.19 - $4.58 $2.88K - $4.14K
436 $1K
NTAP
Net App, Inc.

Technology
-2
- 1.56%
$87.84 - $126.3 $176 - $253
126 $11K
NXST
Nexstar Media Group, Inc.

Communication Services
-21
- 32.81%
$146.34 - $182.75 $3.07K - $3.84K
43 $7K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-8
- 80.0%
$243.0 - $367.0 $1.94K - $2.94K
2 $0
TECH
Bio Techne Corp

Healthcare
-42
- 63.64%
$58.47 - $78.75 $2.46K - $3.31K
24 $1K
IQV
Iqvia Holdings Inc.

Healthcare
-7
- 7.78%
$176.3 - $209.96 $1.23K - $1.47K
83 $14K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
-165
- 64.45%
$7.89 - $12.48 $1.3K - $2.06K
91 $0
SAIA
Saia Inc

Industrials
-1
- 5.56%
$349.29 - $508.47 $349 - $508
17 $5K
CVE
Cenovus Energy Inc.

Energy
-194
- 24.62%
$12.24 - $15.63 $2.37K - $3.03K
594 $8K
CAL
Caleres Inc

Consumer Cyclical
-93
- 37.65%
$15.27 - $22.49 $1.42K - $2.09K
154 $2K
WLK
Westlake Corp

Basic Materials
-22
- 30.56%
$99.12 - $119.16 $2.18K - $2.62K
50 $5K
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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