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
OGN
Organon & Co.

Healthcare
-187
- 42.31%
$8.04 - $14.72 $1.5K - $2.75K
255 $2K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-23
- 46.94%
$97.78 - $126.44 $2.25K - $2.91K
26 $2K
SON
Sonoco Products CO

Consumer Cyclical
-81
- 88.04%
$40.6 - $47.93 $3.29K - $3.88K
11 $0
IQV
Iqvia Holdings Inc.

Healthcare
-16
- 19.28%
$137.0 - $174.37 $2.19K - $2.79K
67 $10K
NOV
Nov Inc.

Energy
-190
- 70.37%
$11.11 - $15.41 $2.11K - $2.93K
80 $0
AMD
Advanced Micro Devices Inc

Technology
-141
- 34.73%
$78.21 - $143.81 $11K - $20.3K
265 $37K
TRGP
Targa Resources Corp.

Energy
-3
- 2.46%
$157.32 - $205.72 $472 - $617
119 $20K
ZTO
Zto Express (Cayman) Inc.

Industrials
-152
- 59.14%
$16.51 - $19.83 $2.51K - $3.01K
105 $1K
IP
International Paper CO

Consumer Cyclical
-4
- 0.58%
$43.89 - $54.46 $176 - $218
684 $32K
SIGI
Selective Insurance Group Inc

Financial Services
-42
- 80.77%
$82.37 - $92.83 $3.46K - $3.9K
10 $0
CTSH
Cognizant Technology Solutions Corp

Technology
-60
- 31.09%
$66.47 - $81.81 $3.99K - $4.91K
133 $10K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-50
- 17.42%
$83.8 - $101.39 $4.19K - $5.07K
237 $23K
FCX
Freeport Mcmoran Inc

Basic Materials
-109
- 30.79%
$29.15 - $44.46 $3.18K - $4.85K
245 $10K
WTRG
Essential Utilities, Inc.

Utilities
-68
- 14.41%
$36.92 - $41.39 $2.51K - $2.81K
404 $15K
NIO
Nio Inc.

Consumer Cyclical
-495
- 46.26%
$3.14 - $4.31 $1.55K - $2.13K
575 $1K
FAF
First American Financial Corp

Financial Services
-27
- 11.69%
$54.11 - $67.0 $1.46K - $1.81K
204 $12K
JKHY
Henry Jack & Associates Inc

Technology
-12
- 12.77%
$163.54 - $186.02 $1.96K - $2.23K
82 $14K
MUR
Murphy Oil Corp

Energy
-83
- 39.71%
$19.62 - $29.21 $1.63K - $2.42K
126 $2K
NLOK
Norton Life Lock Inc.

Technology
-136
- 17.8%
N/A
628 $13K
EPAM
Epam Systems, Inc.

Technology
-14
- 28.57%
N/A
35 $6K
ETSY
Etsy Inc

Consumer Cyclical
-60
- 69.77%
$40.8 - $63.88 $2.45K - $3.83K
26 $1K
GILD
Gilead Sciences, Inc.

Healthcare
-5
- 0.24%
$96.91 - $113.0 $485 - $565
2.04K $225K
OSK
Oshkosh Corp

Industrials
-44
- 83.02%
$79.17 - $113.62 $3.48K - $5K
9 $1K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-215
- 6.03%
$10.79 - $14.14 $2.32K - $3.04K
3.35K $45K
EMN
Eastman Chemical CO

Basic Materials
-15
- 15.96%
$72.7 - $88.29 $1.09K - $1.32K
79 $5K
PCTY
Paylocity Holding Corp

Technology
-16
- 76.19%
$172.54 - $201.04 $2.76K - $3.22K
5 $0
TAP
Molson Coors Beverage CO

Consumer Defensive
-30
- 21.9%
$47.24 - $62.46 $1.42K - $1.87K
107 $5K
SJM
J M Smucker CO

Consumer Defensive
-10
- 9.8%
$94.41 - $118.52 $944 - $1.19K
92 $9K
M
Macy'S, Inc.

Consumer Cyclical
-214
- 87.35%
$10.02 - $13.19 $2.14K - $2.82K
31 $0
PB
Prosperity Bancshares Inc

Financial Services
-39
- 66.1%
$63.76 - $73.75 $2.49K - $2.88K
20 $1K
CHT
Chunghwa Telecom CO LTD

Communication Services
-118
- 30.65%
$37.72 - $46.87 $4.45K - $5.53K
267 $12K
CHH
Choice Hotels International Inc

Consumer Cyclical
-18
- 78.26%
$117.49 - $134.0 $2.11K - $2.41K
5 $0
PGR
Progressive Corp

Financial Services
-1
- 0.6%
$255.27 - $288.74 $255 - $289
166 $44K
LPL
Lg Display Co., Ltd.

Technology
-833
- 63.15%
$2.56 - $3.57 $2.13K - $2.97K
486 $1K
CARR
Carrier Global Corp

Industrials
-304
- 15.83%
$55.55 - $75.83 $16.9K - $23.1K
1.62K $118K
CG
Carlyle Group Inc.

Financial Services
-68
- 36.96%
$34.78 - $51.4 $2.37K - $3.5K
116 $5K
JHX
James Hardie Industries PLC

Basic Materials
-137
- 72.87%
$20.27 - $27.59 $2.78K - $3.78K
51 $1K
WSO
Watsco Inc

Industrials
-1
- 2.13%
$421.84 - $520.66 $422 - $521
46 $20K
TTC
Toro CO

Industrials
-36
- 50.0%
$63.51 - $77.8 $2.29K - $2.8K
36 $2K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-63
- 48.46%
$30.7 - $44.12 $1.93K - $2.78K
67 $2K
PKI
Perkinelmer Inc

Healthcare
-21
- 0.88%
N/A
2.35K $284K
CIEN
Ciena Corp

Technology
-79
- 44.89%
$53.5 - $83.89 $4.23K - $6.63K
97 $7K
KBR
Kbr, Inc.

Industrials
-59
- 81.94%
$46.2 - $56.12 $2.73K - $3.31K
13 $0
HOMB
Home Bancshares Inc

Financial Services
-95
- 64.19%
$25.05 - $29.62 $2.38K - $2.81K
53 $1K
BR
Broadridge Financial Solutions, Inc.

Technology
-13
- 8.33%
$217.22 - $246.25 $2.82K - $3.2K
143 $34K
BALL
Ball Corp

Consumer Cyclical
-62
- 41.61%
$44.94 - $56.99 $2.79K - $3.53K
87 $4K
OZK
Bank Ozk

Financial Services
-76
- 69.09%
$37.58 - $47.34 $2.86K - $3.6K
34 $1K
RSG
Republic Services, Inc.

Industrials
-11
- 9.48%
$227.2 - $258.07 $2.5K - $2.84K
105 $25K
THO
Thor Industries Inc

Consumer Cyclical
-36
- 63.16%
$64.83 - $89.72 $2.33K - $3.23K
21 $1K
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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