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
WEX
Wex Inc.

Technology
-14
- 48.28%
$148.29 - $186.78 $2.08K - $2.61K
15 $2K
SAIC
Science Applications International Corp

Technology
-32
- 40.0%
$95.77 - $119.82 $3.06K - $3.83K
48 $5K
TER
Teradyne, Inc

Technology
-1
- 1.27%
$82.6 - $140.0 $82.6 - $140
78 $6K
ALGN
Align Technology Inc

Healthcare
-12
- 80.0%
$158.86 - $234.89 $1.91K - $2.82K
3 $0
LEN
Lennar Corp

Consumer Cyclical
-3
- 2.59%
$113.93 - $141.54 $342 - $425
113 $12K
STE
Steris PLC

Healthcare
-21
- 22.11%
$202.46 - $232.74 $4.25K - $4.89K
74 $16K
STLA
Stellantis N.V.

Consumer Cyclical
-159
- 17.51%
$11.21 - $14.21 $1.78K - $2.26K
749 $8K
BC
Brunswick Corp

Consumer Cyclical
-45
- 91.84%
$53.49 - $70.51 $2.41K - $3.17K
4 $0
MCHP
Microchip Technology Inc

Technology
-18
- 7.41%
$48.41 - $64.3 $871 - $1.16K
225 $10K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1
- 3.7%
$634.14 - $744.83 $634 - $745
26 $16K
DDOG
Datadog, Inc.

Technology
-7
- 21.21%
$98.68 - $151.89 $691 - $1.06K
26 $2K
SNAP
Snap Inc

Communication Services
-85
- 22.43%
$8.37 - $12.57 $711 - $1.07K
294 $2K
KEP
Korea Electric Power Corp

Utilities
-299
- 33.86%
$6.68 - $8.18 $2K - $2.45K
584 $4K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-273
- 25.25%
$12.89 - $15.19 $3.52K - $4.15K
808 $12K
COTY
Coty Inc.

Consumer Defensive
-258
- 76.79%
$5.43 - $7.61 $1.4K - $1.96K
78 $0
IESC
Ies Holdings, Inc.

Industrials
-7
- 53.85%
$162.26 - $316.26 $1.14K - $2.21K
6 $0
IEX
Idex Corp

Industrials
-4
- 10.81%
$178.23 - $224.31 $713 - $897
33 $5K
KT
Kt Corp

Communication Services
-192
- 45.5%
$15.57 - $18.63 $2.99K - $3.58K
230 $4K
ERIC
Ericsson Lm Telephone CO

Technology
-217
- 11.9%
$7.47 - $8.9 $1.62K - $1.93K
1.61K $12K
MOD
Modine Manufacturing CO

Consumer Cyclical
-15
- 78.95%
$76.06 - $142.68 $1.14K - $2.14K
4 $0
LCII
Lci Industries

Consumer Cyclical
-12
- 57.14%
$87.4 - $110.52 $1.05K - $1.33K
9 $0
TTEK
Tetra Tech Inc

Industrials
-18
- 11.61%
$28.26 - $42.58 $509 - $766
137 $4K
BRKR
Bruker Corp

Healthcare
-31
- 86.11%
$41.74 - $62.95 $1.29K - $1.95K
5 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-10
- 14.71%
$96.18 - $109.82 $962 - $1.1K
58 $5K
AFG
American Financial Group Inc

Financial Services
-13
- 20.31%
$119.82 - $138.45 $1.56K - $1.8K
51 $6K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-62
- 46.27%
$10.98 - $17.34 $681 - $1.08K
72 $0
CAG
Conagra Brands Inc.

Consumer Defensive
-58
- 23.67%
$23.9 - $27.67 $1.39K - $1.6K
187 $4K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
-32
- 57.14%
$25.03 - $42.15 $801 - $1.35K
24 $0
CRC
California Resources Corp

Energy
-35
- 61.4%
$39.17 - $54.42 $1.37K - $1.9K
22 $0
TFII
Tfi International Inc.

Industrials
-3
- 11.11%
$76.98 - $140.13 $231 - $420
24 $1K
JHX
James Hardie Industries PLC

Basic Materials
-21
- 10.05%
$23.56 - $34.63 $495 - $727
188 $4K
CCK
Crown Holdings Inc

Consumer Cyclical
-22
- 25.88%
$78.77 - $91.74 $1.73K - $2.02K
63 $5K
OXY
Occidental Petroleum Corp

Energy
-48
- 8.29%
$45.45 - $52.7 $2.18K - $2.53K
531 $26K
FLO
Flowers Foods Inc

Consumer Defensive
-83
- 84.69%
$18.05 - $20.78 $1.5K - $1.72K
15 $0
BSY
Bentley Systems Inc

Technology
-32
- 35.56%
$39.34 - $47.7 $1.26K - $1.53K
58 $2K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-53
- 59.55%
$23.24 - $28.11 $1.23K - $1.49K
36 $0
RDNT
Rad Net, Inc.

Healthcare
-18
- 52.94%
$45.92 - $72.75 $827 - $1.31K
16 $0
BHP
Bhp Group LTD

Basic Materials
-35
- 2.81%
$48.18 - $52.11 $1.69K - $1.82K
1.21K $58K
BNS
Bank Of Nova Scotia

Financial Services
-20
- 7.75%
$47.21 - $53.7 $944 - $1.07K
238 $11K
GPC
Genuine Parts CO

Consumer Cyclical
-14
- 15.73%
$115.91 - $129.02 $1.62K - $1.81K
75 $8K
GNTX
Gentex Corp

Consumer Cyclical
-74
- 53.24%
$23.3 - $28.48 $1.72K - $2.11K
65 $1K
FCN
Fti Consulting, Inc

Industrials
-6
- 18.18%
$160.54 - $198.75 $963 - $1.19K
27 $4K
RH
Rh

Consumer Cyclical
-1
- 11.11%
$216.63 - $454.52 $217 - $455
8 $1K
WMS
Advanced Drainage Systems, Inc.

Industrials
-8
- 18.18%
$105.29 - $126.99 $842 - $1.02K
36 $3K
DOV
Dover Corp

Industrials
-6
- 7.41%
$174.65 - $206.43 $1.05K - $1.24K
75 $13K
BBY
Best Buy CO Inc

Consumer Cyclical
-6
- 3.51%
$70.3 - $91.1 $422 - $547
165 $12K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-56
- 51.85%
$27.8 - $39.18 $1.56K - $2.19K
52 $1K
PTC
Ptc Inc.

Technology
-1
- 1.96%
$153.3 - $193.48 $153 - $193
50 $7K
REZI
Resideo Technologies, Inc.

Industrials
-34
- 37.78%
$16.92 - $23.77 $575 - $808
56 $0
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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email