Jfs Wealth Advisors, LLC Reduced Holdings in Q3 2024

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVST
Envista Holdings Corp

Healthcare
-49
- 85.96%
$15.3 - $19.76 $750 - $968
8 $0
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-4
- 2.4%
$18.12 - $21.31 $72.5 - $85.2
163 $3K
Enlight Renewable Energy LTD
-37
- 75.51%
N/A
12 $0
FAST
Fastenal CO

Industrials
-50
- 15.02%
$62.09 - $71.83 $3.1K - $3.59K
283 $20K
GTX
Garrett Motion Inc.

Consumer Cyclical
-34
- 38.64%
$7.66 - $9.74 $260 - $331
54 $0
THRM
Gentherm Inc

Consumer Cyclical
-6
- 30.0%
$44.8 - $55.18 $269 - $331
14 $0
DFSI
Dimensional ETF Tr Dimen Intl
-139
- 7.34%
N/A
1.76K $0
GGB
Gerdau S.A.

Basic Materials
-247
- 43.72%
$3.02 - $3.5 $746 - $865
318 $1K
DFSE
Dimensional ETF Tr Dimen Emrgn
-120
- 15.63%
N/A
648 $0
GEFB
Greif, Inc. Cl B
-1
- 0.7%
N/A
142 $0
HLN
Haleon PLC

Healthcare
-493
- 25.52%
$8.32 - $10.7 $4.1K - $5.28K
1.44K $15K
HLIO
Helios Technologies, Inc.

Industrials
-8
- 80.0%
$40.13 - $47.64 $321 - $381
2 $0
CERT
Certara, Inc.

Healthcare
-2
- 8.7%
$10.46 - $16.58 $20.9 - $33.2
21 $0
EBR
Brazilian Electric Power CO

Utilities
-12
- 5.11%
$6.5 - $7.71 $78 - $92.5
223 $1K
DOX
Amdocs LTD

Technology
-14
- 14.74%
$78.13 - $87.85 $1.09K - $1.23K
81 $7K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-1
- 10.0%
$188.28 - $328.47 $188 - $328
9 $2K
ALGM
Allegro Microsystems, Inc.

Technology
-2
- 8.33%
$20.48 - $33.15 $41 - $66.3
22 $0
ALIT
Alight, Inc.

Technology
-40
- 20.2%
$6.52 - $7.65 $261 - $306
158 $1K
JCI
Johnson Controls International PLC

Industrials
-31
- 13.42%
$65.52 - $77.61 $2.03K - $2.41K
200 $15K
KOS
Kosmos Energy Ltd.

Energy
-159
- 92.44%
$3.7 - $5.84 $588 - $929
13 $0
DNUT
Krispy Kreme, Inc.

Consumer Defensive
-8
- 28.57%
$9.2 - $12.4 $73.6 - $99.2
20 $0
LANC
Lancaster Colony Corp

Consumer Defensive
-1
- 7.69%
$167.65 - $198.49 $168 - $198
12 $2K
LEG
Leggett & Platt Inc

Consumer Cyclical
-1
- 33.33%
$10.67 - $14.12 $10.7 - $14.1
2 $0
AQN
Algonquin Power & Utilities Corp.

Utilities
-3
- 75.0%
$5.11 - $6.29 $15.3 - $18.9
1 $0
LIVN
Liva Nova PLC

Healthcare
-5
- 19.23%
$43.38 - $54.59 $217 - $273
21 $1K
RAMP
Live Ramp Holdings, Inc.

Technology
-5
- 21.74%
$21.74 - $33.02 $109 - $165
18 $0
ALK
Alaska Air Group, Inc.

Industrials
-2
- 2.67%
$32.92 - $45.21 $65.8 - $90.4
73 $3K
MMI
Marcus & Millichap, Inc.

Real Estate
-2
- 66.67%
$30.23 - $40.7 $60.5 - $81.4
1 $0
MAR
Marriott International Inc

Consumer Cyclical
-1
- 0.99%
$211.35 - $255.11 $211 - $255
100 $24K
America Movil Sab De Cv
-98
- 25.93%
N/A
280 $0
AMN
Amn Healthcare Services Inc

Healthcare
-17
- 94.44%
$41.07 - $68.05 $698 - $1.16K
1 $0
EVH
Evolent Health, Inc.

Healthcare
-13
- 81.25%
$18.41 - $32.97 $239 - $429
3 $0
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-33
- 73.33%
$9.97 - $11.33 $329 - $374
12 $0
WGO
Winnebago Industries Inc

Consumer Cyclical
-1
- 2.94%
$49.68 - $62.52 $49.7 - $62.5
33 $1K
CRC
California Resources Corp

Energy
-3
- 5.88%
$43.29 - $54.04 $130 - $162
48 $2K
BRKR
Bruker Corp

Healthcare
-1
- 1.56%
$60.3 - $70.67 $60.3 - $70.7
63 $4K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
-18
- 64.29%
$15.38 - $20.85 $277 - $375
10 $0
SQ
Block, Inc.

Technology
-11
- 8.21%
$57.21 - $72.07 $629 - $793
123 $8K
BDX
Becton Dickinson & CO

Healthcare
-2
- 1.16%
$221.47 - $242.41 $443 - $485
170 $40K
BCE
Bce Inc

Communication Services
-7
- 31.82%
$31.33 - $36.08 $219 - $253
15 $0
BSBR
Banco Santander (Brasil) S.A.

Financial Services
-4
- 3.67%
$4.84 - $5.72 $19.4 - $22.9
105 $0
GSHD
Goosehead Insurance, Inc.

Financial Services
-2
- 16.67%
$55.77 - $90.46 $112 - $181
10 $0
AVDX
Avid Xchange Holdings, Inc.

Technology
-24
- 70.59%
$7.44 - $12.86 $179 - $309
10 $0
APTV
Aptiv PLC

Consumer Cyclical
-42
- 2.64%
$65.39 - $74.24 $2.75K - $3.12K
1.55K $111K
RCUS
Arcus Biosciences, Inc.

Healthcare
-1
- 12.5%
$13.69 - $18.01 $13.7 - $18
7 $0
MT
Arcelor Mittal

Basic Materials
-11
- 6.36%
$21.09 - $26.26 $232 - $289
162 $4K
ACM
Aecom

Industrials
-12
- 9.3%
$82.37 - $103.25 $988 - $1.24K
117 $12K
SITE
Site One Landscape Supply, Inc.

Industrials
-2
- 9.09%
$115.64 - $153.52 $231 - $307
20 $3K
AUR
Aurora Innovation, Inc.

Technology
-44
- 8.63%
$2.81 - $6.4 $124 - $282
466 $2K
Activity Summary
Buys All Purchases 1209 New Holdings 57 Increased Positions 1152 Sells All Sells 379 Reductions 379 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