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
VRT
Vertiv Holdings CO

Industrials
-27
- 20.3%
N/A
106 $9K
WPP
Wpp PLC

Communication Services
-26
- 38.81%
$37.96 - $51.07 $987 - $1.33K
41 $1K
ENTG
Entegris Inc

Technology
-6
- 3.17%
$87.48 - $109.53 $525 - $657
183 $16K
OTIS
Otis Worldwide Corp

Industrials
-69
- 14.02%
$90.77 - $104.01 $6.26K - $7.18K
423 $43K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-31
- 17.42%
$98.98 - $113.18 $3.07K - $3.51K
147 $16K
BEN
Franklin Resources Inc

Financial Services
-70
- 64.22%
$18.92 - $22.24 $1.32K - $1.56K
39 $0
DINO
Hf Sinclair Corp

Energy
-40
- 46.51%
$30.66 - $38.48 $1.23K - $1.54K
46 $1K
EW
Edwards Lifesciences Corp

Healthcare
-2
- 0.31%
$67.95 - $76.19 $136 - $152
634 $45K
OTEX
Open Text Corp

Technology
-65
- 83.33%
$25.11 - $30.39 $1.63K - $1.98K
13 $0
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-6
- 60.0%
$125.01 - $201.52 $750 - $1.21K
4 $0
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-4
- 16.0%
$75.72 - $160.92 $303 - $644
21 $1K
PSN
Parsons Corp

Industrials
-1
- 1.39%
$55.35 - $96.44 $55.4 - $96.4
71 $4K
BTU
Peabody Energy Corp

Energy
-107
- 98.17%
$12.48 - $20.86 $1.34K - $2.23K
2 $0
FLR
Fluor Corp

Industrials
-2
- 1.36%
$34.29 - $55.28 $68.6 - $111
145 $5K
VEEV
Veeva Systems Inc

Healthcare
-17
- 26.15%
$210.58 - $246.8 $3.58K - $4.2K
48 $11K
RHI
Robert Half International Inc.

Industrials
-19
- 59.38%
$51.96 - $71.3 $987 - $1.35K
13 $0
FMC
Fmc Corp

Basic Materials
-46
- 90.2%
$34.54 - $56.38 $1.59K - $2.59K
5 $0
AAON
Aaon, Inc.

Industrials
-1
- 2.27%
$73.52 - $136.95 $73.5 - $137
43 $3K
SEIC
Sei Investments CO

Financial Services
-5
- 4.9%
$72.08 - $86.58 $360 - $433
97 $7K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-2
- 7.41%
$28.45 - $41.08 $56.9 - $82.2
25 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-13
- 22.81%
$48.65 - $66.04 $632 - $859
44 $2K
LIVN
Liva Nova PLC

Healthcare
-19
- 67.86%
$37.02 - $50.73 $703 - $964
9 $0
ACA
Arcosa, Inc.

Industrials
-1
- 1.85%
$77.12 - $103.53 $77.1 - $104
53 $4K
LSTR
Landstar System Inc

Industrials
-4
- 15.38%
$146.63 - $177.82 $587 - $711
22 $3K
BLKB
Blackbaud Inc

Technology
-11
- 68.75%
$61.9 - $80.79 $681 - $889
5 $0
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-16
- 88.89%
$65.73 - $93.93 $1.05K - $1.5K
2 $0
LBRT
Liberty Energy Inc.

Energy
-46
- 38.02%
$14.13 - $23.12 $650 - $1.06K
75 $1K
SLVM
Sylvamo Corp

Basic Materials
-11
- 24.44%
$63.64 - $81.86 $700 - $900
34 $2K
SUZ
Suzano S.A.

Basic Materials
-73
- 23.86%
$9.26 - $10.85 $676 - $792
233 $2K
RXO
Rxo, Inc.
-7
- 7.69%
$17.65 - $26.81 $124 - $188
84 $1K
CNQ
Canadian Natural Resources LTD

Energy
-12
- 1.47%
$26.72 - $32.74 $321 - $393
804 $24K
SNDR
Schneider National, Inc.

Industrials
-14
- 17.5%
$22.65 - $30.73 $317 - $430
66 $1K
RTO
Rentokil Initial PLC

Industrials
-22
- 36.07%
$20.76 - $27.11 $457 - $596
39 $0
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-25
- 86.21%
N/A
4 $0
BILI
Bilibili Inc.

Communication Services
-27
- 43.55%
$15.97 - $24.1 $431 - $651
35 $0
NOVT
Novanta Inc

Technology
-1
- 5.0%
N/A
19 $2K
FOUR
Shift4 Payments, Inc.

Technology
-8
- 30.77%
$81.71 - $125.66 $654 - $1.01K
18 $1K
SSB
South State Corp

Financial Services
-4
- 9.09%
$89.4 - $108.33 $358 - $433
40 $3K
PEGA
Pegasystems Inc

Technology
-5
- 26.32%
$68.14 - $112.29 $341 - $561
14 $0
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-6
- 37.5%
$100.91 - $174.52 $605 - $1.05K
10 $1K
BCC
Boise Cascade CO

Basic Materials
-9
- 21.95%
$96.38 - $129.12 $867 - $1.16K
32 $3K
BALL
Ball Corp

Consumer Cyclical
-11
- 6.88%
$49.04 - $56.53 $539 - $622
149 $7K
PAYC
Paycom Software, Inc.

Technology
-5
- 35.71%
$199.42 - $225.82 $997 - $1.13K
9 $1K
SMPL
Simply Good Foods CO

Consumer Defensive
-20
- 37.04%
$32.98 - $39.5 $660 - $790
34 $1K
AOS
Smith A O Corp

Industrials
-13
- 6.02%
$65.16 - $72.69 $847 - $945
203 $13K
ASGN
Asgn Inc

Technology
-4
- 11.43%
$63.02 - $93.96 $252 - $376
31 $1K
PINC
Premier, Inc.

Healthcare
-44
- 53.01%
$17.46 - $23.0 $768 - $1.01K
39 $0
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-10
- 47.62%
$64.24 - $90.95 $642 - $910
11 $0
MAS
Masco Corp

Industrials
-1
- 0.58%
$68.67 - $81.85 $68.7 - $81.9
172 $11K
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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