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
MCY
Mercury General Corp

Financial Services
-3
- 5.45%
$47.18 - $65.75 $142 - $197
52 $2K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
-25
- 40.32%
$18.24 - $27.56 $456 - $689
37 $0
KWR
Quaker Chemical Corp

Basic Materials
-6
- 54.55%
$123.61 - $145.39 $742 - $872
5 $0
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-17
- 30.36%
$12.74 - $21.53 $217 - $366
39 $0
RNG
Ring Central, Inc.

Technology
-12
- 36.36%
$24.76 - $36.77 $297 - $441
21 $0
MCO
Moodys Corp

Financial Services
-1
- 1.41%
$437.8 - $527.48 $438 - $527
70 $32K
ALV
Autoliv Inc

Consumer Cyclical
-1
- 1.33%
$87.68 - $102.7 $87.7 - $103
74 $6K
BCO
Brinks CO

Industrials
-1
- 4.35%
$83.39 - $96.29 $83.4 - $96.3
22 $1K
BRFS
Brf S.A.

Consumer Defensive
-188
- 72.31%
$3.07 - $4.07 $577 - $765
72 $0
PRIM
Primoris Services Corp

Industrials
-16
- 76.19%
$57.27 - $89.03 $916 - $1.42K
5 $0
OII
Oceaneering International Inc

Energy
-19
- 30.16%
$19.14 - $27.93 $364 - $531
44 $0
FRPT
Freshpet, Inc.

Consumer Defensive
-1
- 9.09%
$83.17 - $162.59 $83.2 - $163
10 $0
CSWI
Csw Industrials, Inc.

Industrials
-1
- 9.09%
$283.77 - $396.86 $284 - $397
10 $2K
INGR
Ingredion Inc

Consumer Defensive
-6
- 8.96%
$125.6 - $137.36 $754 - $824
61 $8K
IOSP
Innospec Inc.

Basic Materials
-2
- 9.09%
$94.75 - $116.61 $190 - $233
20 $1K
DXC
Dxc Technology CO

Technology
-30
- 21.13%
$16.43 - $22.61 $493 - $678
112 $1K
WFRD
Weatherford International PLC

Energy
-3
- 16.67%
$51.89 - $74.8 $156 - $224
15 $0
MTN
Vail Resorts Inc

Consumer Cyclical
-2
- 14.29%
$153.58 - $184.72 $307 - $369
12 $1K
UA
Under Armour Inc Cl C

Consumer Cyclical
-63
- 36.21%
$5.95 - $7.79 $375 - $491
111 $0
UAA
Under Armour, Inc.

Consumer Cyclical
-14
- 8.33%
$6.25 - $8.66 $87.5 - $121
154 $0
DT
Dynatrace, Inc.

Technology
-7
- 5.56%
$47.15 - $62.42 $330 - $437
119 $5K
FORM
Formfactor Inc

Technology
-3
- 5.88%
$28.29 - $47.24 $84.9 - $142
48 $1K
WEN
Wendy'S CO

Consumer Cyclical
-86
- 78.9%
$14.17 - $16.17 $1.22K - $1.39K
23 $0
ICF
Ishares Tr

ETFs
-162
- 2.44%
$57.98 - $63.8 $9.39K - $10.3K
6.47K $398K
FL
Foot Locker, Inc.

Consumer Cyclical
-69
- 81.18%
$14.1 - $21.67 $973 - $1.5K
16 $0
EUSB
Ishares Tr Esg Advanced Total

Technology
-59
- 3.75%
$42.05 - $43.43 $2.48K - $2.56K
1.52K $65K
CWK
Cushman & Wakefield PLC

Real Estate
-36
- 18.18%
$10.19 - $13.87 $367 - $499
162 $1K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1
- 0.09%
$72.7 - $84.32 $72.7 - $84.3
1.11K $83K
HUN
Huntsman Corp

Basic Materials
-77
- 96.25%
$15.79 - $18.04 $1.22K - $1.39K
3 $0
VERX
Vertex, Inc.

Technology
-10
- 43.48%
$31.15 - $58.95 $312 - $590
13 $0
VRNT
Verint Systems Inc

Technology
-16
- 43.24%
N/A
21 $0
AKAM
Akamai Technologies Inc

Technology
-9
- 14.52%
N/A
53 $4K
AIN
Albany International Corp

Consumer Cyclical
-9
- 47.37%
$69.04 - $82.96 $621 - $747
10 $0
VIST
Vista Energy, S.A.B. De C.V.

Energy
-5
- 10.87%
$42.58 - $59.5 $213 - $298
41 $1K
ALIT
Alight, Inc.

Technology
-136
- 86.08%
$5.91 - $7.05 $804 - $959
22 $0
HP
Helmerich & Payne, Inc.

Energy
-46
- 50.55%
$24.69 - $36.7 $1.14K - $1.69K
45 $1K
ELAN
Elanco Animal Health Inc

Healthcare
-85
- 30.36%
$10.04 - $12.47 $853 - $1.06K
195 $2K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1
- 1.18%
$93.57 - $120.35 $93.6 - $120
84 $8K
AFRM
Affirm Holdings, Inc.

Technology
-1
- 1.27%
$43.7 - $80.98 $43.7 - $81
78 $3K
DSGX
Descartes Systems Group Inc

Technology
-5
- 25.0%
$96.4 - $122.5 $482 - $613
15 $1K
HUBG
Hub Group, Inc.

Industrials
-8
- 14.29%
$36.53 - $46.48 $292 - $372
48 $1K
VVV
Valvoline Inc

Energy
-1
- 1.16%
$34.44 - $40.19 $34.4 - $40.2
85 $2K
GFL
Gfl Environmental Inc.

Industrials
-12
- 22.64%
$41.72 - $48.8 $501 - $586
41 $1K
W
Wayfair Inc.

Consumer Cyclical
-39
- 90.7%
$30.07 - $50.1 $1.17K - $1.95K
4 $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-164
- 1.72%
$22.42 - $23.22 $3.68K - $3.81K
9.36K $215K
CNS
Cohen & Steers, Inc.

Financial Services
-1
- 4.0%
$75.52 - $92.6 $75.5 - $92.6
24 $1K
FN
Fabrinet

Technology
-1
- 3.57%
$183.66 - $267.24 $184 - $267
27 $5K
THO
Thor Industries Inc

Consumer Cyclical
-1
- 1.72%
$75.81 - $105.39 $75.8 - $105
57 $4K
WING
Wingstop Inc.

Consumer Cyclical
-1
- 7.14%
$207.0 - $311.93 $207 - $312
13 $2K
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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