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
CWT
California Water Service Group

Utilities
-15
- 53.57%
$44.67 - $51.36 $670 - $770
13 $0
PSTG
Pure Storage, Inc.

Technology
-40
- 46.51%
$37.18 - $57.58 $1.49K - $2.3K
46 $2K
VSH
Vishay Intertechnology Inc

Technology
-115
- 92.74%
$10.57 - $15.97 $1.22K - $1.84K
9 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-20
- 5.28%
$32.56 - $35.71 $651 - $714
359 $11K
BKE
Buckle Inc

Consumer Cyclical
-11
- 40.74%
$33.77 - $45.57 $371 - $501
16 $0
CALX
Calix, Inc

Technology
-20
- 68.97%
$31.25 - $53.19 $625 - $1.06K
9 $0
ZWS
Zurn Water Solutions Corp

Industrials
-27
- 77.14%
$28.5 - $37.54 $770 - $1.01K
8 $0
MNST
Monster Beverage Corp

Consumer Defensive
-19
- 9.05%
$55.01 - $64.24 $1.05K - $1.22K
191 $11K
ALRM
Alarm.Com Holdings, Inc.

Technology
-17
- 77.27%
$49.34 - $60.68 $839 - $1.03K
5 $0
ONTO
Onto Innovation Inc.

Technology
-2
- 5.88%
$88.5 - $133.37 $177 - $267
32 $3K
WSFS
Wsfs Financial Corp

Financial Services
-23
- 46.94%
$45.9 - $55.54 $1.06K - $1.28K
26 $1K
MFG
Mizuho Financial Group Inc

Financial Services
-291
- 6.71%
$4.25 - $5.66 $1.24K - $1.65K
4.04K $22K
MTX
Minerals Technologies Inc

Basic Materials
-23
- 85.19%
$50.93 - $63.06 $1.17K - $1.45K
4 $0
AAL
American Airlines Group Inc.

Industrials
-117
- 26.29%
N/A
328 $3K
INT
World Fuel Services Corp

Energy
-20
- 43.48%
N/A
26 $0
MGEE
Mge Energy Inc

Utilities
-4
- 17.39%
$86.85 - $93.48 $347 - $374
19 $1K
OGS
One Gas, Inc.

Utilities
-16
- 48.48%
$71.59 - $81.38 $1.15K - $1.3K
17 $1K
ALG
Alamo Group Inc

Industrials
-3
- 42.86%
$158.47 - $219.45 $475 - $658
4 $0
AKAM
Akamai Technologies Inc

Technology
-16
- 30.19%
N/A
37 $3K
ZM
Zoom Video Communications, Inc.

Technology
-32
- 15.76%
$66.7 - $84.62 $2.13K - $2.71K
171 $13K
YELP
Yelp Inc

Communication Services
-14
- 36.84%
$32.56 - $40.93 $456 - $573
24 $0
NXST
Nexstar Media Group, Inc.

Communication Services
-6
- 13.95%
$144.68 - $181.86 $868 - $1.09K
37 $6K
NMRK
Newmark Group, Inc.

Real Estate
-61
- 46.56%
$10.09 - $12.35 $615 - $753
70 $0
NWE
Northwestern Corp

Utilities
-21
- 63.64%
$50.8 - $59.51 $1.07K - $1.25K
12 $0
AEIS
Advanced Energy Industries Inc

Industrials
-12
- 57.14%
$79.03 - $133.84 $948 - $1.61K
9 $1K
NOVT
Novanta Inc

Technology
-9
- 47.37%
N/A
10 $1K
MWA
Mueller Water Products, Inc.

Industrials
-3
- 2.4%
$22.82 - $27.21 $68.5 - $81.6
122 $2K
MSCI
Msci Inc.

Financial Services
-3
- 4.92%
$506.56 - $576.74 $1.52K - $1.73K
58 $33K
ONB
Old National Bancorp

Financial Services
-33
- 15.79%
$17.95 - $22.57 $592 - $745
176 $3K
MEDP
Medpace Holdings, Inc.

Healthcare
-1
- 4.35%
$277.23 - $315.28 $277 - $315
22 $6K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-53
- 29.78%
$27.26 - $34.48 $1.44K - $1.83K
125 $4K
AUB
Atlantic Union Bankshares Corp

Financial Services
-24
- 36.92%
$23.85 - $32.24 $572 - $774
41 $1K
WST
West Pharmaceutical Services Inc

Healthcare
-5
- 45.45%
$190.39 - $227.7 $952 - $1.14K
6 $1K
CAR
Avis Budget Group, Inc.

Industrials
-21
- 65.63%
$62.86 - $179.3 $1.32K - $3.77K
11 $1K
AVNT
Avient Corp

Basic Materials
-33
- 46.48%
$28.93 - $39.01 $955 - $1.29K
38 $1K
AVT
Avnet Inc

Technology
-40
- 21.86%
$41.51 - $53.08 $1.66K - $2.12K
143 $7K
WSBC
Wesbanco Inc

Financial Services
-48
- 82.76%
$26.79 - $32.33 $1.29K - $1.55K
10 $0
LFUS
Littelfuse Inc

Technology
-7
- 43.75%
$149.72 - $227.31 $1.05K - $1.59K
9 $2K
LNC
Lincoln National Corp

Financial Services
-22
- 18.97%
$28.95 - $37.27 $637 - $820
94 $3K
PPC
Pilgrims Pride Corp

Consumer Defensive
-3
- 3.33%
$44.55 - $56.26 $134 - $169
87 $3K
LFST
Life Stance Health Group, Inc.

Healthcare
-155
- 87.08%
$4.83 - $6.91 $749 - $1.07K
23 $0
WAL
Western Alliance Bancorporation

Financial Services
-15
- 14.02%
$61.0 - $79.94 $915 - $1.2K
92 $7K
WU
Western Union CO

Financial Services
-147
- 80.33%
$8.37 - $10.63 $1.23K - $1.56K
36 $0
PATK
Patrick Industries Inc

Consumer Cyclical
-12
- 42.86%
$74.33 - $93.03 $892 - $1.12K
16 $1K
MMS
Maximus, Inc.

Industrials
-21
- 4.62%
$65.54 - $76.8 $1.38K - $1.61K
434 $30K
AROC
Archrock, Inc.

Energy
-28
- 27.18%
$21.0 - $27.11 $588 - $759
75 $1K
MTDR
Matador Resources CO

Energy
-8
- 13.11%
$36.67 - $52.23 $293 - $418
53 $2K
OC
Owens Corning

Industrials
-1
- 1.06%
$126.32 - $147.75 $126 - $148
93 $12K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-6
- 50.0%
$210.85 - $245.99 $1.27K - $1.48K
6 $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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