Jfs Wealth Advisors, LLC Reduced Holdings in Q4 2024

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CHRD
Oasis Petroleum Inc.

Energy
-4
- 57.14%
$110.83 - $137.78 $443 - $551
3 $0
TNET
Trinet Group, Inc.

Industrials
-2
- 6.67%
$80.31 - $98.2 $161 - $196
28 $2K
CHTR
Charter Communications, Inc.

Communication Services
-2
- 4.88%
$315.38 - $408.02 $631 - $816
39 $13K
UHALB
Amerco Com Ser N
-7
- 4.9%
N/A
136 $0
PATH
Ui Path, Inc.

Technology
-22
- 81.48%
$11.95 - $15.5 $263 - $341
5 $0
Amentum Holdings Inc
-67
- 68.37%
N/A
31 $0
CERT
Certara, Inc.

Healthcare
-19
- 90.48%
$9.55 - $11.71 $181 - $222
2 $0
CENTA
Central Garden & Pet Company C

Consumer Defensive
-12
- 26.09%
$28.13 - $36.73 $338 - $441
34 $1K
CBZ
Cbiz, Inc.

Industrials
-5
- 27.78%
$63.78 - $83.43 $319 - $417
13 $1K
RCII
Rent A Center Inc De

Industrials
-2
- 4.0%
N/A
48 $1K
VALWS
Valaris LTD Wt Exp (Bmu)
-7
- 18.92%
N/A
30 $0
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-16
- 37.21%
$35.21 - $44.8 $563 - $717
27 $1K
OSCR
Oscar Health, Inc.

Healthcare
-4
- 13.33%
$13.38 - $20.63 $53.5 - $82.5
26 $0
NWE
Northwestern Corp

Utilities
-1
- 3.7%
$50.44 - $57.24 $50.4 - $57.2
26 $1K
HI
Hillenbrand, Inc.

Industrials
-32
- 96.97%
$25.38 - $34.77 $812 - $1.11K
1 $0
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
-8
- 13.33%
$35.03 - $44.26 $280 - $354
52 $2K
Noble Corp PLC
-20
- 80.0%
N/A
5 $0
Nextracker Inc
-1
- 1.69%
N/A
58 $0
NEO
Neogenomics Inc

Healthcare
-1
- 3.23%
$13.0 - $18.43 $13 - $18.4
30 $0
NEOG
Neogen Corp

Healthcare
-50
- 89.29%
$11.64 - $16.4 $582 - $820
6 $0
NABL
N Able, Inc.

Technology
-28
- 59.57%
$9.34 - $12.72 $262 - $356
19 $0
HTHT
Huazhu Group LTD

Consumer Cyclical
-5
- 7.04%
$32.03 - $41.74 $160 - $209
66 $2K
OII
Oceaneering International Inc

Energy
-1
- 1.56%
$23.23 - $30.58 $23.2 - $30.6
63 $1K
OI
O I Glass, Inc.

Consumer Cyclical
-36
- 51.43%
$9.95 - $13.37 $358 - $481
34 $0
ORA
Ormat Technologies, Inc.

Utilities
-1
- 2.63%
$67.12 - $83.84 $67.1 - $83.8
37 $2K
GL
Globe Life Inc.

Financial Services
-1
- 1.43%
$103.49 - $116.02 $103 - $116
69 $7K
GDRX
Good Rx Holdings, Inc.

Healthcare
-2
- 33.33%
$4.15 - $7.09 $8.3 - $14.2
4 $0
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-13
- 6.19%
$8.01 - $11.0 $104 - $143
197 $1K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-3
- 12.0%
N/A
22 $1K
GEFB
Greif, Inc. Cl B
-131
- 92.25%
N/A
11 $0
GFF
Griffon Corp

Industrials
-5
- 35.71%
$62.88 - $85.16 $314 - $426
9 $0
Gsk PLC
-25.9K
- 87.9%
N/A
3.56K $0
H
Hyatt Hotels Corp

Consumer Cyclical
-2
- 2.7%
$143.07 - $164.62 $286 - $329
72 $11K
NSP
Insperity, Inc.

Industrials
-3
- 10.0%
$72.51 - $88.91 $218 - $267
27 $2K
IAS
Integral Ad Science Holding Corp.

Communication Services
-24
- 92.31%
$10.1 - $12.72 $242 - $305
2 $0
Liberty Global LTD
-69
- 78.41%
N/A
19 $0
Liberty Global LTD
-66
- 79.52%
N/A
17 $0
LBRT
Liberty Energy Inc.

Energy
-21
- 14.79%
$16.68 - $20.84 $350 - $438
121 $2K
LII
Lennox International Inc

Industrials
-1
- 3.23%
$589.36 - $678.43 $589 - $678
30 $18K
LSCC
Lattice Semiconductor Corp

Technology
-2
- 6.06%
$48.58 - $63.46 $97.2 - $127
31 $1K
LNTH
Lantheus Holdings, Inc.

Healthcare
-2
- 13.33%
$76.22 - $116.71 $152 - $233
13 $1K
Labcorp Holdings Inc
-22
- 31.43%
N/A
48 $0
Kenvue Inc
-583
- 16.37%
N/A
2.98K $0
Linde PLC
-29
- 17.68%
N/A
135 $0
LGFA
Lions Gate Entmt Corp Cl A Vtg
-35
- 68.63%
N/A
16 $0
LGFB
Lions Gate Entmt Corp Cl B Non
-36
- 60.0%
N/A
24 $0
MGRC
Mcgrath Rentcorp

Industrials
-4
- 28.57%
$103.9 - $122.55 $416 - $490
10 $1K
IRDM
Iridium Communications Inc.

Communication Services
-16
- 72.73%
$27.32 - $33.54 $437 - $537
6 $0
Ishares Bitcoin Trust ETF
-1.03K
- 96.71%
N/A
35 $0
Activity Summary
Buys All Purchases 666 New Holdings 62 Increased Positions 604 Sells All Sells 523 Reductions 523 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