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
TGTX
Tg Therapeutics, Inc.

Healthcare
-9
- 34.62%
$27.67 - $42.99 $249 - $387
17 $0
TFSL
Tfs Financial Corp

Financial Services
-6
- 6.9%
$12.02 - $13.88 $72.1 - $83.3
81 $1K
Aptiv PLC
-2
- 0.13%
N/A
1.53K $0
RUN
Sunrun Inc.

Technology
-4
- 26.67%
$5.86 - $11.37 $23.4 - $45.5
11 $0
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-11
- 84.62%
$31.17 - $40.0 $343 - $440
2 $0
SGRY
Surgery Partners, Inc.

Healthcare
-4
- 23.53%
$19.85 - $25.87 $79.4 - $103
13 $0
SYNA
Synaptics Inc

Technology
-2
- 40.0%
$61.71 - $87.87 $123 - $176
3 $0
TME
Tencent Music Entertainment Group

Communication Services
-23
- 7.67%
$10.28 - $15.09 $236 - $347
277 $3K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-9
- 81.82%
$2.51 - $3.16 $22.6 - $28.4
2 $0
TBK
Triumph Bancorp, Inc.

Financial Services
-1
- 10.0%
N/A
9 $0
UGP
Ultrapar Holdings Inc

Energy
-5
- 1.94%
$2.56 - $3.2 $12.8 - $16
253 $0
VRSK
Verisk Analytics, Inc.

Industrials
-4
- 5.97%
$268.63 - $301.33 $1.07K - $1.21K
63 $18K
Vanguard Wellington Fd
-2K
- 42.03%
N/A
2.76K $0
ALB
Albemarle Corp

Basic Materials
-1
- 50.0%
$69.95 - $97.49 $70 - $97.5
1 $0
SFNC
Simmons First National Corp

Financial Services
-15
- 16.67%
$19.68 - $23.3 $295 - $350
75 $1K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-1
- 2.86%
$154.39 - $176.55 $154 - $177
34 $5K
Siriusxm Holdings Inc
-102
- 35.17%
N/A
188 $0
SKM
Sk Telecom CO LTD

Communication Services
-4
- 2.61%
$20.91 - $23.05 $83.6 - $92.2
149 $3K
AWR
American States Water CO

Utilities
-2
- 11.11%
$70.84 - $80.98 $142 - $162
16 $1K
SNN
Smith & Nephew PLC

Healthcare
-10
- 11.9%
$23.89 - $30.34 $239 - $303
74 $2K
UEC
Uranium Energy Corp

Energy
-121
- 90.3%
$4.77 - $8.2 $577 - $992
13 $0
RCII
Rent A Center Inc De

Industrials
-2
- 4.17%
N/A
46 $1K
Arista Networks Inc
-155
- 18.52%
N/A
682 $0
ABEV
Ambev S.A.

Consumer Defensive
-1
- 2.22%
$1.77 - $2.37 $1.77 - $2.37
44 $0
USLM
United States Lime & Minerals Inc

Basic Materials
-2
- 33.33%
$85.17 - $125.32 $170 - $251
4 $0
Amentum Holdings Inc
-5
- 16.13%
N/A
26 $0
ASB
Associated Banc Corp

Financial Services
-14
- 12.96%
$21.06 - $25.63 $295 - $359
94 $2K
VIV
Telefonica Brasil S.A.

Communication Services
-14
- 13.33%
$7.5 - $9.4 $105 - $132
91 $0
Lazard Inc
-162
- 46.82%
N/A
184 $0
Cava Group Inc
-12
- 92.31%
N/A
1 $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1
- 11.11%
$21.28 - $35.62 $21.3 - $35.6
8 $0
CHRD
Oasis Petroleum Inc.

Energy
-1
- 33.33%
$101.34 - $127.78 $101 - $128
2 $0
CIG
Energy CO Of Minas Gerais

Utilities
-56
- 8.58%
$1.71 - $1.98 $95.8 - $111
597 $1K
CLVT
Clarivate PLC

Technology
-31
- 96.88%
$3.93 - $5.66 $122 - $175
1 $0
CIGI
Colliers International Group Inc.

Real Estate
-2
- 18.18%
$118.9 - $145.92 $238 - $292
9 $1K
CLBK
Columbia Financial, Inc.

Financial Services
-2
- 3.45%
$14.76 - $16.27 $29.5 - $32.5
56 $0
ELP
Energy CO Of Parana

Utilities
-42
- 40.0%
$5.78 - $7.54 $243 - $317
63 $0
IRTC
I Rhythm Technologies, Inc.

Healthcare
-2
- 18.18%
$89.44 - $119.44 $179 - $239
9 $0
CMRE
Costamare Inc.

Industrials
-1
- 3.33%
$9.79 - $13.5 $9.79 - $13.5
29 $0
BAP
Credicorp LTD

Financial Services
-2
- 14.29%
$178.97 - $197.4 $358 - $395
12 $2K
NSP
Insperity, Inc.

Industrials
-2
- 7.41%
$69.6 - $94.21 $139 - $188
25 $2K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-61
- 5.89%
$4.87 - $6.28 $297 - $383
974 $5K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-1
- 8.33%
$122.15 - $153.79 $122 - $154
11 $1K
LANC
Lancaster Colony Corp

Consumer Defensive
-2
- 12.5%
$166.07 - $196.44 $332 - $393
14 $2K
Lam Research Corp
-20
- 1.94%
N/A
1.01K $0
LZB
La Z Boy Inc

Consumer Cyclical
-1
- 2.33%
$38.0 - $48.02 $38 - $48
42 $1K
KFY
Korn Ferry

Industrials
-3
- 7.69%
$62.52 - $71.6 $188 - $215
36 $2K
KEX
Kirby Corp

Industrials
-1
- 1.89%
$95.1 - $112.81 $95.1 - $113
52 $5K
KNTK
Kinetik Holdings Inc.

Energy
-7
- 20.59%
$49.51 - $66.5 $347 - $466
27 $1K
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
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