Jfs Wealth Advisors, LLC Sells in Q3 2024

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-30.7K
- 10.56%
$50.25 - $50.74 $1.54M - $1.56M
260K $13.2M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-74.4K
- 36.82%
$12.23 - $13.11 $910K - $976K
128K $1.67M
ROK
Rockwell Automation, Inc

Industrials
-2.26K
- 75.07%
$248.27 - $294.37 $561K - $665K
750 $201K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.69K
- 7.93%
$81.31 - $83.29 $788K - $807K
112K $9.35M
SUB
Ishares Short Term National Mu

ETFs
-5K
- 7.79%
$104.3 - $106.3 $522K - $532K
59.2K $6.28M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-8.83K
- 29.6%
$54.31 - $61.04 $479K - $539K
21K $1.28M
DFAT
Dimensional ETF Tr U S Target

ETFs
-7.34K
- 34.17%
$51.0 - $57.07 $374K - $419K
14.1K $786K
MSA
Msa Safety Inc

Industrials
-1.44K
- 91.9%
$167.74 - $199.9 $242K - $288K
127 $22K
INTC
Intel Corp

Technology
-6.2K
- 44.04%
$18.9 - $34.87 $117K - $216K
7.88K $184K
ALLY
Ally Financial Inc.

Financial Services
-4.12K
- 15.87%
$32.67 - $45.01 $134K - $185K
21.8K $776K
F
Ford Motor CO

Consumer Cyclical
-1.93K
- 2.81%
$9.71 - $14.55 $18.7K - $28.1K
66.8K $705K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
-6.44K
- 41.45%
$21.96 - $24.4 $142K - $157K
9.1K $211K
KLAC
Kla Corp

Technology
-6
- 0.2%
$696.17 - $892.35 $4.18K - $5.35K
2.96K $2.29M
BNDX
Vanguard Total International B

ETFs
-2.93K
- 19.09%
$48.42 - $50.35 $142K - $147K
12.4K $623K
ALL
Allstate Corp

Financial Services
-908
- 51.39%
$158.43 - $192.86 $144K - $175K
859 $162K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-10K
- 49.98%
$11.01 - $11.6 $110K - $116K
10K $115K
TER
Teradyne, Inc

Technology
-466
- 85.66%
$114.25 - $163.0 $53.2K - $76K
78 $10K
CPRT
Copart Inc

Consumer Cyclical
-1.25K
- 72.45%
$49.19 - $55.54 $61.6K - $69.5K
476 $24K
QCOM
Qualcomm Inc

Technology
-106
- 6.65%
$156.12 - $209.64 $16.5K - $22.2K
1.49K $253K
WMB
Williams Companies, Inc.

Energy
-1.44K
- 69.32%
$41.24 - $46.22 $59.2K - $66.3K
635 $28K
XLC
Select Sector Spdr Tr Communic

ETFs
-664
- 56.66%
$82.16 - $90.4 $54.6K - $60K
508 $45K
DIV
Global X Superdividend Us ETF

ETFs
-3.01K
- 66.09%
$17.18 - $17.18 $51.7K - $51.7K
1.54K $26K
MSCI
Msci Inc.

Financial Services
-112
- 64.74%
$479.31 - $584.91 $53.7K - $65.5K
61 $35K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
-4.16K
- 53.12%
$10.52 - $11.24 $43.7K - $46.7K
3.67K $40K
GEF
Greif, Inc

Consumer Cyclical
-636
- 89.58%
$56.02 - $66.68 $35.6K - $42.4K
74 $4K
MRNA
Moderna, Inc.

Healthcare
-24
- 4.11%
$63.64 - $125.14 $1.53K - $3K
560 $37K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-469
- 14.48%
$76.38 - $78.87 $35.8K - $37K
2.77K $217K
NVO
Novo Nordisk A S

Healthcare
-2
- 0.15%
$119.07 - $145.42 $238 - $291
1.31K $155K
LRCX
Lam Research Corp

Technology
-4
- 3.74%
$731.56 - $1127.3 $2.93K - $4.51K
103 $84K
TECK
Teck Resources LTD

Basic Materials
-603
- 74.17%
$43.48 - $53.4 $26.2K - $32.2K
210 $10K
DFS
Discover Financial Services

Financial Services
-223
- 51.03%
$123.41 - $144.72 $27.5K - $32.3K
214 $30K
COP
Conocophillips

Energy
-174
- 20.89%
$102.3 - $116.61 $17.8K - $20.3K
659 $69K
PSX
Phillips 66

Energy
-143
- 20.72%
$125.0 - $147.17 $17.9K - $21K
547 $71K
BP
Bp PLC

Energy
-429
- 18.44%
$30.78 - $37.05 $13.2K - $15.9K
1.9K $59K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-624
- 13.57%
$56.29 - $62.74 $35.1K - $39.1K
3.98K $249K
TY
Tri Continental Corp

Financial Services
-768
- 92.31%
$29.86 - $32.92 $22.9K - $25.3K
64 $2K
MS
Morgan Stanley

Financial Services
-284
- 29.65%
$92.07 - $106.96 $26.1K - $30.4K
674 $70K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-299
- 15.12%
$97.81 - $108.79 $29.2K - $32.5K
1.68K $182K
UPS
United Parcel Service Inc

Industrials
-130
- 3.09%
$123.32 - $147.38 $16K - $19.2K
4.07K $554K
DG
Dollar General Corp

Consumer Defensive
-99
- 41.77%
$80.41 - $132.42 $7.96K - $13.1K
138 $11K
XLP
Consumer Staples Sector Spdr

ETFs
-201
- 2.31%
$76.04 - $76.04 $15.3K - $15.3K
8.52K $647K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.24K
- 6.06%
$45.2 - $47.87 $55.9K - $59.2K
19.2K $910K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-346
- 27.61%
$98.71 - $117.61 $34.2K - $40.7K
907 $106K
MPC
Marathon Petroleum Corp

Energy
-52
- 6.93%
$158.61 - $180.75 $8.25K - $9.4K
698 $113K
AMAT
Applied Materials Inc

Technology
-21
- 5.93%
$174.88 - $254.97 $3.67K - $5.35K
333 $67K
OTIS
Otis Worldwide Corp

Industrials
-189
- 26.69%
$91.43 - $104.43 $17.3K - $19.7K
519 $53K
NLOK
Norton Life Lock Inc.

Technology
-597
- 45.68%
N/A
710 $15K
TDC
Teradata Corp

Technology
-351
- 89.77%
$24.51 - $34.97 $8.6K - $12.3K
40 $1K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-119
- 99.17%
$63.56 - $107.36 $7.56K - $12.8K
1 $0
Activity Summary
Buys All Purchases 1209 New Holdings 57 Increased Positions 1152 Sells All Sells 379 Reductions 379 Sold out 0 Options Calls 0 Puts 0
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