Jfs Wealth Advisors, LLC Sells in Q2 2025

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDXX
Idexx Laboratories Inc

Healthcare
-5
- 9.26%
$361.04 - $536.34 $1.81K - $2.68K
49 $26K
ISRG
Intuitive Surgical Inc

Healthcare
-5
- 3.29%
$451.58 - $565.94 $2.26K - $2.83K
147 $79K
CTAS
Cintas Corp

Industrials
-8
- 2.51%
$190.11 - $227.66 $1.52K - $1.82K
311 $69K
RJF
Raymond James Financial Inc

Financial Services
-4
- 1.32%
$123.65 - $153.88 $495 - $616
300 $46K
PH
Parker Hannifin Corp

Industrials
-18
- 10.0%
$517.23 - $700.54 $9.31K - $12.6K
162 $113K
DASH
Door Dash, Inc.

Communication Services
-1
- 1.37%
$163.16 - $246.51 $163 - $247
72 $17K
MSA
Msa Safety Inc

Industrials
-5
- 2.02%
$130.21 - $169.16 $651 - $846
243 $40K
TNL
Travel & Leisure Co.

Consumer Cyclical
-9
- 0.77%
$38.78 - $51.89 $349 - $467
1.16K $59K
AMP
Ameriprise Financial Inc

Financial Services
-1
- 0.94%
$422.19 - $533.73 $422 - $534
105 $56K
BWXT
Bwx Technologies, Inc.

Industrials
-1
- 0.9%
$89.24 - $144.06 $89.2 - $144
110 $15K
SYF
Synchrony Financial

Financial Services
-30
- 5.5%
$43.81 - $66.74 $1.31K - $2K
515 $34K
CDW
Cdw Corp

Technology
-11
- 2.31%
$144.49 - $190.68 $1.59K - $2.1K
465 $83K
MS
Morgan Stanley

Financial Services
-62
- 9.16%
$99.83 - $140.86 $6.19K - $8.73K
615 $86K
IWN
Ishares Russell2000 Val ETF

ETFs
-102
- 2.87%
$131.84 - $157.76 $13.4K - $16.1K
3.46K $545K
PPG
Ppg Industries Inc

Basic Materials
-47
- 1.61%
$91.66 - $115.04 $4.31K - $5.41K
2.87K $326K
MA
Mastercard Inc

Financial Services
-2
- 0.26%
$479.92 - $590.74 $960 - $1.18K
772 $433K
APP
App Lovin Corp

Technology
-1
- 0.91%
$219.37 - $417.89 $219 - $418
109 $38K
TWLO
Twilio Inc

Communication Services
-16
- 4.03%
$81.34 - $124.36 $1.3K - $1.99K
381 $47K
STX
Seagate Technology Holdings PLC

Technology
-7
- 3.8%
$66.54 - $144.33 $466 - $1.01K
177 $25K
EQT
Eqt Corp

Energy
-9
- 0.38%
$46.11 - $60.44 $415 - $544
2.38K $138K
MPC
Marathon Petroleum Corp

Energy
-12
- 1.78%
$118.55 - $170.08 $1.42K - $2.04K
662 $109K
RTX
Raytheon Technologies Corp

Industrials
-236
- 6.89%
$113.75 - $148.48 $26.8K - $35K
3.19K $465K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-21
- 1.89%
$108.06 - $135.3 $2.27K - $2.84K
1.09K $147K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-119
- 6.43%
$91.62 - $116.16 $10.9K - $13.8K
1.73K $201K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-14
- 9.66%
$177.93 - $313.14 $2.49K - $4.38K
131 $41K
EME
Emcor Group, Inc.

Industrials
-9
- 7.69%
$342.02 - $534.89 $3.08K - $4.81K
108 $57K
SAN
Banco Santander, S.A.

Financial Services
-286
- 2.82%
$5.72 - $8.32 $1.64K - $2.38K
9.84K $81K
URI
United Rentals, Inc.

Industrials
-1
- 0.91%
$551.94 - $753.4 $552 - $753
109 $82K
NRG
Nrg Energy, Inc.

Utilities
-1
- 0.43%
$83.61 - $162.67 $83.6 - $163
234 $37K
FITB
Fifth Third Bancorp

Financial Services
-99
- 0.97%
$33.32 - $41.51 $3.3K - $4.11K
10.2K $417K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-166
- 4.08%
$58.41 - $72.69 $9.7K - $12.1K
3.91K $283K
LHX
L3 Harris Technologies, Inc.

Industrials
-1
- 0.23%
$200.21 - $256.99 $200 - $257
439 $110K
CCJ
Cameco Corp

Energy
-1
- 0.19%
$36.68 - $74.46 $36.7 - $74.5
533 $39K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-87
- 1.99%
$53.69 - $67.27 $4.67K - $5.85K
4.28K $287K
C
Citigroup Inc

Financial Services
-536
- 10.92%
$58.13 - $85.12 $31.2K - $45.6K
4.37K $372K
VST
Vistra Corp.

Utilities
-7
- 1.9%
$98.07 - $195.04 $686 - $1.37K
362 $70K
DFAT
Dimensional ETF Tr U S Target

ETFs
-124
- 0.88%
$44.8 - $53.97 $5.56K - $6.69K
14K $756K
ABT
Abbott Laboratories

Healthcare
-81
- 0.68%
$123.95 - $138.08 $10K - $11.2K
11.8K $1.6M
USB
Us Bancorp \De\

Financial Services
-198
- 1.56%
$36.4 - $45.76 $7.21K - $9.06K
12.5K $565K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-585
- 0.57%
$43.28 - $50.37 $25.3K - $29.5K
101K $5.08M
LRGF
Ishares Tr

ETFs
-1.8K
- 7.52%
$51.37 - $64.13 $92.3K - $115K
22.1K $1.42M
PDN
Invesco Fd Tr

ETFs
-284
- 3.14%
$30.37 - $38.92 $8.63K - $11.1K
8.75K $340K
VTV
Vanguard Value ETF

ETFs
-185
- 1.01%
$153.67 - $176.74 $28.4K - $32.7K
18.1K $3.21M
ROK
Rockwell Automation, Inc

Industrials
-32
- 4.56%
$218.97 - $332.17 $7.01K - $10.6K
670 $222K
F
Ford Motor CO

Consumer Cyclical
-755
- 1.22%
$8.69 - $10.85 $6.56K - $8.19K
61.2K $664K
TD
Toronto Dominion Bank

Financial Services
-19
- 0.56%
$55.71 - $73.45 $1.06K - $1.4K
3.4K $249K
NVS
Novartis Ag

Healthcare
-33
- 0.65%
$101.96 - $121.01 $3.36K - $3.99K
5.05K $611K
ATI
Allegheny Technologies Inc

Industrials
-2
- 0.15%
$41.97 - $86.8 $83.9 - $174
1.33K $115K
NSC
Norfolk Southern Corp

Industrials
-1
- 0.04%
$206.34 - $257.46 $206 - $257
2.51K $641K
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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