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
CVS
Cvs Health Corp

Healthcare
-248
- 5.62%
$55.81 - $63.18 $13.8K - $15.7K
4.16K $261K
SUI
Sun Communities Inc

Real Estate
-9
- 9.09%
$117.46 - $147.6 $1.06K - $1.33K
90 $12K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-125
- 3.3%
$46.18 - $48.92 $5.77K - $6.12K
3.66K $177K
EUSB
Ishares Tr Esg Advanced Total

Technology
-61
- 2.52%
$42.09 - $44.64 $2.57K - $2.72K
2.36K $104K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-38
- 5.05%
$113.45 - $126.18 $4.31K - $4.79K
715 $90K
PKX
Posco Holdings Inc.

Basic Materials
-15
- 4.95%
$58.66 - $73.23 $880 - $1.1K
288 $20K
GGG
Graco Inc

Industrials
-2
- 1.08%
$77.82 - $87.64 $156 - $175
184 $16K
VFH
Vanguard Financial ETF

ETFs
-125
- 7.74%
$99.27 - $111.21 $12.4K - $13.9K
1.49K $163K
DVA
Davita Inc.

Healthcare
-1
- 2.0%
$133.98 - $165.19 $134 - $165
49 $8K
PHM
Pultegroup Inc

Consumer Cyclical
-45
- 17.51%
$103.95 - $144.98 $4.68K - $6.52K
212 $30K
MFC
Manulife Financial Corp

Financial Services
-110
- 7.14%
$24.13 - $29.63 $2.65K - $3.26K
1.43K $42K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-4
- 3.42%
$29.24 - $45.37 $117 - $181
113 $5K
AMGN
Amgen Inc

Healthcare
-21
- 2.2%
$309.38 - $337.38 $6.5K - $7.08K
935 $301K
DEO
Diageo PLC

Consumer Defensive
-28
- 5.7%
$120.02 - $140.77 $3.36K - $3.94K
463 $64K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-255
- 2.89%
$22.51 - $23.92 $5.74K - $6.1K
8.55K $203K
SAN
Banco Santander, S.A.

Financial Services
-346
- 3.3%
$4.37 - $5.16 $1.51K - $1.79K
10.1K $51K
ITW
Illinois Tool Works Inc

Industrials
-9
- 4.13%
$233.14 - $263.97 $2.1K - $2.38K
209 $54K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-21
- 1.99%
$89.91 - $101.33 $1.89K - $2.13K
1.04K $101K
NEAR
Blackrock Short Maturity Bond

ETFs
-29
- 0.52%
$50.09 - $51.31 $1.45K - $1.49K
5.52K $283K
BHP
Bhp Group LTD

Basic Materials
-38
- 2.96%
$51.32 - $62.11 $1.95K - $2.36K
1.25K $77K
AMP
Ameriprise Financial Inc

Financial Services
-2
- 1.55%
$391.53 - $469.81 $783 - $940
127 $59K
CSX
Csx Corp

Industrials
-186
- 1.95%
$32.48 - $35.45 $6.04K - $6.59K
9.33K $322K
RTX
Raytheon Technologies Corp

Industrials
-590
- 16.01%
$99.55 - $123.34 $58.7K - $72.8K
3.1K $374K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-651
- 2.36%
$41.95 - $43.42 $27.3K - $28.3K
26.9K $1.17M
CARR
Carrier Global Corp

Industrials
-513
- 19.41%
$61.9 - $80.88 $31.8K - $41.5K
2.13K $171K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-9
- 0.46%
$32.04 - $37.11 $288 - $334
1.96K $71K
TT
Trane Technologies PLC

Industrials
-2
- 1.43%
$314.21 - $388.71 $628 - $777
138 $53K
YUM
Yum Brands Inc

Consumer Cyclical
-4
- 0.34%
$125.95 - $139.96 $504 - $560
1.18K $164K
USXF
Ishares Esg Advanced Msci Usa

Technology
-29
- 0.83%
$43.59 - $49.35 $1.26K - $1.43K
3.47K $170K
VST
Vistra Corp.

Utilities
-38
- 9.74%
$69.0 - $119.06 $2.62K - $4.52K
352 $41K
DHR
Danaher Corp

Healthcare
-6
- 1.78%
$239.25 - $280.76 $1.44K - $1.68K
332 $92K
VOT
Vanguard Mid Cap Growth Index

ETFs
-9
- 0.91%
$218.05 - $243.47 $1.96K - $2.19K
985 $239K
FTNT
Fortinet, Inc.

Technology
-7
- 0.9%
$55.39 - $77.55 $388 - $543
774 $60K
AOA
Ishares Tr Core Aggressive All

ETFs
-26
- 0.6%
$72.11 - $79.05 $1.87K - $2.06K
4.33K $341K
PPG
Ppg Industries Inc

Basic Materials
-8
- 0.24%
$118.32 - $134.55 $947 - $1.08K
3.33K $440K
PH
Parker Hannifin Corp

Industrials
-2
- 1.13%
$501.01 - $635.92 $1K - $1.27K
175 $110K
SPYG
Spdr Portfolio

ETFs
-13
- 0.15%
$73.38 - $84.1 $954 - $1.09K
8.72K $722K
ICF
Ishares Tr

ETFs
-425
- 6.02%
$56.77 - $67.33 $24.1K - $28.6K
6.64K $437K
BX
Blackstone Inc.

Financial Services
-996
- 15.68%
$120.77 - $159.66 $120K - $159K
5.36K $820K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-688
- 2.55%
$61.11 - $67.85 $42K - $46.7K
26.3K $1.78M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-12
- 0.43%
$256.4 - $289.78 $3.08K - $3.48K
2.78K $789K
DFIV
Dimensional ETF Tr

ETFs
-1.09K
- 2.38%
$34.66 - $38.38 $37.6K - $41.6K
44.5K $1.7M
FITB
Fifth Third Bancorp

Financial Services
-88
- 0.81%
$36.01 - $43.64 $3.17K - $3.84K
10.8K $462K
PLTR
Palantir Technologies Inc.

Technology
-90
- 1.46%
$24.09 - $37.95 $2.17K - $3.42K
6.06K $225K
NDAQ
Nasdaq, Inc.

Financial Services
-8
- 0.13%
$59.48 - $74.31 $476 - $594
6.04K $440K
EEM
Ishares Msci Emerging Markets

ETFs
-741
- 2.1%
$40.42 - $46.7 $30K - $34.6K
34.6K $1.59M
VOE
Vanguard Mid Cap Value Index F

ETFs
-17
- 0.34%
$149.02 - $167.67 $2.53K - $2.85K
5.01K $840K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-124
- 0.76%
$70.02 - $76.68 $8.68K - $9.51K
16.2K $1.24M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-16
- 0.26%
$162.83 - $179.16 $2.61K - $2.87K
6.03K $1.08M
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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