Jfs Wealth Advisors, LLC Portfolio Holdings
Jfs Wealth Advisors, LLC
- $1.49 Billion
- Q3 2024
Jfs Wealth Advisors, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.49 Billion distributed in 1965 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $105M, Dimensional ETF Tr with a value of $102M, Dimensional ETF Tr U S Equity with a value of $87.4M, Ishares Tr Russell 1000 ETF with a value of $68.6M, and Ishares Core U.S. Aggregate Bo with a value of $57.2M.
Examining the 13F form we can see an increase of $221M in the current position value, from $1.27B to 1.49B.
Below you can find more details about Jfs Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 1,965
- Current Value $1.49 Billion
- Prior Value $1.27 Billion
- Filing
- Period Q3 2024
- Filing Date October 25, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 57 stocks
- Additional Purchases 1,152 stocks
- Sold out of 0 stocks
- Reduced holdings in 379 stocks