Jfs Wealth Advisors, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.26 Billion distributed in 2009 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $96.7M, Dimensional ETF Tr U S Core Eq with a value of $93.5M, Dimensional ETF Tr U S Equity with a value of $81.8M, Ishares Tr Russell 1000 ETF with a value of $65.1M, and Ishares Core U.S. Aggregate Bo with a value of $54.5M.
Examining the 13F form we can see an increase of $82.7M in the current position value, from $1.17B to 1.26B.
Below you can find more details about Jfs Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.26 Billion
ETFs: $987 Million
Financial Services: $59.7 Million
Technology: $40 Million
Industrials: $13.7 Million
Consumer Cyclical: $12.2 Million
Energy: $11.9 Million
Healthcare: $11 Million
Consumer Defensive: $10.3 Million
Other: $14 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions