Jfs Wealth Advisors, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.27 Billion distributed in 1988 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 $96.8M, Dimensional ETF Tr with a value of $96.2M, Dimensional ETF Tr U S Equity with a value of $83.7M, Ishares Tr Russell 1000 ETF with a value of $66.5M, and Ishares Core U.S. Aggregate Bo with a value of $54.8M.
Examining the 13F form we can see an increase of $8.43M in the current position value, from $1.26B to 1.27B.
Also it can be appreciated an additional of 61 stocks purchases and 2 closed positions.
Below you can find more details about Jfs Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.27 Billion
ETFs: $997 Million
Financial Services: $57 Million
Technology: $44.6 Million
Industrials: $12.1 Million
Consumer Cyclical: $11.6 Million
Energy: $11.3 Million
Healthcare: $10.8 Million
Communication Services: $10.4 Million
Other: $14.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
