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.
Portfolio value
$1.49 Billion
ETFs: $1.14 Billion
Financial Services: $85.2 Million
Technology: $57.1 Million
Healthcare: $19 Million
Consumer Defensive: $18.7 Million
Consumer Cyclical: $17.4 Million
Communication Services: $15.5 Million
Industrials: $14.1 Million
Other: $20.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
