Jfs Wealth Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.46 Billion distributed in 1945 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 $110M, Dimensional ETF Tr with a value of $94.4M, Dimensional ETF Tr U S Equity with a value of $89.4M, Ishares Tr Russell 1000 ETF with a value of $69.3M, and Ishares Core U.S. Aggregate Bo with a value of $54.6M.
Examining the 13F form we can see an decrease of $29.4M in the current position value, from $1.49B to 1.46B.
Below you can find more details about Jfs Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.46 Billion
ETFs: $1.12 Billion
Financial Services: $83.5 Million
Technology: $59.4 Million
Consumer Defensive: $17.9 Million
Consumer Cyclical: $17.1 Million
Communication Services: $17 Million
Healthcare: $15.5 Million
Industrials: $13.6 Million
Other: $18.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
