Jfs Wealth Advisors, LLC Banks—Regional

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.2B
$2.01 Million 0.14% of portfolio
10,411
Q4 2024 Added 0.68%
$5.5B
$766,000 0.05% of portfolio
51,885
Q4 2024 Reduced 8.74%
$71B
$606,000 0.04% of portfolio
12,673
Q4 2024 Added 0.03%
$30.4B
$432,000 0.03% of portfolio
10,237
Q4 2024 Reduced 5.14%
$34.8B
$196,000 0.01% of portfolio
1,043
Q4 2024 Added 1.66%
$99.9B
$84,000 0.01% of portfolio
2,821
Q4 2024 Reduced 1.88%
$113B
$65,000 0.0% of portfolio
1,018
Q4 2024 Added 52.62%
$469M
$64,000 0.0% of portfolio
4,515
Q1 2023 New
$24.8B
$52,000 0.0% of portfolio
3,228
Q4 2024 Added 3.83%
$3.4B
$32,000 0.0% of portfolio
1,691
Q4 2024 Added 1.2%
$24.1B
$25,000 0.0% of portfolio
454
Q4 2024 Reduced 13.69%
$69.4B
$21,000 0.0% of portfolio
4,335
Q4 2024 Added 10.81%
$17.8B
$19,000 0.0% of portfolio
557
Q4 2024 Reduced 11.73%
$33.1B
$16,000 0.0% of portfolio
8
Q3 2023 Added 14.29%
$39.8B
$15,000 0.0% of portfolio
930
Q4 2024 Added 6.77%
$63.2B
$14,000 0.0% of portfolio
324
Q4 2024 Reduced 69.43%
$51.4B
$11,000 0.0% of portfolio
4,300
Q4 2024 Reduced 10.84%
$23.6B
$8,000 0.0% of portfolio
183
Q4 2024 Added 42.97%
$10.6B
$8,000 0.0% of portfolio
155
Q3 2024 Added 3.33%
$23B
$7,000 0.0% of portfolio
322
Q4 2024 Added 37.02%
$9.57B
$7,000 0.0% of portfolio
93
Q4 2024 Reduced 4.12%
$16.8B
$6,000 0.0% of portfolio
364
Q4 2024 Reduced 13.95%
$478M
$6,000 0.0% of portfolio
220
Q1 2019 New
$9.53B
$6,000 0.0% of portfolio
58
Q3 2024 Added 3.57%
$7.95B
$6,000 0.0% of portfolio
50
Q3 2024 Added 4.17%
$8.66B
$6,000 0.0% of portfolio
121
Q3 2024 Reduced 8.33%
$7.43B
$5,000 0.0% of portfolio
51
Q4 2024 Added 8.51%
$8.81B
$5,000 0.0% of portfolio
90
Q4 2024 Added 21.62%
$7.97B
$5,000 0.0% of portfolio
92
Q4 2024 Added 3.37%
$8.94B
$5,000 0.0% of portfolio
43
Q3 2024 Added 4.88%
$56.8B
$5,000 0.0% of portfolio
1,035
Q4 2023 Added 8.83%
$8.21B
$5,000 0.0% of portfolio
101
Q4 2024 Added 5.21%
$5.7B
$5,000 0.0% of portfolio
45
Q3 2024 Added 2.27%
$4.55B
$4,000 0.0% of portfolio
72
Q3 2024 Added 2.86%
$4.19B
$4,000 0.0% of portfolio
62
Q3 2024 Added 3.33%
$6.01B
$4,000 0.0% of portfolio
107
Q3 2024 Added 2.88%
$6.42B
$4,000 0.0% of portfolio
130
Q3 2024 Added 3.17%
$4.1B
$4,000 0.0% of portfolio
66
Q3 2024 Added 3.13%
$6.99B
$4,000 0.0% of portfolio
209
Q4 2024 Added 8.85%
$7.3B
$4,000 0.0% of portfolio
59
Q4 2024 Added 1.72%
$4.93B
$4,000 0.0% of portfolio
50
Q4 2024 Added 2.04%
$7.99B
$4,000 0.0% of portfolio
44
Q4 2024 Added 10.0%
$3.91B
$3,000 0.0% of portfolio
29
Q3 2024 Added 3.57%
$12.5B
$3,000 0.0% of portfolio
143
Q4 2024 Added 66.28%
$297M
$3,000 0.0% of portfolio
300
Q2 2024 New
$5.5B
$3,000 0.0% of portfolio
68
Q3 2024 Added 4.62%
$6.19B
$3,000 0.0% of portfolio
137
Q4 2024 Added 9.6%
$3.94B
$3,000 0.0% of portfolio
40
Q3 2024 Added 2.56%
$5.18B
$3,000 0.0% of portfolio
84
Q3 2024 Added 35.48%
Filter Shares Options
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email