Jsf Financial, LLC Purchases in Q1 2025

Jsf Financial, LLC

  • $376 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
913K
+ 3486.13%
$33.98 - $39.84 $31M - $36.4M
939K $32.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
231K
New
$100.59 - $103.47 $23.2M - $23.9M
231K $23.9M
IWX
Ishares Tr Russell 200 Value E

ETFs
243K
+ 2082.25%
$78.54 - $84.86 $19.1M - $20.6M
254K $20.9M
XLI
Industrial Sector Spdr

ETFs
56.2K
New
$128.78 - $141.67 $7.23M - $7.96M
56.2K $7.36M
IEFA
Ishares Tr

ETFs
25.7K
+ 9.6%
$69.57 - $78.65 $1.79M - $2.02M
294K $22.2M
XLV
Select Sector Spdr Fund Health

ETFs
22.1K
+ 353.61%
$137.61 - $149.68 $3.05M - $3.31M
28.4K $4.15M
IWY
Ishares Tr Russell 200 Growth

ETFs
20.3K
+ 41.92%
$210.19 - $243.33 $4.28M - $4.95M
68.9K $14.5M
MCK
Mckesson Corp

Healthcare
1.76K
New
$566.21 - $672.99 $995K - $1.18M
1.76K $1.18M
WM
Waste Management Inc

Industrials
4.72K
New
$200.54 - $233.78 $947K - $1.1M
4.72K $1.09M
XLC
Select Sector Spdr Tr Communic

ETFs
10.5K
New
$94.84 - $105.31 $996K - $1.11M
10.5K $1.01M
CASY
Caseys General Stores Inc

Consumer Cyclical
2.31K
New
$378.71 - $442.54 $876K - $1.02M
2.31K $1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
678
New
$1187.71 - $1432.58 $805K - $971K
678 $971K
EXLS
Exl Service Holdings, Inc.

Technology
19.8K
New
$44.13 - $51.8 $874K - $1.03M
19.8K $934K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
313
+ 3.3%
$442.66 - $534.52 $139K - $167K
9.8K $5.22M
ADP
Automatic Data Processing Inc

Industrials
2.85K
New
$286.85 - $318.64 $816K - $907K
2.85K $869K
CALM
Cal Maine Foods Inc

Consumer Defensive
9.55K
New
$80.87 - $115.8 $772K - $1.11M
9.55K $867K
BMI
Badger Meter Inc

Technology
4.3K
New
$189.49 - $221.51 $815K - $953K
4.3K $818K
FISV
Fiserv Inc

Technology
4.38K
New
N/A
4.38K $548K
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.65K
+ 28.46%
$56.17 - $59.71 $542K - $576K
43.6K $2.49M
COST
Costco Wholesale Corp

Consumer Defensive
309
+ 7.01%
$890.62 - $1076.86 $275K - $333K
4.72K $4.46M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.77K
+ 47.98%
$74.85 - $84.89 $282K - $320K
11.6K $951K
CVLT
Commvault Systems Inc

Technology
1.94K
+ 39.64%
$146.82 - $187.9 $285K - $365K
6.84K $1.08M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
535
+ 4.77%
$88.0 - $115.5 $47.1K - $61.8K
11.8K $1.34M
RSG
Republic Services, Inc.

Industrials
422
+ 9.1%
$200.09 - $242.16 $84.4K - $102K
5.06K $1.23M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.35K
+ 31.43%
$39.18 - $43.52 $249K - $276K
26.6K $1.11M
PGR
Progressive Corp

Financial Services
433
+ 11.4%
$235.61 - $291.22 $102K - $126K
4.23K $1.2M
CAH
Cardinal Health Inc

Healthcare
873
+ 10.67%
$118.02 - $137.77 $103K - $120K
9.05K $1.25M
AMGN
Amgen Inc

Healthcare
409
+ 15.77%
$258.59 - $327.36 $106K - $134K
3K $935K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.8K
New
$21.75 - $24.28 $256K - $286K
11.8K $259K
KKR
Kkr & Co. Inc.

Financial Services
2.23K
New
$108.17 - $167.07 $241K - $373K
2.23K $258K
VEA
Vanguard Ftse Developed Market

ETFs
5.06K
New
$47.4 - $52.99 $240K - $268K
5.06K $257K
T
At&T Inc.

Communication Services
2.38K
+ 7.59%
$21.56 - $28.28 $51.4K - $67.4K
33.8K $955K
XLP
Consumer Staples Sector Spdr

ETFs
3.02K
New
N/A
3.02K $229K
NTNX
Nutanix, Inc.

Technology
3.18K
New
$61.28 - $77.44 $195K - $246K
3.18K $221K
MCD
Mcdonalds Corp

Consumer Cyclical
672
New
$279.74 - $321.29 $188K - $216K
672 $209K
KO
Coca Cola CO

Consumer Defensive
2.91K
New
$60.81 - $72.32 $177K - $211K
2.91K $208K
XLU
Utilities Sector Spdr

ETFs
1.5K
+ 5.8%
$74.7 - $80.27 $112K - $120K
27.4K $2.16M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.25K
+ 34.15%
$45.92 - $47.58 $103K - $107K
8.83K $419K
LNG
Cheniere Energy, Inc.

Energy
108
+ 2.31%
$209.32 - $253.66 $22.6K - $27.4K
4.78K $1.11M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
831
+ 16.99%
$75.32 - $84.77 $62.6K - $70.4K
5.72K $467K
NLOK
Norton Life Lock Inc.

Technology
4.05K
+ 12.13%
N/A
37.4K $804K
NFLX
Netflix Inc

Communication Services
57
+ 14.81%
$828.4 - $1058.6 $47.2K - $60.3K
442 $412K
HDV
Ishares Core High Dividend ETF

ETFs
45
+ 0.66%
$110.86 - $121.12 $4.99K - $5.45K
6.91K $837K
LLY
Eli Lilly & CO

Healthcare
5
+ 0.51%
$725.72 - $929.72 $3.63K - $4.65K
991 $818K
CVX
Chevron Corp

Energy
17
+ 0.75%
$146.71 - $167.97 $2.49K - $2.86K
2.3K $384K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.01%
$225.19 - $279.95 $225 - $280
9.35K $2.29M
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.17%
$114.1 - $135.66 $456 - $543
2.43K $321K
PLTR
Palantir Technologies Inc.

Technology
102
+ 3.46%
$64.98 - $124.62 $6.63K - $12.7K
3.05K $257K
XOM
Exxon Mobil Corp

Energy
31
+ 1.24%
$105.44 - $118.93 $3.27K - $3.69K
2.53K $301K
Activity Summary
Buys All Purchases 67 New Holdings 20 Increased Positions 47 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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