Jsf Financial, LLC Incresed Positions in Q3 2025

Jsf Financial, LLC

  • $447 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
207K
+ 698.54%
$61.62 - $72.77 $12.8M - $15.1M
237K $17.2M
IWX
Ishares Tr Russell 200 Value E

ETFs
19K
+ 7.4%
$83.04 - $87.88 $1.58M - $1.67M
276K $24.2M
GOOGL
Alphabet Inc.

Communication Services
5.42K
+ 29.12%
$174.36 - $254.72 $944K - $1.38M
24K $5.84M
AVGO
Broadcom Inc.

Technology
3.39K
+ 98.43%
$264.74 - $369.57 $899K - $1.25M
6.84K $2.26M
MSFT
Microsoft Corp

Technology
131
+ 0.84%
$491.09 - $535.64 $64.3K - $70.2K
15.8K $8.16M
SPMD
Spdr Portfolio

ETFs
2.8K
+ 8.67%
$54.43 - $58.29 $153K - $163K
35.1K $2.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.14K
+ 8.22%
$55.61 - $57.37 $230K - $238K
54.5K $3.11M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
250
+ 2.17%
$89.32 - $107.82 $22.3K - $27K
11.8K $1.27M
MLM
Martin Marietta Materials Inc

Basic Materials
30
+ 1.34%
$546.36 - $631.12 $16.4K - $18.9K
2.27K $1.43M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
58
+ 0.87%
$195.29 - $223.85 $11.3K - $13K
6.69K $1.49M
PLTR
Palantir Technologies Inc.

Technology
17
+ 0.47%
$130.68 - $186.97 $2.22K - $3.18K
3.6K $656K
FOXA
Fox Corp

Communication Services
370
+ 1.86%
$53.87 - $63.06 $19.9K - $23.3K
20.3K $1.28M
CASY
Caseys General Stores Inc

Consumer Cyclical
30
+ 1.18%
$494.52 - $565.32 $14.8K - $17K
2.58K $1.46M
XLV
Select Sector Spdr Fund Health

ETFs
508
+ 3.2%
$129.01 - $139.72 $65.5K - $71K
16.4K $2.28M
CVLT
Commvault Systems Inc

Technology
82
+ 1.13%
$163.43 - $195.41 $13.4K - $16K
7.35K $1.39M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.18%
$696.56 - $806.32 $1.39K - $1.61K
1.14K $907K
IEMG
Ishares Inc

ETFs
1.8K
+ 2.23%
N/A
82.2K $4.41M
MCK
Mckesson Corp

Healthcare
22
+ 1.19%
$659.01 - $772.54 $14.5K - $17K
1.87K $1.44M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
78
+ 8.98%
$275.84 - $326.36 $21.5K - $25.5K
947 $309K
CVX
Chevron Corp

Energy
152
+ 5.95%
$145.57 - $161.83 $22.1K - $24.6K
2.71K $420K
IJS
Ishares S&P Smallcap 600 Value

ETFs
11
+ 0.24%
$98.99 - $112.2 $1.09K - $1.23K
4.64K $513K
DIS
Walt Disney CO

Communication Services
1.89K
+ 10.94%
$112.25 - $124.0 $213K - $235K
19.2K $2.2M
BR
Broadridge Financial Solutions, Inc.

Technology
256
+ 7.05%
$233.75 - $266.89 $59.8K - $68.3K
3.89K $925K
HDV
Ishares Core High Dividend ETF

ETFs
53
+ 0.76%
$118.16 - $123.66 $6.26K - $6.55K
7.02K $859K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
358
+ 14.3%
$87.05 - $93.19 $31.2K - $33.4K
2.86K $266K
GE
General Electric CO

Industrials
1
+ 0.11%
$244.75 - $305.63 $245 - $306
936 $281K
ISRG
Intuitive Surgical Inc

Healthcare
166
+ 41.81%
$433.66 - $544.47 $72K - $90.4K
563 $251K
MO
Altria Group, Inc.

Consumer Defensive
13
+ 0.36%
$57.75 - $67.68 $751 - $880
3.61K $238K
DSI
Ishares Msci Kld 400 Social Et

ETFs
62
+ 3.42%
$115.96 - $125.95 $7.19K - $7.81K
1.87K $236K
VEA
Vanguard Ftse Developed Market

ETFs
175
+ 3.24%
$56.02 - $60.3 $9.8K - $10.6K
5.57K $333K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.05%
$108.97 - $121.65 $109 - $122
2.19K $264K
SCHX
Schwab Strategic Tr Us Large C

ETFs
34
+ 0.29%
$24.46 - $26.5 $832 - $901
11.8K $311K
VICI
Vici Properties Inc.

Real Estate
602
+ 1.69%
$31.43 - $33.93 $18.9K - $20.4K
36.1K $1.18M
PANW
Palo Alto Networks Inc

Technology
112
+ 3.75%
$167.06 - $208.19 $18.7K - $23.3K
3.1K $631K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
281
+ 6.04%
$46.86 - $48.27 $13.2K - $13.6K
4.94K $237K
NLOK
Norton Life Lock Inc.

Technology
599
+ 1.49%
N/A
40.8K $876K
XLE
Energy Sector Spdr

ETFs
14
+ 0.56%
$84.25 - $91.99 $1.18K - $1.29K
2.5K $223K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2
+ 0.16%
$181.56 - $190.33 $363 - $381
1.23K $232K
ADP
Automatic Data Processing Inc

Industrials
179
+ 5.43%
$288.69 - $310.94 $51.7K - $55.7K
3.47K $1.02M
J P Morgan Exchange Traded F
5.03K
+ 49.63%
N/A
15.2K $0
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
180
+ 1.67%
$12.11 - $12.64 $2.18K - $2.28K
11K $135K
CSCO
Cisco Systems, Inc.

Technology
17
+ 0.47%
$66.2 - $71.79 $1.13K - $1.22K
3.65K $249K
KKR
Kkr & Co. Inc.

Financial Services
3
+ 0.13%
$129.95 - $152.16 $390 - $456
2.28K $295K
CALM
Cal Maine Foods Inc

Consumer Defensive
410
+ 3.82%
$94.1 - $119.16 $38.6K - $48.9K
11.2K $1.05M
LNG
Cheniere Energy, Inc.

Energy
67
+ 1.29%
$222.68 - $244.28 $14.9K - $16.4K
5.26K $1.23M
DE
Deere & CO

Industrials
2
+ 0.22%
$457.26 - $524.37 $915 - $1.05K
906 $414K
CRM
Salesforce, Inc.

Technology
2
+ 0.12%
$231.66 - $273.65 $463 - $547
1.74K $411K
RSG
Republic Services, Inc.

Industrials
80
+ 1.53%
$225.33 - $246.01 $18K - $19.7K
5.3K $1.22M
CAH
Cardinal Health Inc

Healthcare
99
+ 1.05%
$146.04 - $167.63 $14.5K - $16.6K
9.55K $1.5M
Activity Summary
Buys All Purchases 63 New Holdings 11 Increased Positions 52 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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