Jsf Financial, LLC Incresed Positions in Q2 2025

Jsf Financial, LLC

  • $418 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
51.2K
+ 17.42%
$67.83 - $84.09 $3.47M - $4.31M
345K $28.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
5.47K
+ 7.94%
$187.5 - $246.51 $1.03M - $1.35M
74.3K $18.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.04K
+ 8.75%
$416.06 - $551.64 $849K - $1.13M
25.4K $14M
MSFT
Microsoft Corp

Technology
449
+ 2.96%
$354.56 - $497.45 $159K - $223K
15.6K $7.78M
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.08K
+ 5.6%
$40.94 - $52.1 $372K - $473K
171K $8.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.5K
+ 7.31%
$51.16 - $62.02 $590K - $715K
169K $10.5M
XLI
Industrial Sector Spdr

ETFs
1.12K
+ 2.0%
$116.42 - $147.52 $131K - $166K
57.3K $8.45M
AMZN
Amazon Com Inc

Consumer Cyclical
1.98K
+ 8.81%
$167.32 - $223.3 $331K - $441K
24.4K $5.36M
IWX
Ishares Tr Russell 200 Value E

ETFs
2.63K
+ 1.03%
$73.26 - $84.19 $192K - $221K
257K $21.6M
WMT
Walmart Inc.

Consumer Defensive
6.03K
+ 45.7%
$81.79 - $99.98 $493K - $603K
19.2K $1.88M
AVGO
Broadcom Inc.

Technology
1.64K
+ 90.71%
$146.29 - $275.65 $240K - $452K
3.45K $950K
META
Meta Platforms, Inc.

Communication Services
521
+ 66.28%
$484.66 - $738.09 $253K - $385K
1.31K $964K
XLK
Technology Sector Spdr

ETFs
1
+ 0.01%
$179.73 - $253.23 $180 - $253
9.29K $2.35M
GOOGL
Alphabet Inc.

Communication Services
65
+ 0.35%
$144.7 - $178.6 $9.41K - $11.6K
18.6K $3.28M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.54K
+ 3.84%
$58.41 - $72.69 $89.7K - $112K
41.5K $3.02M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.83K
+ 15.68%
$51.14 - $57.0 $349K - $389K
50.4K $2.86M
CAH
Cardinal Health Inc

Healthcare
397
+ 4.39%
$125.0 - $168.0 $49.6K - $66.7K
9.45K $1.59M
GS
Goldman Sachs Group Inc

Financial Services
285
+ 33.41%
$462.22 - $707.75 $132K - $202K
1.14K $805K
GOOG
Alphabet Inc.

Communication Services
748
+ 8.49%
$146.58 - $180.01 $110K - $135K
9.56K $1.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
234
+ 10.12%
$415.82 - $510.91 $97.3K - $120K
2.55K $1.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.08K
+ 17.89%
$72.96 - $90.39 $152K - $188K
13.7K $1.23M
HD
Home Depot, Inc.

Consumer Cyclical
732
+ 27.69%
$335.24 - $380.78 $245K - $279K
3.38K $1.24M
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 0.85%
$908.13 - $1056.85 $36.3K - $42.3K
4.76K $4.71M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.03%
$139.8 - $197.22 $280 - $394
6.63K $1.31M
XLU
Utilities Sector Spdr

ETFs
1.96K
+ 7.16%
$73.09 - $82.77 $143K - $162K
29.3K $2.4M
PLTR
Palantir Technologies Inc.

Technology
536
+ 17.59%
$74.01 - $144.25 $39.7K - $77.3K
3.58K $488K
ORCL
Oracle Corp

Technology
80
+ 3.08%
$122.82 - $218.63 $9.83K - $17.5K
2.68K $586K
IWR
Ishares Russell Mid Cap ETF

ETFs
84
+ 0.3%
$74.88 - $91.97 $6.29K - $7.73K
28.4K $2.61M
CALM
Cal Maine Foods Inc

Consumer Defensive
1.2K
+ 12.54%
$90.17 - $103.07 $108K - $123K
10.7K $1.07M
CVLT
Commvault Systems Inc

Technology
426
+ 6.23%
$139.35 - $190.99 $59.4K - $81.4K
7.26K $1.27M
NFLX
Netflix Inc

Communication Services
6
+ 1.36%
$855.86 - $1339.13 $5.14K - $8.03K
448 $599K
TSLA
Tesla, Inc.

Consumer Cyclical
154
+ 6.88%
$221.86 - $362.89 $34.2K - $55.9K
2.39K $759K
MCK
Mckesson Corp

Healthcare
86
+ 4.89%
$652.83 - $732.78 $56.1K - $63K
1.84K $1.35M
LNG
Cheniere Energy, Inc.

Energy
410
+ 8.58%
$197.25 - $244.33 $80.9K - $100K
5.19K $1.26M
ADP
Automatic Data Processing Inc

Industrials
449
+ 15.78%
$276.76 - $326.81 $124K - $147K
3.3K $1.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
409
+ 2.23%
$90.56 - $109.49 $37K - $44.8K
18.8K $2.05M
IWD
Ishares Russell 1000 Val ETF

ETFs
602
+ 24.08%
$166.82 - $194.23 $100K - $117K
3.1K $602K
IEMG
Ishares Inc

ETFs
2.13K
+ 2.72%
N/A
80.4K $4.31M
PANW
Palo Alto Networks Inc

Technology
45
+ 1.53%
$152.44 - $204.64 $6.86K - $9.21K
2.99K $611K
IAU
Ishares Gold Trust

ETFs
79
+ 0.27%
$56.1 - $64.74 $4.43K - $5.11K
29.7K $1.85M
WM
Waste Management Inc

Industrials
509
+ 10.78%
$216.47 - $242.1 $110K - $123K
5.23K $1.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
975
+ 26.68%
$83.54 - $100.04 $81.5K - $97.5K
4.63K $460K
IWM
Ishares Russell 2000 ETF

ETFs
100
+ 2.34%
$174.82 - $215.79 $17.5K - $21.6K
4.37K $942K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.1K
+ 11.25%
$483.48 - $539.8 $533K - $595K
10.9K $5.29M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10.9K
+ 1602.21%
$87.84 - $1441.89 $954K - $15.7M
11.5K $1.04M
MCD
Mcdonalds Corp

Consumer Cyclical
255
+ 37.95%
$285.55 - $321.23 $72.8K - $81.9K
927 $270K
RSG
Republic Services, Inc.

Industrials
158
+ 3.12%
$227.2 - $258.07 $35.9K - $40.8K
5.22K $1.29M
NLOK
Norton Life Lock Inc.

Technology
2.74K
+ 7.32%
N/A
40.2K $863K
LLY
Eli Lilly & CO

Healthcare
125
+ 12.61%
$713.71 - $898.95 $89.2K - $112K
1.12K $869K
Activity Summary
Buys All Purchases 98 New Holdings 17 Increased Positions 81 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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