Jsf Financial, LLC Incresed Positions in Q3 2024

Jsf Financial, LLC

  • $380 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
11.8K
+ 9.1%
$520.18 - $576.82 $6.13M - $6.8M
141K $81.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.2K
+ 5.85%
$42.54 - $47.97 $646K - $729K
275K $13.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.19K
+ 13.89%
$405.19 - $478.57 $480K - $567K
9.72K $4.47M
UNH
Unitedhealth Group Inc

Healthcare
1.36K
+ 61.58%
$488.01 - $604.18 $662K - $819K
3.56K $2.08M
XLV
Select Sector Spdr Fund Health

ETFs
273
+ 0.49%
$143.3 - $157.24 $39.1K - $42.9K
55.5K $8.55M
XLU
Utilities Sector Spdr

ETFs
2.37K
+ 10.44%
$67.67 - $80.78 $160K - $191K
25K $2.02M
AXON
Axon Enterprise, Inc.

Industrials
217
+ 8.22%
$286.16 - $399.6 $62.1K - $86.7K
2.86K $1.14M
WMT
Walmart Inc.

Consumer Defensive
1.32K
+ 10.1%
$66.91 - $81.4 $88.1K - $107K
14.3K $1.16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.77K
+ 4.09%
$60.84 - $67.51 $107K - $119K
44.9K $3.03M
PGR
Progressive Corp

Financial Services
467
+ 14.74%
$209.46 - $259.24 $97.8K - $121K
3.64K $922K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.85K
+ 18.36%
$38.04 - $45.36 $108K - $129K
18.4K $821K
PKG
Packaging Corp Of America

Consumer Cyclical
386
+ 9.36%
$176.32 - $215.7 $68.1K - $83.3K
4.51K $971K
TMUS
T Mobile Us, Inc.

Communication Services
352
+ 7.54%
$175.14 - $206.36 $61.6K - $72.6K
5.02K $1.04M
BRO
Brown & Brown, Inc.

Financial Services
669
+ 7.07%
$89.11 - $105.82 $59.6K - $70.8K
10.1K $1.05M
UTHR
United Therapeutics Corp

Healthcare
204
+ 7.62%
$311.04 - $363.55 $63.5K - $74.2K
2.88K $1.03M
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 1.56%
$333.64 - $405.2 $13.7K - $16.6K
2.67K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
495
+ 4.88%
$160.76 - $177.82 $79.6K - $88K
10.6K $1.84M
IEMG
Ishares Inc

ETFs
2.97K
+ 3.41%
$53.64 - $53.64 $159K - $159K
90.1K $4.83M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.34K
+ 4.66%
$54.98 - $59.51 $73.8K - $79.9K
30.2K $1.8M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 0.34%
$801.83 - $917.05 $10.4K - $11.9K
3.85K $3.41M
ANET
Arista Networks, Inc.

Technology
155
+ 5.69%
$311.42 - $388.21 $48.3K - $60.2K
2.88K $1.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
60
+ 1.56%
$517.38 - $573.86 $31K - $34.4K
3.92K $2.25M
AVGO
Broadcom Inc.

Technology
6.34K
+ 935.55%
$136.27 - $1745.86 $864K - $11.1M
7.02K $1.21M
RSG
Republic Services, Inc.

Industrials
395
+ 9.89%
$189.34 - $208.21 $74.8K - $82.2K
4.39K $881K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.02K
+ 2.79%
$100.3 - $100.74 $103K - $103K
37.6K $3.79M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
458
+ 7.13%
$113.45 - $126.18 $52K - $57.8K
6.88K $868K
HDV
Ishares Core High Dividend ETF

ETFs
100
+ 1.03%
$107.62 - $118.76 $10.8K - $11.9K
9.8K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
87
+ 0.94%
$194.9 - $224.8 $17K - $19.6K
9.34K $1.97M
META
Meta Platforms, Inc.

Communication Services
56
+ 6.12%
$453.41 - $572.44 $25.4K - $32.1K
971 $555K
ORCL
Oracle Corp

Technology
29
+ 1.0%
$125.9 - $170.35 $3.65K - $4.94K
2.92K $496K
VTI
Vanguard Total Stock Market Et

ETFs
229
+ 27.0%
$255.18 - $283.2 $58.4K - $64.9K
1.08K $304K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
68
+ 8.95%
$1024.09 - $1201.76 $69.6K - $81.7K
828 $870K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.32K
+ 9.02%
$49.7 - $56.11 $65.5K - $73.9K
15.9K $874K
DECK
Deckers Outdoor Corp

Consumer Cyclical
5.12K
+ 545.42%
$150.73 - $974.56 $771K - $4.99M
6.05K $965K
ABC
Amerisourcebergen Corp

Healthcare
309
+ 9.24%
N/A
3.65K $676K
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.47%
$101.25 - $127.45 $1.22K - $1.53K
2.56K $310K
IJS
Ishares S&P Smallcap 600 Value

ETFs
36
+ 0.95%
$95.81 - $109.03 $3.45K - $3.93K
3.81K $410K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.19%
$173.36 - $189.8 $867 - $949
2.61K $495K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2
+ 0.08%
$162.83 - $179.16 $326 - $358
2.46K $440K
DSI
Ishares Msci Kld 400 Social Et

ETFs
101
+ 2.44%
$97.81 - $108.79 $9.88K - $11K
4.23K $460K
MO
Altria Group, Inc.

Consumer Defensive
20
+ 0.41%
$45.95 - $54.71 $919 - $1.09K
4.94K $252K
AZO
Autozone Inc

Consumer Cyclical
2
+ 1.87%
$2815.0 - $3212.87 $5.63K - $6.43K
109 $343K
PANW
Palo Alto Networks Inc

Technology
40
+ 2.86%
$294.18 - $368.01 $11.8K - $14.7K
1.44K $491K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.19%
$523.84 - $572.02 $524 - $572
517 $294K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
62
+ 0.99%
$46.18 - $48.92 $2.86K - $3.03K
6.32K $306K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
793
+ 7.98%
$76.83 - $91.38 $60.9K - $72.5K
10.7K $884K
XOM
Exxon Mobil Corp

Energy
4
+ 0.17%
$109.72 - $119.0 $439 - $476
2.38K $279K
Linde PLC
223
+ 14.17%
N/A
1.8K $0
CVX
Chevron Corp

Energy
120
+ 5.53%
$137.88 - $161.97 $16.5K - $19.4K
2.29K $337K
Activity Summary
Buys All Purchases 66 New Holdings 13 Increased Positions 53 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 1
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