Jsf Financial, LLC Incresed Positions 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
IWX
Ishares Tr Russell 200 Value E

ETFs
243K
+ 2082.25%
$78.54 - $84.86 $19.1M - $20.6M
254K $20.9M
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
313
+ 3.3%
$442.66 - $534.52 $139K - $167K
9.8K $5.22M
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
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
T
At&T Inc.

Communication Services
2.38K
+ 7.59%
$21.56 - $28.28 $51.4K - $67.4K
33.8K $955K
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
MU
Micron Technology Inc

Technology
149
+ 4.36%
$86.89 - $109.38 $12.9K - $16.3K
3.57K $310K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.04%
$182.82 - $196.21 $183 - $196
2.5K $470K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
167
+ 1.6%
$11.96 - $13.56 $2K - $2.26K
10.6K $136K
J P Morgan Exchange Traded F
12
+ 0.14%
N/A
8.32K $0
SPMD
Spdr Portfolio

ETFs
2.13K
+ 6.3%
$50.21 - $57.73 $107K - $123K
35.9K $1.84M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.16%
$271.18 - $303.12 $542 - $606
1.26K $347K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.19%
$522.96 - $601.18 $523 - $601
518 $276K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.05%
$92.45 - $106.69 $92.5 - $107
2.19K $203K
PANW
Palo Alto Networks Inc

Technology
70
+ 2.44%
$167.82 - $208.28 $11.7K - $14.6K
2.94K $502K
MRK
Merck & Co., Inc.

Healthcare
35
+ 0.88%
$83.01 - $101.02 $2.91K - $3.54K
4.03K $361K
BX
Blackstone Inc.

Financial Services
4
+ 0.26%
$136.53 - $186.74 $546 - $747
1.56K $218K
CRM
Salesforce, Inc.

Technology
5
+ 0.32%
$268.36 - $359.95 $1.34K - $1.8K
1.58K $423K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
194
+ 3.01%
$161.27 - $192.3 $31.3K - $37.3K
6.63K $1.07M
TSLA
Tesla, Inc.

Consumer Cyclical
322
+ 16.81%
$222.15 - $428.22 $71.5K - $138K
2.24K $580K
XLK
Technology Sector Spdr

ETFs
150
+ 1.64%
$206.38 - $242.18 $31K - $36.3K
9.29K $1.92M
GOOG
Alphabet Inc.

Communication Services
172
+ 1.99%
$156.06 - $207.71 $26.8K - $35.7K
8.82K $1.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
819
+ 3.64%
$468.34 - $539.52 $384K - $442K
23.3K $10.9M
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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