Jsf Financial, LLC Incresed Positions in Q4 2024

Jsf Financial, LLC

  • $343 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
43.3K
+ 222.9%
$117.0 - $148.88 $5.06M - $6.44M
62.7K $8.42M
AAPL
Apple Inc.

Technology
12.9K
+ 17.64%
$221.69 - $259.02 $2.86M - $3.35M
86.1K $21.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
32.5K
+ 192.96%
$113.92 - $127.38 $3.7M - $4.13M
49.3K $5.68M
GOOGL
Alphabet Inc.

Communication Services
5.68K
+ 30.64%
$161.86 - $196.66 $919K - $1.12M
24.2K $4.58M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.95K
+ 1.07%
$46.94 - $51.62 $139K - $152K
278K $13.9M
AVGO
Broadcom Inc.

Technology
1.33K
+ 18.87%
$159.67 - $250.0 $212K - $331K
8.35K $1.93M
IEMG
Ishares Inc

ETFs
13.5K
+ 14.97%
N/A
104K $5.55M
COST
Costco Wholesale Corp

Consumer Defensive
557
+ 14.47%
$873.59 - $994.69 $487K - $554K
4.41K $4.04M
AXON
Axon Enterprise, Inc.

Industrials
41
+ 1.43%
$399.22 - $689.78 $16.4K - $28.3K
2.9K $1.72M
V
Visa Inc.

Financial Services
645
+ 16.61%
$273.87 - $320.91 $177K - $207K
4.53K $1.43M
DECK
Deckers Outdoor Corp

Consumer Cyclical
208
+ 3.44%
$152.04 - $211.12 $31.6K - $43.9K
6.26K $1.27M
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 1.16%
$213.65 - $479.86 $4.7K - $10.6K
1.92K $773K
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.13%
$205.18 - $250.29 $2.46K - $3K
9.35K $2.24M
GOOG
Alphabet Inc.

Communication Services
417
+ 5.07%
$163.08 - $198.16 $68K - $82.6K
8.64K $1.65M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.5K
+ 22.0%
$53.94 - $58.15 $189K - $204K
19.4K $1.09M
LNG
Cheniere Energy, Inc.

Energy
228
+ 5.13%
$181.07 - $225.92 $41.3K - $51.5K
4.67K $1M
CRM
Salesforce, Inc.

Technology
373
+ 31.11%
$270.87 - $367.87 $101K - $137K
1.57K $525K
SPY
Spdr S&P 500 ETF Trust

ETFs
200
+ 5.11%
$567.81 - $607.81 $114K - $122K
4.12K $2.41M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.74K
+ 12.38%
$57.53 - $60.83 $215K - $227K
33.9K $1.95M
WMT
Walmart Inc.

Consumer Defensive
102
+ 0.71%
$79.1 - $95.7 $8.07K - $9.76K
14.4K $1.31M
T
At&T Inc.

Communication Services
4.83K
+ 18.17%
$21.22 - $23.88 $102K - $115K
31.4K $714K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
490
+ 4.57%
$83.95 - $99.75 $41.1K - $48.9K
11.2K $1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
482
+ 1.07%
$66.77 - $71.52 $32.2K - $34.5K
45.4K $3.13M
CAT
Caterpillar Inc

Industrials
320
+ 50.63%
$360.37 - $416.88 $115K - $133K
952 $345K
LII
Lennox International Inc

Industrials
146
+ 10.9%
$589.36 - $678.43 $86K - $99.1K
1.49K $904K
TMUS
T Mobile Us, Inc.

Communication Services
44
+ 0.88%
$206.1 - $246.94 $9.07K - $10.9K
5.06K $1.12M
PKG
Packaging Corp Of America

Consumer Cyclical
156
+ 3.46%
$211.98 - $248.85 $33.1K - $38.8K
4.67K $1.05M
MSI
Motorola Solutions, Inc.

Technology
77
+ 2.93%
$449.08 - $504.6 $34.6K - $38.9K
2.71K $1.25M
VTI
Vanguard Total Stock Market Et

ETFs
185
+ 17.18%
$280.04 - $302.45 $51.8K - $56K
1.26K $365K
RSG
Republic Services, Inc.

Industrials
248
+ 5.65%
$198.0 - $218.75 $49.1K - $54.3K
4.64K $932K
XLE
Energy Sector Spdr

ETFs
497
+ 19.98%
$83.32 - $97.27 $41.4K - $48.3K
2.98K $255K
SPMD
Spdr Portfolio

ETFs
580
+ 1.75%
$54.13 - $59.56 $31.4K - $34.5K
33.8K $1.85M
PANW
Palo Alto Networks Inc

Technology
1.44K
+ 100.0%
$181.96 - $405.9 $261K - $583K
2.87K $522K
NLOK
Norton Life Lock Inc.

Technology
1.37K
+ 4.27%
N/A
33.4K $717K
UTHR
United Therapeutics Corp

Healthcare
114
+ 3.96%
$348.66 - $410.0 $39.7K - $46.7K
3K $1.06M
MU
Micron Technology Inc

Technology
879
+ 34.61%
$84.16 - $113.41 $74K - $99.7K
3.42K $287K
BRO
Brown & Brown, Inc.

Financial Services
398
+ 3.93%
$100.93 - $113.42 $40.2K - $45.1K
10.5K $1.07M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
284
+ 2.79%
$11.18 - $13.68 $3.18K - $3.89K
10.4K $132K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.81K
+ 9.85%
$40.06 - $45.21 $72.6K - $81.9K
20.2K $821K
Fidelity Wise Origin Bitcoin
3.45K
+ 47.2%
N/A
10.8K $0
J P Morgan Exchange Traded F
5.02K
+ 152.91%
N/A
8.3K $0
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
264
+ 4.18%
$46.33 - $48.6 $12.2K - $12.8K
6.58K $305K
VTV
Vanguard Value ETF

ETFs
1
+ 0.08%
$168.32 - $181.87 $168 - $182
1.26K $212K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2
+ 0.08%
$174.22 - $187.62 $348 - $375
2.46K $431K
XOM
Exxon Mobil Corp

Energy
120
+ 5.04%
$105.51 - $125.37 $12.7K - $15K
2.5K $269K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
211
+ 3.58%
$33.39 - $37.66 $7.05K - $7.95K
6.11K $204K
PGR
Progressive Corp

Financial Services
164
+ 4.51%
$239.6 - $268.88 $39.3K - $44.1K
3.8K $910K
PG
Procter & Gamble CO

Consumer Defensive
96
+ 0.9%
$161.05 - $179.7 $15.5K - $17.3K
10.7K $1.8M
XLU
Utilities Sector Spdr

ETFs
859
+ 3.43%
$74.89 - $82.93 $64.3K - $71.2K
25.9K $1.96M
Activity Summary
Buys All Purchases 75 New Holdings 22 Increased Positions 53 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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