Jsf Financial, LLC Reduced Holdings in Q1 2025

Jsf Financial, LLC

  • $376 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-101K
- 93.64%
$185.78 - $198.58 $18.8M - $20.1M
6.88K $1.31M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-116K
- 41.7%
$45.72 - $51.73 $5.3M - $5.99M
162K $7.46M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.92K
- 2.79%
$554.06 - $615.85 $2.17M - $2.42M
137K $76.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-30.9K
- 62.7%
$102.49 - $119.96 $3.17M - $3.71M
18.4K $1.92M
AAPL
Apple Inc.

Technology
-537
- 0.62%
$209.68 - $247.1 $113K - $133K
85.6K $19M
GOOGL
Alphabet Inc.

Communication Services
-5.68K
- 23.46%
$154.33 - $206.19 $877K - $1.17M
18.5K $2.87M
NVDA
Nvidia Corp

Technology
-683
- 1.09%
$106.98 - $149.43 $73.1K - $102K
62K $6.72M
AVGO
Broadcom Inc.

Technology
-6.54K
- 78.34%
$167.43 - $244.7 $1.09M - $1.6M
1.81K $302K
IEMG
Ishares Inc

ETFs
-25.3K
- 24.41%
N/A
78.3K $4.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-8.79K
- 20.56%
$120.29 - $134.6 $1.06M - $1.18M
33.9K $4.14M
MSFT
Microsoft Corp

Technology
-208
- 1.35%
$375.39 - $447.2 $78.1K - $93K
15.2K $5.7M
AXON
Axon Enterprise, Inc.

Industrials
-1.12K
- 38.6%
$496.65 - $710.01 $556K - $795K
1.78K $936K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-572
- 4.14%
$360.07 - $417.26 $206K - $239K
13.3K $4.78M
AMZN
Amazon Com Inc

Consumer Cyclical
-490
- 2.14%
$190.26 - $242.06 $93.2K - $119K
22.4K $4.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-569
- 0.36%
$57.21 - $65.8 $32.6K - $37.4K
158K $9.19M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.43K
- 11.96%
$64.88 - $72.1 $352K - $392K
40K $2.63M
UNH
Unitedhealth Group Inc

Healthcare
-1.09K
- 28.22%
$461.52 - $548.18 $501K - $595K
2.76K $1.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
-483
- 11.74%
$551.42 - $612.93 $266K - $296K
3.63K $2.03M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.91K
- 20.12%
$51.45 - $58.51 $201K - $228K
15.5K $802K
EEM
Ishares Msci Emerging Markets

ETFs
-8.98K
- 13.95%
$40.81 - $45.34 $367K - $407K
55.4K $2.42M
DIS
Walt Disney CO

Communication Services
-216
- 1.15%
$96.87 - $114.0 $20.9K - $24.6K
18.6K $1.84M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.24K
- 50.37%
$169.43 - $182.84 $210K - $227K
1.22K $211K
WMT
Walmart Inc.

Consumer Defensive
-1.25K
- 8.63%
$84.5 - $105.05 $105K - $131K
13.2K $1.16M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-814
- 12.35%
$120.24 - $134.3 $97.9K - $109K
5.78K $704K
IWM
Ishares Russell 2000 ETF

ETFs
-181
- 4.07%
$198.1 - $229.79 $35.9K - $41.6K
4.27K $851K
IWR
Ishares Russell Mid Cap ETF

ETFs
-73
- 0.26%
$82.81 - $92.93 $6.05K - $6.78K
28.3K $2.41M
ORCL
Oracle Corp

Technology
-89
- 3.31%
$139.81 - $186.47 $12.4K - $16.6K
2.6K $363K
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.34%
$347.25 - $424.87 $3.13K - $3.82K
2.64K $968K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-64
- 1.72%
$96.3 - $112.23 $6.16K - $7.18K
3.66K $356K
CAT
Caterpillar Inc

Industrials
-27
- 2.84%
$326.75 - $407.63 $8.82K - $11K
925 $305K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-73
- 1.76%
$101.98 - $115.66 $7.44K - $8.44K
4.09K $418K
CSCO
Cisco Systems, Inc.

Technology
-728
- 16.91%
$58.74 - $64.87 $42.8K - $47.2K
3.58K $220K
META
Meta Platforms, Inc.

Communication Services
-33
- 4.03%
$576.36 - $736.67 $19K - $24.3K
786 $453K
GS
Goldman Sachs Group Inc

Financial Services
-11
- 1.27%
$524.81 - $672.19 $5.77K - $7.39K
853 $465K
XLE
Energy Sector Spdr

ETFs
-507
- 16.99%
$85.7 - $93.96 $43.4K - $47.6K
2.48K $231K
PEP
Pepsico Inc

Consumer Defensive
-3
- 0.16%
$142.64 - $156.42 $428 - $469
1.83K $274K
SBUX
Starbucks Corp

Consumer Cyclical
-184
- 7.9%
$91.75 - $115.81 $16.9K - $21.3K
2.14K $210K
VTV
Vanguard Value ETF

ETFs
-29
- 2.31%
$167.73 - $179.21 $4.86K - $5.2K
1.23K $211K
Pimco ETF Tr
-1.05M
- 97.12%
N/A
31.2K $0
Fidelity Wise Origin Bitcoin
-637
- 5.92%
N/A
10.1K $0
MO
Altria Group, Inc.

Consumer Defensive
-249
- 6.5%
$50.81 - $60.02 $12.7K - $14.9K
3.58K $214K
JNJ
Johnson & Johnson

Healthcare
-309
- 9.55%
$142.06 - $167.7 $43.9K - $51.8K
2.93K $485K
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.93%
$3193.96 - $3828.11 $3.19K - $3.83K
107 $407K
IAU
Ishares Gold Trust

ETFs
-4.35K
- 12.81%
$49.74 - $58.96 $216K - $256K
29.6K $1.74M
V
Visa Inc.

Financial Services
-33
- 0.73%
$306.92 - $362.71 $10.1K - $12K
4.5K $1.58M
TMUS
T Mobile Us, Inc.

Communication Services
-291
- 5.75%
$211.3 - $272.83 $61.5K - $79.4K
4.77K $1.27M
BRO
Brown & Brown, Inc.

Financial Services
-131
- 1.24%
$100.54 - $124.4 $13.2K - $16.3K
10.4K $1.29M
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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