Jsf Financial, LLC Reduced Holdings in Q3 2025

Jsf Financial, LLC

  • $447 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-296K
- 85.85%
$81.7 - $87.53 $24.2M - $25.9M
48.8K $4.26M
XLI
Industrial Sector Spdr

ETFs
-55.9K
- 97.52%
$147.94 - $154.99 $8.26M - $8.66M
1.42K $218K
XLU
Utilities Sector Spdr

ETFs
-14.5K
- 49.39%
$81.14 - $87.32 $1.18M - $1.27M
14.8K $1.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.51K
- 23.06%
$459.11 - $506.91 $1.15M - $1.27M
8.38K $4.21M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-8.58K
- 3.97%
$102.4 - $103.88 $879K - $891K
208K $21.5M
AMGN
Amgen Inc

Healthcare
-1.47K
- 48.72%
$271.18 - $309.22 $399K - $455K
1.55K $436K
COST
Costco Wholesale Corp

Consumer Defensive
-90
- 1.89%
$915.95 - $994.57 $82.4K - $89.5K
4.67K $4.32M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.59K
- 6.51%
$211.65 - $238.24 $337K - $379K
22.8K $5.01M
EEM
Ishares Msci Emerging Markets

ETFs
-10.7K
- 21.88%
$48.07 - $53.4 $515K - $573K
38.3K $2.04M
T
At&T Inc.

Communication Services
-7.18K
- 24.57%
$26.94 - $29.62 $194K - $213K
22.1K $622K
BRZE
Braze, Inc.

Technology
-5K
- 10.74%
$24.11 - $32.65 $121K - $163K
41.6K $1.18M
META
Meta Platforms, Inc.

Communication Services
-160
- 12.24%
$695.21 - $791.73 $111K - $127K
1.15K $842K
NFLX
Netflix Inc

Communication Services
-37
- 8.26%
$1147.87 - $1297.18 $42.5K - $48K
411 $492K
V
Visa Inc.

Financial Services
-102
- 2.23%
$332.09 - $358.86 $33.9K - $36.6K
4.47K $1.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.94K
- 9.09%
$135.0 - $146.02 $397K - $429K
29.4K $4.28M
MRK
Merck & Co., Inc.

Healthcare
-1.18K
- 31.1%
$77.6 - $87.37 $91.9K - $103K
2.62K $220K
VTI
Vanguard Total Stock Market Et

ETFs
-309
- 24.45%
$303.93 - $329.86 $93.9K - $102K
955 $313K
VIG
Vanguard Dividend Appreciation

ETFs
-322
- 24.39%
N/A
998 $181K
PG
Procter & Gamble CO

Consumer Defensive
-171
- 3.12%
$150.47 - $161.22 $25.7K - $27.6K
5.3K $814K
XOM
Exxon Mobil Corp

Energy
-578
- 18.55%
$105.83 - $117.22 $61.2K - $67.8K
2.54K $286K
LLY
Eli Lilly & CO

Healthcare
-23
- 2.06%
$625.65 - $812.69 $14.4K - $18.7K
1.09K $833K
MCD
Mcdonalds Corp

Consumer Cyclical
-143
- 15.43%
$291.67 - $316.99 $41.7K - $45.3K
784 $238K
IVE
Ishares S&P 500 Value ETF

ETFs
-463
- 7.19%
$194.44 - $206.51 $90K - $95.6K
5.97K $1.23M
KO
Coca Cola CO

Consumer Defensive
-9
- 0.28%
$65.67 - $71.67 $591 - $645
3.2K $212K
PEP
Pepsico Inc

Consumer Defensive
-205
- 10.81%
$133.81 - $152.16 $27.4K - $31.2K
1.69K $237K
Pimco ETF Tr
-11.6K
- 49.24%
N/A
12K $0
Fidelity Wise Origin Bitcoin
-48
- 0.47%
N/A
10.1K $0
ORCL
Oracle Corp

Technology
-559
- 20.85%
$218.96 - $328.33 $122K - $184K
2.12K $596K
WMT
Walmart Inc.

Consumer Defensive
-881
- 4.58%
$94.4 - $104.27 $83.2K - $91.9K
18.4K $1.89M
VTV
Vanguard Value ETF

ETFs
-16
- 1.18%
$175.51 - $186.57 $2.81K - $2.99K
1.34K $249K
BX
Blackstone Inc.

Financial Services
-118
- 7.41%
$152.77 - $188.68 $18K - $22.3K
1.47K $251K
IWD
Ishares Russell 1000 Val ETF

ETFs
-18
- 0.58%
$192.76 - $203.86 $3.47K - $3.67K
3.08K $627K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-200
- 1.47%
$53.81 - $57.52 $10.8K - $11.5K
13.4K $771K
RTX
Raytheon Technologies Corp

Industrials
-103
- 4.16%
$144.19 - $167.33 $14.9K - $17.2K
2.37K $396K
CAT
Caterpillar Inc

Industrials
-8
- 0.91%
$390.92 - $477.15 $3.13K - $3.82K
872 $416K
IWM
Ishares Russell 2000 ETF

ETFs
-105
- 2.4%
$214.92 - $244.84 $22.6K - $25.7K
4.26K $1.03M
JNJ
Johnson & Johnson

Healthcare
-39
- 1.3%
$155.17 - $185.42 $6.05K - $7.23K
2.95K $547K
MU
Micron Technology Inc

Technology
-300
- 8.75%
$104.88 - $168.89 $31.5K - $50.7K
3.13K $523K
IWR
Ishares Russell Mid Cap ETF

ETFs
-223
- 0.79%
$92.26 - $97.51 $20.6K - $21.7K
28.2K $2.72M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.58K
- 3.81%
$72.65 - $78.68 $115K - $124K
39.9K $3.13M
HD
Home Depot, Inc.

Consumer Cyclical
-30
- 0.89%
$357.4 - $423.42 $10.7K - $12.7K
3.35K $1.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-361
- 1.92%
$108.46 - $120.63 $39.2K - $43.5K
18.4K $2.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.1%
$617.65 - $666.84 $1.85K - $2K
2.87K $1.91M
XLK
Technology Sector Spdr

ETFs
-428
- 4.61%
$250.97 - $282.66 $107K - $121K
8.87K $2.5M
JPM
Jpmorgan Chase & CO

Financial Services
-118
- 1.14%
$282.78 - $316.06 $33.4K - $37.3K
10.2K $3.22M
TSLA
Tesla, Inc.

Consumer Cyclical
-153
- 6.4%
$293.94 - $444.72 $45K - $68K
2.24K $995K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-719
- 5.57%
$420.11 - $472.68 $302K - $340K
12.2K $5.71M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.79K
- 1.06%
$62.09 - $66.51 $111K - $119K
167K $10.9M
GOOG
Alphabet Inc.

Communication Services
-791
- 8.27%
$175.16 - $255.24 $139K - $202K
8.77K $2.14M
Activity Summary
Buys All Purchases 63 New Holdings 11 Increased Positions 52 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jsf Financial, LLC Portfolio

Follow Jsf Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jsf Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jsf Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email