Jfs Wealth Advisors, LLC Purchases in Q4 2025

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BOH
Bank Of Hawaii Corp

Financial Services
11
+ 52.38%
$59.82 - $66.61 $658 - $733
32 $2K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
17
+ 30.36%
$41.01 - $46.69 $697 - $794
73 $3K
BKU
Bank United, Inc.

Financial Services
26
+ 35.62%
$35.36 - $40.67 $919 - $1.06K
99 $3K
BANR
Banner Corp

Financial Services
7
+ 46.67%
$59.64 - $64.25 $417 - $450
22 $1K
BAX
Baxter International Inc

Healthcare
57
+ 1140.0%
$17.75 - $23.86 $1.01K - $1.36K
62 $1K
BILL
Bill.Com Holdings, Inc.

Technology
31
+ 119.23%
$44.37 - $54.42 $1.38K - $1.69K
57 $2K
BKH
Black Hills Corp

Utilities
14
+ 51.85%
$59.76 - $72.17 $837 - $1.01K
41 $2K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
168
New
$11.34 - $11.8 $1.91K - $1.98K
168 $1K
HRB
H&R Block Inc

Consumer Cyclical
23
+ 20.35%
$44.27 - $52.59 $1.02K - $1.21K
136 $6K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
42
+ 1.1%
$10.58 - $10.98 $444 - $461
3.85K $41K
BOX
Box Inc

Technology
29
+ 34.94%
$31.11 - $33.53 $902 - $972
112 $3K
BRC
Brady Corp

Industrials
13
+ 35.14%
$72.5 - $79.48 $943 - $1.03K
50 $3K
BFH
Bread Financial Holdings, Inc.

Financial Services
15
+ 50.0%
$54.08 - $66.26 $811 - $994
45 $2K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
10
+ 40.0%
$92.28 - $109.23 $923 - $1.09K
35 $3K
EAT
Brinker International, Inc

Consumer Cyclical
8
+ 27.59%
$102.29 - $133.46 $818 - $1.07K
37 $4K
BCO
Brinks CO

Industrials
8
+ 34.78%
$105.88 - $118.34 $847 - $947
31 $3K
BKE
Buckle Inc

Consumer Cyclical
10
+ 62.5%
$52.73 - $58.53 $527 - $585
26 $1K
CALM
Cal Maine Foods Inc

Consumer Defensive
10
+ 27.03%
$86.87 - $94.56 $869 - $946
47 $4K
CRC
California Resources Corp

Energy
18
+ 120.0%
$46.13 - $53.61 $830 - $965
33 $1K
CWT
California Water Service Group

Utilities
15
+ 75.0%
$44.38 - $49.86 $666 - $748
35 $1K
CNQ
Canadian Natural Resources LTD

Energy
36
+ 8.18%
$29.91 - $33.57 $1.08K - $1.21K
476 $15K
CWST
Casella Waste Systems Inc

Industrials
11
+ 52.38%
$82.84 - $92.91 $911 - $1.02K
32 $2K
CVCO
Cavco Industries Inc.

Consumer Cyclical
2
+ 33.33%
$493.35 - $593.26 $987 - $1.19K
8 $4K
CVE
Cenovus Energy Inc.

Energy
31
+ 8.93%
$16.57 - $18.27 $514 - $566
378 $6K
CENTA
Central Garden & Pet Company C

Consumer Defensive
15
+ 50.0%
$26.27 - $29.31 $394 - $440
45 $1K
LEU
Centrus Energy Corp

Energy
2
+ 100.0%
$250.0 - $448.52 $500 - $897
4 $1K
SKY
Skyline Champion Corp

Consumer Cyclical
14
+ 43.75%
$64.26 - $84.03 $900 - $1.18K
46 $3K
CPK
Chesapeake Utilities Corp

Utilities
6
+ 2.74%
$127.28 - $138.81 $764 - $833
225 $30K
CHRD
Oasis Petroleum Inc.

Energy
11
New
$84.99 - $100.43 $935 - $1.1K
11 $1K
CRUS
Cirrus Logic, Inc.

Technology
13
+ 52.0%
$115.68 - $135.01 $1.5K - $1.76K
38 $4K
YOU
Clear Secure, Inc.

Technology
9
+ 40.91%
$29.61 - $38.14 $266 - $343
31 $1K
CLF
Cleveland Cliffs Inc.

Basic Materials
167
+ 66.01%
$10.09 - $16.18 $1.69K - $2.7K
420 $4K
CDE
Coeur Mining, Inc.

Basic Materials
131
+ 101.55%
$13.82 - $23.1 $1.81K - $3.03K
260 $3K
CBU
Community Bank System, Inc.

Financial Services
14
+ 48.28%
$55.01 - $59.01 $770 - $826
43 $2K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
8
+ 3.14%
$22.27 - $26.83 $178 - $215
263 $7K
CPA
Copa Holdings, S.A.

Industrials
10
+ 34.48%
$117.59 - $128.07 $1.18K - $1.28K
39 $4K
CNM
Core & Main, Inc.

Industrials
40
+ 40.0%
$47.15 - $54.63 $1.89K - $2.19K
140 $6K
CRVL
Corvel Corp

Financial Services
9
+ 25.0%
$70.58 - $77.55 $635 - $698
45 $3K
CSWI
Csw Industrials, Inc.

Industrials
2
+ 20.0%
N/A
12 $3K
CVBF
Cvb Financial Corp

Financial Services
46
+ 46.0%
$18.05 - $19.28 $830 - $887
146 $2K
DOCU
Docusign, Inc.

Technology
17
+ 94.44%
$67.01 - $73.14 $1.14K - $1.24K
35 $2K
DLB
Dolby Laboratories, Inc.

Industrials
7
+ 28.0%
$64.95 - $72.67 $455 - $509
32 $2K
DBX
Dropbox, Inc.

Technology
56
+ 32.18%
$28.14 - $31.11 $1.58K - $1.74K
230 $6K
DTE
Dte Energy CO

Utilities
20
+ 5.57%
$133.44 - $143.32 $2.67K - $2.87K
379 $51K
EXP
Eagle Materials Inc

Basic Materials
7
+ 20.59%
$202.06 - $241.84 $1.41K - $1.69K
41 $8K
EBC
Eastern Bankshares, Inc.

Financial Services
51
+ 130.77%
$16.73 - $18.86 $853 - $962
90 $1K
EMN
Eastman Chemical CO

Basic Materials
27
+ 900.0%
$57.89 - $64.37 $1.56K - $1.74K
30 $1K
ECL
Ecolab Inc.

Basic Materials
25
+ 6.43%
$253.06 - $281.35 $6.33K - $7.03K
414 $107K
EMRAF
Emera Inc

Utilities
36
New
N/A
36 $1K
Activity Summary
Buys All Purchases 1292 New Holdings 93 Increased Positions 1199 Sells All Sells 279 Reductions 279 Sold out 0 Options Calls 0 Puts 0
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