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
KE
Kimball Electronics, Inc.

Industrials
4K
New
$27.23 - $30.44 $109K - $122K
4K $113K
IWY
Ishares Tr Russell 200 Growth

ETFs
407
New
$268.43 - $288.26 $109K - $117K
407 $112K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.38K
+ 17.17%
$83.45 - $84.82 $115K - $117K
9.42K $786K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.09K
+ 0.67%
$32.35 - $34.37 $35.3K - $37.5K
164K $5.55M
RLY
Ssga Active ETF Tr

ETFs
3.28K
New
$30.63 - $31.64 $100K - $104K
3.28K $102K
VOE
Vanguard Mid Cap Value Index F

ETFs
632
+ 6.41%
$169.53 - $176.53 $107K - $112K
10.5K $1.82M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.45K
New
$39.17 - $40.87 $96K - $100K
2.45K $97K
IWX
Ishares Tr Russell 200 Value E

ETFs
1.08K
New
$86.49 - $90.54 $93.1K - $97.5K
1.08K $96K
AMGN
Amgen Inc

Healthcare
89
+ 8.32%
$290.13 - $341.71 $25.8K - $30.4K
1.16K $396K
TJX
Tjx Companies Inc

Consumer Cyclical
505
+ 4.8%
$138.56 - $147.63 $70K - $74.6K
11K $1.61M
AEP
American Electric Power CO Inc

Utilities
82
+ 0.98%
$112.75 - $122.73 $9.25K - $10.1K
8.43K $1.02M
VOT
Vanguard Mid Cap Growth Index

ETFs
364
+ 26.13%
$279.76 - $298.12 $102K - $109K
1.76K $491K
AMD
Advanced Micro Devices Inc

Technology
229
+ 84.81%
$164.01 - $264.33 $37.6K - $60.5K
499 $120K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.03K
+ 0.63%
$50.57 - $50.77 $103K - $103K
322K $16.3M
ACGL
Arch Capital Group Ltd.

Financial Services
201
+ 0.72%
$84.72 - $94.1 $17K - $18.9K
28.2K $2.61M
IEMG
Ishares Inc

ETFs
1.26K
+ 0.39%
N/A
324K $17.4M
GILD
Gilead Sciences, Inc.

Healthcare
273
+ 13.41%
$110.56 - $125.2 $30.2K - $34.2K
2.31K $286K
IDEV
Ishares Core Msci Intl Develop

ETFs
137
+ 0.3%
$79.1 - $82.39 $10.8K - $11.3K
45.2K $3.67M
DUK
Duke Energy Corp

Utilities
409
+ 7.54%
$121.57 - $129.03 $49.7K - $52.8K
5.84K $730K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
763
+ 78.66%
$63.56 - $79.72 $48.5K - $60.8K
1.73K $121K
VT
Vanguard Total World Stk Index

ETFs
318
+ 3.31%
$135.16 - $141.78 $43K - $45.1K
9.94K $1.38M
UPS
United Parcel Service Inc

Industrials
141
+ 3.45%
$82.87 - $97.4 $11.7K - $13.7K
4.23K $397K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
920
+ 21.15%
$54.27 - $56.85 $49.9K - $52.3K
5.27K $295K
SYK
Stryker Corp

Healthcare
169
+ 25.22%
$353.81 - $388.35 $59.8K - $65.6K
839 $302K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.56K
+ 5.59%
$46.97 - $47.77 $73.5K - $74.7K
29.5K $1.39M
DE
Deere & CO

Industrials
23
+ 1.02%
$439.11 - $480.78 $10.1K - $11.1K
2.28K $1.08M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
1.16K
New
$45.5 - $61.63 $52.7K - $71.4K
1.16K $52K
SO
Southern CO

Utilities
594
+ 66.89%
$90.58 - $99.72 $53.8K - $59.2K
1.48K $134K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
615
+ 0.21%
$25.2 - $26.46 $15.5K - $16.3K
299K $7.73M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
584
+ 54.53%
$79.18 - $82.25 $46.2K - $48K
1.66K $134K
NWBI
Northwest Bancshares, Inc.

Financial Services
4.01K
+ 3397.46%
$11.62 - $12.66 $46.6K - $50.8K
4.13K $48K
IQV
Iqvia Holdings Inc.

Healthcare
116
+ 17.34%
$198.17 - $223.55 $23K - $25.9K
785 $173K
VTV
Vanguard Value ETF

ETFs
165
+ 0.91%
$182.87 - $189.72 $30.2K - $31.3K
18.4K $3.44M
CEG
Constellation Energy Corp

Utilities
51
+ 2.09%
$335.74 - $401.43 $17.1K - $20.5K
2.49K $844K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.47K
+ 32.67%
$26.44 - $27.53 $38.8K - $40.4K
5.96K $162K
GE
General Electric CO

Industrials
133
+ 16.86%
$291.49 - $314.28 $38.8K - $41.8K
922 $276K
AXP
American Express CO

Financial Services
59
+ 3.11%
$316.26 - $372.77 $18.7K - $22K
1.96K $668K
CRWD
Crowd Strike Holdings, Inc.

Technology
33
+ 7.86%
$482.23 - $557.53 $15.9K - $18.4K
453 $243K
IGV
Ishares Expanded Tech Software

ETFs
355
+ 417.65%
$106.84 - $117.08 $37.9K - $41.6K
440 $47K
GLW
Corning Inc

Technology
448
+ 47.16%
$82.06 - $90.29 $36.8K - $40.4K
1.4K $114K
CMI
Cummins Inc

Industrials
72
+ 86.75%
$407.98 - $484.34 $29.4K - $34.9K
155 $71K
TPL
Texas Pacific Land Corp

Energy
34
+ 309.09%
$889.25 - $1022.65 $30.2K - $34.8K
45 $46K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
515
New
$67.62 - $70.2 $34.8K - $36.2K
515 $35K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
107
+ 0.09%
$11.57 - $12.09 $1.24K - $1.29K
119K $1.42M
VIG
Vanguard Dividend Appreciation

ETFs
183
+ 0.29%
N/A
63.7K $11.6M
ISRG
Intuitive Surgical Inc

Healthcare
32
+ 21.77%
$429.59 - $576.2 $13.7K - $18.4K
179 $97K
PCAR
Paccar Inc

Industrials
344
+ 79.08%
$93.0 - $101.08 $32K - $34.8K
779 $74K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 53.33%
$4804.01 - $5424.55 $38.4K - $43.4K
23 $110K
EMR
Emerson Electric CO

Industrials
262
+ 24.21%
$126.01 - $140.03 $33K - $36.7K
1.34K $171K
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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