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
NSP
Insperity, Inc.

Industrials
4
+ 400.0%
$32.66 - $49.35 $131 - $197
5 $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
7
+ 0.87%
N/A
815 $0
IONQ
Ion Q, Inc.

Technology
20
New
$45.4 - $82.09 $908 - $1.64K
20 $0
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4
New
$117.88 - $120.77 $472 - $483
4 $0
SLQD
Ishares 0 5 Year Investment Gr

ETFs
0
New
$50.59 - $50.93 $0 - $0
0 $0
Ishares Tr
605
New
N/A
605 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6
+ 1.01%
$46.57 - $47.16 $279 - $283
600 $27K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1
+ 2.0%
$75.19 - $77.98 $75.2 - $78
51 $3K
Ishares Tr
1.14K
+ 68.06%
N/A
2.82K $0
WOOD
Ishares Global Timber & Forest
2
+ 1.04%
N/A
194 $0
ITUB
Itau Unibanco Holding S.A.

Financial Services
29
+ 2.98%
$6.76 - $7.83 $196 - $227
1K $7K
JJSF
J&J Snack Foods Corp

Consumer Defensive
3
New
$81.84 - $98.32 $246 - $295
3 $0
Jacobs Solutions Inc
25
+ 62.5%
N/A
65 $0
JEF
Jefferies Financial Group Inc.

Financial Services
62
+ 33.7%
$48.8 - $63.49 $3.03K - $3.94K
246 $12K
JBLU
Jetblue Airways Corp

Industrials
70
+ 30.04%
$4.08 - $4.95 $286 - $347
303 $1K
JHMM
John Hancock Multifactor Mid C

ETFs
4
+ 0.49%
$62.76 - $65.54 $251 - $262
822 $52K
KAI
Kadant Inc

Industrials
2
+ 28.57%
$254.91 - $305.21 $510 - $610
9 $2K
KBR
Kbr, Inc.

Industrials
1
+ 3.45%
$41.51 - $47.77 $41.5 - $47.8
30 $1K
Kenvue Inc
140
+ 4.85%
N/A
3.03K $0
KNTK
Kinetik Holdings Inc.

Energy
1
+ 4.76%
$32.89 - $40.81 $32.9 - $40.8
22 $0
Kodiak Gas Svcs Inc
39
+ 243.75%
N/A
55 $0
KTB
Kontoor Brands, Inc.

Consumer Cyclical
10
+ 37.04%
$71.33 - $86.27 $713 - $863
37 $2K
KFY
Korn Ferry

Industrials
9
+ 18.37%
$64.22 - $71.33 $578 - $642
58 $3K
KRYS
Krystal Biotech, Inc.

Healthcare
1
+ 50.0%
$179.61 - $206.16 $180 - $206
3 $0
KLIC
Kulicke & Soffa Industries Inc

Technology
14
+ 11.97%
$37.16 - $41.61 $520 - $583
131 $4K
KD
Kyndryl Holdings, Inc.

Technology
6
+ 3.02%
$25.59 - $30.63 $154 - $184
205 $5K
Labcorp Holdings Inc
17
+ 35.42%
N/A
65 $0
LKFN
Lakeland Financial Corp

Financial Services
8
+ 400.0%
$56.79 - $64.2 $454 - $514
10 $0
Lam Research Corp
219
+ 26.16%
N/A
1.06K $0
Lazard Inc
18
+ 9.94%
N/A
199 $0
LENB
Lennar Corporation Cl B
3
+ 27.27%
N/A
14 $0
LI
Li Auto Inc.

Consumer Cyclical
63
+ 30.14%
$19.77 - $25.83 $1.25K - $1.63K
272 $5K
LBRDA
Liberty Broadband Corp

Communication Services
2
+ 200.0%
$46.68 - $65.0 $93.4 - $130
3 $0
Liberty Global LTD
44
+ 51.76%
N/A
129 $0
Liberty Global LTD
39
+ 44.83%
N/A
126 $0
Liberty Media Corp Del
6
+ 35.29%
N/A
23 $0
LGND
Ligand Pharmaceuticals Inc

Healthcare
3
New
$177.73 - $209.29 $533 - $628
3 $0
Linde PLC
35
+ 18.62%
N/A
223 $0
LAD
Lithia Motors Inc

Consumer Cyclical
9
+ 7.26%
$290.43 - $331.6 $2.61K - $2.98K
133 $39K
Loar Holdings Inc
8
New
N/A
8 $0
Lucid Group Inc
22
+ 2200.0%
N/A
23 $0
MANH
Manhattan Associates Inc

Technology
7
+ 26.92%
$175.13 - $208.9 $1.23K - $1.46K
33 $5K
MAN
Manpower Group Inc.

Industrials
9
+ 300.0%
$27.64 - $39.3 $249 - $354
12 $0
Maplebear Inc
17
+ 85.0%
N/A
37 $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
1
New
N/A
1 $0
MGRC
Mcgrath Rentcorp

Industrials
7
+ 70.0%
$101.47 - $122.2 $710 - $855
17 $1K
HMST
Home Street, Inc.

Financial Services
11
New
N/A
11 $0
MRCY
Mercury Systems Inc

Industrials
13
+ 33.33%
$70.85 - $84.0 $921 - $1.09K
52 $3K
Millrose Pptys Inc
602
+ 4013.33%
N/A
617 $0
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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