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
MTX
Minerals Technologies Inc

Basic Materials
10
+ 55.56%
$55.09 - $62.73 $551 - $627
28 $1K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
32
+ 1600.0%
$4.68 - $5.64 $150 - $180
34 $0
MRNA
Moderna, Inc.

Healthcare
26
+ 5.13%
$23.56 - $28.49 $613 - $741
533 $13K
MC
Moelis & CO

Financial Services
7
+ 35.0%
$62.14 - $72.09 $435 - $505
27 $1K
MOH
Molina Healthcare, Inc.

Healthcare
5
+ 26.32%
$137.54 - $203.26 $688 - $1.02K
24 $3K
TAP
Molson Coors Beverage CO

Consumer Defensive
16
+ 17.98%
$43.22 - $47.33 $692 - $757
105 $4K
NBTB
Nbt Bancorp Inc

Financial Services
2
New
$39.27 - $42.18 $78.5 - $84.4
2 $0
NCNO
N Cino, Inc.

Technology
7
+ 33.33%
$23.76 - $27.1 $166 - $190
28 $0
NWSA
News Corp

Communication Services
81
+ 30.92%
$25.08 - $28.95 $2.03K - $2.34K
343 $8K
Nextpower Inc
33
+ 55.93%
N/A
92 $0
NOG
Northern Oil & Gas, Inc.

Energy
1
+ 3.45%
$20.48 - $25.5 $20.5 - $25.5
30 $0
NWN
Northwest Natural Holding CO

Utilities
1
New
$43.68 - $48.26 $43.7 - $48.3
1 $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
19
+ 12.03%
$17.53 - $24.57 $333 - $467
177 $3K
OII
Oceaneering International Inc

Energy
24
+ 51.06%
$22.2 - $25.22 $533 - $605
71 $1K
OKTA
Okta, Inc.

Technology
32
+ 11.55%
$83.76 - $94.92 $2.68K - $3.04K
309 $25K
OLN
Olin Corp

Basic Materials
31
New
$19.12 - $25.93 $593 - $804
31 $0
KAR
Kar Auction Services, Inc.

Consumer Cyclical
32
+ 38.55%
$24.91 - $28.63 $797 - $916
115 $2K
OSCR
Oscar Health, Inc.

Healthcare
25
+ 69.44%
$13.88 - $22.47 $347 - $562
61 $0
OTTR
Otter Tail Corp

Utilities
9
+ 33.33%
$75.05 - $85.93 $675 - $773
36 $2K
PCTY
Paylocity Holding Corp

Technology
5
+ 71.43%
$138.42 - $156.42 $692 - $782
12 $1K
Perimeter Solutions Inc
33
New
N/A
33 $0
Phinia Inc
1
+ 0.57%
N/A
176 $0
Pimco ETF Tr
1.93K
New
N/A
1.93K $0
PJT
Pjt Partners Inc.

Financial Services
4
+ 16.0%
$161.11 - $182.78 $644 - $731
29 $4K
PG
Procter & Gamble CO

Consumer Defensive
1.51K
+ 5.37%
$145.5 - $153.18 $220K - $232K
29.7K $4.33M
PRGS
Progress Software Corp

Technology
5
+ 27.78%
$41.83 - $46.87 $209 - $234
23 $0
PGNY
Progyny, Inc.

Healthcare
8
+ 42.11%
$18.01 - $24.55 $144 - $196
27 $0
RYN
Rayonier Inc

Real Estate
1
+ 4.0%
$21.78 - $26.92 $21.8 - $26.9
26 $0
Reddit Inc
7
+ 1.39%
N/A
511 $0
RNST
Renasant Corp

Financial Services
19
+ 61.29%
$33.59 - $37.31 $638 - $709
50 $1K
RTO
Rentokil Initial PLC

Industrials
10
+ 16.39%
$25.45 - $29.68 $255 - $297
71 $1K
REZI
Resideo Technologies, Inc.

Industrials
42
+ 33.6%
$30.39 - $44.5 $1.28K - $1.87K
167 $5K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
10
New
$95.89 - $113.89 $959 - $1.14K
10 $0
RIOT
Riot Blockchain, Inc.

Technology
20
+ 55.56%
$13.88 - $23.0 $278 - $460
56 $0
RHI
Robert Half International Inc.

Industrials
15
+ 250.0%
$25.48 - $34.43 $382 - $516
21 $0
RBLX
Roblox Corp

Communication Services
29
+ 35.37%
$101.27 - $138.56 $2.94K - $4.02K
111 $11K
RKT
Rocket Companies, Inc.

Financial Services
31
+ 281.82%
$15.61 - $19.59 $484 - $607
42 $0
Rocket Lab Corp
42
+ 175.0%
N/A
66 $0
RGLD
Royal Gold Inc

Basic Materials
16
+ 6.72%
$169.08 - $206.65 $2.71K - $3.31K
254 $47K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
7
+ 31.82%
$49.28 - $57.78 $345 - $404
29 $1K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
19
+ 118.75%
$16.55 - $20.54 $314 - $390
35 $0
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
9
New
$50.68 - $58.29 $456 - $525
9 $0
SAIA
Saia Inc

Industrials
4
+ 28.57%
$267.92 - $322.39 $1.07K - $1.29K
18 $4K
FNDC
Schwab Fundamental Intl Small

ETFs
3
+ 4.17%
$43.41 - $45.12 $130 - $135
75 $3K
SCHV
Schwab Strategic Tr Us Large C

ETFs
52
+ 0.5%
$28.46 - $29.45 $1.48K - $1.53K
10.4K $301K
SAIC
Science Applications International Corp

Technology
6
+ 12.5%
$88.62 - $102.83 $532 - $617
54 $4K
SMG
Scotts Miracle Gro CO

Basic Materials
2
+ 0.28%
$53.13 - $59.03 $106 - $118
724 $41K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
11
+ 366.67%
$28.8 - $31.72 $317 - $349
14 $0
SDRL
Seadrill Limited

Energy
35
+ 250.0%
N/A
49 $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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