Jfs Wealth Advisors, LLC Purchases in Q3 2024

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SLM
Slm Corp

Financial Services
7
+ 3.59%
$19.93 - $23.7 $140 - $166
202 $4K
SWI
Solar Winds Corp

Technology
3
+ 3.19%
$10.79 - $13.04 $32.4 - $39.1
97 $1K
SHC
Sotera Health CO

Healthcare
23
+ 104.55%
$11.58 - $16.91 $266 - $389
45 $0
SCCO
Southern Copper Corp

Basic Materials
1
+ 2.44%
$94.1 - $120.43 $94.1 - $120
42 $4K
SWX
Southwest Gas Holdings, Inc.

Utilities
1
+ 2.7%
$68.16 - $75.87 $68.2 - $75.9
38 $2K
SR
Spire Inc

Utilities
1
+ 4.55%
$59.15 - $67.77 $59.2 - $67.8
23 $1K
JOE
St Joe CO

Real Estate
1
+ 3.03%
$52.59 - $63.7 $52.6 - $63.7
34 $1K
STGW
Stagwell Inc

Communication Services
1
+ 3.45%
$6.02 - $7.37 $6.02 - $7.37
30 $0
STRL
Sterling Construction CO Inc

Industrials
1
+ 9.09%
$102.56 - $148.9 $103 - $149
12 $1K
SNEX
Stone X Group Inc.

Financial Services
1
+ 10.0%
$73.76 - $84.42 $73.8 - $84.4
11 $0
LRN
Stride, Inc.

Consumer Defensive
5
+ 31.25%
$66.21 - $85.31 $331 - $427
21 $1K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
137
+ 6.02%
$11.38 - $14.48 $1.56K - $1.98K
2.41K $30K
SUM
Summit Materials, Inc.

Basic Materials
3
+ 2.61%
$35.61 - $41.78 $107 - $125
118 $4K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
11
+ 550.0%
$25.77 - $35.16 $283 - $387
13 $0
T Rowe Price ETF Inc
8.5K
New
N/A
8.5K $0
TTWO
Take Two Interactive Software Inc

Communication Services
2
+ 2.78%
$135.67 - $161.71 $271 - $323
74 $11K
TNDM
Tandem Diabetes Care Inc

Healthcare
15
New
$35.21 - $47.3 $528 - $710
15 $0
SNX
Td Synnex Corp

Technology
2
+ 3.57%
$109.37 - $122.34 $219 - $245
58 $6K
FTI
Technip Fmc PLC

Energy
9
+ 1.68%
$23.46 - $29.5 $211 - $266
546 $14K
TGLS
Tecnoglass Inc.

Basic Materials
1
+ 8.33%
$47.6 - $68.94 $47.6 - $68.9
13 $0
TNK
Teekay Tankers Ltd.

Energy
2
New
$52.85 - $69.39 $106 - $139
2 $0
TGNA
Tegna Inc

Communication Services
1
New
$13.39 - $16.27 $13.4 - $16.3
1 $0
TEX
Terex Corp

Industrials
2
+ 4.08%
$49.81 - $66.76 $99.6 - $134
51 $2K
TCBI
Texas Capital Bancshares Inc

Financial Services
1
+ 2.56%
$57.92 - $73.9 $57.9 - $73.9
40 $2K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1
+ 2.33%
$159.84 - $178.33 $160 - $178
44 $7K
TFSL
Tfs Financial Corp

Financial Services
39
+ 134.48%
$12.36 - $14.06 $482 - $548
68 $0
Tko Group Holdings Inc
1
+ 4.17%
N/A
25 $0
TR
Tootsie Roll Industries Inc

Consumer Defensive
1
+ 4.17%
$27.88 - $33.16 $27.9 - $33.2
25 $0
TTC
Toro CO

Industrials
2
+ 2.86%
$81.82 - $99.44 $164 - $199
72 $6K
TOWN
Towne Bank (Va)

Financial Services
1
+ 2.33%
$26.78 - $34.85 $26.8 - $34.9
44 $1K
TRMK
Trustmark Corp

Financial Services
2
+ 4.88%
$29.23 - $35.42 $58.5 - $70.8
43 $1K
PNM
Pnm Resources Inc

Utilities
13
New
$35.99 - $42.21 $468 - $549
13 $0
UHAL
Amerco

Industrials
1
+ 5.0%
$59.88 - $77.88 $59.9 - $77.9
21 $1K
UHALB
Amerco Com Ser N
11
+ 8.33%
N/A
143 $0
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
1
+ 2.7%
N/A
38 $1K
RCII
Rent A Center Inc De

Industrials
4
+ 8.7%
N/A
50 $1K
UPST
Upstart Holdings, Inc.

Financial Services
13
New
$22.9 - $44.11 $298 - $573
13 $0
URBN
Urban Outfitters Inc

Consumer Cyclical
2
+ 2.5%
$34.35 - $48.06 $68.7 - $96.1
82 $3K
MTN
Vail Resorts Inc

Consumer Cyclical
1
+ 4.35%
$167.58 - $188.32 $168 - $188
24 $4K
VLY
Valley National Bancorp

Financial Services
11
+ 3.5%
$6.58 - $9.34 $72.4 - $103
325 $2K
VMI
Valmont Industries Inc

Industrials
1
+ 9.09%
$260.22 - $302.59 $260 - $303
12 $3K
VVV
Valvoline Inc

Energy
2
+ 2.38%
$38.64 - $47.6 $77.3 - $95.2
86 $3K
Vanguard Mun Bd Fds
1.25K
New
N/A
1.25K $0
Vanguard Wellington Fd
2K
New
N/A
2K $0
MGK
Vanguard Mega Cap Growth ETF

ETFs
0
New
$285.48 - $330.24 $0 - $0
0 $0
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 2.94%
$260.31 - $285.99 $521 - $572
70 $18K
VRRM
Verra Mobility Corp

Industrials
2
+ 1.8%
$26.13 - $30.84 $52.3 - $61.7
113 $3K
VERX
Vertex, Inc.

Technology
11
+ 91.67%
$34.62 - $40.01 $381 - $440
23 $0
VIAV
Viavi Solutions Inc.

Technology
3
+ 4.0%
$6.97 - $9.02 $20.9 - $27.1
78 $0
Activity Summary
Buys All Purchases 1209 New Holdings 57 Increased Positions 1152 Sells All Sells 379 Reductions 379 Sold out 0 Options Calls 0 Puts 0
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