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
GD
General Dynamics Corp

Industrials
35
+ 3.05%
$330.59 - $353.77 $11.6K - $12.4K
1.18K $407K
HWM
Howmet Aerospace Inc.

Industrials
65
+ 15.29%
$184.09 - $209.74 $12K - $13.6K
490 $99K
KR
Kroger CO

Consumer Defensive
240
+ 39.87%
$63.15 - $69.15 $15.2K - $16.6K
842 $56K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
103
+ 63.19%
$176.58 - $207.02 $18.2K - $21.3K
266 $48K
PSX
Phillips 66

Energy
89
+ 17.91%
$126.76 - $142.32 $11.3K - $12.7K
586 $83K
WM
Waste Management Inc

Industrials
162
+ 10.6%
$196.77 - $219.98 $31.9K - $35.6K
1.69K $353K
AREC
American Resources Corp

Basic Materials
5K
New
$2.62 - $6.57 $13.1K - $32.9K
5K $15K
EXC
Exelon Corp

Utilities
194
+ 3.23%
$44.97 - $48.24 $8.72K - $9.36K
6.21K $285K
EXPE
Expedia Group, Inc.

Consumer Cyclical
44
+ 78.57%
$210.33 - $273.65 $9.25K - $12K
100 $26K
MPC
Marathon Petroleum Corp

Energy
50
+ 7.55%
$180.89 - $200.13 $9.04K - $10K
712 $142K
SYY
Sysco Corp

Consumer Defensive
263
+ 38.06%
$72.9 - $83.27 $19.2K - $21.9K
954 $71K
TWLO
Twilio Inc

Communication Services
41
+ 10.82%
$102.7 - $136.1 $4.21K - $5.58K
420 $52K
VLO
Valero Energy Corp

Energy
47
+ 7.74%
$156.39 - $181.76 $7.35K - $8.54K
654 $118K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
25
+ 28.09%
$402.9 - $437.15 $10.1K - $10.9K
114 $49K
PAYX
Paychex Inc

Industrials
153
+ 59.3%
$111.08 - $128.59 $17K - $19.7K
411 $46K
SJM
J M Smucker CO

Consumer Defensive
136
+ 367.57%
$101.21 - $110.3 $13.8K - $15K
173 $18K
TT
Trane Technologies PLC

Industrials
35
+ 26.72%
$408.5 - $448.65 $14.3K - $15.7K
166 $69K
TDG
Trans Digm Group Inc

Industrials
10
+ 55.56%
$1237.71 - $1359.3 $12.4K - $13.6K
28 $37K
ATO
Atmos Energy Corp

Utilities
73
+ 85.88%
$168.85 - $179.19 $12.3K - $13.1K
158 $27K
CWEN
Clearway Energy, Inc.

Utilities
16
+ 0.96%
$29.84 - $35.99 $477 - $576
1.69K $60K
CTSH
Cognizant Technology Solutions Corp

Technology
164
+ 127.13%
$65.47 - $74.66 $10.7K - $12.2K
293 $21K
FAST
Fastenal CO

Industrials
476
+ 62.47%
$40.45 - $48.17 $19.3K - $22.9K
1.24K $50K
IYJ
Ishares Tr

ETFs
96
New
$142.48 - $148.68 $13.7K - $14.3K
96 $13K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
115
New
$101.39 - $114.39 $11.7K - $13.2K
115 $13K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
12
+ 0.05%
$78.97 - $83.03 $948 - $996
23.3K $1.89M
ASX
Ase Technology Holding Co., Ltd.

Technology
410
+ 24.43%
$11.08 - $16.19 $4.54K - $6.64K
2.09K $30K
BKR
Baker Hughes CO

Energy
252
+ 45.08%
$44.47 - $49.08 $11.2K - $12.4K
811 $39K
CRS
Carpenter Technology Corp

Industrials
26
+ 72.22%
$238.12 - $332.01 $6.19K - $8.63K
62 $20K
FIX
Comfort Systems Usa Inc

Industrials
10
+ 29.41%
$790.72 - $1010.64 $7.91K - $10.1K
44 $40K
HUBB
Hubbell Inc

Industrials
28
+ 35.0%
$408.46 - $472.57 $11.4K - $13.2K
108 $46K
JCI
Johnson Controls International PLC

Industrials
77
+ 31.43%
$105.55 - $122.66 $8.13K - $9.44K
322 $38K
LDOS
Leidos Holdings, Inc.

Technology
66
+ 77.65%
$184.41 - $199.55 $12.2K - $13.2K
151 $28K
PNW
Pinnacle West Capital Corp

Utilities
144
+ 214.93%
$87.64 - $93.71 $12.6K - $13.5K
211 $18K
PLD
Prologis, Inc.

Real Estate
92
+ 153.33%
$111.23 - $127.18 $10.2K - $11.7K
152 $18K
SWK
Stanley Black & Decker, Inc.

Industrials
179
+ 358.0%
$64.43 - $75.42 $11.5K - $13.5K
229 $15K
CASY
Caseys General Stores Inc

Consumer Cyclical
24
+ 37.5%
$513.19 - $567.48 $12.3K - $13.6K
88 $47K
CIEN
Ciena Corp

Technology
35
+ 36.08%
$151.45 - $209.52 $5.3K - $7.33K
132 $25K
DAL
Delta Air Lines, Inc.

Industrials
161
+ 25.43%
$55.65 - $62.32 $8.96K - $10K
794 $46K
DVN
Devon Energy Corp

Energy
302
+ 134.82%
$31.74 - $35.84 $9.59K - $10.8K
526 $18K
DFAS
Dimensional ETF Tr U S Small C

ETFs
653
+ 2.59%
$66.04 - $69.67 $43.1K - $45.5K
25.8K $1.74M
HCA
Hca Healthcare, Inc.

Healthcare
17
+ 24.64%
$410.68 - $476.61 $6.98K - $8.1K
86 $40K
IDXX
Idexx Laboratories Inc

Healthcare
12
+ 24.49%
$616.15 - $722.94 $7.39K - $8.68K
61 $42K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
197
+ 458.14%
$57.01 - $66.57 $11.2K - $13.1K
240 $13K
DGX
Quest Diagnostics Inc

Healthcare
80
+ 114.29%
N/A
150 $20K
HOOD
Robinhood Markets, Inc.

Technology
170
+ 36.32%
$121.53 - $152.46 $20.7K - $25.9K
638 $78K
ROST
Ross Stores, Inc.

Consumer Cyclical
63
+ 42.57%
$147.71 - $162.85 $9.31K - $10.3K
211 $33K
TSLA
Tesla, Inc.

Consumer Cyclical
181
+ 10.2%
$401.99 - $468.37 $72.8K - $84.8K
1.96K $799K
UGI
Ugi Corp

Utilities
46
+ 0.78%
$31.75 - $34.96 $1.46K - $1.61K
5.93K $206K
AFL
Aflac Inc

Financial Services
77
+ 27.9%
$105.7 - $115.01 $8.14K - $8.86K
353 $40K
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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email