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
DINO
Hf Sinclair Corp

Energy
113
+ 201.79%
$50.59 - $56.16 $5.72K - $6.35K
169 $9K
ITW
Illinois Tool Works Inc

Industrials
40
+ 22.35%
$242.03 - $260.73 $9.68K - $10.4K
219 $53K
L
Loews Corp

Financial Services
57
+ 33.73%
$97.8 - $104.41 $5.57K - $5.95K
226 $23K
MRVL
Marvell Technology, Inc.

Technology
75
+ 36.59%
$81.05 - $93.74 $6.08K - $7.03K
280 $24K
MEDP
Medpace Holdings, Inc.

Healthcare
8
+ 34.78%
$501.22 - $605.2 $4.01K - $4.84K
31 $18K
MNST
Monster Beverage Corp

Consumer Defensive
85
+ 44.5%
$66.31 - $71.91 $5.64K - $6.11K
276 $19K
PCG
Pg&E Corp

Utilities
212
+ 7.98%
$15.63 - $16.81 $3.31K - $3.56K
2.87K $47K
RMD
Resmed Inc

Healthcare
35
+ 70.0%
$244.46 - $283.36 $8.56K - $9.92K
85 $20K
SOFI
So Fi Technologies, Inc.

Financial Services
242
+ 50.84%
$25.24 - $32.21 $6.11K - $7.79K
718 $19K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
53
+ 1.35%
$76.84 - $80.86 $4.07K - $4.29K
3.97K $313K
WEC
Wec Energy Group, Inc.

Utilities
68
+ 70.1%
$110.61 - $117.5 $7.52K - $7.99K
165 $18K
WCC
Wesco International Inc

Industrials
18
+ 32.73%
$208.29 - $267.15 $3.75K - $4.81K
73 $18K
AIG
American International Group, Inc.

Financial Services
90
+ 10.32%
$76.15 - $84.05 $6.85K - $7.56K
962 $74K
AVY
Avery Dennison Corp

Industrials
27
+ 27.84%
$157.49 - $186.28 $4.25K - $5.03K
124 $21K
BE
Bloom Energy Corp

Industrials
24
+ 19.2%
$86.06 - $142.37 $2.07K - $3.42K
149 $16K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
30
+ 42.86%
$124.39 - $154.88 $3.73K - $4.65K
100 $15K
ABC
Amerisourcebergen Corp

Healthcare
29
+ 30.21%
N/A
125 $23K
CNP
Centerpoint Energy Inc

Utilities
126
+ 8.79%
$38.17 - $40.22 $4.81K - $5.07K
1.56K $61K
CINF
Cincinnati Financial Corp

Financial Services
36
+ 37.5%
$151.39 - $166.89 $5.45K - $6.01K
132 $21K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
20
+ 28.99%
$118.79 - $161.47 $2.38K - $3.23K
89 $14K
CL
Colgate Palmolive CO

Consumer Defensive
79
+ 26.51%
$74.98 - $79.86 $5.92K - $6.31K
377 $29K
DELL
Dell Technologies Inc.

Technology
70
+ 19.66%
$133.76 - $164.88 $9.36K - $11.5K
426 $56K
FANG
Diamondback Energy, Inc.

Energy
33
+ 47.83%
$137.29 - $149.2 $4.53K - $4.92K
102 $15K
EIX
Edison International

Utilities
96
+ 266.67%
$52.12 - $59.08 $5K - $5.67K
132 $7K
EME
Emcor Group, Inc.

Industrials
14
+ 14.0%
$618.96 - $777.0 $8.67K - $10.9K
114 $70K
HUM
Humana Inc

Healthcare
26
+ 236.36%
$236.74 - $298.04 $6.16K - $7.75K
37 $8K
VMO
Invesco Municipal Opportunity Trust

Financial Services
181
+ 0.12%
$9.54 - $9.77 $1.73K - $1.77K
146K $1.41M
LHX
L3 Harris Technologies, Inc.

Industrials
46
+ 10.48%
$283.87 - $306.76 $13.1K - $14.1K
485 $140K
MKC
Mccormick & CO Inc

Consumer Defensive
94
+ 200.0%
$63.83 - $68.91 $6K - $6.48K
141 $9K
NDAQ
Nasdaq, Inc.

Financial Services
166
+ 2.75%
$85.42 - $91.4 $14.2K - $15.2K
6.2K $539K
NRG
Nrg Energy, Inc.

Utilities
28
+ 11.97%
$160.42 - $178.5 $4.49K - $5K
262 $43K
OKE
Oneok Inc

Energy
144
+ 8.37%
$64.31 - $72.98 $9.26K - $10.5K
1.86K $131K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
60
+ 115.38%
$89.98 - $107.11 $5.4K - $6.43K
112 $11K
PFG
Principal Financial Group Inc

Financial Services
51
+ 4.16%
$78.39 - $85.26 $4K - $4.35K
1.28K $107K
SANM
Sanmina Corp

Technology
17
+ 25.0%
$114.08 - $177.76 $1.94K - $3.02K
85 $13K
SRE
Sempra Energy

Utilities
63
+ 36.21%
$89.26 - $94.01 $5.62K - $5.92K
237 $21K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
110
New
N/A
110 $6K
STT
State Street Corp

Financial Services
47
+ 32.64%
$111.0 - $121.11 $5.22K - $5.69K
191 $22K
SYF
Synchrony Financial

Financial Services
81
+ 18.54%
$68.02 - $75.49 $5.51K - $6.11K
518 $37K
TFC
Truist Financial Corp

Financial Services
154
+ 62.86%
$41.09 - $45.64 $6.33K - $7.03K
399 $17K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
12
+ 25.53%
$506.07 - $566.91 $6.07K - $6.8K
59 $31K
UHS
Universal Health Services Inc

Healthcare
21
+ 30.43%
$196.11 - $229.23 $4.12K - $4.81K
90 $20K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
26
+ 23.21%
$191.03 - $210.0 $4.97K - $5.46K
138 $28K
WDS
Woodside Energy Group LTD

Energy
329
+ 107.87%
$14.28 - $17.6 $4.7K - $5.79K
634 $10K
ALLY
Ally Financial Inc.

Financial Services
102
+ 0.91%
$36.96 - $41.81 $3.77K - $4.26K
11.3K $442K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
10
+ 28.57%
$423.47 - $491.22 $4.23K - $4.91K
45 $20K
AEE
Ameren Corp

Utilities
43
+ 42.16%
$101.28 - $105.72 $4.36K - $4.55K
145 $15K
AWK
American Water Works Company, Inc.

Utilities
39
+ 63.93%
$125.97 - $145.43 $4.91K - $5.67K
100 $13K
AIZ
Assurant, Inc.

Financial Services
16
+ 29.09%
$207.7 - $228.59 $3.32K - $3.66K
71 $16K
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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