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
BHP
Bhp Group LTD

Basic Materials
105
+ 15.09%
$53.62 - $57.96 $5.63K - $6.09K
801 $43K
BWA
Borgwarner Inc

Consumer Cyclical
76
+ 5.26%
$41.21 - $46.01 $3.13K - $3.5K
1.52K $68K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
55
+ 77.46%
$52.86 - $66.62 $2.91K - $3.66K
126 $8K
CBRE
Cbre Group, Inc.

Real Estate
42
+ 33.07%
$149.99 - $164.2 $6.3K - $6.9K
169 $25K
CFG
Citizens Financial Group Inc

Financial Services
95
+ 74.8%
$48.39 - $54.0 $4.6K - $5.13K
222 $11K
DLTR
Dollar Tree, Inc.

Consumer Defensive
42
+ 60.0%
$85.04 - $106.29 $3.57K - $4.46K
112 $11K
DOV
Dover Corp

Industrials
22
+ 27.16%
$161.16 - $183.97 $3.55K - $4.05K
103 $18K
ETR
Entergy Corp

Utilities
45
+ 10.92%
$93.4 - $97.65 $4.2K - $4.39K
457 $43K
ES
Eversource Energy

Utilities
70
+ 280.0%
$70.59 - $74.88 $4.94K - $5.24K
95 $6K
FN
Fabrinet

Technology
10
+ 35.71%
$361.94 - $486.91 $3.62K - $4.87K
38 $15K
FE
Firstenergy Corp

Utilities
102
+ 2.45%
$45.46 - $47.69 $4.64K - $4.86K
4.27K $196K
HRL
Hormel Foods Corp

Consumer Defensive
227
+ 648.57%
$21.29 - $24.8 $4.83K - $5.63K
262 $5K
JBHT
Hunt J B Transport Services Inc

Industrials
23
+ 69.7%
$132.68 - $172.64 $3.05K - $3.97K
56 $9K
HII
Huntington Ingalls Industries, Inc.

Industrials
13
+ 39.39%
$280.02 - $324.19 $3.64K - $4.21K
46 $14K
INCY
Incyte Corp

Healthcare
39
+ 60.94%
$83.8 - $108.26 $3.27K - $4.22K
103 $10K
INFY
Infosys LTD

Technology
264
+ 17.62%
$16.07 - $17.53 $4.24K - $4.63K
1.76K $29K
ICE
Intercontinental Exchange, Inc.

Financial Services
50
+ 32.05%
$145.59 - $162.64 $7.28K - $8.13K
206 $31K
IFF
International Flavors & Fragrances Inc

Basic Materials
72
+ 720.0%
$59.55 - $67.43 $4.29K - $4.85K
82 $5K
OEF
Ishares S&P 100 ETF

ETFs
20
+ 0.21%
N/A
9.47K $2.52M
JBL
Jabil Inc

Technology
37
+ 25.69%
$193.99 - $222.32 $7.18K - $8.23K
181 $36K
JLL
Jones Lang Lasalle Inc

Real Estate
15
+ 32.61%
$283.23 - $316.99 $4.25K - $4.75K
61 $18K
MCHP
Microchip Technology Inc

Technology
104
+ 113.04%
$53.48 - $67.52 $5.56K - $7.02K
196 $10K
MDB
Mongo Db, Inc.

Technology
13
+ 130.0%
$313.81 - $373.89 $4.08K - $4.86K
23 $8K
MPWR
Monolithic Power Systems Inc

Technology
5
+ 33.33%
$904.44 - $1105.05 $4.52K - $5.53K
20 $18K
MSCI
Msci Inc.

Financial Services
8
+ 13.79%
$533.34 - $593.76 $4.27K - $4.75K
66 $37K
MLI
Mueller Industries Inc

Industrials
36
+ 14.29%
$96.96 - $109.12 $3.49K - $3.93K
288 $30K
MUR
Murphy Oil Corp

Energy
138
+ 110.4%
$26.57 - $30.68 $3.67K - $4.23K
263 $8K
NTRS
Northern Trust Corp

Financial Services
44
+ 34.92%
$124.57 - $133.24 $5.48K - $5.86K
170 $21K
NVT
N Vent Electric PLC

Industrials
39
+ 35.78%
$95.98 - $114.35 $3.74K - $4.46K
148 $15K
OMC
Omnicom Group Inc.

Communication Services
90
+ 70.31%
$72.23 - $81.23 $6.5K - $7.31K
218 $15K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
81
+ 21.89%
$91.7 - $105.68 $7.43K - $8.56K
451 $44K
RL
Ralph Lauren Corp

Consumer Cyclical
12
+ 38.71%
$309.29 - $340.21 $3.71K - $4.08K
43 $14K
RSG
Republic Services, Inc.

Industrials
35
+ 33.33%
$204.12 - $227.29 $7.14K - $7.96K
140 $29K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
57
+ 43.51%
$252.87 - $320.26 $14.4K - $18.3K
188 $47K
SEB
Seaboard Corp

Industrials
1
+ 100.0%
$3218.0 - $4120.22 $3.22K - $4.12K
2 $8K
SNOW
Snowflake Inc.

Technology
15
+ 36.59%
$230.55 - $277.14 $3.46K - $4.16K
56 $14K
LUV
Southwest Airlines CO

Industrials
120
+ 10.98%
$29.67 - $34.68 $3.56K - $4.16K
1.21K $39K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
127
+ 8.87%
$44.53 - $47.25 $5.66K - $6K
1.56K $71K
STE
Steris PLC

Healthcare
19
+ 26.03%
$235.48 - $267.99 $4.47K - $5.09K
92 $23K
BLD
Top Build Corp

Industrials
9
+ 39.13%
$392.8 - $453.57 $3.54K - $4.08K
32 $13K
TNL
Travel & Leisure Co.

Consumer Cyclical
23
+ 1.98%
$58.09 - $69.91 $1.34K - $1.61K
1.19K $74K
UNM
Unum Group

Financial Services
61
+ 28.37%
$72.93 - $79.42 $4.45K - $4.84K
276 $21K
WTW
Willis Towers Watson PLC

Financial Services
20
+ 37.74%
$313.1 - $349.93 $6.26K - $7K
73 $23K
WDAY
Workday, Inc.

Technology
23
+ 92.0%
$223.49 - $245.67 $5.14K - $5.65K
48 $11K
XPO
Xpo Logistics, Inc.

Industrials
27
+ 11.44%
$123.66 - $143.87 $3.34K - $3.88K
263 $35K
XEL
Xcel Energy Inc

Utilities
55
+ 14.75%
$79.6 - $81.85 $4.38K - $4.5K
428 $34K
AEIS
Advanced Energy Industries Inc

Industrials
15
+ 150.0%
$169.62 - $225.8 $2.54K - $3.39K
25 $5K
ABNB
Airbnb, Inc.

Consumer Cyclical
34
+ 97.14%
$117.6 - $129.07 $4K - $4.39K
69 $8K
AA
Alcoa Corp

Basic Materials
77
+ 46.67%
$33.79 - $40.14 $2.6K - $3.09K
242 $9K
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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