Jfs Wealth Advisors, LLC Purchases in Q4 2024

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TDS
Telephone & Data Systems Inc

Communication Services
21
+ 420.0%
$22.86 - $35.22 $480 - $740
26 $0
PPBI
Pacific Premier Bancorp Inc

Financial Services
13
+ 25.0%
$23.81 - $29.11 $310 - $378
65 $1K
PAAS
Pan American Silver Corp

Basic Materials
28
+ 27.18%
$19.94 - $25.85 $558 - $724
131 $2K
SPMD
Spdr Portfolio

ETFs
1
+ 0.1%
$54.13 - $59.56 $54.1 - $59.6
960 $52K
T Rowe Price ETF Inc
1.67K
New
N/A
1.67K $0
T Rowe Price ETF Inc
2.25K
+ 26.47%
N/A
10.8K $0
Te Connectivity PLC
99
New
N/A
99 $0
WU
Western Union CO

Financial Services
48
+ 42.11%
$10.52 - $11.94 $505 - $573
162 $1K
OTEX
Open Text Corp

Technology
15
+ 23.81%
$27.37 - $34.05 $411 - $511
78 $2K
SR
Spire Inc

Utilities
6
+ 26.09%
$62.24 - $73.38 $373 - $440
29 $1K
South Bow Corp
58
New
N/A
58 $0
WERN
Werner Enterprises Inc

Industrials
10
+ 17.54%
$35.64 - $41.8 $356 - $418
67 $2K
OSIS
Osi Systems Inc

Technology
3
+ 42.86%
$131.41 - $187.75 $394 - $563
10 $1K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1
+ 0.78%
$33.7 - $37.69 $33.7 - $37.7
130 $4K
SONO
Sonos Inc

Technology
29
+ 580.0%
$11.62 - $15.07 $337 - $437
34 $0
INT
World Fuel Services Corp

Energy
5
+ 13.16%
N/A
43 $0
SCL
Stepan CO

Basic Materials
3
+ 37.5%
$64.61 - $81.08 $194 - $243
11 $0
WEN
Wendy'S CO

Consumer Cyclical
5
+ 4.81%
$16.26 - $20.42 $81.3 - $102
109 $1K
WMK
Weis Markets Inc

Consumer Defensive
1
+ 0.27%
$62.89 - $75.93 $62.9 - $75.9
378 $25K
WEX
Wex Inc.

Technology
1
+ 3.57%
$167.45 - $216.67 $167 - $217
29 $5K
UAA
Under Armour, Inc.

Consumer Cyclical
14
+ 9.09%
$8.21 - $11.13 $115 - $156
168 $1K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2
+ 0.75%
$104.52 - $115.08 $209 - $230
268 $28K
TSN
Tyson Foods, Inc.

Consumer Defensive
10
+ 7.14%
$57.14 - $64.54 $571 - $645
150 $8K
PNM
Pnm Resources Inc

Utilities
11
+ 84.62%
N/A
24 $0
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3
+ 1.28%
$105.45 - $117.99 $316 - $354
237 $25K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
12
+ 57.14%
$25.57 - $30.9 $307 - $371
33 $0
SDRL
Seadrill Limited

Energy
26
+ 185.71%
N/A
40 $0
STX
Seagate Technology Holdings PLC

Technology
113
+ 26.97%
$86.31 - $112.64 $9.75K - $12.7K
532 $45K
TRMK
Trustmark Corp

Financial Services
4
+ 9.3%
$30.94 - $39.97 $124 - $160
47 $1K
Vanguard Mun Bd Fds
1.95K
+ 155.6%
N/A
3.2K $0
RDNT
Rad Net, Inc.

Healthcare
5
+ 17.24%
$64.99 - $86.38 $325 - $432
34 $2K
Tko Group Holdings Inc
7
+ 28.0%
N/A
32 $0
STNG
Scorpio Tankers Inc.

Energy
11
+ 44.0%
$47.15 - $74.31 $519 - $817
36 $1K
Vesta Real Estate Corp
20
New
N/A
20 $0
FNDE
Schwab Fundamental Emerging Mk

ETFs
8
+ 4.35%
$28.89 - $33.95 $231 - $272
192 $5K
IOT
Samsara Inc.

Technology
5
+ 14.29%
$42.67 - $56.35 $213 - $282
40 $1K
UCBI
United Community Banks Inc

Financial Services
10
+ 14.29%
N/A
80 $2K
FNDC
Schwab Fundamental Intl Small

ETFs
2
+ 2.86%
$33.92 - $38.03 $67.8 - $76.1
72 $2K
Revelyst Inc
1.27K
New
N/A
1.27K $0
ZTO
Zto Express (Cayman) Inc.

Industrials
56
+ 20.29%
$18.49 - $26.99 $1.04K - $1.51K
332 $6K
RTO
Rentokil Initial PLC

Industrials
4
+ 7.02%
$22.92 - $26.98 $91.7 - $108
61 $1K
USLM
United States Lime & Minerals Inc

Basic Materials
6
New
$91.63 - $157.45 $550 - $945
6 $0
RNST
Renasant Corp

Financial Services
11
+ 34.38%
$31.36 - $38.62 $345 - $425
43 $1K
UEC
Uranium Energy Corp

Energy
63
+ 88.73%
$6.55 - $8.6 $413 - $542
134 $0
RRX
Regal Rexnord Corp

Industrials
5
+ 18.52%
$153.56 - $182.22 $768 - $911
32 $4K
Vanguard Wellington Fd
2.76K
+ 137.95%
N/A
4.76K $0
SMTC
Semtech Corp

Technology
11
New
$40.58 - $69.1 $446 - $760
11 $0
PCVX
Vaxcyte, Inc.

Healthcare
1
New
$80.97 - $117.93 $81 - $118
1 $0
Siriusxm Holdings Inc
290
New
N/A
290 $0
Activity Summary
Buys All Purchases 666 New Holdings 62 Increased Positions 604 Sells All Sells 523 Reductions 523 Sold out 0 Options Calls 0 Puts 0
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