Jfs Wealth Advisors, LLC Incresed Positions in Q1 2025

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Vesta Real Estate Corp
26
+ 130.0%
N/A
46 $0
VCTR
Victory Capital Holdings, Inc.

Financial Services
6
+ 12.5%
$55.84 - $70.58 $335 - $423
54 $3K
Vanguard Mun Bd Fds
1K
+ 31.3%
N/A
4.2K $0
Brookfield Asset Managmt LTD
32
+ 168.42%
N/A
51 $0
Tko Group Holdings Inc
5
+ 15.63%
N/A
37 $0
UMBF
Umb Financial Corp

Financial Services
10
+ 22.22%
$98.0 - $122.56 $980 - $1.23K
55 $5K
VCYT
Veracyte, Inc.

Healthcare
19
+ 158.33%
$29.65 - $46.14 $563 - $877
31 $0
Blackrock ETF Trust Ii
2.56K
+ 79.79%
N/A
5.77K $0
AZTA
Azenta, Inc.

Healthcare
11
+ 68.75%
$34.61 - $54.75 $381 - $602
27 $0
TBBK
Bancorp, Inc.

Financial Services
9
+ 180.0%
$49.74 - $62.75 $448 - $565
14 $0
BKU
Bank United, Inc.

Financial Services
10
+ 13.7%
$31.36 - $41.63 $314 - $416
83 $2K
BANR
Banner Corp

Financial Services
4
+ 26.67%
$62.19 - $71.35 $249 - $285
19 $1K
AVNT
Avient Corp

Basic Materials
6
+ 9.23%
$36.91 - $44.21 $221 - $265
71 $2K
BRBR
Bellring Brands, Inc.

Consumer Defensive
2
+ 3.08%
$65.4 - $79.39 $131 - $159
67 $4K
ATR
Aptargroup, Inc.

Healthcare
2
+ 3.77%
$141.7 - $159.83 $283 - $320
55 $8K
USFD
Us Foods Holding Corp.

Consumer Defensive
4
+ 2.19%
$63.38 - $72.02 $254 - $288
187 $12K
OLED
Universal Display Corp Pa

Technology
2
+ 7.14%
$139.48 - $161.59 $279 - $323
30 $4K
Bunge Global Sa
14
+ 19.18%
N/A
87 $0
TXN
Texas Instruments Inc

Technology
2
+ 0.05%
N/A
4.12K $800K
TNC
Tennant CO

Industrials
6
+ 600.0%
$79.73 - $89.16 $478 - $535
7 $0
SMMT
Summit Therapeutics Inc.

Healthcare
15
+ 78.95%
$16.65 - $23.76 $250 - $356
34 $0
CG
Carlyle Group Inc.

Financial Services
12
+ 6.98%
$40.03 - $56.96 $480 - $684
184 $8K
STLD
Steel Dynamics Inc

Basic Materials
3
+ 1.63%
N/A
187 $18K
STT
State Street Corp

Financial Services
11
+ 8.15%
$84.47 - $102.23 $929 - $1.12K
146 $13K
TFX
Teleflex Inc

Healthcare
5
+ 55.56%
$130.79 - $183.66 $654 - $918
14 $1K
CATY
Cathay General Bancorp

Financial Services
2
+ 3.33%
$42.27 - $48.78 $84.5 - $97.6
62 $2K
Te Connectivity PLC
9
+ 9.09%
N/A
108 $0
WBS
Webster Financial Corp

Financial Services
3
+ 1.94%
$47.55 - $61.41 $143 - $184
158 $8K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
14
+ 116.67%
$8.92 - $11.7 $125 - $164
26 $0
ALKS
Alkermes Plc.

Healthcare
1
+ 1.3%
$28.08 - $36.0 $28.1 - $36
78 $2K
Super Micro Computer Inc
2.7K
+ 2076.92%
N/A
2.83K $0
SNV
Synovus Financial Corp

Financial Services
22
+ 21.78%
$43.7 - $56.87 $961 - $1.25K
123 $5K
T Rowe Price ETF Inc
1K
+ 9.3%
N/A
11.8K $0
CBT
Cabot Corp

Basic Materials
1
+ 2.04%
$81.12 - $92.51 $81.1 - $92.5
50 $4K
WAFD
Washington Federal Inc

Financial Services
1
+ 1.75%
$27.4 - $32.6 $27.4 - $32.6
58 $1K
TDOC
Teladoc Health, Inc.

Healthcare
88
+ 1257.14%
$7.96 - $14.33 $700 - $1.26K
95 $0
WD
Walker & Dunlop, Inc.

Financial Services
6
+ 26.09%
$82.09 - $96.76 $493 - $581
29 $2K
WHD
Cactus, Inc.

Energy
8
+ 26.67%
$43.48 - $63.78 $348 - $510
38 $1K
AXP
American Express CO

Financial Services
149
+ 10.33%
$255.39 - $325.87 $38.1K - $48.6K
1.59K $428K
Cadeler A S
1
+ 4.55%
N/A
23 $0
CALM
Cal Maine Foods Inc

Consumer Defensive
6
+ 16.22%
$80.87 - $115.8 $485 - $695
43 $3K
TALO
Talos Energy Inc.

Energy
3
+ 300.0%
$8.21 - $11.01 $24.6 - $33
4 $0
America Movil Sab De Cv
190
+ 197.92%
N/A
286 $0
CENT
Central Garden & Pet CO

Consumer Defensive
1
+ 5.26%
$33.67 - $40.16 $33.7 - $40.2
20 $0
KEYS
Keysight Technologies, Inc.

Technology
1
+ 1.52%
$148.16 - $185.11 $148 - $185
67 $10K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
27
+ 51.92%
$33.7 - $43.19 $910 - $1.17K
79 $2K
Natwest Group PLC
135
+ 10.05%
N/A
1.48K $0
LDOS
Leidos Holdings, Inc.

Technology
4
+ 4.88%
$126.82 - $161.11 $507 - $644
86 $11K
FIS
Fidelity National Information Services, Inc.

Technology
25
+ 6.17%
$68.12 - $83.42 $1.7K - $2.09K
430 $32K
Activity Summary
Buys All Purchases 765 New Holdings 73 Increased Positions 692 Sells All Sells 585 Reductions 585 Sold out 0 Options Calls 0 Puts 0
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