Jfs Wealth Advisors, LLC Incresed Positions in Q3 2024

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15.2K
+ 1958.1%
$74.26 - $78.84 $1.13M - $1.2M
16K $1.25M
NKE
Nike, Inc.

Consumer Cyclical
13.4K
+ 1538.09%
$71.09 - $89.44 $950K - $1.2M
14.2K $1.26M
IWM
Ishares Russell 2000 ETF

ETFs
3.38K
+ 14.3%
$200.87 - $224.6 $678K - $758K
27K $5.96M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
24.8K
+ 484.12%
$44.65 - $47.21 $1.11M - $1.17M
29.9K $1.4M
MCD
Mcdonalds Corp

Consumer Cyclical
2.87K
+ 63.75%
$245.82 - $304.51 $705K - $873K
7.36K $2.24M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.14K
+ 6.54%
$127.29 - $141.5 $399K - $444K
51.1K $7.13M
ACN
Accenture PLC

Technology
2.67K
+ 547.13%
$295.44 - $355.81 $789K - $950K
3.16K $1.12M
ABT
Abbott Laboratories

Healthcare
8.13K
+ 218.24%
$100.07 - $118.13 $813K - $960K
11.8K $1.35M
T
At&T Inc.

Communication Services
37.8K
+ 108.65%
$18.21 - $22.28 $689K - $843K
72.6K $1.6M
XOM
Exxon Mobil Corp

Energy
7.25K
+ 25.1%
$109.72 - $119.0 $795K - $862K
36.1K $4.23M
UBS
Ubs Group Ag

Financial Services
26.1K
+ 3494.77%
$27.97 - $31.42 $729K - $819K
26.8K $828K
VV
Vanguard Large Cap ETF

ETFs
2.27K
+ 15.26%
$236.92 - $263.4 $538K - $598K
17.2K $4.52M
AEP
American Electric Power CO Inc

Utilities
6.99K
+ 521.81%
$87.11 - $104.95 $609K - $733K
8.33K $854K
CSCO
Cisco Systems, Inc.

Technology
11.9K
+ 150.34%
$44.74 - $53.22 $534K - $635K
19.9K $1.06M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
23.8K
+ 1222.11%
$25.73 - $28.81 $612K - $685K
25.7K $731K
REET
Ishares Global Reit ETF

ETFs
14.6K
+ 18.05%
$23.07 - $27.17 $337K - $397K
95.7K $2.55M
TSCO
Tractor Supply CO

Consumer Cyclical
2.18K
+ 3249.25%
$251.95 - $290.93 $548K - $633K
2.24K $652K
HD
Home Depot, Inc.

Consumer Cyclical
714
+ 12.84%
$333.64 - $405.2 $238K - $289K
6.27K $2.54M
GS
Goldman Sachs Group Inc

Financial Services
1.12K
+ 64.85%
$459.02 - $510.25 $513K - $570K
2.84K $1.41M
JPM
Jpmorgan Chase & CO

Financial Services
2.76K
+ 52.92%
$194.9 - $224.8 $538K - $621K
7.98K $1.68M
VTV
Vanguard Value ETF

ETFs
1.67K
+ 7.16%
$159.75 - $174.57 $267K - $292K
25K $4.37M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
253
+ 0.43%
$117.9 - $128.2 $29.8K - $32.4K
58.9K $7.56M
XLF
Financial Sector Spdr

ETFs
7.01K
+ 10.71%
$40.84 - $45.74 $286K - $321K
72.5K $3.28M
DUK
Duke Energy Corp

Utilities
4.94K
+ 3922.22%
$99.35 - $117.71 $491K - $582K
5.07K $584K
CVX
Chevron Corp

Energy
4.51K
+ 34.85%
$137.88 - $161.97 $622K - $731K
17.5K $2.57M
FDX
Fedex Corp

Industrials
1.96K
+ 2102.15%
$254.64 - $313.52 $498K - $613K
2.05K $560K
HON
Honeywell International Inc

Industrials
2.75K
+ 40.6%
$196.73 - $220.21 $542K - $606K
9.53K $1.97M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.94K
+ 2.16%
$84.81 - $93.54 $165K - $182K
91.8K $8.44M
BAC
Bank Of America Corp

Financial Services
12.4K
+ 202.05%
$36.65 - $44.13 $454K - $547K
18.5K $735K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
386
+ 0.91%
$111.9 - $124.28 $43.2K - $48K
42.7K $5.28M
USB
Us Bancorp \De\

Financial Services
9.81K
+ 343.44%
$39.04 - $47.23 $383K - $463K
12.7K $579K
ADBE
Adobe Inc.

Technology
903
+ 586.36%
$508.13 - $586.55 $459K - $530K
1.06K $547K
ETN
Eaton Corp PLC

Industrials
1.25K
+ 75.51%
$272.52 - $333.02 $341K - $417K
2.91K $964K
MRK
Merck & Co., Inc.

Healthcare
5.07K
+ 38.02%
$111.15 - $128.97 $564K - $654K
18.4K $2.09M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.81K
+ 1467.68%
$80.13 - $88.89 $386K - $428K
5.14K $453K
KO
Coca Cola CO

Consumer Defensive
3.07K
+ 12.55%
$62.69 - $73.01 $193K - $224K
27.6K $1.98M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.66K
+ 5.98%
$66.31 - $74.08 $176K - $197K
47.1K $3.46M
VGT
Vanguard Information Technolog

ETFs
690
+ 485.92%
$514.43 - $606.85 $355K - $419K
832 $487K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.5K
+ 462.51%
$38.33 - $42.48 $364K - $404K
11.6K $485K
GIS
General Mills Inc

Consumer Defensive
5.18K
+ 367.04%
$62.5 - $75.15 $324K - $389K
6.59K $486K
DVY
Ishares Tr

ETFs
257
+ 1.03%
$119.99 - $135.74 $30.8K - $34.9K
25.3K $3.41M
TJX
Tjx Companies Inc

Consumer Cyclical
2.69K
+ 34.35%
$107.93 - $120.23 $290K - $323K
10.5K $1.24M
NVS
Novartis Ag

Healthcare
3.05K
+ 155.9%
$106.13 - $120.89 $324K - $369K
5.01K $576K
KMB
Kimberly Clark Corp

Consumer Defensive
2.43K
+ 609.8%
$135.05 - $148.35 $328K - $360K
2.83K $401K
ACGL
Arch Capital Group Ltd.

Financial Services
5
+ 0.02%
$94.47 - $114.25 $472 - $571
28K $3.13M
TSLA
Tesla, Inc.

Consumer Cyclical
864
+ 75.13%
$191.76 - $263.26 $166K - $227K
2.01K $526K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.9K
+ 655.96%
$57.8 - $60.8 $283K - $298K
5.65K $341K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.42K
+ 130.14%
$79.29 - $84.02 $271K - $287K
6.05K $506K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.5K
+ 26.16%
$25.21 - $28.46 $214K - $242K
41K $1.15M
Activity Summary
Buys All Purchases 1209 New Holdings 57 Increased Positions 1152 Sells All Sells 379 Reductions 379 Sold out 0 Options Calls 0 Puts 0
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