Jfs Wealth Advisors, LLC Incresed Positions in Q4 2025

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TR
Tootsie Roll Industries Inc

Consumer Defensive
10
+ 27.78%
$34.93 - $43.68 $349 - $437
46 $1K
TOWN
Towne Bank (Va)

Financial Services
15
+ 34.09%
$32.48 - $34.43 $487 - $516
59 $1K
TRN
Trinity Industries Inc

Industrials
11
+ 27.5%
$24.9 - $28.34 $274 - $312
51 $1K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
18
+ 37.5%
$14.78 - $16.72 $266 - $301
66 $0
UHAL
Amerco

Industrials
5
+ 23.81%
$51.19 - $57.43 $256 - $287
26 $1K
UHALB
Amerco Com Ser N
4
+ 5.48%
N/A
77 $0
PATH
Ui Path, Inc.

Technology
53
+ 66.25%
$12.75 - $18.51 $676 - $981
133 $1K
Ul Solutions Inc
8
+ 114.29%
N/A
15 $0
UAA
Under Armour, Inc.

Consumer Cyclical
34
+ 850.0%
$4.48 - $5.09 $152 - $173
38 $0
USLM
United States Lime & Minerals Inc

Basic Materials
6
+ 60.0%
$111.06 - $135.39 $666 - $812
16 $1K
VVV
Valvoline Inc

Energy
27
+ 40.3%
$31.29 - $36.07 $845 - $974
94 $2K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1
+ 0.37%
$106.97 - $112.08 $107 - $112
271 $29K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
4
+ 1.69%
$106.25 - $112.78 $425 - $451
241 $26K
Vanguard Mun Bd Fds
3.18K
+ 57.04%
N/A
8.76K $0
VCYT
Veracyte, Inc.

Healthcare
8
+ 53.33%
$33.95 - $46.04 $272 - $368
23 $0
Veralto Corp
36
+ 109.09%
N/A
69 $0
VRSK
Verisk Analytics, Inc.

Industrials
6
+ 10.17%
$208.0 - $249.55 $1.25K - $1.5K
65 $14K
VERX
Vertex, Inc.

Technology
4
+ 33.33%
$19.1 - $25.94 $76.4 - $104
16 $0
VICR
Vicor Corp

Technology
2
+ 25.0%
$48.56 - $94.88 $97.1 - $190
10 $0
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
7
+ 33.33%
$28.25 - $37.43 $198 - $262
28 $0
WMG
Warner Music Group Corp.

Communication Services
29
+ 80.56%
$29.75 - $34.24 $863 - $993
65 $1K
WDFC
Wd 40 CO

Basic Materials
2
+ 28.57%
$189.47 - $206.54 $379 - $413
9 $1K
WEN
Wendy'S CO

Consumer Cyclical
31
+ 1550.0%
$8.43 - $9.55 $261 - $296
33 $0
WY
Weyerhaeuser CO

Real Estate
28
+ 1400.0%
$22.13 - $25.12 $620 - $703
30 $0
WHR
Whirlpool Corp

Consumer Cyclical
3
+ 30.0%
$65.5 - $80.05 $197 - $240
13 $0
WLY
John Wiley & Sons, Inc.

Communication Services
1
+ 3.13%
$35.6 - $40.15 $35.6 - $40.2
33 $1K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
21
+ 140.0%
$17.25 - $22.76 $362 - $478
36 $0
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1
+ 0.79%
$37.0 - $39.93 $37 - $39.9
127 $4K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2
+ 1.52%
$32.32 - $33.89 $64.6 - $67.8
134 $4K
WOR
Worthington Industries Inc

Industrials
10
+ 25.0%
$54.52 - $58.54 $545 - $585
50 $2K
ZG
Zillow Group, Inc.

Communication Services
9
+ 25.71%
$66.92 - $74.58 $602 - $671
44 $2K
BSY
Bentley Systems Inc

Technology
4
+ 6.15%
$43.17 - $56.79 $173 - $227
69 $2K
DHI
Horton D R Inc

Consumer Cyclical
49
+ 16.17%
$142.43 - $174.95 $6.98K - $8.57K
352 $50K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
135
+ 0.1%
$9.85 - $10.02 $1.33K - $1.35K
138K $1.37M
FTDR
Frontdoor, Inc.

Consumer Cyclical
3
+ 9.68%
$49.38 - $69.38 $148 - $208
34 $1K
FULT
Fulton Financial Corp

Financial Services
50
+ 2.99%
$16.79 - $18.69 $840 - $935
1.72K $30K
USXF
Ishares Esg Advanced Msci Usa

Technology
4
+ 0.18%
$56.25 - $59.38 $225 - $238
2.19K $124K
IYF
Ishares Tr

ETFs
3
+ 0.47%
$120.85 - $126.31 $363 - $379
641 $79K
MET
Metlife Inc

Financial Services
21
+ 4.32%
$75.97 - $82.89 $1.6K - $1.74K
507 $39K
OGN
Organon & Co.

Healthcare
24
+ 10.43%
$6.34 - $11.01 $152 - $264
254 $1K
KRE
Spdr S&P Regional Banking ETF

ETFs
1
+ 0.41%
$58.14 - $64.09 $58.1 - $64.1
244 $14K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.42%
$80.59 - $84.32 $161 - $169
483 $39K
SPMD
Spdr Portfolio

ETFs
2
+ 0.18%
$55.44 - $58.05 $111 - $116
1.08K $60K
OLED
Universal Display Corp Pa

Technology
1
+ 4.55%
$116.83 - $151.38 $117 - $151
23 $2K
WSO
Watsco Inc

Industrials
4
+ 10.26%
$343.12 - $414.9 $1.37K - $1.66K
43 $14K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
4
+ 8.33%
$92.22 - $153.98 $369 - $616
52 $5K
CDW
Cdw Corp

Technology
28
+ 6.06%
$141.56 - $159.42 $3.96K - $4.46K
490 $71K
CLX
Clorox CO

Consumer Defensive
4
+ 3.67%
$103.68 - $123.19 $415 - $493
113 $11K
FFIV
F5, Inc.

Technology
9
+ 19.15%
$234.0 - $343.17 $2.11K - $3.09K
56 $13K
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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