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
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
18
+ 0.15%
$23.38 - $23.82 $421 - $429
11.7K $274K
MSA
Msa Safety Inc

Industrials
8
+ 3.29%
$155.98 - $175.18 $1.25K - $1.4K
251 $39K
MUSA
Murphy Usa Inc.

Consumer Cyclical
4
+ 4.4%
$356.57 - $396.45 $1.43K - $1.59K
95 $33K
SAP
Sap Se

Technology
11
+ 6.55%
$238.9 - $280.46 $2.63K - $3.09K
179 $42K
RWR
Spdr Dow Jones Reit ETF

ETFs
14
+ 0.43%
$96.69 - $102.14 $1.35K - $1.43K
3.28K $325K
WMK
Weis Markets Inc

Consumer Defensive
3
+ 0.79%
$63.34 - $72.98 $190 - $219
382 $25K
IP
International Paper CO

Consumer Cyclical
92
+ 13.47%
$36.32 - $49.1 $3.34K - $4.52K
775 $28K
MMS
Maximus, Inc.

Industrials
18
+ 4.14%
$79.8 - $91.25 $1.44K - $1.64K
453 $36K
OC
Owens Corning

Industrials
4
+ 4.26%
$101.83 - $141.3 $407 - $565
98 $9K
O
Realty Income Corp

Real Estate
53
+ 2.96%
$56.12 - $60.64 $2.97K - $3.21K
1.84K $104K
DECK
Deckers Outdoor Corp

Consumer Cyclical
25
+ 6.22%
$79.54 - $103.8 $1.99K - $2.6K
427 $35K
FNF
Fidelity National Financial, Inc.

Financial Services
83
+ 1.68%
$54.56 - $60.34 $4.53K - $5.01K
5.02K $292K
IRM
Iron Mountain Inc

Real Estate
27
+ 3.71%
$91.37 - $106.46 $2.47K - $2.87K
754 $68K
MTB
M&T Bank Corp

Financial Services
30
+ 2.77%
$178.63 - $195.63 $5.36K - $5.87K
1.11K $207K
VBK
Vanguard Small Cap Growth ETF

ETFs
65
+ 1.47%
$291.71 - $309.36 $19K - $20.1K
4.49K $1.31M
USB
Us Bancorp \De\

Financial Services
569
+ 4.55%
$45.28 - $48.26 $25.8K - $27.5K
13.1K $594K
PLTR
Palantir Technologies Inc.

Technology
143
+ 3.41%
$172.14 - $207.18 $24.6K - $29.6K
4.33K $753K
ABT
Abbott Laboratories

Healthcare
260
+ 2.21%
$123.62 - $134.59 $32.1K - $35K
12K $1.56M
FNB
Fnb Corp

Financial Services
100
+ 0.19%
$14.65 - $16.47 $1.47K - $1.65K
53.7K $852K
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 0.91%
$910.94 - $954.99 $21.9K - $22.9K
2.67K $2.44M
FITB
Fifth Third Bancorp

Financial Services
163
+ 1.59%
$40.36 - $44.41 $6.58K - $7.24K
10.4K $444K
RWO
Spdr Dow Jones Global Real Est

ETFs
26
+ 0.03%
$44.14 - $46.54 $1.15K - $1.21K
93.5K $4.27M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
14
+ 0.07%
$61.61 - $63.45 $863 - $888
21.4K $1.35M
FAS
Direxion Daily Financial Bull

ETFs
30
+ 2.6%
$156.45 - $176.67 $4.69K - $5.3K
1.19K $190K
MSI
Motorola Solutions, Inc.

Technology
34
+ 9.21%
$379.98 - $462.26 $12.9K - $15.7K
403 $153K
MO
Altria Group, Inc.

Consumer Defensive
179
+ 5.19%
$56.38 - $66.65 $10.1K - $11.9K
3.63K $210K
GIS
General Mills Inc

Consumer Defensive
21
+ 0.32%
$45.98 - $50.93 $966 - $1.07K
6.5K $307K
NVR
Nvr Inc

Consumer Cyclical
1
+ 2.78%
$7072.32 - $8178.0 $7.07K - $8.18K
37 $269K
OXY
Occidental Petroleum Corp

Energy
156
+ 2.44%
$39.75 - $47.72 $6.2K - $7.44K
6.54K $279K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
85
+ 0.07%
$11.45 - $11.71 $973 - $995
128K $1.47M
INTU
Intuit Inc

Technology
13
+ 1.48%
$641.79 - $683.39 $8.34K - $8.88K
890 $574K
NFLX
Netflix Inc

Communication Services
5.11K
+ 943.62%
$110.29 - $1241.35 $563K - $6.34M
5.65K $622K
NSC
Norfolk Southern Corp

Industrials
31
+ 1.24%
$279.53 - $300.15 $8.67K - $9.3K
2.54K $721K
ETN
Eaton Corp PLC

Industrials
40
+ 1.72%
$352.39 - $387.75 $14.1K - $15.5K
2.37K $833K
VB
Vanguard Small Cap ETF

ETFs
37
+ 0.34%
$248.1 - $260.08 $9.18K - $9.62K
10.9K $2.72M
VO
Vanguard Mid Cap ETF

ETFs
38
+ 0.51%
$286.27 - $296.23 $10.9K - $11.3K
7.44K $2.13M
HBAN
Huntington Bancshares Inc

Financial Services
352
+ 1.09%
$15.16 - $17.21 $5.34K - $6.06K
32.5K $511K
IWR
Ishares Russell Mid Cap ETF

ETFs
45
+ 0.17%
$94.02 - $97.61 $4.23K - $4.39K
26.2K $2.48M
NOC
Northrop Grumman Corp

Industrials
15
+ 1.27%
$558.0 - $637.95 $8.37K - $9.57K
1.2K $674K
BND
Vanguard Bd Index Fd Inc Total

ETFs
106
+ 0.04%
$74.09 - $75.1 $7.85K - $7.96K
260K $19.3M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.01%
$201.42 - $211.15 $201 - $211
16.6K $3.41M
ADP
Automatic Data Processing Inc

Industrials
60
+ 3.54%
$250.9 - $292.94 $15.1K - $17.6K
1.76K $440K
ORCL
Oracle Corp

Technology
238
+ 11.32%
$217.57 - $313.0 $51.8K - $74.5K
2.34K $514K
SCHW
Schwab Charles Corp

Financial Services
107
+ 0.44%
$91.91 - $97.71 $9.83K - $10.5K
24.6K $2.26M
JPM
Jpmorgan Chase & CO

Financial Services
94
+ 1.28%
$294.11 - $320.41 $27.6K - $30.1K
7.42K $2.23M
BX
Blackstone Inc.

Financial Services
124
+ 2.95%
$138.42 - $168.45 $17.2K - $20.9K
4.32K $598K
PNC
Pnc Financial Services Group, Inc.

Financial Services
182
+ 1.78%
$178.37 - $198.46 $32.5K - $36.1K
10.4K $1.91M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
43
+ 0.08%
$136.54 - $144.07 $5.87K - $6.2K
56.2K $7.72M
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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