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
GM
General Motors CO

Consumer Cyclical
201
+ 16.61%
$55.35 - $71.89 $11.1K - $14.4K
1.41K $99K
SPGI
S&P Global Inc.

Financial Services
53
+ 36.81%
$472.05 - $502.96 $25K - $26.7K
197 $96K
TRV
Travelers Companies, Inc.

Financial Services
59
+ 5.26%
$261.57 - $287.42 $15.4K - $17K
1.18K $339K
DRI
Darden Restaurants Inc

Consumer Cyclical
152
+ 200.0%
$171.59 - $193.49 $26.1K - $29.4K
228 $39K
ROK
Rockwell Automation, Inc

Industrials
16
+ 2.38%
$333.75 - $394.54 $5.34K - $6.31K
688 $259K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
68
+ 2.87%
$280.66 - $305.09 $19.1K - $20.7K
2.44K $686K
MMM
3 M CO

Industrials
112
+ 21.09%
$148.75 - $171.6 $16.7K - $19.2K
643 $106K
AKAM
Akamai Technologies Inc

Technology
263
+ 626.19%
N/A
305 $27K
ALL
Allstate Corp

Financial Services
118
+ 4.45%
$190.0 - $214.3 $22.4K - $25.3K
2.77K $593K
AMAT
Applied Materials Inc

Technology
74
+ 24.58%
$209.95 - $240.89 $15.5K - $17.8K
375 $85K
CDNS
Cadence Design Systems Inc

Technology
80
+ 117.65%
$314.93 - $353.36 $25.2K - $28.3K
148 $46K
CME
Cme Group Inc.

Financial Services
81
+ 103.85%
$261.53 - $285.04 $21.2K - $23.1K
159 $44K
FOXA
Fox Corp

Communication Services
350
+ 209.58%
$57.0 - $66.71 $20K - $23.3K
517 $33K
KMI
Kinder Morgan, Inc.

Energy
922
+ 28.16%
$25.84 - $28.46 $23.8K - $26.2K
4.2K $115K
BMY
Bristol Myers Squibb CO

Healthcare
405
+ 19.8%
$42.6 - $49.08 $17.3K - $19.9K
2.45K $114K
CB
Chubb LTD

Financial Services
59
+ 15.53%
$268.2 - $296.22 $15.8K - $17.5K
439 $129K
UBER
Uber Technologies, Inc

Technology
286
+ 41.33%
$91.62 - $100.1 $26.2K - $28.6K
978 $89K
WDC
Western Digital Corp

Technology
86
+ 41.55%
$113.13 - $174.22 $9.73K - $15K
293 $46K
EQT
Eqt Corp

Energy
82
+ 2.78%
$51.8 - $60.84 $4.25K - $4.99K
3.04K $181K
NTAP
Net App, Inc.

Technology
201
+ 176.32%
$109.44 - $121.82 $22K - $24.5K
315 $34K
PH
Parker Hannifin Corp

Industrials
11
+ 6.79%
$716.66 - $857.93 $7.88K - $9.44K
173 $143K
PRU
Prudential Financial Inc

Financial Services
173
+ 27.46%
$99.13 - $107.85 $17.1K - $18.7K
803 $86K
TMUS
T Mobile Us, Inc.

Communication Services
130
+ 43.19%
$201.01 - $233.26 $26.1K - $30.3K
431 $93K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
475
+ 12.71%
$49.98 - $50.22 $23.7K - $23.9K
4.21K $210K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
376
+ 17.22%
$42.19 - $45.31 $15.9K - $17K
2.56K $114K
AZO
Autozone Inc

Consumer Cyclical
6
+ 75.0%
$3576.14 - $4253.71 $21.5K - $25.5K
14 $53K
CAH
Cardinal Health Inc

Healthcare
35
+ 14.64%
$153.27 - $206.06 $5.36K - $7.21K
274 $56K
PGR
Progressive Corp

Financial Services
98
+ 59.39%
$203.7 - $246.46 $20K - $24.2K
263 $59K
TXN
Texas Instruments Inc

Technology
98
+ 2.33%
N/A
4.3K $836K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
297
+ 990.0%
N/A
327 $20K
WBD
Warner Bros. Discovery, Inc.

Communication Services
378
+ 12.41%
$17.1 - $23.05 $6.46K - $8.71K
3.43K $78K
APH
Amphenol Corp

Technology
101
+ 26.1%
$121.7 - $143.85 $12.3K - $14.5K
488 $65K
EFV
Msci Eafe Value ETF

ETFs
220
+ 19.77%
$66.73 - $70.99 $14.7K - $15.6K
1.33K $93K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
109
+ 0.09%
$11.22 - $11.68 $1.22K - $1.27K
123K $1.42M
BSX
Boston Scientific Corp

Healthcare
91
+ 6.24%
$94.95 - $104.98 $8.64K - $9.55K
1.55K $159K
DHR
Danaher Corp

Healthcare
58
+ 31.18%
$202.46 - $223.01 $11.7K - $12.9K
244 $53K
INTC
Intel Corp

Technology
381
+ 11.07%
$34.71 - $41.53 $13.2K - $15.8K
3.82K $132K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
43
+ 1.28%
$67.07 - $73.01 $2.88K - $3.14K
3.4K $243K
PWR
Quanta Services, Inc.

Industrials
38
+ 55.07%
$412.21 - $453.83 $15.7K - $17.2K
107 $45K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.81K
+ 2.55%
$27.17 - $28.65 $49.3K - $52K
72.8K $2M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
404
+ 61.21%
$41.11 - $43.35 $16.6K - $17.5K
1.06K $44K
GD
General Dynamics Corp

Industrials
35
+ 3.05%
$330.59 - $353.77 $11.6K - $12.4K
1.18K $407K
HWM
Howmet Aerospace Inc.

Industrials
65
+ 15.29%
$184.09 - $209.74 $12K - $13.6K
490 $99K
KR
Kroger CO

Consumer Defensive
240
+ 39.87%
$63.15 - $69.15 $15.2K - $16.6K
842 $56K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
103
+ 63.19%
$176.58 - $207.02 $18.2K - $21.3K
266 $48K
PSX
Phillips 66

Energy
89
+ 17.91%
$126.76 - $142.32 $11.3K - $12.7K
586 $83K
WM
Waste Management Inc

Industrials
162
+ 10.6%
$196.77 - $219.98 $31.9K - $35.6K
1.69K $353K
EXC
Exelon Corp

Utilities
194
+ 3.23%
$44.97 - $48.24 $8.72K - $9.36K
6.21K $285K
EXPE
Expedia Group, Inc.

Consumer Cyclical
44
+ 78.57%
$210.33 - $273.65 $9.25K - $12K
100 $26K
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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