Jfs Wealth Advisors, LLC Incresed Positions in Q4 2024

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WRB
Berkley W R Corp

Financial Services
16
+ 0.84%
$56.48 - $64.94 $904 - $1.04K
1.91K $111K
BDX
Becton Dickinson & CO

Healthcare
24
+ 14.12%
$220.02 - $243.75 $5.28K - $5.85K
194 $44K
CG
Carlyle Group Inc.

Financial Services
76
+ 79.17%
$43.2 - $54.81 $3.28K - $4.17K
172 $8K
VTHR
Vanguard Russell 3000 ETF

ETFs
2
+ 0.35%
$251.33 - $271.45 $503 - $543
577 $149K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
3
+ 0.85%
$64.79 - $77.75 $194 - $233
354 $27K
CTRA
Coterra Energy Inc.

Energy
149
+ 48.85%
$22.71 - $27.63 $3.38K - $4.12K
454 $11K
UPS
United Parcel Service Inc

Industrials
354
+ 8.69%
$122.65 - $138.35 $43.4K - $49K
4.43K $558K
IYF
Ishares Tr

ETFs
2
+ 0.32%
$102.7 - $119.05 $205 - $238
632 $69K
NGG
National Grid PLC

Utilities
85
+ 57.82%
$57.68 - $70.03 $4.9K - $5.95K
232 $13K
IP
International Paper CO

Consumer Cyclical
3
+ 0.44%
$46.64 - $59.57 $140 - $179
686 $36K
ZM
Zoom Video Communications, Inc.

Technology
4
+ 2.15%
$67.21 - $89.03 $269 - $356
190 $15K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
32
+ 21.92%
$101.77 - $113.02 $3.26K - $3.62K
178 $18K
GTLS
Chart Industries Inc

Industrials
10
+ 125.0%
$119.65 - $202.35 $1.2K - $2.02K
18 $3K
CFG
Citizens Financial Group Inc

Financial Services
55
+ 42.97%
$39.92 - $48.46 $2.2K - $2.67K
183 $8K
ABNB
Airbnb, Inc.

Consumer Cyclical
27
+ 158.82%
$125.36 - $147.37 $3.38K - $3.98K
44 $5K
SOFI
So Fi Technologies, Inc.

Financial Services
26
+ 6.77%
$7.63 - $16.88 $198 - $439
410 $6K
LBRDK
Liberty Broadband Corp

Communication Services
46
+ 88.46%
$74.72 - $101.4 $3.44K - $4.66K
98 $7K
STZ
Constellation Brands, Inc.

Consumer Defensive
31
+ 30.39%
$219.66 - $257.62 $6.81K - $7.99K
133 $29K
VRT
Vertiv Holdings CO

Industrials
36
+ 37.11%
N/A
133 $11K
AR
Antero Resources Corp

Energy
53
+ 34.19%
$25.54 - $35.52 $1.35K - $1.88K
208 $7K
LYV
Live Nation Entertainment, Inc.

Communication Services
4
+ 4.94%
$109.06 - $140.54 $436 - $562
85 $11K
JBL
Jabil Inc

Technology
1
+ 0.75%
$118.97 - $147.77 $119 - $148
135 $19K
PR
Permian Resources Corporation

Energy
219
+ 134.36%
$13.41 - $16.21 $2.94K - $3.55K
382 $5K
MTZ
Mastec Inc

Industrials
18
+ 37.5%
$119.94 - $147.94 $2.16K - $2.66K
66 $8K
NICE
Nice Ltd.

Technology
9
+ 81.82%
$164.71 - $199.17 $1.48K - $1.79K
20 $3K
KEP
Korea Electric Power Corp

Utilities
299
+ 51.2%
$6.81 - $9.0 $2.04K - $2.69K
883 $6K
NWL
Newell Brands Inc.

Consumer Defensive
51
+ 14.21%
$7.18 - $11.63 $366 - $593
410 $4K
NTRS
Northern Trust Corp

Financial Services
6
+ 6.9%
$88.4 - $111.16 $530 - $667
93 $9K
FULT
Fulton Financial Corp

Financial Services
20
+ 1.2%
$16.97 - $21.99 $339 - $440
1.69K $32K
JCI
Johnson Controls International PLC

Industrials
21
+ 10.5%
$74.23 - $86.6 $1.56K - $1.82K
221 $17K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1
+ 1.79%
$146.47 - $191.01 $146 - $191
57 $10K
MKC
Mccormick & CO Inc

Consumer Defensive
34
+ 45.95%
$73.97 - $84.09 $2.51K - $2.86K
108 $8K
SLM
Slm Corp

Financial Services
18
+ 8.91%
$21.37 - $28.14 $385 - $507
220 $6K
RF
Regions Financial Corp

Financial Services
87
+ 37.02%
$22.45 - $27.47 $1.95K - $2.39K
322 $7K
NTRA
Natera, Inc.

Healthcare
5
+ 33.33%
$117.67 - $174.0 $588 - $870
20 $3K
FHN
First Horizon Corp

Financial Services
104
+ 742.86%
$14.91 - $21.42 $1.55K - $2.23K
118 $2K
PAYC
Paycom Software, Inc.

Technology
8
+ 133.33%
$159.94 - $240.25 $1.28K - $1.92K
14 $2K
FOXA
Fox Corp

Communication Services
8
+ 5.84%
$41.35 - $49.99 $331 - $400
145 $7K
PCTY
Paylocity Holding Corp

Technology
7
+ 58.33%
$162.14 - $213.79 $1.13K - $1.5K
19 $3K
SEIC
Sei Investments CO

Financial Services
5
+ 5.15%
$69.36 - $86.58 $347 - $433
102 $8K
FOX
Fox Corp Cl B (De)

Communication Services
20
+ 16.67%
$38.0 - $47.15 $760 - $943
140 $6K
AFRM
Affirm Holdings, Inc.

Technology
9
+ 12.86%
$38.48 - $72.86 $346 - $656
79 $4K
BILL
Bill.Com Holdings, Inc.

Technology
16
+ 114.29%
$51.23 - $97.41 $820 - $1.56K
30 $2K
DOCU
Docusign, Inc.

Technology
21
+ 1050.0%
$61.42 - $106.99 $1.29K - $2.25K
23 $2K
TGLS
Tecnoglass Inc.

Basic Materials
17
+ 130.77%
$68.5 - $85.52 $1.16K - $1.45K
30 $2K
CRK
Comstock Resources Inc

Energy
65
+ 75.58%
$11.15 - $18.92 $725 - $1.23K
151 $2K
DTM
Dt Midstream, Inc.

Energy
9
+ 15.25%
$78.85 - $108.56 $710 - $977
68 $6K
AFG
American Financial Group Inc

Financial Services
14
+ 28.0%
$126.81 - $149.08 $1.78K - $2.09K
64 $8K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
8
+ 1.03%
$18.92 - $22.13 $151 - $177
788 $16K
Activity Summary
Buys All Purchases 666 New Holdings 62 Increased Positions 604 Sells All Sells 523 Reductions 523 Sold out 0 Options Calls 0 Puts 0
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